So many vendors lost money fighting the smartphone wars that Apple (AAPL) and Samsung's combined share of the industry's fourth quarter profits totaled a nonsensical 119.6%.
A year ago, according to McCourt, Apple accounted for 77.8% of mobile phone profits and Samsung 26.1%, for a total of 103.9%.
Below: IDC's spreadsheet for Q4 2014.
Slowing Galaxy S4 sales helped push operating profits down 6% year over year.
FORTUNE -- Samsung had warned investors two weeks ago that there was bad news coming on the smartphone front. But the timing of Friday's quarterly earnings call -- one business day before Apple (AAPL) is scheduled to release its Christmas iPhone sales numbers -- could have been better.
Samsung no longer provides unit sales data, but Daewoo Securities estimates that the MOREPhilip Elmer-DeWitt - Jan 26, 2014 10:32 AM ET
You get 47% more usable storage on a comparable Apple iPhone 5C, a new study shows.
FORTUNE -- No 16 GB smartphone on the market actually delivers 16 GB of usable storage, but some come closer than others.
Of the eight models evaluated by the British product-testing charity Which?, Apple (AAPL)'s iPhone 5C scored the highest with 12.6 GB (79%) of free memory.
The worst: Samsung's Galaxy S4, with only 8.56 GB (53.5%).
Where did the MOREPhilip Elmer-DeWitt - Jan 23, 2014 2:24 PM ET
AlphaWise survey data through Sept. 15 catches early interest in iPhones 5C and 5S.
FORTUNE -- Apple (AAPL) had only just begun taking iPhone 5C pre-orders Sunday when Morgan Stanley's AlphaWise Smartphone Tracker closed the books on Q3 2013, but the survey had already registered a bump in buyer interest in the company's line of smartphones.
According to a note to clients posted early Wednesday by Morgan Stanley's Katy Huberty, the survey's data suggest MOREPhilip Elmer-DeWitt - Sep 18, 2013 6:24 AM ET
Where are the video bloggers raising questions about Samsung's decline?
FORTUNE -- Did you miss the report Monday about the Samsung Galaxy S3 that caught fire in the pants pocket of a Swiss teenager, sending out shoulder-high flames and inflicting second- and third-degree burns on her right thigh?
I'm not surprised. These things can happen in any device powered by lithium-ion batteries, and the news of such incidents tends to fly under the MOREPhilip Elmer-DeWitt - Jul 9, 2013 11:13 AM ET
Google Trends says Apple beats low expectations, Samsung momentum stays strong.
FORTUNE -- Morgan Stanley's Katy Huberty unveiled a new crowdsourced forecasting tool Tuesday. As explained in an April whitepaper, the AlphaWise Smartphone Tracker is based on an analysis of Google Trends, using different search terms for different regions and adjusting for seasonal trends.
The results of the first month's survey of the U.S., U.K., German, French, Japanese and Chinese markets are shown in the chart above.
As MOREPhilip Elmer-DeWitt - May 22, 2013 7:09 PM ET
But Samsung isn't falling behind the iPhone as fast as it was in February or March.
FORTUNE -- Google's (GOOG) Android, at 52%, took the largest share of U.S. smartphone sales in the three month period (Jan. - Mar.) covered by comScore's report Friday. But it managed to lose 1.4 percentage points sequentially, while Apple (AAPL), at 39%, gained 2.7.
In the Apple vs. Samsung competition, Apple widened its U.S. lead, which MOREPhilip Elmer-DeWitt - May 4, 2013 10:56 AM ET
The race may be closer than you think
FORTUNE -- Lacking hard numbers (because Samsung doesn't release them anymore) most analysts assume that the bulk of the Korean manufacturer's mobile sales come from its low-end phones. According to Raymond James' Tavis McCourt, Samsung's high-end Galaxy line outsold the iPhone only once -- in the summer of 2012, when many of Apple's (AAPL) customers were holding out for the iPhone 5.
Thanks to Barrons' MOREPhilip Elmer-DeWitt - Mar 16, 2013 3:21 PM ET
Apple will get its second day in court, but must narrow its claims to Samsung's benefit
FORTUNE -- "I don't know if we need two cases on this," Judge Lucy Koh told attorneys for Apple (AAPL) and Samsung last month. She was referring to two suits Apple filed against Samsung in her U.S. District Court alleging infringement of two sets of patents by two sets of Samsung devices.
Apple won the first case, MOREPhilip Elmer-DeWitt - Mar 9, 2013 11:55 AM ET
Apple is like Obama after the first debate, says TBWA-Chiat-Day's former creative director
FORTUNE -- Ken Segall worked with Steve Jobs for 14 years, during which time he put the i in iMac and found the thread that links Albert Einstein and Amelia Earhart. But though he no longer works as a creative director at TBWA/Chiat/Day, Segall is still keeping a close eye on Apple's (AAPL) marketing efforts on his Observatory blog.
And he MOREPhilip Elmer-DeWitt - Feb 26, 2013 6:57 AM ET
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