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To: SiouxPal who wrote (10)1/2/2012 8:39:39 PM
From: stockman_scott
2 Recommendations   of 258
 
Chart: How Google And Apple Won The Smartphone Wars

By Erick Schonfeld
TechCrunch
January 2, 2012


What a difference just one year can make. In our Year in Tech post, I pointed out that 2011 was the year that Apple and Google won the smartphone wars. I put together the chart above from comScore U.S. mobile subscriber estimates to illustrate the dramatic shift in market share in the smartphone market. In less than 18 months, Apple’s and Google’s combined market share of U.S. mobile subscribers for iPhones and Android phones went from 43.8 percent to 75.6 percent between August, 2010 and November, 2011.

During the same period, RIM’s Blackberry tumbled from 37.6 percent to 19.7 percent (an almost 18-point drop). Microsoft’s mobile share was also nearly cut in half from 10.8 percent to 5.7 percent. And Palm, which had almost 5 percent share 18 months ago, basically
disappeared (comScore stopped reporting its share).

In the space of little more than a year, Android and Apple gobbled up three quarters of the smartphone market in the U.S. Combined, they gained 31.8 points in market share over this period. When you drill down further, almost all of these gains went to Android, which added 27.3 points of market share versus a more modest 4.5 points for Apple. There is some evidence that Android growth is slowing in the U.S. (nothing can keep growing this fast forever). But the fact that market dominance can shift so rapidly (a year ago, Blackberry was still the single largest smartphone platform in the U.S.) is quite startling.

Shift happens, and it is happening faster than ever. I’d be surprised if there was ever a year when PC market share changed so dramatically.



techcrunch.com

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From: J.F. Sebastian1/5/2012 2:10:13 AM
   of 258
 
Verizon numbers may suggest 35M iPhone sales in holiday quarter, analyst says

Verizon's revelation that it sold 4.2 million iPhones in the December quarter has prompted one analyst to suggest that Apple may have sold as many as 35 million iPhones during the period.

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To: J.F. Sebastian who wrote (77)1/6/2012 10:49:20 AM
From: jeftuxedo
   of 258
 
I would like to have been the actor who played Santa on that spot. I bet his residuals are going to keep him set for a number of years:)

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From: J.F. Sebastian1/11/2012 9:49:57 PM
   of 258
 
Apple becomes No. 3 PC maker in US with industry-leading 21% growth

Apple climbed to third place among U.S. PC vendors in the fourth quarter of 2011 as the rest of the top five vendors saw shipments decline year over year as part of a worldwide contraction in the PC market, according to a new analysis.

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From: yofal1/24/2012 10:48:47 PM
2 Recommendations   of 258
 
Big Numbers…

• Apple’s profit of $13.1 billion was equal to theirrevenue in Q4 2010, as Jordan Golson notes. To be clear, that was just a year and a quarter ago. That’s how quickly Apple is growing.

• Apple added $38 billion in cash to its reserves just in the past year alone, as Horace Dediu points out. They now have $97.6 billion in cash and equivalents. $64 billion of that is offshore, Apple CFO Peter Oppenheimer stated during the call — meaning, it would cost money (taxes) to bring it back into the U.S.

• Apple’s cash hoard alone is worth more than all but 52 companies on Earth, as Dennis Berman notes.

• Apple earned more money last quarter than the entire company was worth (in terms of market cap) just eight years ago, as Mathew Ingram relays from Eddy Elfenbein.

• Apple likely sold three times as many iPads as Amazon sold Kindle Fires. At twice the price. And at a profit, as Jon Fortt notes. When asked about the impact of the lower-cost tablets, Apple CEO Tim Cook specifically mentioned the Kindle Fire and noted that when looking over Apple’s numbers, they didn’t seem to see any impact (positive or negative) from the Kindle Fire being on the market.

• Apple’s revenues, while massive, are nothing compared to a company like Walmart, which reported$109.5 billion in revenue last quarter. BUT that $109.5 billion only turned into $3.3 billion of actual income for the quarter. In other words, Walmart has more than double the revenues of Apple, but Apple has more than four times the profits of Walmart. That’s remarkable.

• Apple’s profits place them on this exclusive list of the most profitable quarters among corporations. You’ll note that Apple is the only company on the list that’s not an oil and gas company. And they’re a “mere” $3.2 billion from the top spot.

• Back in July, we noted that while Apple was destroying their tech peers in profits, HP still held the revenue crown. Not anymore. HP’s last reported quarter ( in November) saw the company announce $32.1 billion in revenue. They’ll report Q1 2012 earnings in about a month, but if history is any guide, Apple will be far, far ahead of both numbers. Likely well over $10 billion ahead.

