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Samsung S3 Overtakes iPhone As World's Best-Selling Smartphone
Look up the phrase "inflection point" - it will be the most hated phrase by all those who day after day repeat that there is now way AAPL can ever drop because its "forward multiple is low" (hint: forward multiples are simply functions of forward earnings, and once the fadness and coolness of a memo, no matter how infectious in the past, is gone, so are "forward earnings', especially once the sellside behavioral finance lemmings crew takes the machete to their Price Targets and has to justify why it has been massively wrong... and also for those who have a calculator, calculate how many years of dividends $100 billion in cash funds before the cash hoard also runs out).
From Reuters:
Samsung Electronics' Galaxy S3 became the world's best-selling smartphone model last quarter, pushing aside Apple Inc's iPhone, which has dominated the chart for more than two years, research firm Strategy Analytics said on Thursday.
Strategy Analytics estimated Samsung sold 18 million S3 models in the third quarter, compared with iPhone 4S sales of 16.2 million.
Strong sales of the flagship Galaxy S3 - which comes with a large 4.8 inch touchscreen - helped Samsung post a record $7.3 billion operating profit in the July-September quarter.
"Samsung's Galaxy S3 has proven wildly popular with consumers and operators across North America, Europe and Asia," said analyst Neil Mawston, adding the new iPhone 5 would likely reclaim the top spot for Apple in the current quarter.
We realize that this unpleasant datapoint means adding insult to AAPL permabull injury. So be it.
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You missed out the one thing it loves above everything else. I shouldn't have to spell it out to a seasoned ZHer ;O)
(Miss)expectations are a bitch. If you open a fiction book hoping you would learn how to become a doctor you might get disappointed too.
I'll name 2: SWHC and RGR. What do I win?
you should quit your friend
did he give any other reason than that?
He didn't give a reason, he posed a question. A valid one.
If we only surround ourselves with people who agree with us, how do we grow? How do we learn? How do we better ourselves? That only leads to confirmation bias...and that's not healthy.
Many here are fond of slamming what they deem "Apple Fan-boys". But can you not see the same happening with regard to ZH? Could not a reasonable person looking from the outside in here also say that this place is populated with "ZH Fan-boys"?
As Woody Allen once paraphrased : "I would never want to belong to any club that would have someone like me as a member."
The passion and vitriol with which my criticism is being attacked is, in a sense, confirmation of some aspects of my criticism. I don't need anyone else to see that....my seeing it is sufficient for me.
The quote was from Groucho Marxx
The problem is that you're taking yourself too seriously, and to rely purely on one site for information and commentary is the sign of a fool and pundit. Your "friend" sounds like both. Then again we both know you are merely talking about yourself, not this "friend".
If ZH does have a miasma of negativity about it, (and I question that) its only due to the participants overwelming disgust at the literal CRAP that is being force fed through the media,BLS, and bogus ratings agencies. I thought I was crazy till I found some fellow inmates.
I know you're full of shit, because you do not have any friends.
I don't own any mobile phone, never have and never will. I have zero radiation coursing through my brain and no mindless retards to report my every whereabouts to 64 times per day.
karma is a Samsung
Apple fans excuse : people didn't buy the 4S because they were waiting for the v.5!!
This doesnt make sense..Yahoo Finance just told me Apple was down because of some nonsense about "Taxes". Good thing there is no burgeoning competition for iPad and certainly nothing can happen to those insane profit margins they have been enjoying for the past decade that no other competitor gets a premium on for their products.
Maybe they need to launch an iPad Jumbo that is a 30 inch tablet that takes two people to operate...who wouldn't buy that solely to play Chopsticks "Big" style...The moment I saw them using celebs to pimp their product I knew the end was only a few years away. Their only hope is an Apple LCD which they should have launched earlier this year..They blew it.
The iToaster or iMicrowave will surely save them.
Maybe they can get in on Dyson's action and make vacuum cleaners, too.
Don't forget the iRack
http://www.youtube.com/watch?v=rw2nkoGLhrE
If apple made vacuums, it would be the only thing that they make that doesn't suck.
I actually could see the rational case for certain computer users to go with a Mac back when Windows was a bloody mess and Apple's OS was clean, easy, intuitive and there were Apple specific programs that were far better for particular users (e.g. photographers, graphic designers).
