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drag2share: MORGAN STANLEY: iPhone Sales Could Be Up 28% This Quarter (AAPL)

source: http://feedproxy.google.com/~r/businessinsider/~3/Cgtea6RQDPs/morgan-stanley-iphone-sales-could-be-up-28-this-quarter-2013-9

Apple’s iPhone units could grow by 28% on a year-over-year basis this quarter, according to Morgan Stanley analyst Katy Huberty.

Huberty’s “Alphawise Smartphone Tracker” suggests Apple sells 34.5 million phones in the September quarter. The Street consensus for iPhone sales is in the low thirty millions.

A 28% increase over a year ago would be good considering Apple will only be selling new iPhones for about a week in the quarter. It’s also good considering Apple’s growth was at single digit levels earlier in the year.

Apple’s will never post insane 80%+ growth for the iPhone again. The market is mature, and Apple already sells a lot of phones making mega-growth nearly impossible.

But 28% is a solid, growing number, if accurate.

Morgan Stanley’s Alphawise tracker uses web search analysis and Google Trends to make a forecast. It sounds a little goofy, but last quarter Alphawise predicted 31.3 million units. Apple sold 31.2 million.

While this is good news for Apple, there’s more to the story.

Alphawise predicts a relatively massive quarter for Samsung. It’s expected to sell 47 million Galaxy phones, which would blow Apple out of the water.

Here’s a chart from Huberty that compares Alphawise estimates to actual results”

iPhone Morgan Stanley


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Wednesday, September 18th, 2013 news No Comments

drag2share: Global Smartphone Shipments Share

source: http://feedproxy.google.com/~r/businessinsider/~3/NfpWaDstbvg/what-the-5c-means-for-apple-2013-9

The global smartphone shipments share of handset makers, especially Chinese manufacturers, has been growing rapidly at the expense of Apple, and they’ve done so by undercutting the iPhone’s premium pricing with a barrage of low-cost handsets.

SmartphoneMarketShare

Most of these cheaper handsets run Android, and because of that, Google’s platform has been increasingly asserting its will over Apple. It now controls 80% of the global smartphone market. Meanwhile, Apple’s platform share keeps falling and is currently around 13%.


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Tuesday, September 10th, 2013 news No Comments

Here’s What We Know So Far About The Shutdown At The NASDAQ

Source: http://www.businessinsider.com/confusion-over-the-nasdaq-2013-8

nasdaq omx

Trading on the NASDAQ halted Thursday afternoon due to a technical issue with something called UTP SIP quote dissemination.

UTP, or “unlisted trading privileges” refers to the ability of other exchanges to trade stocks on the NASDAQ and SIP (“securities information processor”) is the system by which NASDAQ sends quotes of those securities to other exchanges.

Exchange officials are scrambling to a) figure out what happened and b) resume trading safely. At this point, everyone is just confused. From the Wall Street Journal:

“It’s really shocking. We’re stuck,” said Ramon Verastegui, head of global engineering and strategy at Société Générale. “If we want to trade Apple, we can’t.”

With no new updates, CNBC pundits were locked in a talking heads decabox.

The “market is too complicated” and “ridiculously complex” said former Nasdaq Vice-Chair David Weild to CNBC.

Both the NYSE and the BATS Exchange stopped trading in all NASDAQ-listed Tape C securities, per NASDAQ’s request. Tape C securities are listed on the NASDAQ or NASDAQ Small Cap exchange.

NASDAQ now says it will resume trading between 2:45 and 3:10 ET, but it had been largely radio silent since its 1 PM alert:

NASDAQ intends to re-open trading in all Tape C securities with a halt cross wi! th a 5-m inute quote only period starting at a time to be determined.  NASDAQ will not be cancelling open orders on the book.  Customers who wish to cancel their orders may do so and any customer who wishes to not participate in the re-opening should cancel their orders prior to the resumption of trading. Additionally, NASDAQ will clear all stale quotes from the UTP SIP prior to the commencement of trading.

A low volume day should mean the NASDAQ can get back on its feet, according to CNBC. But we’re still waiting.

 


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Thursday, August 22nd, 2013 news No Comments

CHART OF THE DAY: What The Heck Happened To Apple’s iPad Business? (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-what-the-heck-happened-to-apples-ipad-business-2013-7

Apple’s iPad business, which is supposed to be its second mega-business, has already hit the wall as far as growth is concerned.

Last quarter, Apple reported sales of 14.6 million units, a 14% drop on a year-over-year basis. On the company’s earnings call, Apple’s execs said that if you look at the actual sell through of the iPad, and factor in channel inventory changes, then it was down 3%.

