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 MOREPhilip Elmer-DeWitt - Nov 15, 2013 8:27 AM ET
Wonder what the trial that starts today is all about? Florian Mueller has the answers.
FORTUNE -- Nobody covers high-tech patent litigation -- especially lawsuits involving Apple's (AAPL) patents -- more closely than FOSS Patents' Florian Mueller.
So it's probably appropriate that Mueller provide the definitive Q&A for the damages retrial that starts Tuesday in San Jose.
Click the links below for his full answers:
Q: Is this a patent trial?
A: Sort of. MORE
An Apple victory could result in the second largest patent infringement award in history.
FORTUNE -- If you thought that the one billion dollars a jury awarded Apple (AAPL) last year had been cut nearly in half, you may be forgiven. That's how most of the business press reported it.
What actually happened is that Judge Lucy Koh, who presided over the big Apple v. Samsung patent infringement trial last August, "vacated" $400 million MOREPhilip Elmer-DeWitt - Nov 8, 2013 8:34 AM ET
At Apple and HP, ad spending is flat as a percent of sales. The others are spending more.
FORTUNE -- Asymco's Horace Dediu on Monday used last week's release of Apple's (AAPL) fiscal 2013 advertising budget to update the fever chart at left and to add a new chart on the right, one that compares advertising expenses as percent of sales. He notes that although by that measure Coca Cola (KO) outspends MOREPhilip Elmer-DeWitt - Nov 4, 2013 11:58 AM ET
How exactly did Samsung overtake Apple in "overall satisfaction"?
FORTUNE -- You can hardly blame the reporters and editors who wrote all those headlines proclaiming Samsung's victory over Apple (AAPL) in J.D. Power and Associates' 2013 U.S. Tablet Satisfaction Survey.
After all, that's what J.D. Power's press release said. Sort of.
But reporters who got their hands on the attached chart were left scratching their heads. It details Samsung's performance in the five MOREPhilip Elmer-DeWitt - Oct 31, 2013 9:05 PM ET
Samsung got caught doing to HTC what it has been accused of doing to Apple in the U.S.
FORTUNE -- It has often been suggested that some of the comments critical of Apple (AAPL) on U.S. social media -- including this blog -- are posted by paid Samsung shills.
But there is no proof, and Samsung has certainly never owned up to it.
Samsung's subsidiary in Taiwan, however, admitted in April that it MOREPhilip Elmer-DeWitt - Oct 24, 2013 7:48 AM ET
A graphical look at the state of play on the eve of another Apple special event.
FORTUNE -- Anticipating some iPad news out of Apple (AAPL) Tuesday, I'm trying to get a picture of the state of play in the global tablet market from published graphs and charts. Most of the attached are based on IDC data. If you spot any that are fresher -- or better -- please send them MOREPhilip Elmer-DeWitt - Oct 21, 2013 2:25 PM ET
Last month's bestsellers: 1) iPhone 5S, 2) Samsung Galaxy S4, 3) iPhone 5C.
FORTUNE -- Driven by the iPhone 5S and 5C, Apple's (AAPL) share of U.S. sales surged in September to 39% of the smartphone market and 34% of the broader mobile phone market, according to a report issued Monday by Seoul-based Counterpoint Research.
"In spite of supply constraints and just three weeks of sales, iPhone 5s raced to become the bestselling MOREPhilip Elmer-DeWitt - Oct 21, 2013 7:07 AM ET
The Galaxy Gear's viral ad campaign rules. The device itself? Not so much.
FORTUNE -- "Nobody will buy this watch, and nobody should."
That was the New York Times' David Pogue two weeks ago reviewing the Galaxy Gear, Samsung's pre-emptive strike against Apple's (AAPL) iWatch -- and the hero of the attached YouTube video.
No matter. The one-minute ad spot is terrific, worth every won Samsung paid for it.
It appeared on YouTube last week MOREPhilip Elmer-DeWitt - Oct 18, 2013 11:44 AM ET
HTC makes some of the best Android phones in the market, but that's not enough anymore.
By Kevin Kelleher, contributor
FORTUNE – First Palm. Then Nokia (NOK). Then BlackBerry (BBRY). Is HTC the next smartphone maker to go from a strong contender in the smartphone market to a troubled company in need of rescue?
It's starting to look like it. Earlier this month, the company warned investors to brace themselves for the company's MOREOct 17, 2013 3:34 PM ET
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