FORTUNE -- How do you make the fact that sales of Apple's (AAPL) iPad grew 65% -- from 11.8 million to 19.5 million -- look bad?
You bury it under a headline that points out, as several reports did, that its market share dipped below 40% for the first time.
The data come from IDC's Worldwide Quarterly Tablet Tracker, which took iPad sales from Apple's quarterly report and estimated Samsung's by a process that was not disclosed. Spreadsheet below the fold.
1) iPhone sales are soft. 2) Yields improved. 3) Apple is clearing the way for a new model
FORTUNE -- At least five analysts lowered their Apple (AAPL) price targets in the past few days based on reports that the company reduced some iPhone supply chain orders for early 2013: UBS' Steve Milunovich (to $700 from $775), Citi's Glen Yeung ($575 from $675), Canaccord's T. Michael Walkley ($750 from $800), Mizuho's Abbey Lamba ($600 MOREPhilip Elmer-DeWitt - Dec 17, 2012 11:06 AM ET
Record first-weekend sales suggest a strong Chinese New Year for Apple
FORTUNE -- On Friday, UBS's Steven Milunovich wrote that "some of [his] Chinese sources do not expect the iPhone 5 to do as well as the iPhone 4S." Two days later, Citigroup's Glen Yeung wrote that reports of supply-chain order cuts "bring into question the strength of iPhone 5."
That was before Apple (AAPL) announced that it sold more than 2 million MOREPhilip Elmer-DeWitt - Dec 17, 2012 7:45 AM ET
With refreshes across 80% of its product line, Apple devices are hot Black Friday sellers
FORTUNE -- There was a lot of chatter about Apple (AAPL) in the sales reports for Black Friday 2012.
Topeka Capital's Brian White ran down the 7% to 31% discounts in Apple's Black Friday "Come and Give It" sale -- the only day of the year Apple offers deals on any of its products. "We believe this MOREPhilip Elmer-DeWitt - Nov 23, 2012 10:21 AM ET
The latest: Share price tracks sales growth, and AAPL hits $600 in 2013
Morgan Stanley's Katy Huberty believes Apple's (AAPL) revenue most closely tracks how much it spends on new equipment (in MBA terms, CapEx ex-retail stores). Her chart looks like this:
By that formula, Apple's revenues will hit $183 billion by the end of fiscal 2012.
Asymco's Horace Dediu has drilled a little deeper into Apple's capital expenditures. He believes Apple's sales MOREPhilip Elmer-DeWitt - Dec 8, 2011 9:17 AM ET
In Japan, its profits grew 1,156% between 2005 and 2010. Europe's were up 1,518%
"Apple's international sales are simply on fire"
So wrote the Motley Fool's Erik Bleeker Monday in a piece assessing Apple's (AAPL) overseas demand.
It is, as he puts it, exploding.
This will come as no surprise to anyone who has been following COO Tim Cook's Q&As with analysts, where he's been highlighting Apple's growth in the Japanese and Asia Pacific MOREPhilip Elmer-DeWitt - Jun 28, 2011 7:38 AM ET
Selling alongside the iPad, the smaller Galaxy Tab has found a market.
Samsung said it had moved one million Galaxy Tabs less than two months after launch and less than a month after its U.S. launch on T-Mobile on November 10. Apple (AAPL) sold 2 million iPads in its first two months, though those weren't holiday shopping months (nor did Apple have any competition).
Samsung announced two weeks ago it had sold 600,000 MORESeth Weintraub - Dec 3, 2010 7:49 AM ET
How many CEOs have been head of HR, Engineering, Sales, Marketing, Finance or Legal? Probably none. Here's how they can overcome that and still hire good people in those roles.
By Ben Horowitz, contributor
The biggest difference between being a great functional manager and being a great general manager – and particularly a great CEO – is that as a general manager, you must hire and manage people who are MOREOct 13, 2010 3:34 PM ET
By one estimate, pre-orders were coming in Friday morning at the rate of 25,000 per hour
The folks who hang out at Investor Village's AAPL Sanity Board are too impatient to wait for Apple (AAPL) to announce sales figures; they much prefer to work them out on their own -- in real time.
Entering the order numbers associated with their own purchases on a Google spreadsheet, they think they've cracked the code. MOREPhilip Elmer-DeWitt - Mar 12, 2010 12:58 PM ET
[UPDATE: Apple has published its Black Friday sale prices, and while the savings on MacBooks and iPods are in line with last year's, there are steep discounts -- 50% and more -- on third party products. The resellers, meanwhile, are offering unually steep price cuts. See MacRumors, AppleInsider and Gizmodo for some of the best bargains. To see what shoppers ended up buying over the first weekend of holiday sales, MOREPhilip Elmer-DeWitt - Nov 26, 2008 7:49 AM ET
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