Samsung grew its share 56% from last year, Microsoft by 325%. But still.
FORTUNE -- You could write a headline from the data Chitika released today that drew attention to the dip in Apple's (AAPL) share of North American tablet traffic, from 81% a year ago to 78.2% today.
Or you could focus on Samsung's 56% increase. Or on how Microsoft's (MSFT) Surface tablets more than quadrupled their share year over year.
But MOREPhilip Elmer-DeWitt - Jan 27, 2014 11:49 AM ET
Goldman Sachs raised its revenue estimate by $1.26 billion; Credit Suisse by $2.73 billion.
FORTUNE -- One thing that jumps out at you when you're looking at a lot of Apple (AAPL) analysts' estimates -- as I have been for the past couple of weeks -- are those large, last-minute adjustments.
Sell-side analysts will often offer their clients one set of estimates a few weeks into the quarter and a second shortly MOREPhilip Elmer-DeWitt - Jan 25, 2014 11:02 AM ET
The analysts' estimates range from 21 million to 28 million. Average: 25 million.
FORTUNE -- Four years after Steve Jobs introduced it, the iPad is Apple's (AAPL) second biggest cash cow.
If the iPhone generates a bit more than $5 of every $10 Apple collects, the iPad brings in nearly $2. And for both products, the holiday quarter -- the one that Apple reports next Monday -- is the big one.
iPad sales MOREPhilip Elmer-DeWitt - Jan 22, 2014 7:29 AM ET
Survey says the two models released in Nov. accounted for 57% of last quarter's iPad sales.
FORTUNE -- When it announces its quarterly earnings next Monday, Apple (AAPL) will tell us how many iPads it sold in the holiday quarter. But it won't say how many it sold of each model.
For that we turn to Consumer Intelligence Research Partners, which surveyed 500 Apple customers who purchased an iPad, iPhone, or Mac in MOREPhilip Elmer-DeWitt - Jan 20, 2014 7:01 AM ET
In a Topsy search of holiday tweets, Microsoft's Surface barely moved the needle.
FORTUNE -- Here's an early indicator of how Christmas tablet sales went, via Topsy Analytics.
Topsy's Twitter search engine will count tweets for whatever phrases you enter. To get a feel for how Apple's (AAPL) iPad did against Samsung's Galaxy Note, Amazon's (AMZN) Kindle, and Microsoft's (MSFT) Surface, I ran the following search with the following results:
got iPad: 120,608
"Another way to look at Kindle Fire and Kindle e-Reader is as a portal to Amazon.com."
FORTUNE -- There are two significant new stats in the survey results of 300 Amazon Kindle owners reported Friday by Consumer Intelligence Research Partners.
20.5 million: CIRC's estimate of the number of Kindle devices in customer hands. It's significant chiefly because the actual Kindle unit sales number is one of Amazon's (AMZN) most closely held secrets. Apple MOREPhilip Elmer-DeWitt - Dec 13, 2013 12:45 PM ET
Out of the 13% of ChangeWave members who plan to buy a tablet, 72% plan to buy an iPad.
FORTUNE -- 'Tis the season to buy a tablet -- preferably an iPad -- according to a 451 Research ChangeWave report obtained by Fortune. Among the findings of a November survey of 2,480 ChangeWave members:13% planned to buy a tablet within the next 90 days, more than double the level three months ago and comparable MORE Philip Elmer-DeWitt - Dec 12, 2013 8:20 AM ET
But who would have guessed that the old iPad Mini would come in second?
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...
Gains for the much maligned iPhone 5C (up 26%) would MOREPhilip Elmer-DeWitt - Dec 4, 2013 10:38 AM ET
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
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