FORTUNE -- For investors who missed Charles Arthur's useful primer in The Guardian on the difference between market share and installed base, the charts he published Thursday make the point even more succinctly.
The top chart, created from the U.S. smartphone sales data that Kantar publishes, is the stuff of tech headlines -- the horserace in which Apple's (AAPL) iOS and Google's (GOOG) Android have switched leads four times in three years.
The bottom chart, showing U.S. installed base, is taken from ComScore's monthly reports on the relative ratio of Android, iPhone, BlackBerry and Windows phones in Americans' hands.
"When you look at the installed base share," Arthur writes, "the drama is suddenly gone."
"For developers and everyone considering what platform to target it's that bottom graph -- not the top one -- that is the important one. Android and the iPhone own the US market; BlackBerry and Windows Phone have just 6%, which makes them almost a rounding error. "Market share" stories are exciting, but they often fail to capture the reality on the ground...
"The reality is that the only people to whom market share matters is the people who sell the stuff, and they're probably more focused on total numbers -- and profitability."
Kantar reports that nearly half were switching from other brands, chiefly Samsung and LG.
FORTUNE -- When Apple (AAPL) released a pair of new iPhones in September, demand was so lopsided in favor of the more expensive (by $100) model that many on Wall Street assumed that the pricing on the cheaper iPhone was some kind of blunder.
The iPhone 5S continues to outsell its more moderately price sibling -- by three to one in MOREPhilip Elmer-DeWitt - Dec 2, 2013 2:05 PM ET
If the Japanese love the iPhone now, could they have hated it in 2009?
FORTUNE -- The most salient fact about Brian X. Chen's Why the Japanese Hate the iPhone, written for Wired.com in early 2009, nearly three years before Chen joined the New York Times, is that the editor's note responding to Chen's excoriation in AppleInsider is longer (at 751 words) than the original (678 words).
Daniel Eran Dilger, who wrote the MOREPhilip Elmer-DeWitt - Nov 28, 2013 12:12 PM ET
How a marketing message makes its way from press release to headline.
FORTUNE -- The PR folks at Kantar Worldpanel are worth every penny they're getting paid.
Kantar is the research arm of the London-based WPP Group (which happens to handle Microsoft's (MSFT) online ad sales). It's best known for its quarterly reports on smartphone shares in 10 markets worldwide.
And for the third quarter in a row, Kantar's press release led not with the results for Android (No. MOREPhilip Elmer-DeWitt - Nov 5, 2013 8:21 AM ET
But the iPhone lost ground this summer in China, Germany, Mexico and Spain.
FORTUNE -- Apple's (AAPL) share of the U.S. smartphone market, grew to 43.4% from 35.6% between May and July according to a Kantar World Panel survey released Monday, a gain of 7.8 percentage points that came almost entirely out of the hide of Google's (GOOG) Android (down 7.6 points).
That may come as a surprise, given that Apple hasn't released MOREPhilip Elmer-DeWitt - Sep 4, 2013 7:53 AM ET
Android took 64% of smartphone sales in 10 countries polled. iPhone led only in Japan.
FORTUNE -- According to a report issued Monday by Kantar Worldpanel ComTech, Google's (GOOG) Android gained market share in all 10 countries surveyed to achieve an average 64% share of smartphone sales.
Android's strongest showing was in Spain, where its market share measured 93.5%. Its tightest race was in the U.S., where according to Kantar Android holds MOREPhilip Elmer-DeWitt - Apr 30, 2013 9:41 AM ET
Apple hit highest-ever 53.3% share by Nov. 25, up from 38.8% in 2011, Kantar reports
FORTUNE -- It's been exactly three months since Apple (AAPL) launched the iPhone 5, and the effect on the data released Friday by Kantar Worldpanel ComTech couldn't be clearer -- at least in the U.S.
In the 12 weeks ending Nov. 25 -- including Black Friday, but not Cyber Monday or the three weeks in December when Apple's MOREPhilip Elmer-DeWitt - Dec 21, 2012 2:07 PM ET
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