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Apple's (AAPL) share of the U.S. smartphone market surged in Q4, jumping from 26% to 43%, mostly...

Apple's (AAPL) share of the U.S. smartphone market surged in Q4, jumping from 26% to 43%, mostly at the expense of Android (GOOG), which slipped from 60% to 47%. Blackberry (RIMM) continues its slide, hitting 6% compared to 8% in Q3 and 19% a year earlier.
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Comments (10)
  • J Dog
    , contributor
    Comments (21) | Send Message
     
    I guess the disappointment in 4S vs 5 was overblown. In the competitive arena of smartphones, to pick up that kind of market share is crazy!
    10 Jan 2012, 09:14 AM Reply Like
  • mogando
    , contributor
    Comments (313) | Send Message
     
    [sarcasm] Android is winning because it's 400bps higher despite being on 3x total carriers and about 50x more devices [/sarcasm]

     

    Unless Samsung is doing supremely well internationally and reducing Moto/HTC to irrelevance, I can envision the remote scenario that Apple might have a chance to beat that 35M number that Samsung SHIPPED
    10 Jan 2012, 09:22 AM Reply Like
  • Keep It Simple
    , contributor
    Comments (471) | Send Message
     
    Wow - Go APPLE!
    10 Jan 2012, 10:22 AM Reply Like
  • Yokyok
    , contributor
    Comments (329) | Send Message
     
    pfft.. meaningless numbers skewed by new product release
    10 Jan 2012, 11:20 AM Reply Like
  • mogando
    , contributor
    Comments (313) | Send Message
     
    1. iPhone 4 never crossed 30% during its new product surge or any subsequent quarters, so 43% is historically high.

     

    2. Few consumer (other than the really well-informed) are actually anticipating Galaxy Nexus or Android 4.0, so the "pent-up demand" of Android is over-stated

     

    3. iPhone 4S is supposed to be a mid-cycle upgrade as opposed to a full redesign. It lacks NFC, LTE, and available at less than half of Android carriers globally.

     

    4. More and more consumers upset that manufacturers and carriers are blocking firmware updates. Galaxy S1 launched in June-2010 can't even get ICS while iPhone 3GS launched way back in June-2009 has iOS 5. If the same pattern continues, expect iPhone 4 (June-2010 era) to receive iOS 6 too before it finally retires.
    10 Jan 2012, 11:47 AM Reply Like
  • Keep It Simple
    , contributor
    Comments (471) | Send Message
     
    Great post!
    10 Jan 2012, 12:03 PM Reply Like
  • entmd
    , contributor
    Comments (941) | Send Message
     
    This is going to be a blowout earnings that will be historical for Apple. Huge! RIM continues on it's downward trajectory.... what a surprise.
    10 Jan 2012, 03:58 PM Reply Like
  • dividend_growth
    , contributor
    Comments (2894) | Send Message
     
    Everybody already knows that Apple is going to blow out earnings.
    11 Jan 2012, 12:40 PM Reply Like
  • Keep It Simple
    , contributor
    Comments (471) | Send Message
     
    Exactly!
    11 Jan 2012, 01:03 PM Reply Like
  • pbanados
    , contributor
    Comments (236) | Send Message
     
    thanks to all AAPL disbelievers around there. I credit them for low prices that made this move possible (can you believe it now: aapl at less than 380 mid december?).
    In a month, a combo of leveraged stocks, calls and protective puts is giving 80% returns, and counting 'till friday... sadly I understand AAPL moved earnings report from jan.18 to jan.24th. If not, the jump would be much higher...
    18 Jan 2012, 05:49 PM Reply Like
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