Why is the market so freaked by the activation numbers from Verizon and AT&T?
FORTUNE -- Just when it was supposed to start its pre-earnings rebound, Apple (AAPL) headed south again, opened down $8.79 (1.5%) Tuesday morning in reaction -- according to the talking heads on CNBC -- to the news that AT&T (T) activated only 4.3 million iPhones last quarter, down from 7.6 millon in the Christmas quarter.
On top of MOREPhilip Elmer-DeWitt - Apr 24, 2012 11:06 AM ET
A new app makes it easy (and fun!) to compare download speeds, but can it be trusted?
According to the snapshot at right, AT&T's (T) cellular service in Park Slope Brooklyn is nearly 5 times faster than Verizon's (VZ) and more than 7 times faster than Sprint's (S).
At least that's the reading I get on my iPhone from my favorite armchair on a new app called CarrierCompare from SwayMarkets.
On my iPad running MOREPhilip Elmer-DeWitt - Apr 15, 2012 8:34 AM ET
Predicts the carriers will "stunt the pace of phone upgrades" in 2012, starting this quarter
BTIG's Walter Piecyk sent his clients some deeply mixed signals Monday, two weeks before Apple (AAPL) is scheduled to report its second fiscal quarter earnings.
On the one hand, he's taken a new look at estimates he published in January and revised them sharply upward -- nearly 39% in EPS alone (see table at right).
On the other, MOREPhilip Elmer-DeWitt - Apr 9, 2012 1:19 PM ET
With the world's mobile phone market at stake, what were Nokia and Microsoft thinking?
On Monday morning, the day after the U.S. launch of the Lumia 900 -- the device with which Nokia (NOK) and Microsoft (MSFT) hope to challenge Apple's (AAPL) and Google (GOOG) Android's growing dominance of the global smartphone market -- I searched the Internet for photographs or videos of customers lining up to buy it.
I needn't have MOREPhilip Elmer-DeWitt - Apr 9, 2012 7:19 AM ET
The latest comScore data suggest that half of iPhone buyers are repeat customers
Here's a lesson from Asymco's Horace Dediu in how to add color and value to raw data.
First he did what comScore should have done when it released its February U.S. mobile phone market report: He graphed the data, showing not only comScore's latest numbers, but the trend lines dating back two years. (See chart at right.)
Then he correlated MOREPhilip Elmer-DeWitt - Apr 7, 2012 11:17 AM ET
29% of international respondents hoped to buy it within 3 months
One of the first things they teach you in Statistics 101 is that the size of your sample doesn't matter as much as how representative it is.
In that regard, it's probably a good thing that Baird's William Power acknowledges high up in the note he issued to clients Monday that the online survey of 488 potential customers Baird Equity Research MOREPhilip Elmer-DeWitt - Mar 26, 2012 11:02 AM ET
Early reports that its reception was "not-so-spectacular" seem to have been off the mark
Trip Chowdhry of Global Equities Research stuck his neck out Sunday and pronounced sales of the new iPad "somewhat light." Relying on the number of hits on Chitika's ad network-- always a risk, in our experience -- he went so far as to suggest three reasons that the new iPad's launch was such a disappointment: (I quote)
Lack of MOREPhilip Elmer-DeWitt - Mar 19, 2012 12:42 PM ET
Apple's iPhone almost singlehandedly saved AT&T and Sprint. But it come at a steep price, one that the mobile carriers will be paying for years.
By Kevin Kelleher, contributor
FORTUNE – The iPhone has been, by many measures, one of the most successful products in business history. Nearly 200 million iPhones have been sold in four and a half years, 37 million of them in the last three months of 2011. Apple's MOREFeb 22, 2012 6:08 AM ET
As the middle class expands, Apple's sales in China could soon reach 60 million per year
Morgan Stanley has seen the future and it's a well-heeled Chinese man (or woman) with an iPhone.
In a note to clients Sunday, Katy Huberty drew on Morgan Stanley's proprietary AlphaWise survey of buying patterns among China's rapidly growing middle class to paint a picture of the smartphone market on the mainland after Apple (AAPL), as MOREPhilip Elmer-DeWitt - Jan 30, 2012 7:39 AM ET
Reports from Verizon and AT&T suggest they could be off by as much as 45%
UBS' Maynard Um has built a spreadsheet for Apple (AAPL) in which he assumes the company sold 30 million last quarter -- some 800,000 unit higher than the 29.2 million average of 20 Wall Street analysts we polled over the weekend.
But when he totes up the sales numbers coming in from Apple's U.S. carriers, his 30 million estimate MOREPhilip Elmer-DeWitt - Jan 5, 2012 6:30 AM ET
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