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The iPhone's (AAPL) U.S. share soared to 53.3% in the 12 weeks ending Nov. 25, per Kantar...

The iPhone's (AAPL) U.S. share soared to 53.3% in the 12 weeks ending Nov. 25, per Kantar ComTech - that's up from 48.1% in the 12 weeks ending Oct. 28, and far above the 35.8% seen in the year-ago period. Android's (GOOG) U.S. share fell to 41.9% (down 1090 bps Y/Y). But again, the roles are switched in Europe, and then some: Android had a 61% share in the EU5 (up 920 bps Y/Y), and the iPhone 25.3% (up 250 bps). Do European sales have something to do with iPhone order cut reports? Android had 72.2% of "Urban China," and 60.7% of Brazil. (tables - PDF)
Comments (16)
  • jl45389
    , contributor
    Comments (44) | Send Message
     
    Android had a 61% share in the EU5 (up 920 bps Y/Y), and the iPhone 25.3% (up 250 bps). Do European sales have something to do with iPhone order cut reports? Android had 72.2% of "Urban China," and 60.7% of Brazil

     

    but does GOOG make any profits from these markets?
    21 Dec 2012, 11:01 AM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (763) | Send Message
     
    Yes - via mobile search/display ad sales. They also profit from selling those services via iOS, but they have to give Apple a huge cut of search ad revenue for Mobile Safari traffic. And there's also competition from iAd on the display side.
    21 Dec 2012, 11:06 AM Reply Like
  • Dennis Baker
    , contributor
    Comments (1119) | Send Message
     
    Google makes some profits from Europe but the vast majority of Chinese Android phones are running other search engines and mapping tools and Google has no mechanism for selling things via Google Play in China at all.

     

    Ironically, even as they brag about Android market share, Google is nearly excluded from the fastest growth areas of the world.
    21 Dec 2012, 12:59 PM Reply Like
  • rickraphael
    , contributor
    Comments (272) | Send Message
     
    Google can only make serious money from search/display ads if the phone has a mobile broadband plan. This data:

     

    http://bit.ly/VSLep9

     

    Indicates that many if not most global Android users don't have data plans. They are using inexpensive Android smart phones as feature phones.
    21 Dec 2012, 01:36 PM Reply Like
  • rocback
    , contributor
    Comments (987) | Send Message
     
    This is the first time ever Apple has over 50% of the U S market.
    21 Dec 2012, 01:43 PM Reply Like
  • jl45389
    , contributor
    Comments (44) | Send Message
     
    do you have a breakdown of there ad sales for europe, brazil, china compare to the US? what is a 41% US market share worth compare to 61% for europe, does the 1090 bps fall in US made up for by the 920 bps in EU5
    21 Dec 2012, 11:17 AM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (763) | Send Message
     
    Google mentioned in its Q3 report international markets accounted for 53% of total sales (PC, mobile, anything else). It's hard to know for sure without specific details, but the share changes probably balance each other out.

     

    Also, total smartphone sales have been growing rapidly, thus Android's unit sales in the U.S. rose even as its market share declined.
    21 Dec 2012, 11:35 AM Reply Like
  • rocback
    , contributor
    Comments (987) | Send Message
     
    The only markets in Europe that didn't show a gain for Apple were the ones where the I phone 5 had not yet been released or had only a partial release. Give the rest of the world tome and Apple will increase market share there too.
    21 Dec 2012, 02:56 PM Reply Like
  • jl45389
    , contributor
    Comments (44) | Send Message
     
    Do European sales have something to do with iPhone order cut reports?

     

    then this statement by you does NOT make sense, AAPL increase market share in US and the US market is "growing rapidly" and AAPL increase market share in the Europe as well. what was AAPL market share in Brazil and China?
    21 Dec 2012, 03:17 PM Reply Like
  • Silvy H
    , contributor
    Comments (120) | Send Message
     
    So, the US has an overt love affair with the iphone and the rest of the world doesn't. Tell us something we dont know.
    21 Dec 2012, 11:39 AM Reply Like
  • frankfantasy
    , contributor
    Comments (4) | Send Message
     
    No surprise. IE is the leading explorer in the US and China, while Firefox and Chrome have been dominating the European market for a long while. Europeans have different taste compared to Americans for sure, especially when it has something to do with an icon of American culture.
    21 Dec 2012, 02:51 PM Reply Like
  • rperson
    , contributor
    Comments (367) | Send Message
     
    The positive numbers for Apple noted here will probably have a negative impact on its share price. Completely irrational, but that seems to be what happens with this stock. And of course, the decline in US sales for Android will likely send Google shares skyrocketing.
    21 Dec 2012, 11:42 AM Reply Like
  • pedroaf
    , contributor
    Comments (42) | Send Message
     
    And note that in China the market share still not reflecting the launch of iPhone 5.

     

    AAPL is a buy.
    21 Dec 2012, 11:53 AM Reply Like
  • sduris
    , contributor
    Comments (557) | Send Message
     
    AAPL is a buy, agreed, and I wish I could buy more.
    21 Dec 2012, 11:56 AM Reply Like
  • rad31923
    , contributor
    Comments (2) | Send Message
     
    Right now, I don't know what or who to believe. Based on "Mr. Mad Money's" strong recommendation, I bought AAPL at what he said was its pullback at $644. I bought more in the low 500's.....now it's sit back and pray time....gotta keep the faith!
    21 Dec 2012, 01:02 PM Reply Like
  • bgold1955
    , contributor
    Comments (1984) | Send Message
     
    Be careful Rad, I learned the hard way with Mr Mad. For whatever reason, he likes stocks at 52 wk highs ( guess a momentum kinda a guy) some work, most don't. I think your 2nd buy is excellent and your first will, in my opinion, be okay with some patience.
    21 Dec 2012, 02:34 PM Reply Like
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