After the Verizon iPhone launched in the U.S., Android suffered its first quarterly decline
The chart at right, taken from a note Needham's Charlie Wolf sent to clients Monday, could be labeled "The Verizon iPhone Effect."
Using IDC data, Wolf shows Apple's (AAPL) share of the U.S. smartphone market gaining 12.3 percentage points to 29.5% in the March quarter while Android's share in the U.S. fell from 52.4% to 49.5% — its MOREPhilip Elmer-DeWitt - Jun 21, 2011 7:11 AM ET
It's no accident RIM has had to slash its guidance and cut its workforce
The analysts were all over Research in Motion (RIMM) Friday after the company issued sharply lower guidance for 2012 and warned of forthcoming layoffs. See, for example, Barron's take here.
Most recognized the role Apple (AAPL)'s iPhone and Google's (GOOG) Android played in marginalizing the BlackBerry. But none of them were quite as blunt as Needham's Charlie Wolf, MOREPhilip Elmer-DeWitt - Jun 17, 2011 8:47 AM ET
The contrast with Windows PC sales is especially striking in Asia, the U.S. and the rest of the world
As is his wont, Needham's Charlie Wolf waited until the middle of Apple's (AAPL) current quarter to issue his analysis of the last. As usual, it was worth the wait.
In a note to clients Friday entitled "What a Streak," he uses a series of charts based on IDC data to zero in MOREPhilip Elmer-DeWitt - May 22, 2011 10:40 AM ET
The persistence of record-setting queues has Wall Street scratching its collective head
The morning phone call to Apple's Fifth Avenue Store followed a familiar script:
Do you have iPad 2s today? Yes, we got a shipment. Is there a line? Yes, it goes around the block. Do you have enough units for everybody? No, we don't.
That crowds of buyers are still gathering outside Apple Stores every morning, more than two weeks after MOREPhilip Elmer-DeWitt - Mar 29, 2011 10:11 AM ET
Last quarter, Apple's shipments grew nearly 7 times faster than the market's
December marked the 19th straight quarter that Mac shipment growth has outpaced the market's, and in note to clients earlier this week, Needham's Charlie Wolf used IDC's numbers to break down Apple's (AAPL) sales by market segment. Among his findings:
Mac sales to the worldwide home market grew 17.1% year over year in the December quarter, compared with the broader MOREPhilip Elmer-DeWitt - Feb 17, 2011 11:28 AM ET
Has Apple built a smaller, cheaper smartphone that is carrier independent?
Peter Burrows, a tech writer who knows his stuff, reports in Bloomberg Businessweek that Apple (AAPL) is putting the finishing touches on two key technologies:
An iPhone one-third smaller than today's model that could be sold for about $200 without a contract
New software built around a dual-mode chipset and a universal SIM that would allow users to change carriers on the MORE
Revenues soared 95.2% last quarter. In 2009, they fell sharply. Charlie Wolf explains.
No Wall Street analyst follows Apple's (AAPL) retail operations more closely than Needham's Charlie Wolf, who has been using quarterly in-store sales as a metric for how well the Apple Stores are doing in general.
But you can sense his frustration in a note to clients issued earlier this week in which he reports that in-store sales, while up MOREPhilip Elmer-DeWitt - Jan 27, 2011 9:57 AM ET
With Apple's earnings due next week, the two groups of analysts are miles apart
The amateur analysts who follow Apple (AAPL) tend to be considerably more bullish than the professionals who do it for banks and brokerage houses. After all, unlike the sell-side analysts who are telling investors to buy the stock, they don't have clients who will be angry and disappointed if the company doesn't exceed expectations.
But with Apple set MOREPhilip Elmer-DeWitt - Jan 15, 2011 10:59 AM ET
In a turf war between Android and Windows Phone 7, Apple's iPhone could be the winner
"The major event in the [past] quarter," writes Needham's Charlie Wolf in a note to clients issued Friday, "was the successful launch of Windows Phone 7, Microsoft's new smartphone operating system."
With so much at stake, he expects Microsoft (MSFT) to compete aggressively with Google (GOOG) for the loyalty of the major smartphone manufacturers: HTC, Samsung, MOREPhilip Elmer-DeWitt - Dec 10, 2010 7:33 AM ET
In sales to business, the Mac's year-to-year growth last quarter was nearly eight times faster
Needham's Charlie Wolf found lots of good news for Apple (AAPL) in IDC's report on the state of the worldwide PC market for Q3 2010.
That's because his report to clients issued Tuesday never mentioned that the Mac's share of that market last quarter was only 4.36%.
Instead Wolf focused exclusively on the Mac's rate of growth.
Viewed that MOREPhilip Elmer-DeWitt - Nov 23, 2010 10:26 AM ET
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