Since Q4 FY14, the market share among our growing physician charge capture user base remains stable with a mild increase in Android usage. Looks like the holidays saw proportional gifts from both platforms.
Even though Apple did not gain any ground on our Android users, the iPhone 6/6+ achieved a very large and impressive number of upgrades among preexisting iOS users, particularly from the iPhone 5 segment.
Given these numbers and trends, we feel that Apple stock will have minimal upward pressure from changes in market share, but the large number of upgrades may provide a strong bullish indicator. Although the unknown impact of the Apple Watch is already priced in, it still holds quite a bit of uncertainty in the coming months.