NASDAQ: AAPL<\/a>) share of sales among the \u201cBig Three\u201d was 75% in the first quarter of this year, compared with 72% for the same period a year ago. Any competition of consequence came from Samsung, which launched its Galaxy S26 late in the quarter, and Motorola.<\/p>\nThis news is particularly bad for Google. It has hoped its Android OS would best the iOS that runs the iPhone. In some countries around the world, Android does well, but not in the US. Counterpoint pointed out that \u201cApple\u2019s share of volume grew by 4% YoY, as Android device sales declined 14.4% YoY.\u201d The late introduction of the Galaxy S26 would not have helped the Android figures.<\/p>\n
Ultimately, however, the figures show the extent to which Apple\u2019s lead cannot be dented. This is important to its earnings. In the quarter that ended March 28, iPhone sales in the \u201cAmericas\u201d rose to $45.1 billion from $40.3 billion in the same quarter the year before. And “Americas” sales are 41% of the iPhone total.<\/p>\n
Less than a year ago, there was anxiety among investors that the launch of the iPhone 17 without advanced AI features would undermine success. That did not happen, even though the situation persisted through early 2026 and will continue until after mid-year. At that point, Apple will team up with Google to upgrade Apple Intelligence and Siri. Apple will have dodged the massive costs to get an edge in AI data centers.<\/p>\n
So far, the market has cheered Apple’s decision on AI. Its shares recently hit an all-time high. Yahoo reported yesterday that \u201cApple stock closed at a record high on Wednesday as tech stocks rebounded from a sell-off the previous day.\u201d At $300, it is up 40% in the last year, compared to 27% for the S&P. That makes it the third most valuable company in the world with a market cap of $4.4 billion. And most of that run-up is on the back of the success of the iPhone.<\/p>\n","protected":false},"excerpt":{"rendered":"Quick Read Apple Dominance Extends Worldwide Google Android Is Having Trouble AI Features Weren\u2019t Important The analyst who…\n","protected":false},"author":2,"featured_media":486843,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[257],"tags":[311,18,20095,19,17,279,82],"class_list":["post-486842","post","type-post","status-publish","format-standard","has-post-thumbnail","category-mobile","tag-apple","tag-eire","tag-google-android","tag-ie","tag-ireland","tag-mobile","tag-technology"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/116581301230456724","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/486842","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=486842"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/486842\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/486843"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=486842"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=486842"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=486842"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}