The switcher phenomenon continues with Android ... even outside the United States

It's been two days after record results from Apple, but still interesting data out as analysts do their work. The Consumer Intelligence Research Partners (CIRP or for short) has combined figures and found that the rate of people who decide to move from Android to iOS has accelerated, as reflected in Fortune.

But beware, there's something else to consider: occurs outside the United States. There, just as in many other western world, having a platform already secured to it and is much harder to change. However, there are many users in countries like China where the iPhone people spend after testing Android phones. The phenomenon is repeated switcher, but from another rival.

The market is two: Apple and Samsung control 106% of mobile profits

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The data we have identified these weeks ago confirmed a trend that was more or less clear: the market is two, with Apple and Samsung which generate more profit, with 106% of the market thanks to losses from other companies as BlackBerry or HTC.

Rarely can say that a market segment has two actors, but data from Canaccord Genuity, a company of Canadian financial services has become a reality: Apple and Samsung, the two companies leading smartphones, spread over the entire the benefits of one of the most profitable markets in the sector. 

As strange as it sounds the number of the holder of this post, the fact is that two of the most important smartphone market, Apple and Samsung rivals control on 106% of all profits generated by this segment of the market, increasing year to year and quarter to quarter to date, as shown by the evolution of the benefits of the leading companies in the sector since 2010, according to Canaccord:

And how is it possible? Very simple. Because large companies, which previously controlled the market and the benefits it generated, leading some constant consecutive quarters of profit declines, which directly affects the overall increase proportionate share takes the rest, and in this case, Apple and Samsung are the big winners with 106% of the combined total of both companies. Moreover, in the case of Apple's most notorious, as the company is able to generate even more profit by selling less terminals operating margins of 37% compared to the Samsung range that stays at 22%.

Today the market is two, but given the strength and other companies are taking interest in many others, that so far only operated in Asia, for a place in Europe and the United States, this trend may change in the medium term. However, this year a lot is expected of Apple and its iPhone 6, but in regard to the Cupertino, still have much to gain.

Apple gets into debt, but their earnings grow

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Apple, the largest technology company in the world, this week launched debt securities by $17,000 million, with maturity periods of up to 30 years. The launch was made in response to a demand 5 / 6 times higher ($120,000 million), which offer the markets of Europe, USA and Asia.

The goal of the company founded by Steve Jobs, Steve Wozniak and Ronald Wayne, is raise funds by $ 90,000 million, to accelerate the purchase of high-tech firms linked to the "cloud". In the last 18 months, Apple bought 24 new startups. 

Apple has liquid capital by $ 150,000 million, achieved through record profits for the last 5 years, thanks to sales of iPhones and iPads mainly. Apple bonds have similar yield levels of U.S. Treasury securities. It means that your financing is in large part below the rate of inflation. 

Apple is no exception, it is the rule in the U.S. The 1,100 largest companies quoted on Wall Street have $1.23 billion of liquid funds and this record capital increased 15% in the last three years.

In this period (2011-2013), the great American debt capital in the international financial system has tripled, reaching the historical record of $4 billion.

It has never been so high indebtedness of large enterprises of advanced capitalism as at this time in its history, in which your earnings level is high. This paradox coincides with a capital investment of $869,000 million in 2013, and high tech companies have responded by 60% of that total. 

The American experience shows that large companies, as they increase the capital stock, indebtedness multiply and deepen the division of labor among transnational production and financial system. The climax is when large companies have to finance their capital to play as a result of a new technological revolution.

The big changes in the production supply are claiming higher level of indebtedness.

There is no predominance of the financial system on production in advanced capitalism. Just the opposite. These successive technological revolutions in the endogenous character production structure, requiring increasing amounts of funding. More than ever, the twenty-first century capitalism is a "mode of production".

The cost of an investment is measured in future productivity (estimated) of the assets in which it invests, not the expected rate of return immediately. Therefore, the cost of capital (interest rate) is not determined by the current level of earnings, but according to the expectations that the new wave of innovation technological-productive.

In the Q1, Apple sold 43.7 million smartphones ($26,000 million) and China amounted to $9,300 million, up from income earned in Europe, Middle East and Africa, added.

In the next two years, 70% / 80% of current Internet users change their mobile devices for the next generation (5S / 6S), especially those under 30, who are 2/3 of them. 

The new technological revolution is the combination of two factors: mobile Internet, coupled with free access to the "cloud." Through it, the Internet becomes a virtual avenue, global and instantaneous, in which all human activities in each of its phases, all the time are processed. Financial capital is not the highest stage of capitalism. 

iPhone sales continue to grow, shortening positions with Samsung

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Is the iPhone in crisis? Not likely at all. This analysis shows that IDC notes that iPhone sales have grown in the last quarter compared to last year and very highly.

As we have seen in recent months, the market for mobile phones seems to be gradually becoming saturated. However, in light of the analysis of IDC with respect to sales of the iPhone and other companies during the first quarter worldwide, it seems that Apple is not stopping its growth in sales. 

