Apple 2.0

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Report: Google captured 51% of app downloads in Q1. Apple took 74% of the revenue.

April 8, 2013: 11:30 AM ET

Overall, quarterly downloads were up 11% and revenues up 9%.

Data: Canalys. Chart: PED

Data: Canalys. Chart: PED

FORTUNE -- Canalys on Monday issued a report on app downloads at four major mobile stores: Google (GOOG) Play, Apple's (AAPL) App Store, Microsoft (MSFT) Windows Phone Store and Research in Motion's (BBRY) BlackBerry World.

The news was good for Google and Apple. For Microsoft and BlackBerry, not so much.

Among the findings:

  • App downloads at the four stores totaled 13.4 billion in Q1, up 11% between the December and March quarters.
  • Revenues reached $2.2 billion from app sales and in-app purchases (before revenue sharing), up 9% from Q4 2012.
  • Emerging markets such as South Africa, Brazil and Indonesia showed the strongest growth in terms of app downloads, but not necesarrily revenue.
  • Even in the relatively mature North American market, downloads and revenues were up 8% and 6%, respectively.
  • In Western Europe they were up 8% and 10%.
  • Apple's App store accounted for the largest share of revenue among the four stores, around 74%.
  • Google saw the greatest number of downloads -- about 51% -- with Apple close behind.

"Apple's App Store and Google Play remain the heavyweights in the app store world," said Canalys' Tim Shepherd. "In comparison, BlackBerry World and the Windows Phone Store remain distant challengers today, though they still should not be ignored."

Canalys' press release: 11% quarterly growth in downloads for leading app stores.

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About This Author
Philip Elmer-Dewitt
Philip Elmer-DeWitt
Editor, Apple 2.0, Fortune

Philip Elmer-DeWitt has been following Apple since 1982, first for Time Magazine, and now on the Web for Fortune.com.

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