Part of the reason the iPad business fell is that Apple didn’t roll out a new version of the iPad last quarter. In the June 2012 quarter, it was introduced the high-resolution iPad which boosted sales. With no new model of the iPad, sales lagged in comparison.

However, last year Apple wasn’t selling the iPad Mini. The $329 iPad Mini should have provided enough of a lift to offset the lack of a new iPad model.

This isn’t just a one-off bad quarter. If you look at the trend, you can see that growth is in a general nose dive for the iPad. Analyst Gene Munster says the reason the iPad business is weaker than expected is that the market is “becoming more price sensitive than we previously expected.” In other words, consumers are buying cheaper tablets from Apple’s rivals.

For why that’s troubling for Apple, check out Henry Blodget’s take here…

ipad chart of the day

 

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Wednesday, July 24th, 2013 news No Comments

Android and Samsung dominate the phone market in Q1

Source: http://www.engadget.com/2013/05/14/gartner-android-samsung-q1-2013/

Gartner Android and Samsung dominate the phone market in Q1

If you’ve been following the trends, Gartner’s mobile phone market figures for the first quarter of 2013 won’t surprise. The research firm estimates that Android was on 74.4 percent of all smartphones sold in the period, with Samsung the key beneficiary of such dominance. While the Korean behemoth doesn’t release solid sales figures, Gartner believes its market-flooding strategy has paid off, topping the league with 30.8 percent market share — Apple has a firm grip on second place, with 18.2 percent, which is well ahead of LG, which has 4.8 percent. Samsung is also king of the mobile phone space, owning 23.6 percent of the market, ahead of Nokia, which has fallen to 14.8 percent share. Gartner’s research also found that feature phone sales are slowing, so we guess that it’s only a matter of time ! before t he humble candybar goes the way of the netbook.

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Via: TechCrunch

Source: Gartner

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Tuesday, May 14th, 2013 digital No Comments

Android topped tablet share in Q1 at 57 percent, Apple led manufacturers

Source: http://www.engadget.com/2013/05/01/idc-tablet-share-q1-2013/

IDC Android topped tablet share in Q1 at 57 percent, Apple still the top manufacturer

We were expecting a changing of the guard among tablets given the rise of several competitors throughout in 2012, and we’ve seen just that in IDC’s market share estimates for the first quarter of 2013. The research firm shows Android having almost reversed the share it held a year ago, claiming the top spot at 56.5 percent; Apple’s huge spike in year-over-year iPad sales wasn’t enough to keep it from dipping to 39.6 percent. Microsoft’s estimated performance tells a more complex story, however. Its second quarter of Windows 8 and RT sales involved a big year-to-year jump as well, but it was also starting largely from scratch — the combined Windows platform was still tiny at 3.7 percent.

The pecking order remained mostly the same among individual manufacturers, although the charts here explain just why OS share shifted so much in the winter. While Apple remained comfortably in front with its 39.6 percent, just about every rival made a dent: Samsung, ASUS, Amazon and Microsoft all gained at least a small amount, even if no one manufacturer posed a major threat. IDC is providing shipping numbers that don’t necessarily reflect the on-the-ground sales, especially when everyone beyond Apple declines to report official numbers, but they suggest that tablets like the Nexus 7 and Surface Pro have found at least a small audience.

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Source: IDC

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Wednesday, May 1st, 2013 digital No Comments

Apple Buys Indoor Mapping Company WifiSLAM

Source: http://www.businessinsider.com/apple-buys-indoor-mapping-company-wifislam-2013-3

WiFi Slam app

Apple has bought WifiSLAM, a company providing indoor mobile location services, which lets people figure out their location inside a building using the strength of its Wi-Fi signals.

Indoor mobile location is a burgeoning field as more and more people use their smartphones inside buildings – with at least two Finnish companies, Walkbase and IndoorAtlas, offering their own systems for zeroing in on where they are, and a map of their surroundings.

Apple confirmed to the Wall Street Journal that it had bought the company, though it didn’t comment on the estimated $20m price tag. It said that it “buys smaller technology companies from time to time”.

WifiSLAM uses the variation in different networks’ Wi-Fi signal strengths to triangulate the user’s location. The company co-founders include a former Google staffer, and has backing from Don Dodge, who worked at both Google and Microsoft.

Walkbase has been developing its offering since 2009, and presently has an Android app offering. IndoorAtlas uses variations in the earth’s magnetic field to determine the user’s location – meaning it doesn’t rely on Wi-Fi or other data, and doesn’t need hardware.

Finnish mobile phone company Nokia already offers Destination Maps, an indoor mapping service.

