Argus Insights Discusses with RCR Wireless Editor Martha Degrass on whether Apple or Samsung will fill the most stockings over Holiday 2013. By examining a mix of social media, consumer demand metrics and retail promotions, Argus Insights CEO, John Feland walks through what is driving consumer demand over the holidays.

1. Mobile Holiday RoundUp

2. Social Tracking of Smartphone Brand Conversations
1000000
900000
800000
700000
Apple Phones
600000
Blackberry Phones
500000
HTC Phones
LG Phones
400000
Motorola Phones
300000
Nokia Phones
Samsung Phones
200000
100000
0
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3. Social Tracking of Smartphone Brand Conversations
90000
80000
70000
60000
Blackberry Phones
50000
HTC Phones
LG Phones
40000
Motorola Phones
30000
Nokia Phones
Samsung Phones
20000
10000
0
© 2013 Argus Insights, Inc. Confidential: Do Not Distribute
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4. Normalized Smartphone Social Mentions
6
5
4
3
Apple Phones
Blackberry Phones
2
HTC Phones
LG Phones
1
Motorola Phones
Nokia Phones
0
Samsung Phones
-1
-2
-3
11/10/13
11/17/13
11/24/13
12/1/13
12/8/13
12/15/13
12/22/13
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5. Smartphone Gifting Discussions in Social
160000
140000
120000
100000
Apple Phones
Blackberry Phones
80000
HTC Phones
LG Phones
60000
Motorola Phones
Nokia Phones
40000
Samsung Phones
20000
0
© 2013 Argus Insights, Inc. Confidential: Do Not Distribute
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6. Smartphone Gifting Discussions in Social
5000
4500
4000
3500
3000
Blackberry Phones
HTC Phones
2500
LG Phones
2000
Motorola Phones
Nokia Phones
1500
Samsung Phones
1000
500
0
© 2013 Argus Insights, Inc. Confidential: Do Not Distribute
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7. Normalized mentions of Gifting in Social
6
5
4
3
Apple Phones
Blackberry Phones
2
HTC Phones
LG Phones
1
Motorola Phones
Nokia Phones
0
Samsung Phones
-1
-2
-3
11/10/13
11/17/13
11/24/13
12/1/13
12/8/13
12/15/13
12/22/13
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8. Retailer Social Mentions Over The Holiday Season
60000
50000
40000
Amazon
Apple Retail
AT&T
30000
Best Buy
Staples
20000
Target
Verizon
Walmart
10000
11/10/13
11/12/13
11/14/13
11/16/13
11/18/13
11/20/13
11/22/13
11/24/13
11/26/13
11/28/13
11/30/13
12/2/13
12/4/13
12/6/13
12/8/13
12/10/13
12/12/13
12/14/13
12/16/13
12/18/13
12/20/13
12/22/13
12/24/13
0
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9. © 2013 Argus Insights, Inc. Confidential: Do Not Distribute
12/24/13
12/22/13
12/20/13
12/18/13
12/16/13
12/14/13
12/12/13
12/10/13
12/8/13
12/6/13
12/4/13
12/2/13
11/30/13
11/28/13
11/26/13
11/24/13
11/22/13
11/20/13
11/18/13
11/16/13
11/14/13
11/12/13
11/10/13
Normalized Retailer Mentions
7
6
5
4
3
Amazon
Apple Retail
2
AT&T
1
Best Buy
Staples
0
Target
-1
Verizon
Walmart
-2
-3
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10. Overall Demand Softened Just Before Holidays
1200
1000
Samsung
800
BlackBerry
Nokia
600
Motorola
LG
400
HTC
Apple
200
0
1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51
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11. New Smartphone Customers Not As Delighted
Samsung
1
0.8
0.42
0.6
0.4
0.2
0
26
31
36
41
46
51
1
Apple
0.8
0.38
0.6
0.4
0.2
0
26
31
36
41
46
51
1
HTC
0.8
0.6
0.27
0.4
0.2
0
26
31
36
41
© 2013 Argus Insights, Inc. Confidential: Do Not Distribute
46
51
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12. New Smartphone Customers Not As Delighted
1
LG
0.8
0.6
0.4
0.48
0.2
0
26
31
36
41
46
51
1
Nokia
0.8
0.6
0.4
0.44
0.2
0
26
31
36
41
46
51
1
Motorola
0.8
0.6
0.4
0.09
0.2
0
BlackBerry
-0.2 26
1
31
36
41
46
51
0.64
0.8
0.6
0.4
0.2
0
26
31
36
41
© 2013 Argus Insights, Inc. Confidential: Do Not Distribute
46
51
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