Apple 2.0

Mac news from outside the reality distortion field

Apple's Internet share registered strong gains in Dec.


netapplications-dec-pie-chartApple's (AAPL) presence on the Web expanded to record levels in December, according to preliminary data released early New Year's day by Net Applications.

Mac OS X's percentage of Web hits reached a record 9.63%, up more than 9% since November and nearly 32% from Dec. 2007.

Gains for the iPhone were even more impressive. Its share of the Web traffic grew nearly 19% to hit a record 0.44%. That's more than three and a half times the 0.12% share it recorded one year ago.

The iPod's Web share, meanwhile, grew 60% last month, from 0.05% to .08% — another sign of the strong holiday sales of the iPod touch reflected last week by a sharp rise in downloads from the App Store (see here).

All told, the entire Mac OS X Web experience now stands at 10.15%.

Microsoft (MSFT) Windows, meanwhile, continues its downward drift, having lost more than 1.1% of its Internet share in the space of a month. Windows PCs still dominate the Web, however, with 88.68% of page hits as measured by Net Applications.

Net Applications’ monthly surveys are conducted by sampling browser data from some 160 million visits to Web sites operated by the firm’s clients. Although it describes the results as “market shares,” the Web metrics company does not actually measure share of market in the traditional sense of sales revenue or unit sales. It does, however, provide a consistent methodology by which to gauge browser and operating system trends.

To see its Jan. 1 report, click here. The results are summarized in the table below.

Dec. 08 Netapps OS 3

Hidden in these monthly figures are the sharp spikes recorded by Apple's mobile devices around the holidays. You can see them in the day-to-day chart of Net Applications data posted early Thursday on The Mac Observer's Apple Finance Board by member Alexis Cabot. In the graph below, the dark blue line represents Web hits from iPhones and the green line hits from iPod touches.

Daily chart Dec. 08

It remains to be seen if the end-of-year trends hold up in 2009. A note on Net Application's website warns:

"The December holiday season strongly favored residential over business usage. This in turn increases the relative usage share of Mac, Firefox, Safari and other products that have relatively high residential usage." (link)

A very Nice Website Ive seen Uptill. Excellent post. Keep it up! Good day!

Posted By Syed Shani: January 4, 2009 6:29 AM

Amen to that.

Posted By hetplebs: January 2, 2009 7:10 PM

Apple is the best stock for 2009 see at:

http://www.gainerstoday.com

Posted By Edward Goldberg, Miami FL: January 2, 2009 1:38 AM

You said:

"The iPod’s Web share, meanwhile, grew 37% last month, from 0.05% to .08%,"

The diff is 0.03% which is (in my book) 60% of 0.05. That is an even more impressive rate.

ex ped: (Slapping his head) Right you are! Thanks.

Posted By jmmx, Portland: January 1, 2009 9:55 PM

iPhone and iPod shares should be combined… They use the same operating system!

Posted By Will, Montreal, Quebec: January 1, 2009 12:35 PM

I've been looking at the NetApplications data for awhile.

You should treat all holiday data as if it were weekend data (see the spikes for iPhone and iPod each weekend). If you use this link "http://marketshare.hitslink.com/report.aspx?sample=17&qprid=42&qpcustom=iPhone", you can move back through the data on a daily basis by clicking the back button next to timeframe (or specify a timeframe by clicking on it). (To see iPod data, replace "iPhone" with "iPod" in the URL)

In looking at the data, there were large jumps in July and early August with the release of the 3G. Sept and Oct showed very little growth. But then middle Nov thru Dec have shown the same types of gains that were seen in August, implying that iPhones have been selling well again.

Posted By mark, boston, ma: January 1, 2009 11:43 AM

I don't understand 1) why the iPod Touch is not listed in the chart, and 2) is being lumped in with "Other" in the table. Apparently its share is (much) higher numbers than the Playstation, but not broken out separately. Is Net Applications combining that share with the iPhone?

ex ped: No, iPod share is not combined with the iPhone's, according to this table. Don't know why Playstation is singled out and not iPod in the preliminary data. Perhaps Net Applications will correct that when it reviews the December results.

Posted By Greg, Mystic, CT: January 1, 2009 10:42 AM

It would nice to see the year-over- year comparison to help discern whether these are traditional trends during December as business usage reduces over the holiday period and then to see if it returns in January.

ex ped: There's lots of data on Net Application's public website, but perhaps not at the granularity you're looking for. The closest thing I could find was the monthly iPhone data starting June 2007. Click here.

Posted By Ted Waterloo ON: January 1, 2009 10:27 AM
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Philip Elmer-DeWitt

Philip Elmer-DeWitt
Steve Jobs, goes the old joke at Apple, is surrounded by a reality distortion field; get too close and you believe what he's saying. Apple has made believers out of millions of customers — and made a lot of investors rich — but Philip Elmer-DeWitt believes that an ounce of skepticism never hurts when writing about the company. He should know. He's been covering Apple – and watching Steve Jobs operate — since 1982.
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