FORTUNE -- "Our September surveys indicated very strong initial sales and back orders for the iPhone 5s and strong iPhone 5c sales at the four tier-1 U.S. carriers and also in international markets."
So wrote Canaccord Genuity's T. Michael Walkley in a note to clients Friday that included the first published chart of where Apple's (AAPL) new iPhones stood last month with respect to their competition at each of the major carriers.
That the iPhone 5S was selling briskly was no surprise.
What was a surprise, given initial reports of a "glut" of unsold units, is how well the iPhone 5C was doing. The Canaccord survey found it out-selling Samsung's Galaxy S4 at AT&T (T) and Sprint (S) despite shortages in certain colors and memory configurations.
The Galaxy S4, however, is still the No. 2 seller at Verizon (VZ) and T-Mobile, thanks in part, according to Walkley, to price cuts that Samsung initiated in June.
"We believe these price cuts combined with Samsung's aggressive marketing and effective advertising campaign for its existing and new high-tier smartphones, such as the recently-launched Galaxy Note 3, could potentially help Samsung reduce high-tier smartphone share losses to Apple in October despite the strong iPhone 5s and 5c demand."
Below: Canaccord's full chart.
3.9 million of the 7.5 million smartphones Verizon activated last quarter were iPhones.
FORTUNE -- When Samsung introduced the Galaxy S4 with Broadway-style fanfare in March, the assumption on Wall Street was that it was going to steal a march on Apple (AAPL), whose newest iPhone was already 6 months old and not getting any younger.
When Samsung sold fewer Galaxy S4s than expected, the assumption on the Street was that the market MOREPhilip Elmer-DeWitt - Jul 18, 2013 12:22 PM ET
Nokia's new Lumia 1020 features a 41-megapixel camera.
By Matt Vella, senior editor
FORTUNE -- Nokia is doubling down on one of the oldest features of the smartphone: the camera.
At a press conference on Thursday, the struggling Finnish electronics giant unveiled its latest smart phone, the Nokia (NOK) Lumia 1020. Its marquee feature: a built-in camera that packs a 41-megapixel sensor. The device, which the company had been teasing ahead of MOREJul 11, 2013 12:23 PM ET
Translated from Icelandic: "Get a phone that understands you."
FORTUNE -- If there was a press release from Samsung announcing that the Galaxy S4 supports the native language of Iceland, we missed it. No matter. The point of this surreal ad -- tailor-made for the island nation's addressable market of 320,000 men, women and children -- is that Apple's (AAPL) iPhone does not.
A $4.3 billion ad budget is a terrible thing to MOREPhilip Elmer-DeWitt - Jul 7, 2013 5:42 AM ET
Probably the same London tabloid that called Samsung's Galaxy S4 the "most-loved."
FORTUNE -- Here's what passes for tech news on ABC TV these days:
"Tough news for Apple. Research firm We Are Social names the iPhone 5 the most-hated smartphone on the market for receiving the most complaints on social media. Last year, by contrast, the Samsung Galaxy S4 was named the most-loved smartphone."
That item, which aired Friday on at least MOREPhilip Elmer-DeWitt - Jul 6, 2013 9:55 AM ET
Samsung's shares have a long way to go before they could match Apple's meltdown.
FORTUNE -- In a note to clients Friday, ISI's Brian Marshall offers a chart and some commentary on Samsung's disappointing earnings warning.
The chart shows just how far Apple's (AAPL) shares fell after the launch of the iPhone 5 and how much further Samsung's would have to fall to come anywhere close.
Comparing Apple's iPhone sales reports to Samsung's MORE
Comparisons to Cupertino are inevitable as Samsung shares drop 3.8% in one day.
FORTUNE -- You might have thought that all the starch had been taken out of Samsung in June when a wave of analysts' downgrades trimmed its market value by 13%. But the stock got hammered again on Friday, losing 3.8% in one trading day following a disappointing earnings forecast.
Analysts wasted no time making comparisons to Apple (AAPL).
"Apple is MOREPhilip Elmer-DeWitt - Jul 5, 2013 7:34 AM ET
Apple suffers as Samsung cuts third quarter Galaxy S4 production by an estimated 25%.
FORTUNE -- You would think that bad news for Samsung's smartphones would be good news for Apple (AAPL). But that's not how Wall Street sees it, according to Bernstein's Toni Sacconaghi.
In an CNBC interview Monday, Sacconaghi listed among the reasons for Apple recent weakness (down 6.8% in a week) the Street's concerns about "Samsung's high end product perhaps MOREPhilip Elmer-DeWitt - Jun 25, 2013 7:50 AM ET
A Swisscom kiosk in Zurich's main railway station makes a clever Samsung promo.
FORTUNE -- Samsung and Swisscom, a major Swiss telecommunications carrier, have come up with a crowd-pleasing way to promote one of the things the Galaxy S4 can do that Apple's (AAPL) iPhones can't.
Link: YouTube video.Philip Elmer-DeWitt - May 27, 2013 11:58 AM ET
Unlike Apple, Samsung makes different flavors for different regional tastes.
FORTUNE -- Although from the outside they look the same, on the inside the Galaxy S4 that Samsung sells in the U.S. and the one it sells in Korea turn out to have significant differences -- including the apps processor, the wireless subsystem and the bill of materials.
The differences were discovered when the two products were dissected by the iSuppli wrecking crew MOREPhilip Elmer-DeWitt - May 9, 2013 11:08 AM ET
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