As Intel has improved its products, their demand has decreased. Enormous efforts put into improvements are neither valued nor absorbed. The problem is not with the processors themselves but with the systems within which they are built: PC sales fell again last quarter and the contraction is likely to continue. We received affirmation of this … Continue reading “The PC Calamity”
… says UBS analyst John Hodulik, as quoted by the Wall Street Journal. No they haven’t. According to the latest comScore survey data, 98 million Americans above the age of 13 don’t use a smartphone as their primary phone. That’s 41% of US mobile phone users. What’s more, 2.5 million more people first started using smartphones in … Continue reading “"Everybody has got a smartphone"”
Last week BlackBerry announced that it had 72 million subscriber accounts. The current market capitalization is $5.4 billion and enterprise value (i.e. excluding net cash) is about $2.8 billion. That implies a net present value of about $40 for each account. This is quite a drop from early 2010 when the value was $866. The … Continue reading “What's a BlackBerry user worth?”
After having “taken the show on the road” and spending an inordinate amount of time giving presentations during the last year I came to the conclusion that what remains less than good enough for presentations is the variable quality of projectors. The problem is not just quality of image but also the unpredictable size of … Continue reading “The end of the projector”
In the second part of our WWDC wrapup, we delve into the large-scale shift represented by iOS 7. Siri guides us on the journey from navigation to consumption in our latest AsymCar segment, and Horace examines what iWork for iCloud means. via 5by5 | The Critical Path #88: Siri in the Driver’s Seat.
The latest comScore US smartphone install base data is in and there are few surprises. iPhone has reached a new record high penetration (39.2%) and user base (54.3 million). Android has reached a new high in user base (72 million) but share at 52% is below the peak reached in November 2012. This pattern of … Continue reading “Measuring US Mobile Platform Shares: Kantar vs. comScore”
Last week Frank X. Shaw, VP of corporate communications at Microsoft stated: … most of the people around me were using their iPads exactly as they would a laptop – physical keyboard attached, typing away, connected to a network of some kind, creating a document or tweet or blog or article. In that context, it’s … Continue reading “Forecasting Windows market share”
By the end of May there will be 100 billion mobile apps installed on iOS and Android devices. Not bad for a five year old medium. With respect to attach rate, the total downloads/install base are currently 83 apps per iOS device sold and 53 apps per Android device activation. The history of this … Continue reading “100 billion App downloads”
My estimate of last quarter’s iTunes gross revenues suggested a spending rate of $40 per iTunes account. It would make sense to consider how that figure changed over time. The following graph shows the pattern: You can read each bar in the graph as the total “ARPU” or average revenue per iTunes user[1]. I overlaid … Continue reading “The allure of iTunes”
In the latest quarter the iTunes top line grew by 32%. Additional newly reported items: Quarterly revenues topped $4 billion (a new high) and the company suggests that this rate is maintainable by stating it has a “$16 billion annual run rate”. The pattern of revenues is shown below. The content portion of iTunes revenues … Continue reading “iTunes users spending at the rate of $40/yr.”