• It was only October of 2010 when Apple passed Microsoft in terms of revenue. At the time, Apple posted $20.34 billion — they’re well beyond double that now. Microsoft’s most recent quarter saw record revenue of $20.9 billion. Again, Apple came in at $46.33 billion.

• Meanwhile, it was only April of last year that Apple surpassed Microsoft’s in profit. This past quarter, Microsoft’s net income was $6.62 billion. Apple’s was $13.06 billion.

• The iTunes Store alone generated 50 percent more revenue than all of Yahoo did last quarter, as Jordan Golson notes.

• Likewise, the amount Apple paid to third-party developers via the App Store last quarter ($700 million) is more than double Yahoo’s overall profits. (Overall, Apple has paid over $4 billion to third-party developers now via the App Store.)

• Apple’s profits for the last quarter exceed Google’s entire revenue for the last quarter, as Farhad Manjoo points out. And it’s not even close ($13 billion to $10.6 billion). Think about that for a second.

• And actually, Apple’s profit for the entire year now beats Google’s revenue for the entire year, as Marcel Molia points out. That gap is likely to get bigger given the most recent quarter.

• After a short halt in after-hours trading following the earnings release, Apple’s stock popped nearly 10 percent from where it closed at the end of the day. Since then, it has settled back into the $450-a-share range which would be far and away a new record high for the stock if and when it opens around there tomorrow. That surge also pushes Apple well beyond the $400 billion market cap — and once again past Exxon as the most valuable public company in the world.

• At over $400 billion, Apple is now worth more than Greece, CNN Tech says.

• Towards the end of the earnings call, Tim Cook dropped a huge nugget of information: led by 15 million iPads sold last quarter, the tablet market is now larger than the entire desktop PC market. Someday in the not-too-distant future, the tablet market will be bigger than all of the PC market, he predicts. (Apple has sold 55 million iPads since the original launch in April 2010, Cook revealed.)

• Apple’s gross margin for the quarter was 44.7 percent — a number which Oppenheimer stated he’s never seen in his 15 years at Apple. Of note, he also doesn’t expect Apple to ever post a margin that high again.

• Apple sold half as many Apple TVs last quarter (1.4 million) as they did for the entire previous fiscal year. But Cook still considers the product a “hobby” — though it’s one he “couldn’t live without”.

• Apple’s profit last quarter was $3 billion more than all of Hollywood’s gross box office receipts for all of last year, notes Eric Spiegelman via Anthony De Rosa.

• With 37 million iPhones sold last quarter, Apple is now the largest smartphone marker, besting Samsung’s (guesstimated) 35 million, as The Next Web remembers.

• Apple is now selling twice as many iPads to K-12 schools as Macs. Perhaps that will help with this issue.

But perhaps all you really need is a picture. Just look at the chart Macworld made below. It’s absolutely staggering.



from techcrunch.com

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From: J.F. Sebastian1/26/2012 9:35:39 PM
   of 258
 
Half of the enterprise is issuing Macs, 21% of workers use Apple products

A new study indicates around half of all large companies with 1,000 employees or more are buying Macs, while over a fifth of all "information workers" are now using at least one Apple product to do their work.

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To: J.F. Sebastian who wrote (85)1/26/2012 11:02:14 PM
From: zax
1 Recommendation   of 258
 


I think you left this image macro on the wrong board. Here, let me fix it. Let me also return the favor.



Well apparently you are an Apple fan... Or should we say, CRApple fan. Thats right, Apple sucks. You may not have to worry about your iMac getting a virus, but you have to make sure it doesn't crash every 30 seconds. Try switching to Microsoft products, I'm sure you'll be glad you did.

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To: zax who wrote (86)1/26/2012 11:24:32 PM
From: J.F. Sebastian
1 Recommendation   of 258
 
Well that's quite humorous Zax, so congrats to you, you've received the first ban on this board for not following the rules. I knew you'd post your nonsense here sooner or later and suffer the consequences. You can come back in one year after you've had time to cool down.

Oh, and apparently you haven't used Macs in awhile, they crash less than any Windows PC I've ever used, from Windows 3.1 all the way through Windows 7.

Enjoy your time in AFC Purgatory. :-)

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From: J.F. Sebastian1/27/2012 1:29:55 AM
1 Recommendation   of 258
 
Apple reclaims title of world's largest smartphone maker after blowout quarter

Apple overtook Samsung in the fourth quarter of 2011 to grab the top spot among global smartphone makers, earning 23.9 percent of the market with sales of 37 million iPhones, according to one set of estimates.

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From: J.F. Sebastian1/27/2012 1:30:55 AM
1 Recommendation   of 258
 
Apple's iPhone believed to account for record 8% of global mobile phone market

Even as Apple appears to have retaken the top spot among smartphone makers during the fourth quarter of 2011, a new analysis claims the iPhone made up 8.3 percent of the worldwide mobile phone market during the same period.

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