Apple and Samsung: Still Leaving Competitors in the Dust

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Smartphones are on the Rise

The U.S. is still witnessing strong growth for smartphone players. At the end of the October period, a whopping 121.3 million people owned smartphones in the U.S., representing a 51.9 percent mobile market penetration rate. Google’s (NASDAQ:GOOG) Android platform ranked first with 53.6 percent market share, while Apple came in second with 34.3 percent. Google and Apple both logged market share gains in the period, but Research in Motion (NASDAQ:RIMM), Microsoft (NASDAQ:MSFT) and Symbian all posted loses.

CHEAT SHEET Analysis: Are The Results a Positive “Catalyst for the Longer-Term?”

One of the core components of our CHEAT SHEET Investing Framework focuses on catalysts that will move a company’s stock. The latest report from comScore looks to be a positive catalyst, as long as the companies are named Samsung and Apple. The two have captured the market and other players are struggling to keep up or even show growth. In fact, Morgan Stanley (NYSE:MS) recently called RIM “un-investable” in the near-term, as the company’s upcoming launch of BlackBerry 10 is seen as a hail marry pass to stay in the mobile game.

The trend of using mobile content is not showing any signs of slowing down. According to comScore, text messaging, usage of downloaded apps, web browsing, accessing social networking sites like Facebook (NASDAQ:FB), playing games and listening to music all showed gains in the October period.

Investor Insight: Moody’s to H-P: Apple is Eating Your Lunch 

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