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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

The numbers vary depending on who you ask or whose data you use

Bing search volume continues to drop despite tons of ads and cheating — redirecting traffic from live.com, msn.com, microsoft.com, and windows search (see also – http://bit.ly/7qDBEz) .

January 13, 2010

The Nielsen Company today reported December 2009 data for the top U.S. Search Providers.

MegaView Search data – including total searches, unique searchers, search share, and all other search figures – cannot be trended with search results prior to October 2009 due to recent methodology changes.

search-volumes-comparison

Searches represent the total number of queries conducted at the provider. Example:  An estimated 6.7 billion search queries were conducted at Google Search, representing 67.3 percent of all search queries conducted during the given time period.

versus Oct 2009 numbers from hitwise

experian-hitwise-percentage-us-searches-leading-search-engine-provider-september-2009

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Wednesday, January 13th, 2010 analytics No Comments

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