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March, 2008 - Dear Yahoo

Our data shows some serious problems with Microsoft's proposed acquisition of Yahoo.  We think Microsoft should break it off.  Here's why:

First, Google currently has a dominant position in search, with 77.2% of all searches (details):

Search EngineFebruary Share for All Users
Google77.25%
Yahoo12.24%
MSN3.50%
Microsoft Live Search2.48%


However, Google's advantage in search among university students is even greater at 90.7%:

Search EngineFebruary Share for Universities
Google90.7%
Yahoo5.6%
MSN1.9%
Microsoft Live Search1.2%


This data is derived by compiling usage share for all organizations with the word 'university' in the name.

And even worse for Yahoo and Microsoft, high school students use Google at an even higher rate of 93.1%:

Search EngineFebruary Share for High Schools
Google93.1%
Yahoo4.0%
MSN0.2%
Microsoft Live Search0.1%


This data is derived by compiling usage share for all organizations with the word 'high school' in the name.

This data indicates that the future in search is even higher usage share for Google.  The combination of Yahoo and Microsoft will do little to change the fact that young people use Google at a much higher rate than the general population.

Microsoft is certainly looking at more than search with its attempted acquisition of Yahoo.  However, sponsored ads on search results are the primary revenue generator.


January, 2008 - Apple's Awesome Market Share Gains

Apple's market share gains in December for the Mac and iPhone are impressive.  However, for the last days of December, the numbers are nothing short of spectacular.

First, the month-to-month numbers:

ProductNovember ShareDecember Share
Mac (all lines)6.80%7.31%
iPhone.09%.12%


(Please note these numbers are a percentage of visitors accessing sites across our network.  Please go to our home page to see our methodology.)

Great numbers.  Apple's market share rose 7.5% for the Mac and 33% for the iPhone in a single month.

However, the really good news for Apple came at the end of the month.  For the last two days of December, Apple had the following numbers:

ProductDecember 30-31 Share
Mac (all lines)8.01%
iPhone.17%


This represents a phenomenal increase of 18% from November for the Mac and 89% for the iPhone.  In addition, the iPhone has been taking off in France and the other countries it has been launched in, including an amazing .27% share of web browsing in the United States.

CountryiPhone Browsing Share December 30-31
United States.27%
United Kingdom.11%
France.10%


Another interesting aspect of this data is that these numbers do not include visitors using Windows on Mac hardware via Boot Camp or other program.  Therefore, these numbers actually understate the market share for the Mac.  We have no way of telling by how much, however.

Click on the links below to view detailed reports on the data.

Mac global market share monthly trend
iPhone global market share monthly trend

For pay subscribers:
Operating system share in the United States, week of December 30, 2007
Operating system share in the United Kingdom, week of December 30, 2007
Operating system share in France, week of December 30, 2007


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