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Chitika's Apple iPad Usage Statistic Could be in Apple Conference Call

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Apple May Mention Chitika's iPad Usage Statistic In Today's Conference Call
 
 

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Chitika's Apple iPad Usage Statistic Could be in Apple Conference Call

Chitika released its tablet web usage survey for the U.S. and Canada between January 2 and 8. It shows that iPad’s had a 78.2% share with Amazon’s Kindle at 7.7% and Samsung at 6.3%. While this isn’t app usage it is another indicator of the dominance of the iPad and should help Apple maintain a very healthy relationship with its app developers. (Note that my family and I own Apple shares and I have sold put options which is a bullish strategy).

Source: Chitika Insights

Through two holiday seasons iPad’s share has declined about 10%

Chitika has been measuring tablet web usage for over a year. In early December 2012 the iPads share of web traffic was around 88% and drifted down to about 81% in January 2013.

During the 2013 holiday week it fell further to 76.1% but rebounded to 78.2% in January. It is interesting to note that in the 2013 holiday season the iPad’s share only fell 1.3% vs. in the 2012 holiday season it fell 7.1%. While I expect the iPad’s share to continue to decline it doesn’t appear that it will be at a rapid rate.

Management has called out Chitika’s statistics before

In the June quarter conference call one of the statistics Peter Oppenheimer called out was Chitika’s 84.3% iPad web usage result. While the latest 78.2% share does show a downtrend the iPad is accounting for over three-quarters of tablet web traffic so it would not surprise me to hear him mention it.

Samsung and Microsoft had the most notable gains year over year

While Apple does dominate tablet web traffic Samsung did pick up over 2 points of share going from 3.9% a year ago to 6.1%, not just solidifying its number 3 market share position but indicating that it could challenge Amazon for number 2 in about a year since its share was stagnant at 7.7%.

Microsoft’s Surface tablets share is still small at 1.7% but increased more than 4x from 0.4% a year ago.

Source: Chitika Insights

Follow me on Twitter @sandhillinsight. You can find my other Forbes posts here.

Source: Forbes

 

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