Tuesday, July 26, 2011

Should Apple Be Worried About Android Activations?

I've written a lot about what was impressive in Apple's most recent quarterly earnings report. Chief Operating Officer and acting CEO Tim Cook once again did a masterful job of explaining Apple's strategy and execution in the conference call. He was especially skilled at pointing out the reasons for the company's successful iPhone and iPad results, as well as why Mac growth is still exciting despite "missing" analyst expectations. But fair is fair: It's time to turn to the least impressive part of Cook's performance last week. In the Q&A session, Piper Jaffray's Gene Munster asked Cook about Google Android activations relative to Apple's iOS activations: "The iPhone clearly is gaining share, but comments from Google last week just said Android activations were up 56% quarter-over-quarter and, by our math, it looks like iOS activations were up around 20%. Tim, you mentioned that China is on fire...

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