Apple vs. Android: Localytics Says it’s All About the Geography

Figures of new activations of Apple’s (NASDAQ:AAPL) iOS and the competing Google (NASDAQ:GOOG) Android operating systems during the Christmas holiday were released by Localytics, an app analytics company.

The company compared the activations over December 25 and 26 to a baseline drawn over Dec 1 and 20. iOS rose an impressive 12.5 times whereas Android grew 12 times – but the difference lies in the geography. Most of Apple’s growth came from the U.S., U.K. (NYSE:EWU) and Germany (NYSEARCA:EWG) while Android was the leader in South Korea, Sweden and Spain (NYSE:EWP). The O.S. activations are a good indicator of how well the devices sold during the Christmas weekend.

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The kicker for Apple’s growth was chiefly the iPhone.

In South Korea (NYSE:EWY), Android swept the board with 80% more devices sold than Apple. In Japan (NYSE:EWJ) and Sweden (NYSE:EWD) Android was ahead by 50%.

Here’s how shares of Apple and Google are reacting to the news:

Apple Inc. (NASDAQ:AAPL): AAPL shares recently traded at $404.94, down $1.59, or 0.39%. They have traded in a 52-week range of $310.50 to $426.70. Volume today was 2,948,898 shares versus a 3-month average volume of 16,676,100 shares. The company’s trailing P/E is 14.63, while trailing earnings are $27.68 per share.

Google Inc. (NASDAQ:GOOG): GOOG shares recently traded at $643.63, up $3.38, or 0.53%. They have traded in a 52-week range of $433.63 to $642.96. Volume today was 789,974 shares versus a 3-month average volume of 2,783,560 shares. The company’s trailing P/E is 21.94, while trailing earnings are $29.34 per share.

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