• Apple vs. Android: The state of the mobile Web - 12/1/2013

    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 MORE

    - Dec 1, 2013 7:20 AM ET
  • Apple shares are in the black for 2013, still down year-to-year

    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, MORE

    - Nov 30, 2013 11:07 AM ET
  • iPhones and iPads appear in a goofy China Mobile 4G teaser

    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 MORE

    - Nov 22, 2013 8:34 AM ET
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  • Charlie Wolf: Why Apple's Mac sales have fallen back to earth

    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, MORE

    - Nov 19, 2013 10:51 AM ET
  • Are Android 'TV sticks' eating into Apple's tablet market share?

    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 MORE

    - Nov 18, 2013 8:33 AM ET
  • Tablet dollars: Android passed Apple for first time in Q3

    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 MORE

    - Nov 15, 2013 8:27 AM ET
  • iPad Air: Nice, but necessary?

    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 MORE

    - Nov 6, 2013 10:43 AM ET
  • Apple's new iPads, Macs, OS X: What the analysts are saying

    In an event that went largely as expected, Apple managed to throw in a few curves.

    FORTUNE -- Analysts were neither wildly excited nor terribly disappointed by Apple's (AAPL) event Tuesday. Hardly anybody changed his or her rating or price target, although a few discovered that their iPad estimates were off -- either too high or too low -- when Tim Cook announced that Apple sold its 170 millionth unit earlier MORE

    - Oct 23, 2013 7:59 AM ET
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  • iPad Air and Mini: Hands-on

    A first look at Apple's latest tablets.

    FORTUNE -- If you're the undisputed tablet market leader, how do you one-up yourself? Simple. With serious upgrades to the full-sized iPad and iPad Mini.

    This Tuesday, Apple (AAPL) introduced the iPad Air, a redesigned full-sized tablet with 9.7-inch display that takes design cues from the iPad Mini, including diamond-cut chamfered edges and thinner vertical borders. The "Air" moniker refers to the tablet's newfound lightness: MORE

    - Oct 22, 2013 5:15 PM ET
  • Watching Apple's live stream

    Tune in here for instant analysis of Apple's Fall 2013 special event.

    FORTUNE -- If you don't have access to Apple's (AAPL) live stream, there are any number of live blogs from which to choose, including my colleague JP Mangalindan's.

    If you're still here, I'm going to assume you've been to Apple.com, clicked on the October Event 2013 link and are watching the same presentation I am.

    The action is scheduled to begin at MORE

    - Oct 22, 2013 12:26 PM ET
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