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 a new iPhone since September 2012, and the smartphone news this year was dominated by Samsung's Android-based Galaxy S4, which arrived just before Kantar's survey began. In fact, news outlets reporting on IDC's and Gartner's latest smartphone data have been telling a very different story. See, for example, Wednesday's Apple's sliding mobile market share at CNN.com.
The reason for the discrepancy is clearer when you see Kantar's full spreadsheet, below, which reports county-by-country data with considerably more granularity than either IDC or Gartner.
The world turns out to be a mosaic of very different smartphone preferences. In Spain, for example, Androids still outnumber iPhones by nearly 15 to 1 despite Apple's 3 percentage point gain, while iOS's market share actually shrank in China (-3.9%) and Germany (-2.1%).
Note: The headline of this week's Kantar report ("Record share for Windows phone") like the one that preceded it, is all about Windows Mobile, perhaps reflecting the fact that Kantar is a subsidiary of the London-based WPP Group, which sells online ads for Microsoft (MSFT).
Why the Microsoft acquisition -- and Stephen Elop -- may turn out to be Nokia's greatest hope.
FORTUNE -- It's a sad day for Finland. Or is it? Sure, much of the phonemaker's storied legacy -- and future -- is now in Microsoft's hands, a bitter pill to swallow for many Finns. And yes, 32,000 Nokia employees will become part of the Redmond-based tech giant's empire overnight, whether they like it MOREMichal Lev-Ram, writer - Sep 3, 2013 2:53 PM ET
The shoe, as the say, is now officially on the other foot.
In a move which has shown how much the competitive landscape has moved in the past decade, Microsoft (MSFT) filed a formal complaint with the E.U. Commission over what it sees as anti-competitive tactics used by Google (GOOG).
Microsoft is still reeling from its own anti-trust settlement in the E.U. just two years ago. The decade long fight ended with Microsoft MORESeth Weintraub - Mar 31, 2011 9:01 AM ET
A curated selection of the weekend's most newsworthy tech stories from all over the Web.
Nokia CEO Stephen Elop revealed over the weekend that Microsoft outbid Google and will pay Nokia "billions" for the right to have its recently-introduced Windows Phone 7 operating system run on the handset maker's devices. Elop also hinted the first Windows Phone 7 are likely to come out this year instead of next. (Computerworld)
CityVille-maker Zynga is in talks with MORE
By creating an alliance that will take a year to materialize, Microsoft is alienating its other mobile partners and ceding the lower and mid-range smartphone market to Google.
Everybody saw it coming but the Microsoft-Nokia announcement is still shaking the market today. Nokia's(NOK) shares have just fallen off a cliff (right) losing 12% of their value ($5B) on the news. Microsoft (MSFT) shares are faring better but its current smartphone partners (LG, Samsung, MORESeth Weintraub - Feb 11, 2011 11:19 AM ET
Nokia could've picked the fast-growing Android and been a star in the Google-verse. So why is it going with the riskier Microsoft Phone OS?
It's official – Nokia and Microsoft have teamed up to take on rivals Apple and Google. The two companies announced their partnership Friday morning, just hours before a strategy and finance briefing hosted by Nokia (NOK) in London. As expected, the Finnish phonemaker also unveiled other strategic MOREMichal Lev-Ram, writer - Feb 11, 2011 10:09 AM ET
In a turf war between Android and Windows Phone 7, Apple's iPhone could be the winner
"The major event in the [past] quarter," writes Needham's Charlie Wolf in a note to clients issued Friday, "was the successful launch of Windows Phone 7, Microsoft's new smartphone operating system."
With so much at stake, he expects Microsoft (MSFT) to compete aggressively with Google (GOOG) for the loyalty of the major smartphone manufacturers: HTC, Samsung, MOREPhilip Elmer-DeWitt - Dec 10, 2010 7:33 AM ET
As developers decide whether and how to support Microsoft's nascent mobile OS, some have found that creating augmented reality and video chat apps isn't possible, at least for now.
For Microsoft (MSFT), Windows Phone 7 represents an attempt at righting its serious fumbles in the mobile space. In recent years, as Apple (AAPL) and Google (GOOG) introduced and aggressively updated iOS and Android, Microsoft's mobile OS fell further and further behind, MOREJP Mangalindan, Writer - Oct 22, 2010 10:44 AM ET
The new smartphone OS from Microsoft is receiving praise for usability on par with iPhone and Android's experiences. But to reel consumers in, Microsoft will have to court app developers first.
In an exploding market where an estimated $6.2 billion will be spent on 4.5 billion mobile apps this year alone, consumers find themselves essentially deluged with a large selection of smartphones powered by an increasing number of mobile operating systems MOREJP Mangalindan, Writer - Oct 21, 2010 11:39 AM ET
How the major smartphone operating systems carved up the global market in Q2
The headlines pop out of the pie charts at right, drawn from data released by Gartner, Inc. Thursday.
Nokia's (NOK) Symbian, Research in Motion's (RIMM) BlackBerry OS and Microsoft's (MSFT) Windows Mobile continue to lose share in the worldwide smartphone market.
Apple's (AAPL) iOS grew modestly in Q2, from a 13% market share to 14.2%.
Google's (GOOG) Android grew explosively, from MORE
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