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.”
The latest comScore data shows consistent growth in US smartphone penetration. The rate is now 58.4% of adult consumers who own phones. This is up from 20% only three years ago. The rate of growth remains a remarkable 1.2% per month. That’s 700,000 new-to-smartphone users every week. The historic average over 3 years has been … Continue reading “Measuring Platform Churn”
iTunes (including software and services) revenues in Q1 topped $4 billion and were 30% higher than (re-stated) 2012 Q1 revenues. Accompanying this revenue figure were additional data points from the company: Cumulative app downloads have surpassed 45 billion Payments to developers reached a cumulative total of $9 billion Payments to developers were $4.5 billion in … Continue reading “Happy Birthday iTunes Store”
I repeat what I’ve mentioned before: The iPhone is primarily hired as a premium network service salesman. It receives a “commission” for selling a premium service in the form of a premium price. Because it’s so good at it, the premium is quite high. The job the iPhone is hired to do The original post … Continue reading “The job the iPhone is hired to do, part II”
To anyone who has visited the current “campus”, it’s obvious that Apple has outgrown it some time ago. It’s also obvious given the increase in headcount and operational expenses over time as can be seen below: (I added Q1 2013 estimate based on company guidance.) One can understand why, from a practical point of … Continue reading “Spaceship”
