Firefox Continues To Take Share; Apple's Safari Jumps (AAPL, MSFT, GOOG)

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Includes: AAPL, GOOG, MSFT
by: David Jackson

From NetApplications:

December 2005 browser market shares:

Browser Market Share Chart

Monthly data for 2005:

 Month   Internet Explorer   Firefox   Safari   Netscape   Opera   Other 
 January, 2005   89.44%   5.59%   1.66%   1.98%   0.52%   0.81% 
 February, 2005   89.04%   6.17%   1.69%   1.89%   0.48%   0.74% 
 March, 2005   88.59%   6.71%   1.73%   1.80%   0.46%   0.70% 
 April, 2005   88.00%   7.38%   1.81%   1.68%   0.46%   0.67% 
 May, 2005   87.23%   8.06%   1.91%   1.64%   0.51%   0.65% 
 June, 2005   86.56%   8.71%   1.93%   1.55%   0.59%   0.65% 
 July, 2005   87.20%   8.07%   2.13%   1.50%   0.49%   0.61% 
 August, 2005   86.31%   8.27%   2.20%   2.02%   0.62%   0.59% 
 September, 2005   86.87%   7.55%   2.39%   2.16%   0.51%   0.51% 
 October, 2005   86.52%   8.59%   2.56%   1.26%   0.54%   0.54% 
 November, 2005   86.08%   8.84%   2.78%   1.25%   0.53%   0.52% 
 December, 2005   85.05%   9.57%   3.07%   1.24%   0.55%   0.53% 
Click to enlarge

Stock impact:

GOOG: Google's search market share is at risk from Microsoft building MSN search into the next generation of IE. So the greater Firefox's market share, the more secure Google's search business.

AAPL: Note that Safari's market share almost doubled in 2005. Is Apple getting more traction than people realise in the PC market?

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