That's just not the case anymore. Apple uses Intel processors, its OS has no clear advantages (new Apple operating systems have some deep flaws, actually), and as mentioned earlier, the coolness factor is melting away.
Android on phones and tablets is relatively user friendly, and as mentioned, there are so many apps with such an easy interchange of accessing and sharing apps that Apple really offers no real benefit on mobile devices.
It's hard to justify the price premium that really only can be had when the product is superior and/or "kewl" when neither's no longer the case.
Apple died when Steve Jobs did.
Buy all the AAPL puts you can.
Zerohedge is a finace site. Where is the comparison of top line revenue as well as gross and net margins in this article?
And where is the disclosure of direct FED intervention supporting Apple upwards to drag the entire NasdApple along with it?
Must. Close. Above. $556. Kevin. Henry.
(otherwise you are fired).
Who cares. Android is the new Windows and products built around it just as in the Windows world are fragmented and not necessarily better (think HP). Plus support time periods suck for Android not only because of the 6 month product cycle of the manufacturers....but the shitty support and update cycles of the Wireless Carriers.
The Samsung S III will be end of life (EOL) in 6 months....and the next Apple Killer will come on line.....just to die in another 6 months.
Just for clarification....I am not an Apple Fanboi.....I do not own ANY Apple products and I personally own and use an Android based HTC Sensation 4G. Just speaking from experience.
Nope. Samsung makes their gear in their own factories. so they can get from design to store much faster than JobCo can.
Apple sub-contract the hardware and do the software
Samsung sub-contract the software and do the hardware
Microshite do the software and sell into hardware manufacturers ...as does GOOfy (without a price tag!)
over time Apple has shown despite not having the fastest chips it's the fast and smooth running, uber-reliable, envelope piercing software that is the 'killer Ap' in the marketplace
...pretty sure that's going to continue and the also-rans will continue to copy-cat, not overtake ..we'll see
Boom. Go Samsung.
I've posted this before, but developing for Apple products is a big pain in the ass.
I'll take Android any day, which allows you to start coding without an annual fee, and you don't have to leap through multiple signed certificates just to push an application to the device.
On Android, I code, compile, and push to the device. If I want to share my creation, I can email the .apk or share it through other services with no hassle.
On iPhone, you have to sign your app multiple times for various reasons with different certs, have a current account ($99/year - and when it expires you're toast), pray that after submitting it to iTunes connect they allow you the gracious mercy of being able to distribute it, etc..
No thanks... I'm not the only one tired of Apple from the development side, I can tell you.
of course coding for Android is free, Google are desperate, they dare not charge for it anywhere ...priceless ...yep, biz is that bad ....and desperate
it's the latest zombie (walking dead and dripping in red ink) product from the GOOn squad whose profitable biz mdels are unravelling faster than you can say, "must lobby Govt as I need a State nipple to suck on"
as the saying goes, "nothing's as expensive as Free"
can't wait for GOOfy to offer 'free' Ad Revenue too, they're already discounting it so not long to go
Linux Java C/C+/C++
They cost nothing. Some people had vision beyond their bank balance.
I just code then compile. Never gets to device for some damn reason.
iShort
There's too much stupidity here to be believed.
AAPL PE ratio is reasonable, probably too low if anything.
iPhone has more apps and a better display and native apps. S3 has a dim display with whack color gamut (i.e. ghastly color saturation) and the Dalvik VM with non-smooth animation.
My best friends prefer iPhones. The Android developers I know prefer iPhones. As far as I can tell, Androids are more popular because they are preferred by losers (generally those who are unemployed or living with a parent).
iPhone Mission Statement:
Make a phone that only takes advantage of about 65% of its face with actual screen.......CHECK!
Keep Nazi-Like controls on app creation and distribution......CHECK!
Market said phone to the Starbucks crowd and manufacture an aire of superiority out of real life inferiority....... CHECK!
Success!!!
Er, exsqueeze me but didn't Apple both create and shape the iPhone market?
Hard for you to imagine riding an also-ran copy-cat product how Apple users have a "real life inferiority" complex ...you're getting almost as delusional as Reggie
I like Starbucks, good latte, carrot cake and free WiFi ...alright by me
iPhones suck.
