FORTUNE — “Samsung’s Radio City Music Hall launch of its Galaxy S IV smartphone made good headlines, but consumer buying data shows that at the checkout counter, Apple continues to eat Samsung’s lunch.”
So writes the Yankee Group’s Carl Howe, in defiance of conventional wisdom, summarizing the findings of a survey of 16,000 U.S. smartphone customers.
The key, he says, is customer loyalty: “Apple’s ‘black hole’ ecosystem captures subscribers who never leave, while Android smartphones are losing one out of every six customers to other manufacturers.”
The operative metaphor, according to Howe, is a leaky bucket.
As several readers have pointed out, the survey was of U.S. smartphone customers only. The findings should not be extrapolated to apply to the rest of the world.
Thanks to AllThingsD‘s John Paczkowski, who was the first to get his hands on the full report.