For Apple, improving its maps offering has become increasingly important since it dumped Google’s mapping service for its iPhone and iPad products last September. That met with widespread criticism, and forced chief executive Tim Cook to issue a grovelling apology, and saw the ousting of Scott Forstall, who had been in charge of the iPhone software division, and of the head of the mapping team.

 

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Monday, March 25th, 2013 news No Comments

Apple Has Nearly Double The U.S. Market Share Of Samsung (AAPL, GOOG)

Source: http://www.businessinsider.com/comscore-apple-market-share-grows-2013-3

Apple market share

Apple market shareThere are some caveats on this one which we’ll get to, but Apple had a really good holiday quarter compared to its rivals.

comScore reports Apple had 37.8 percent of the U.S. smartphone market for the three months ending in January. Samsung, meanwhile, had 21.4 percent of the market. Apple’s market share was up 3.5 percent compared to the three months ending in October. Samsung was up 1.9 percent.

Both Apple and Samsung took share from Motorola and HTC.

As for the iOS versus Android market share battle, Apple was 37.8 percent versus 52.3 percent for Android. Apple was up 3.5 percent, while Android was actually down 1.5 percent.

This is good news for Apple, but as we said there are caveats:

Apple does very well in the U.S. It does not do as well elsewhere in the world.

The holiday period was when Apple really launched the iPhone 5. Samsung, meanwhile, was selling the Galaxy S III, an older smartphone model. It only makes sense for Apple to! experie nce a bump in this period.

We’ll see how Apple holds up over the next three to six months as the hype of the iPhone 5 dies off and the hype for the Galaxy S IV cranks into gear.

All that said, considering the Samsung buzz, you would have thought it was killing Apple. These numbers show that Apple can still hold its own.

The bigger picture for Apple and Samsung on all of this is that the U.S. market, and other developed markets, is not going to generate the same growth, and thus profits in the near term aren’t going to be as robust.

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Wednesday, March 6th, 2013 digital No Comments

connected device shipments up 29.1 percent in 2012, smartphones and tablets rule

Source: http://www.engadget.com/2013/02/21/idc-connected-device-shipments-q4-2012/

IDC: connected device shipments up 29.1 percent in 2012, smartphones and tablets rule

Researchers at IDC have had their ears to the ground keeping tabs on shipments for specific types of devices, and now they’ve painted a bigger picture of the hardware battlefield in 2012. “Smart connected devices” — a category which includes desktops, laptops, tablets and smartphones — saw a total of 367.7 million units shipped in Q4 2012, up 28.3 percent from the year before. In total, over 1.2 billion units were shipped last year, marking a 29.1 percent upswing from 2011. Naturally, tablets and smartphones drove the boost by carving out roughly 60 percent of the year’s combined marketshare, while PCs and notebook shipments sank by 4.1 and 3.4 percent, respectively.

While Samsung and Apple each claimed crowns in specific gadget divisions, Sammy came out on top with smart connected devices in 2012 as a whole (and in Q4) thanks to a 20.8 percent marketshare, beating Cupertino by 2.6 percent. Lenovo finished in third place with a 6.5 percent slice, while HP and Dell trailed behind with 4.8 and 3.2 percent, respectively. IDC notes that Cook. and Co. could have come in a more distant second, but the debut of the iPhone 5 and iPad Mini pulled it out of a slump from earlier in the year.

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Source: IDC

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Friday, February 22nd, 2013 digital No Comments

Android surged to 69 percent smartphone share in 2012, dipped in Q4

Source: http://www.engadget.com/2013/02/14/idc-android-surged-to-69-percent-smartphone-share-in-2012/

IDC Android surged to 69 percent smartphone share in 2012, took a dip in Q4

Few would doubt that 2012 was Android’s year given how rapidly it grew, but it’s good to have some context. IDC is more than willing to oblige. It estimates that Google’s OS climbed from 49.2 percent of the smartphone space in 2011 to 68.8 percent in 2012. As we’ve seen in the past, though, most of that came from customers leaving embattled platforms, including a pre-BB10 BlackBerry and Symbian. Apple reportedly held its ground at 18.8 percent, while Microsoft appears to have turned a corner with Windows Phone by climbing back up to 2.5 percent.

The fourth quarter results paint a slightly different picture. Android still had a comfortable 70.1 percent of share in IDC’s reckoning, but it took a hit from 75 percent in the third quarter — similar to what we’ve seen elsewhere, the iPhone 5 launch helped iOS claw back enough share to hit 21 percent. BlackBerry and Windows Phone weren’t quite so rosy, although they also didn’t have full quarters with new devices to offer. We’ll have to wait for the first quarter of 2013 to finish before we learn of any true shakeups in the status quo.

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Source: IDC

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Thursday, February 14th, 2013 digital No Comments

Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.

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