The rise of the iPhone, like the course of true love, never did run smooth.
Quarterly sales last year varied widely, from a low of 720,000 in June to a high of 6,890,000 in September following the release of the iPhone 3G.
But that's nothing compared with the weird patterns that emerge from data collected by Net Applications, a Web metrics firm that tracks hits to its clients' websites on a daily MORE
Philip Elmer-DeWitt - Jan 13, 2009 10:00 AM ET
Apple's (AAPL) presence on the Web expanded to record levels in December, according to preliminary data released early New Year's day by Net Applications.
Mac OS X's percentage of Web hits reached a record 9.63%, up more than 9% since November and nearly 32% from Dec. 2007.
Gains for the iPhone were even more impressive. Its share of the Web traffic grew nearly 19% to hit a record 0.44%. That's more than MORE
Philip Elmer-DeWitt - Jan 1, 2009 9:12 AM ET
Money gets tight. Buyers get picky. Price-sensitive consumers -- the kind Steve Jobs and Apple famously "choose not to serve" -- start shopping for bargain basement PCs and Taiwanese netbooks. Mac sales plummet.
That's the conventional wisdom. Or at least that's the line Morgan Stanley's Kathryn Huberty pitched in September -- when she lowered Apple's (AAPL) rating twice in two weeks -- and reiterated last week, when she earned the distinction MORE
Philip Elmer-DeWitt - Dec 21, 2008 9:02 AM ET
We've known since October, when Apple released its latest earnings report, that the iPhone had a bang-out summer - shipping nearly 7 million units in the quarter, up from just over 1.1 million the year before.
But it wasn't until Thursday, when Gartner Research issued its smartphone sales report for the third quarter of 2008, that we learned just how well the iPhone did vis-a-vis its competitors.
Apple's (AAPL) share of the MORE
Philip Elmer-DeWitt - Dec 5, 2008 11:58 AM ET
A snapshot of the global smartphone market issued Thursday by Canalys shows just how big a dent Apple's iPhone made in the cellphone universe last quarter.
With a surge of nearly 6.9 million shipments in calendar Q3, the iPhone leapfrogged past RIM (RIMM) and Motorola (MOT) to grab 17.3% of the smartphone market.
That put Apple (AAPL) in second place after Nokia, and helped cut the market-leader's share from 51.4% to 38.9%.
It MORE
Philip Elmer-DeWitt - Nov 7, 2008 8:03 AM ET
How do you explain this one?
The monthly Market Share survey from Net Applications, which had reported steady increases for the Mac OS in the previous two months and sharp growth for the iPhone -- including a 57% surge in August -- showed a very different picture in the October report issued overnight Saturday.
In October, iPhone growth slowed to 3.12% (down from 6.67% in September) and the Mac's share actually fell, MORE
Philip Elmer-DeWitt - Nov 1, 2008 10:02 AM ET
Almost lost in the noise of the Presidential debates, the collapse of the Dow and the milling of those new MacBook aluminum unibodies were the preliminary reports from Gartner and IDC this week that showed sharp gains for Apple (AAPL) in third-quarter domestic computer shipments.
Apple's unit shipments year-over-year grew 32% according to IDC, and 29.4% according to Gartner -- more than six times the industry average.
As Gartner measures it, Apple's MORE
Philip Elmer-DeWitt - Oct 16, 2008 9:14 AM ET
Steve Jobs likes to talk about Apple's business model as a stool that rests on three legs: the Mac, the iPod and the iPhone. But the iPhone leg is still pretty short, thanks in part to deferred revenues. And while the iPod's sales are still growing, its share of the company's business has been shrinking lately.
Which is why the announcement of new MacBooks scheduled for Tuesday at 1 p.m. ET MORE
Philip Elmer-DeWitt - Oct 13, 2008 1:41 PM ET
The presence on the Internet of both the Mac and the iPhone grew smartly this summer, registering record numbers for each operating system in the Net Applications survey issued overnight Wednesday.
The Mac's share of Web hits grew 5.34% to a record 8.28% last month, according to the Web metrics firm's September survey. The iPhone's share, having surged 57% -- from 0.19% to 0.30% -- in August (see here), grew another MORE
Philip Elmer-DeWitt - Oct 1, 2008 7:51 AM ET
Dueling reports Wednesday from the two leading PC survey firms -- Gartner and IDC -- confirm what the crowds at the Apple (AAPL) stores have been telling us: The Mac had a great second quarter.
According to Gartner, Mac sales grew 38% year-over-year to edge out Acer/Gateway/PackardBell for the No. 3 spot in the United States after Dell (DELL) and HP (HPQ). IDC recorded slightly slower growth (31.7%) and has Apple still MORE
Philip Elmer-DeWitt - Jul 17, 2008 7:15 AM ET