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Apple vs. Nokia on Profitability of Devices
Apple wiped the floor with Nokia. Twice the net profit and almost on par with gross profit. Nokia spent a whole billion dollars a quarter in R&D. The R&D take is 10.2% of sales. Continue reading
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Peugeot Renault and Citroen
I’m trying explain the complete lack of interest in Nokia among the US blogging/early adopter audience. If you are an enthusiast, why do you not care about the market leader. The automotive analogy is not quite perfect, but there are brands that are just invisible to the community even though they are quite popular and Continue reading
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You Can’t Touch This
Apple’s Q4 2009 conference call revealed that iPod touch sales were up 100% year over year. For the full fiscal year, iPhone grew 78%. Continue reading
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Tim "Corleone" Cook
When asked more pointedly, “So when you go from exclusive to multiple, you don’t change the charge to the carrier?” Cook answered, “Correct.” Apple has more pricing power than the Don. Continue reading
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iPhone Money Trail
Peter Oppenheimer, Apple’s Chief Financial Officer, said that the Average Selling Price of iPhones in the quarter “was just over $600. This reflects both high mix of 3GS sellthrough and benefits of rebalancing the ending channel inventory toward the 3GS.” An astonishing admission from Apple who has never revealed their iPhone ASP. Previous analyst estimates Continue reading
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100k Apps
On Tuesday Apple will cross over 100,000 apps on the App Store for an installed base of ~50 million devices. On Thursday Microsoft will launch Windows 7 with 8500 apps “certified” for an installed base of 1 billion PCs. iPhone: not your father’s ecosystem. Continue reading
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On Units and Platforms
When thinking about the number of devices shipping out of Apple, and the relative value of those units compared to the competition you have to always think of the platform. The market leader Nokia claimed to have sold 16+ million smartphones in the quarter. When comparing platforms, to whatever Apple ships in iPhones you have Continue reading
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On App Store as a Content Store
The implications of the new app transaction model are profound. To begin with, consider the following: 10 MB limit – Devs can now get their apps under 10MB much more easily. This allows them to take advantage of users downloading over the carrier networks and not wi-fi. They can offer more content via in app Continue reading
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Comes With Trouble
I can’t believe this. http://musically.com/blog/2009/10/15/comes-with-music-107k-users-worldwide/ For kicks, I looked up what I wrote about Comes With Music (CWM) a year ago: Trouble Comes With Music By Horace Dediu on October 3, 2008 12:18 PM The troubles that CWM will face: The model is complex and the value prop is convoluted with users discouraged from making Continue reading
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Fortune 500 iPhone Use
Curious possibility: More companies have promotional apps on the iPhone than permit their employees to use one. About 30% of the Fortune 200 already have iPhone apps. Continue reading
