Apple analyst Gene Munster

Apple Inc. (NASDAQ:AAPL) now faces competition from the Samsung Galaxy S4, the biggest question is how big of a threat? This has been a big point of dispute among analysts who cover the tech sector. However, now that the phone has been out for a few days, data is starting to emerge which gives investors a better picture. ‘Apple Guru’ Gene Munster has done a  ‘Twitter analysis of tweets about the iPhone 5 launch compared to the Galaxy S4 launch.’

Munster believes the study demonstrates that the iPhone continues to hold more mass appeal with consumers. The study showed that Apple’s iPhone garnered more than 5x as many Tweets on its launch day when compared to the Galaxy S4. Munster believes that the standard iPhone will essentially maintain its market share in the high-end of the market through CY13 (low 40% worldwide). In terms of the bigger picture, he is bullish on Apple shares in the back half of the year ahead of the iPhone 5S and, more importantly, cheaper iPhone launches.

Twitter Analysis Of iPhone 5/Galaxy S4 Launch Shows Consumer Interest In iPhone Remains Larger

A Twitter analysis of tweets about the iPhone 5 launch compared to the Galaxy S4 launch demonstrate that the iPhone continues to hold more mass appeal with consumers. According to data from Investing Analytics, on the day of and day after the launch of the iPhone 5, ~2.4 million total tweets about the phone were made.

By comparison, the Galaxy S4 had 440k total tweets on the same period (launch day and day after). Munster thinks that this demonstrates that while interest in the Galaxy S4 is growing, Apple continues to hold a meaningful lead as the smartphone with the broadest consumer appeal.

iPhone 5 versus Galaxy S4 tweets

Galaxy Tweets Slightly More Positive Than iPhone

Based on the data for tweets with a sentiment bias, 81% of the tweets about the Galaxy has a positive bias vs 73% of
tweets about the iPhone. What is the reason for the lower iPhone sentiment? Munster believes that the iPhone 5 was well telegraphed, thus some consumers may have been let down that there were no surprises.