Locator: 50805APPLE.
Tag: iPhone.
AAPL: iPhone sales gap up. Link here. First quarter results, an increase of 1.3% y/y. The rest of the industry (US): a 5.7% decline.
The global market:
This was before President Trump's trip to China.
More:
Android device sales declined 14.4 percent, while Apple's market share grew 4 percent year-over-year.
iPhone 17 performance is part of the reason Apple outperformed the market, but Counterpoint says the company was also helped by a later launch of Samsung's Galaxy S26 series in March.
Apple's market share increased at all three major U.S. carriers, while Android saw a decline. The iPhone made up 75 percent of sales at Verizon, AT&T, and T-Mobile, while Android devices made up 25 percent.
Counterpoint expects Apple to continue to draw users to iOS because it maintained pricing with the iPhone 17e and even increased storage, while smartphone makers with slimmer hardware margins have had to raise prices.
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AI
It is amazing how Apple "solved" this problem.
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Query: Apple has opened this operating system to chatbots. I've not seen the details. Are third-party AI providers paying Apple for this opportunity?
Reply:
