I don’t know what you mean by “decline” and “rise”, but for discussions regarding future business viability, I look at net income instead of units sold.

One company is in the business of selling devices and services, the other is in the business I’d giving them away to siphon data to support their ad business. Margins on advertisements are going down, and if people with disposable income aren’t on your platform, then the ads aren’t worth much either.