Used one of them bitches myself for almost 3 years before I wised up and moved to Android. So much more freedom to do what you want with that platform.
Just sayin'
fair dunkum ..but my GF loves it and will have another ..if i ever get a Mbl again i'd go Apple too
to each his own
Starbuck's coffee tastes like burnt piss. Try Stumptown Coffee once and you'll never be able to drink that swill again.
soon as Stumptown come to Europe i'll give your advise a try-out
how's their carrot cake?
I have a droid and been employed for a very long time. Sounds like someone lost their ass off on apple stock. I hope you were not buying at the top again.
this has just as much to do with the decrease in AAPL sales pre-iphone 5 release as it does with the increase in S3 sales
ot.. but Vix is acting strange today.. - 1.05 ? Worth watching..Mkt is going to move Down quikly.l. It's going the opposite direction of the Mkt.. quite strange.
apples and oranges...going into Q3 the 4S was already out for 9 months...The S3 was out for 1 month. Also there would have been people delaying iphone purchases in Q3 since the Iphone 5 was due to be released.
Look up the phrase "inflection point" ..
Look up the products Toyota Corolla and BMW 3 Series
cheap-as-chips or fillet steak
there's no battleground here, let's not tilt at windmills
...leave that for forever swinging and missing, Don 'Reggie-wheezing-on-a-nag'' Quixote
As I said atr the time, I shorted AAPL the day iPhone 5 was launched.
People have tired of iPhone launches. I have a Samsung Galaxy and it is a little beauty.
looks 'remarkably like' the iPhone doesn't it?
Not only the product design itself, but the software inside
when you say "people" have tired of iPhoine launches, by buying another product it shows you've tried, but not exactly a basis for splashing such a broad brush stroke of a statement with zero foundation is it?
Yes it does but I think Alexander Bell should sue.. Apple because the ear peace goes to your ear and the mic goes close to you mouth. and that looks remarkably like the phone my grandma used to have.
got both the Android.. smokes and they don't sue everyone.. for building another phone.
Plus you can add and hack to your hearts content... I guess you can with Apple also.. but why when yu can get faster cheaper somewhere else.
I am pretty sure if Apple could get a patent on air you breath they would.
The Istore is a total pain in the butt.. if you go from country to country.
Apple has some points.
lol, Zero G, I expect you to make an apology to Reggie...
He has always said the Android was better than Ios as it had 'a million' software programmers working for it round the world, as an open system architecture.
Reggie may not be te best invstment adviser, i don't think its his role nor is it that of TD here, they do not tell us when to buy, but his in-depth investment analysis has a lot of good, meaty perception.
Just saying, I am not down grading Apple but I am recognising the strategic thrust of Google and its other star product.
AAPL heads toward 500 +/-, a 20% decline approx. From there it is up again. Meanwhile, you are still looking at a 10% drop between now and EOY.
Why would it go up again?
its too bad we dont manufacture shaortphones domesticly. I suppose if we did in say detroit, we would be finding old english bottle caps and toenail clipping inside them.
Oh no! AAPL's PE ratio keeps falling!
GOOG is likewise down and its PE ratio still blows. But this is zerofruit, so let's focus on bashing Apple.
iTards!! You can't eat iPhones!!!
iLOLed
"November Headline: Objective-C on its way to become "language of the year" again " - http://www.tiobe.com/index.php/content/paperinfo/tpci/index.html
"Other mobile phone application languages such as C, C++ and Java are not rising fast enough to compete seriously with Objective-C. Another possible competitor for the award, C#, shows a strong dip this year "
Why is Apple's language "language of the year"? Why not Android?
Maybe developers are fleeing away from commodity Android phones (free OS, i.e. you get what you pay for) and running toward where the money is - the platform of choice, i.e. Apple.
Android is an Operating System....... NOT a language.
Android applications are usually written in Java which is #1 for 2011 and #2 in 2012 in that link you quote. Objective-C is #3.
>Android applications are usually written in Java... which is #1
To do a fair comparison, you need to subtract out the non-Android Java uses (the vast majority, since Java has been around for years).