In fact, according to data provided, Apple is narrowing the difference in iPhone sales over herself while fast approaching the number of Samsung, who is still dominant. IDC analyzes show that although Samsung has sold more phones in the first quarter, Apple has beaten back its iPhone sales record, reaching 43.7 million units (compared to 60 million Samsung). Apple, with its relatively limited supply, compared to the broad market, has managed to successfully defend themselves from rival companies.

While Samsung has reduced growth by 1.7%, Apple has increased by 16.8%

This is shown by the growth in iPhone sales, which in turn is increasing as even though the number of Samsung phones have increased, their growth has declined a slight 1.7%. Growth in iPhone sales, as we said, has increased 16.8% over the first quarter of 2013, a modest but very positive number and exceeds the expectations of analysts and the company itself. This means that Apple continues to grow in terms of sales of the iPhone worldwide.

However, also shown in the analysis of IDC, we must say that companies like Huawei or Lenovo, with its recent acquisition of Motorola, have grown to 63.3% in sales of devices, which is highly commendable despite not going from 13 million phones sold. iPhone sales have not been affected in the same way as we talk about premium devices, so that the target user is not the same. Either way, it is clear that Apple is growing.

Absolute growth of Apple. +39%

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After analyzing the results , this is what I have commented Tim Cook and Peter Oppenheimer , CEO and CFO at Apple respectively, in the press release :

We are very proud of our quarterly results , especially our strong iPhone sales and record revenues from our services. We are eager to launch more new products that only Apple could bring to market.

We generated 13,500 million in cash to our operations and we have returned nearly 21,000 million to our shareholders through dividends and share repurchases in the fourth quarter. This makes our dividend program has already returned 66,000 million. 

The total cash available right now Apple is enviable 150,600 million. In addition, the company has used the press conference to announce a split of its shares, which means that now Apple will have a greater number of shares traded maintaining its social capital. Having exceeded expectations, shares have risen 7.7% since the results were revealed.

Here are some interesting points that Tim Cook mentioned by Luca Maestri , who gets the role of Peter Oppenheimer to anticipate your retirement

• Apple is gaining market share in the United States, the United Kingdom, Canada , Germany, France , Vietnam and China.

• Confirmed 800 million iTunes accounts , most of them linked to a credit card.

• IPad sales were worse than analysts expected, but better than I expected Apple.

• Already Apple Stores in fifteen countries. Angela Ahrendts is confirmed that Apple will enter next week .

• 66% of those who have activated a new iPad are people who had never had an iPad .

• Apple has bought 24 companies in the last year and a half.

• We have sold over 6.3 million iPhones last year .

• ITunes Digital stores have generated 5,200 million dollars in revenue , growing 24 % over last year. Have been downloaded more than 70,000 million applications.

• The good performance is due mainly to Mac MacBook Pro and MacBook Air.

• The iPad web traffic is four times greater than the web traffic of all makes and models of Android tablets combined .

• Two-thirds of people who want to buy a tablet in the next three months want to buy an iPad .

• Financially, Peter Oppenheimer leaves an Apple twenty times larger than the one found . He has not missed any release of results in ten years.

Questions and Answers Press

Here we highlight the most interesting questions that the press has made Tim Cook and Luca Maestri:

800 million iTunes accounts is a great growth ... then why the revenue growth has decelerated in iTunes? Tim commented that think they can monetize their services in existing areas and in new areas, but also notes that even so the growth has been very strong in markets such as the Chinese .

Can you accelerate Office for iPad tablet sales? Tim has realized that the iPad is the fastest growing product in the history of Apple, and "believes" that Office can help as a key tool in business.

Many competitors have lowered the prices of its smartphones, how do you see the market? Tim 's answer is that Apple wants to watch for those who only want the best smartphones, and not all of these smartphones have to be the most expensive. They have learned much selling iPhones in China.

Does the AppleTV stops being a hobby? Tim insists that other for sales and have good feelings about the dealings with distributors of content.

The Apple Store beginning to accept devices for proper recycling

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Apple is on the way to being one of the most sustainable and respectful with the environment multinational world. And leaving far behind those years when your hardware components was extremely toxic, from Cupertino and take a few months promoting their good work in regards to ecology. A "Better" campaign of which I talked about yesterday is joined today a new service: the ability to recycle any device in their stores.

With this new initiative all Apple Store become recycling centers electronic material. The electronic material accepted from shops be any Apple device and any mobile phone, that is, that whether you have an old iPod which hard drive is dead or Nokia year potato is collecting dust, you can take it to an Apple Store for recycling properly, since components of these devices are made that can not be lightly pull, and need proper treatment.

Collection devices for recycling is free, but if your device is new and has some value, and we appreciate that value may give gift vouchers that can be redeemed at any Apple Store. All information about this new recycling initiative is on the Apple website; noting that the Spanish company will ECOEMBES (in Spain) in charge of the treatment of all waste.