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The Critical Path #129: The Right Incentives
We talk about Samsung, Apple Pay (vs. CurrentC) and Xiaomi. via 5by5 | The Critical Path #129: The Right Incentives. Continue reading
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Measuring the Apple Watch opportunity
When the Apple Watch was launched, all eyes turned to the Swiss watch industry. Analysts measured it and asked if it’s big enough to be interesting. Industry observers questioned the competitiveness of an entrant vis-à-vis the ancien régime. Marketers weighed in with segmentation hypotheses and how Apple’s queer new device might best fit. These are Continue reading
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Tech.pinions Podcast: Discussing Disruption Theory
Ben Bajarin: A few weeks back Horace Dediu of Asymco and I were having dinner and we got to discussing some of this updated thoughts on disruption theory. One bit in particular was how the luxury tech market was causing him to evolve some thinking on the theory as it relates to consumer markets. I Continue reading
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Faster Followed
Samsung’s smartphone ascent was breathtaking. From having essentially zero market share in the category in late 2010 to becoming the largest vendor took less than two years. In doing so it grew to become the largest phone vendor, smart or not–a goal which eluded them during the previous decade of effort. Samsung went on to capture Continue reading
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How many iOS devices will be produced in 2015?
12 months ago I asked How many iOS devices will be produced in the next 12 months? Based on the analysis of Capital Expenditures (as forecast by Apple in their annual 10K report) I concluded “iOS unit shipments should be between 250 million and 285 million.” The answer turned out to be 247 million. ((Including an iPod touch Continue reading
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The Critical Path #128: The Upper End of Guidance
We go over Apple’s last earnings report. Is significant growth conceivable for the next quarter? Plus the new iMac and the end of visible pixels. via 5by5 | The Critical Path #128: The Upper End of Guidance. Continue reading
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One billion sold
In Q3 2014 Apple’s revenues were 5.3% higher than the upper end of their guidance. This is the highest error in guidance since the new range-bound reporting regime started two years ago. The following graph shows the guidances given since 2005 and the actual revenues. The error (as a percent of upper guidance) is given in the Continue reading
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The new iPad. Is it better?
The problem with getting better is that if you’re more than good enough you’re actually getting worse. Improving beyond the point where your improvements can be absorbed is not only wasteful but it’s also dangerous. It opens the door to competitors who compete asymmetrically. This is the perverse and pervasive threat hanging over all system vendors. The temptation Continue reading
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The Critical Path #127: Cupertino to San Francisco on 280
On the October 2014 iPad and iMac event. When are the iPad killer apps going to come out? via 5by5 | The Critical Path #127: Cupertino to San Francisco on 280. Continue reading
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Next Airshow: Seattle, Nov 8
We will be conducting the 11th Airshow event in Seattle on Saturday, 8 November 2014. The purpose of Airshow is to: Understand how data can be used to persuade through an appeal to logic as well as through empathy. Understand the basics of “data cinematicism” including the techniques analogous to cinematography and direction. Understand story development techniques including how to Continue reading