Clearly, you missed the point. Objective-C has exploded out of nowhere and is rising sharply.
It really is difficult to get people to understand that they're behaving hysterically when they are part of the bubble hysteria.
It's easier just to take their money and nod sympathetically.
It's more like 12 P/E ratio. And iPhones are better in many ways than Android.
Where is the bubble exactly?
Or are you saying smartphones are going to collapse overall?
I'm going to love it when Apple proves you wrong Tyler. What is so stupid is you complete forget about Apple's cash flows, as if it's not going earn any money going forward. Just ridiculous like so many of your posts these days. This used to a be good site a few years ago but now it's rapidly becoming a joke. The tablet market is still in its infancy and seeing as Apple dominate that space how many tablets do you think they are going sell as the market grows. Pretty everybody that i have seen touch an iPad wants one, regardless of whether they are young or old. Go figure the numbers!
It's still a excellent site.
Not when you get ridiculous posts that completely ignore $40 billion of free cashflow, it isn't.
Come come now.... just because Samsung sells more doesn't mean your whole weekend has to go up in smoke now does it?
Why don't you do your part to help Apple get back in top spot - sell your house and car - empty your bank account - then go to the Mall - and buy as many Apple phones as you can with all that cash.
Then buy some glue and create a mini-chapel on your basement - oh ya and don't forget the photo of Steve Jobs... that must feature prominently.
Moron
Last quarter Apple sold 26.9 million iPhones, a 58 percent unit growth from the same time last year. So again you are being fooled by Tyler's selective and misleading figures. The guy is rapidly becoming a joke, who is obssessed with talking the market and Apple down. ZH is becoming a religion, like global warming, where every single stat is twisted or distorted to appease the fantical followers. Now not only do you have cut through CNBC's ultra bullish BS, you have to do the same with Tyler's ultra bearish BS. If he carries on with this nonsense smart people will see through it and he will become just as pointless as CNBC.
Smart Phone brand groupies are losers. And the worst offenders are the Apple jerk offs. It just pisses you off so much that Samsung is better doesn't it.
I bet that just gets stuck in your throat like a 12" pecker - read it - SAMSUNG 18M > Apple 16.2M
What do you give a fuck? Tell me you own Apple shares....
Because if you don't you are a fucking moron of the highest level. Grow up buddy
The Samsung Galaxy Note II, blows anything away. The S-pen is unreal. Multiple windows. It's a real game changer. Apple fanatics can rave about the iphone 5 being a 1/2 longer all they want. Side by side, its a freakin joke, keep living in the apple bubble.
gotta love the negative fanboi reviewers calling the Note/Note2 sooooo big!!! No shit, thats one of the reasons people are buying it you idiots! Watch TV on a 47" at home, then go to a friends house and try watching on a 27". Once you go to a bigger phone(among other good features) you won't be going back to some tiny screen, cuz Steve Jobs said so that is has to be easy to work by one hand.
http://www.thebestpageintheuniverse.net/c.cgi?u=iphone
http://www.thebestpageintheuniverse.net/c.cgi?u=macs_cant
The only thing worse than Apple are the i-bots who buy them. Oh and they copy the stuff they patent like the ipad itself...
LOL. Apple vs Samsung/Google. Kind of like Sunni and Shia fighting over which has the purer form of religion.
Best comment all day.
Hopefully it won't come to actual war.
edit: No, actually I think that would be really fun to watch.
Nope. The only thing worse than hipsters who evangalize about Apple products are the people who bitch about them. Do you think those websites are clever? Becuase they're fucking retarded.
"fucking retarded" - i.e. akin to people with two different kinds of retardation breeding to yield a doubly retarded child.
They need to add a calculus captcha or something at this site to keep the riffraff out.
Does it matter that Apple can't make iPhones fast enough to meet demand?
Not at herokvetch.com
Smart Phone brand groupies are like sports team groupies. Both are losers and need to get a life
Android 4.1 Tablet is the company’s first e-reader with integrated ComfortLight front-lighting, letting you use the screen in the dark without a bulky external LED lamp.
Unless enterprise-grade security becomes a core component of all cloud hosting, CIOs are going to leave real wholesale Oakley Sunglasses are safty their IT budgets right where they are - in inferior on-premise data centers.