Thursday, April 25, 2013

AAPL,GOOG: Tablet shipments rose an eye-popping 117% Y/Y...

5:33 PM Tablet shipments rose an eye-popping 117% Y/Y in Q1 to 40.6M, estimates Strategy Analytics after digesting Apple's (AAPL) iPad data. For reference, IDC estimates PC shipments fell 13.9% Y/Y in Q1 to 76.9M, which indicates the PC/tablet sales ratio is now below 2:1. The iPad is estimated to have 48.2% of the market, and Android (GOOG) tablets 43.4%. Windows 8/RT (MSFT) is believed to have a 7.4% share, but that only amounts to 3M units. In March, IDC raised its 2013 tablet forecast to 190.9M units, while estimating Android would have 48.8% of the market and the iPad 46%. Read comments

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AMZN: Amazon Earnings Broadly As Expected

Amazon Earnings Broadly As Expected
by Paulo Santos

Amazon.com (AMZN) reported its Q1 2013 earnings. These came in at $0.18 versus a $0.09 consensus. At first the stock climbed quite a bit on the notion that it had beat or doubled expectations, but one needs to consider that for Amazon.com $0.10 in excess or missing on its earnings is basically irrelevant, because it needs just $46 million or a puny 0.28% of sales for a beat or miss in that magnitude. read more »

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