iPad share plunges as Android tablets make dramatic gains

Amazon Fire vs iPad 2

Do I have your attention yet? Apple fans needn't worry, iPad has considerable lead over Android tablets. iPad global market share, as measured by mobile operating system, fell to 57.6 percent in fourth quarter from 68.2 percent a year earlier, according to Strategy Analytics. Meanwhile, Android tablets rose to 39.1 percent from 29 percent. Something else: Windows climbed from zero to 1.5 percent, and that's without tablet-optimized Windows 8.

Despite popular convention that people only want iPad, clearly somebody is buying Android. Strategy Analytics doesn't break down the numbers by vendor, but there's reason to ask about one. Amazon. For months there has been oft-asked question: Would $199 Kindle Fire cut into iPad sales? Last month, Amazon said that it sold over 4 million Kindles in December, but wouldn't specify how many were tablets. "Apple shrugged off the much-hyped threat from entry-level Android models this quarter", Peter King, Strategy Analytics director, says. Perhaps that's answer enough.

Continue reading

AT&T and Verizon account for nearly one-third of iPhone sales

white iPhone 4S

This morning, before the opening bell, AT&T announced calendar fourth-quarter earnings and record iPhone sales -- 7.6 million. Combined with Verizon's number that works out to 32 percent of iPhones sold during the quarter. Sprint will announce earnings results on February 2, conceivably pushing the number close to 40 percent. Apple CEO Tim Cook has called China Apple's second-most important market. Want to guess which is first?

For AT&T, iPhone was huge during fourth quarter. The carrier sold 9.4 million smartphones, and 80.5 percent of them were iPhones. The number was smaller, but still substantial, for Verizon: 54.4 percent. While Android sales paled by comparison, AT&T doubled them year over year -- not surprising with Samsung's aggressive marketing campaign for Galaxy S II and mid-quarter's introduction of LTE models HTC Vivid and Galaxy S II Skyrocket.

Continue reading

iPhone generates more revenue than all Microsoft

iPhone 4S

In case you missed it, and I certainly would have if not for someone asking a question, Apple's fiscal 2012 first quarter earnings report has a jaw dropper. iPhone generated $24.42 billion revenue. During the same quarter, all of Microsoft: $20.89 billion. More broadly, Apple revenue ($46.33 billion) was more than twice Microsoft's, and net income nearly was ($13.06 billion versus $6.62 billion, respectively). But it's that iPhone figure that really stands out. One product's revenues against an entire company's. Microsoft's margins are better, but who wouldn't want more money in the bank?

Nearly five years ago, Microsoft CEO Steve Ballmer dismissed iPhone, in a USA Today interview: "There's no chance that the iPhone is going to get any significant market share. No chance. It's a $500 subsidized item. They may make a lot of money. But if you actually take a look at the 1.3 billion phones that get sold, I'd prefer to have our software in 60 percent or 70 percent or 80 percent of them, than I would to have 2 percent or 3 percent, which is what Apple might get". How's that for the mother of wrong predictions?

Continue reading

Apple Q1 2012 by the numbers: $13B profit, 37M iPhones sold

Apple Store London

Today, after the closing bell, Apple answered the question analysts have asked for weeks: How many iPhones sold during the holiday quarter? The answer: A colossal number -- 37.04 million.

Apple also shipped 5.2 million Macs and 15.43 million iPads during fiscal 2012 first quarter. Analyst consensus was around 5 million and 14 million, respectively, and 32.5 million iPhones. During today's earnings conference call, Apple CFO Peter Oppenheimer revealed 315 million cumulative iOS device sales. Apple's App Store has 550,000 applications -- 150,000 for iPad. Developers will have earned $4 billion cumulatively by the end of the month, he said.

Continue reading

'This is our generation's Woodstock'

Galaxy S II Commercial

Samsung's newest "The Next Big Thing is Already Here" TV commercial is the riskiest, but by far the snarkiest for anyone closely following the marketing campaign. The jokes are all inside and require some familiarity with previous installments. The risk: Everyone else won't get it. The snark: The iPhone hipster putdowns are mean -- really mean.

During the very first commercial, one Apple hipster waiting in line for iPhone could never get a Samsung because he's "creative". The guy next to him snipes: "Dude, you're a barista". Both men are back in the new commercial, with the barista serving coffee to the snarky companion -- who is carrying Galaxy S II! He's done with the iPhone hipset and makes it known: "It's nice latte art, my man. I see you're still creative". He's with a woman who had the same Samsung smartphone during the first commercial in the series. The Barista: "You two look happy, with your phone".

Continue reading

Don't believe me about the iTunes hack? Just check Twitter

laptop thief hacker

In my most recent story about Apple's hacking problems within iTunes, I was not surprised to see the same criticisms as eight months ago: there's no evidence of it, it's all the users' fault for their crappy passwords, it's a small problem.

Okay, I'll give you the possibility that this could be partially the user's fault in some way. Like saying the guy run down by a speeding vehicle shouldn't have been driving during rush hour. That does not answer how these hackers are getting in -- which from BetaNews' research on this, is mainly an in-app purchase mechanism issue -- nor the true scope of this problem.

Continue reading

Apple's iBooks Author EULA is more and less evil than you think

devil angel money

There's a strange concept in marketing that no publicity is really bad. If people talk about you, it broadly raises brand awareness. People eventually forget the bad news but not the brand. Who remembers last year's furor over Apple's onerous publisher subscription terms? That's the eventual outcome from Apple's iBooks Author end-user license agreement, which has shocked many. Simply stated: If you publish ebooks using iBooks Author, no other publisher but Apple can profit. Distribution anywhere else must be for free. The Internet is outraged, even Apple apologists.

