FORTUNE -- There are several curious findings in Localytics' attached chart comparing the post-Black Friday/Cyber Monday presence of various devices on its analytics network with their presence the previous week.
That Apple's (AAPL) new iPad Air grew the most (51%) is not terribly surprising. But who would have guessed that...
METHODOLOGY: For this report, Localytics compared more than 1 million new devices in the U.S. for Black Friday weekend against the previous weekend.
In 4 days of holiday shopping, 83% of mobile sales were made via iOS, 17% via Android.
FORTUNE -- By the time Horace Dediu posted the attached chart on his Asymco.com site, the IBM (IBM) Digital Analytics Benchmark data on which it was based had already been updated. But the broad picture hasn't changed. Over the four-day weekend, Thursday through Sunday:
Online holiday shopping (desktop and mobile) in the U.S. was up 14.5% MOREPhilip Elmer-DeWitt - Dec 2, 2013 11:14 AM ET
It looks like it might be an iPad Christmas after all.
FORTUNE -- Some Apple (AAPL) analysts didn't wait for stores to open on Cyber Monday before weighing in on early reports that iPad sales were leading the 2013 holiday buying frenzy.
Here's what we've seen so far. More as they come in.
After spot-checking Black Friday weekend sales, Deutsche Bank's Chris Whitmore raised his price target to $625 from $575. "We have become MOREPhilip Elmer-DeWitt - Dec 2, 2013 8:36 AM ET
NetApplications' November report shows steady gains by Android's Jelly Bean version 4.1.
FORTUNE -- Tim Cook likes to trot out Net Applications' monthly reports to show that although Apple's (AAPL) iOS ceded market share this year to Google's (GOOG) Android in terms of devices sold, it continues to dominate the Web in terms of devices used -- i.e. connected to the Internet and generating the online sales and ad revenues that MOREPhilip Elmer-DeWitt - Dec 1, 2013 7:20 AM ET
Apple climbed $36.27 (7%) in three and a half days amid early signs of an iPad Christmas.
FORTUNE -- "I think it's going to be an iPad Christmas," Tim Cook told analysts last month, and it looks like he may be right.
Apple (AAPL) shares closed at 556.07 Friday, up $37.37 (7%) for the week amid signs that tablets were among the hottest sellers at the start of the 2013 holiday buying frenzy, MOREPhilip Elmer-DeWitt - Nov 30, 2013 11:07 AM ET
The world's largest carrier is recruiting "pioneers" for a 4G pilot project that starts Dec. 18.
FORTUNE -- If you're looking to signs that China Mobile (CHL) is getting set to start offering its 740 million subscribers iPhones -- and what Apple (AAPL) investor isn't? -- the carrier's website has been offering some strong hints. Take, for example, the attached promo that shows China Mobile customers communicating with a variety of MOREPhilip Elmer-DeWitt - Nov 22, 2013 8:34 AM ET
In 30 quarters, its market share grew 150% and its profit share 270%. Has that run ended?
FORTUNE -- Needham's Charlie Wolf has been following Apple (AAPL) long enough to still care what's happening to the Mac,* and on Tuesday he took a crack at explaining why the company's most venerable product line (it turns 30 in January) seems to have, as he puts it, "fallen back to earth."
Beginning in 2005, MOREPhilip Elmer-DeWitt - Nov 19, 2013 10:51 AM ET
The trade in bootleg USB videos and Android-based media players is booming in Asia.
FORTUNE -- One of the mysteries of the tablet wars -- where Android tablet shipments have been advancing rapidly on Apple's (AAPL) iPad -- is what exactly all those Android tablets are doing.
The answer may be that a lot of them aren't tablets at all. They may instead be so-called Android TV sticks and boxes -- typically dongle-like devices MOREPhilip Elmer-DeWitt - Nov 18, 2013 8:33 AM ET
Apple's iPad now trails Android in both units shipped AND revenues, says Morgan Stanley.
FORTUNE -- Apple (AAPL) investors have long taken comfort in the fact that even if its share of tablet shipments fell behind Android's in a particular quarter, the company still took home the lion's share of tablet revenues.
That's no longer true, says Morgan Stanley's Katy Huberty.
Working from the tracking numbers IDC released two weeks ago -- which MOREPhilip Elmer-DeWitt - Nov 15, 2013 8:27 AM ET
Apple's latest full-sized iPad is lighter and faster. Is that enough?
FORTUNE -- If you're the undisputed tablet market leader, how do you one-up yourself? Redesign your bestselling product so that it's faster, thinner, and lighter and give it a name that screams "change."
That's what Apple (AAPL) did with the iPad Air. The 9.7-inch tablet, which began shipping late last week, now weighs 1 lb and is just 0.29 inches thick MOREJP Mangalindan, Writer - Nov 6, 2013 10:43 AM ET
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