… 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"”
comScore reports that US smartphone penetration has decisively crossed over 50% in August. This should not come as a surprise as the penetration rate has been very linear. Now that we’ve crossed this milestone, the thing to watch is the conversion rate from smartphone non-consumption to smartphone consumption. The reason is that we don’t know … Continue reading “The late smartphone adopter paradox”
The latest comScore US mobile subscriber monthly data is in: comScore Reports January 2012 U.S. Mobile Subscriber Market Share – comScore, Inc. January saw a return to trend line growth in US smartphone add rates. The 767k/week rate is within the band after November’s below- and December’s above-the-line outliers. The weekly add rates are shown (with … Continue reading “The unrelenting trends in the US smartphone market”
Chief Executive Philipp Humm said in an interview that many of his smartphones will eventually be made up of Google-powered phones costing less than $100, half as much as the smartphones typically available at U.S. carriers. In October, to lower the cost of monthly bills, Mr. Humm introduced a limited data plan that costs $10. … Continue reading “Will T-Mobile's hundred dollar smartphone with ten dollar data plan win subs?”
According to The State of Mobile Apps | Nielsen Wire 21% of American wireless subscribers have a smartphone at Q4 2009, up from 19% in the previous quarter and significantly higher than the 14% at the end of 2008. A previous Comscore survey showed US smartphone penetration at about 17%. If we were to blend … Continue reading “20% of American subs have a smartphone with 1.2 million switching every month”
In the fourth quarter of 2013, mobile phone sales in mature regions fell due to weaker demand.”Mature markets face limited growth potentialis the markets are saturated with smartphone sales, leaving little room for growth with declining feature phone market and a longer replacement cycle,” said Anshul Gupta, principal research analyst at Gartner. “Lack of compelling … Continue reading “Winning Against Non-consumption”
IN a recent release, Apple reported that “more than 90% of stores in the US, 85% of stores in the UK, and 99% of stores in Australia accept Apple Pay.” This is encouraging but a very small view for the global Apple Pay picture. How can we assess where Apple Pay is and how do … Continue reading “Apple Pay’s Pay Day”
I think Lisa Jackson’s presentation at the September 2018 iPhone launch event was perhaps the most interesting and most profound. Lisa Jackson is Apple’s vice president of Environment, Policy and Social Initiatives. Previously, Ms. Jackson served as Administrator of the U.S. Environmental Protection Agency (EPA). In her role at Apple she has been responsible for the transition … Continue reading “Lasts Longer”
The App Store is almost 9 years old. In that time it has generated about $100 billion in revenues, of which about $70 billion has been passed on to developers and $30 billion was kept by Apple. It’s very likely that running the App Store for 9 years did not cost $30 billion so, if … Continue reading “App Story”
For the first time in many years I feel that there is some potential uncertainty in the results Apple will announce. After a period of excellent accuracy (shown in graph below), the company’s guidance has begun to diverge dramatically from reality and the trend might continue this quarter. The cause might be unanticipated demand for … Continue reading “Breaking the Law”