For all the negative outpouring -- and there is plenty -- Apple's EULA isn't as outrageous as critics claim -- it's more and less. The licensing agreement enforces Apple proprietary e-publishing file formats. On the less side, Apple's approach isn't far removed from what print publishers do today, and US copyright law likely supersedes Apple's EULA (but not necessarily any separate agreement).

Continue reading

'We just got Samsunged'

Samsung Next Big Thing commercial

Since buying Galaxy Nexus last month, I haven't paid as much attention to Samsung's stunningly clever "The Next Big Thing is Already Here" advertising campaign that slaps around the iPhone hipster set. There's a new TV commercial that begins with a group of iPhone want-to-haves camped out, literally, by an Apple Store.

"Ah that looks like last year's phone" is the killer line, says a guy rising from his sleeping bag to look at an unboxing video of, presumably, iPhone 4S. Samsung snark already has soured perceptions of iPhone and boosted those of Samsung brands, according to YouGov BrandIndex. The attack ads, which never specifically mention iPhone, marks one of the most iconic marketing campaigns since Apple's "Get a Mac".

Continue reading

Mr. University President, please don't adopt Apple's iBooks 2 platform

students university graduation

I'm a second year doctoral student, and I've got some concern about something I heard today that I want to share with any forward-thinking university president, but also with you.

Many schools will be looking at a new e-textbook platform from Apple that will have long-lasting impact on curriculum, students, teaching and cost of education.

Continue reading

Quick Look: iBooks Author

iBooks Author

Apple’s iPad has fairly quickly become a great tool for the workplace and in education and the company’s latest bid to revolutionize the market is with ebooks. Ebooks themselves are nothing new, but the existence of touchscreen devices such as the iPad means that the opportunities available to readers through interactive multimedia book are now greater than ever. iBooks Author is a free Mac app that can be used by anyone to create iPad friendly ebooks that can include a variety of widgets such as photo galleries, videos, KeyNote presentations, 3D objects and more.

This is more than just an ebook creation tool for Mac, it is a complete solution that enables you to work through the entire process from initial concept to design and layout before ultimately publishing and making available online. To help get you started, there are a number of different templates to choose from and then it is just a matter of dropping material in place and performing any customizations you want.

Continue reading

Apple's iTunes education gamble is about building loyal consumers early

student laptop apple

Two months ago, I argued here on BetaNews that despite the ever-increasing chorus of negativity surrounding Apple, its best days are ahead. One of my reasons for my belief is the young consumer, where the Cupertino company is building a considerable amount of brand equity.

Today's education-centric announcements only strengthen that argument. While there wasn't much pomp or circumstance, the significance is not the immediate announcements but what they mean for the future.

Continue reading

Apple reveals education trifecta: iBooks 2, iBooks Author, and iTunes U

iPad textbooks

At a private event at the Guggenheim Museum in New York City on Thursday, Apple unveiled its multi-pronged approach for cracking the higher education market with iBooks 2, iBooks Author, and iTunes U. The result is an environment for creating, distributing, and consuming learning materials that is entirely contained within the Apple product ecosystem.

There were three main parts to Apple's education announcement on Thursday:

Continue reading

iTunes hacked! Apple ignores it

hacker death

It is now over eight months since I first reported to you my experience of getting hacked on iTunes. Last June, hackers found a way into my iTunes account using Sega's Kingdom Conquest -- a game I never downloaded. I was bilked out of $95.30, which the hackers stole from my account through iOS' in-app purchase mechanism.

Within hours of posting that story, I was flooded with dozens -- if not hundreds -- of similar stories. Initially, they were similar to mine and involved Kingdom Conquest, but additional reports indicated other games are being used to break into iTunes accounts worldwide.

Continue reading

It's not because of iPhone 4S

iPhone 4S

That's again my reaction to startling US mobile numbers that Nielsen released today. Like comScore, Nielsen shows dramatic -- and I mean absolutely stunning -- changes in Android and iPhone adoption since the 4S shipped. Android share, as measured in smartphone operating systems among new purchasers, plummeted from 61.6 percent in October to 46.9 percent in December. Meanwhile, iPhone rose from 25.1 percent share to 44.5 percent. Distribution -- not release of iPhone 4S -- is reason, or so I say.

Nielsen, naturally sees something else: "The high-profile launch of Apple’s iPhone 4S in the Fall had an enormous impact on the proportion of smartphone owners who chose an Apple iPhone" -- that would be for November and December. But that simplistic analysis overlooks mitigating factors. Among the most important -- 43 percent of new buyers chose older iPhones 4 or 3GS.

Continue reading

iPad invades the enterprise

iPad 2

Last week I chimed: "Only Windows 8 can save the PC market now". Weak consumer computer sales forebode market shifts ahead, but so do those in the enterprise. An IDG Connect study reveals just how much: IT and business decision makers are augmenting or replacing PCs with iPads at an alarming rate.

"Fully 51 percent of IT and business decision-makers say they always use their iPad at work", according to the report -- and, of course, that's the number who actually own the tablet. Sixteen percent have replaced their laptop with an iPad and 54 percent supplement it. Remember, these numbers are for people responsible for corporate computing. As the wind shifts in their sails -- or should that be sales -- so does it eventually across the computing infrastructure. The data suggests that iPads are significantly starting to cannibalize PC sales -- and not just among consumers -- and it's consistent with recent global PC buying trends.

Continue reading

Load More Articles