When mobile platforms are discussed, the conversation frequently turns to market share battles between Android and iOS. I’ve pointed out before that the problem with this reasoning is that market share in a market that’s growing at 90% is a false measure of performance. The more important measure is how much of the non-smartphone market … Continue reading “What job is a Blackberry hired to do?”
None of this should come as major surprises, but Gartner’s data allows for a bit more granular detail in the overall view of the market. Here are new points derived from Gartner’s sell-through data: The smartphone market is growing at nearly 100% (96%).
In March this year Richard Stengel, managing editor of Time magazine, was speaking about the iPad. For a while many movies were more like filmed plays, until directors really learned to take advantage of the opportunities of the medium. For the iPad “The medium is waiting for its Orson Welles.” The idea that a new … Continue reading “Citizen Publisher”
If we look at the growth of smartphones independently from all phones, the category looks impressive:
In previous posts I detailed shares for units, sales and profits. I also offered different ways to look at the data like rankings and profit “area” maps. This article is about the absolute numbers. What is the total market in terms of units sold, sales and operating profits. The time frame remains from the second … Continue reading “Absolute value: the handset market stacked”
From the Apple 10K: The following graph shows a five−year comparison of cumulative total shareholder return, calculated on a dividend reinvested basis, for the Company, the S&P 500 Composite Index, the S&P Computer Hardware Index, and the Dow Jones U.S. Technology Index. The graph assumes $100 was invested in each of the [securities]. In other … Continue reading “Apple trading even with the S&P 500”
What is it that makes the iTunes App Store so compelling? Will the value the App store added to the iPhone be added by the Mac App Store to the Mac?
Comprehensive and thoughtful review of the performance of the analyst cohorts in predicting Apple’s quarter: Deagol’s AAPL Model: Fiscal 4Q ’10 actual results vs. estimates. By Daniel Tello’s ranking I was first in Q2 but 8th (out of 38) in Q3. Overall, bloggers beat Pros but by a lower margin than in the past. I … Continue reading “Deagol: Fiscal 4Q '10 actual results vs. estimates”
Apple’s “Back to the Mac” was a clever play on words. Everyone expected it to mean that the event was going to focus back on new Mac products. As we had been so steeped in iDevice news the Mac was feeling neglected. It was time to take the discussion “back to the Mac.” Instead Apple … Continue reading “Back to the PC”
Social games on iPhone, iPad and iPod touch devices are competing for television viewers. In fact, these apps, tracked on the Flurry network alone, comprise of a daily audience of more than 19 million who spend over 22 minutes per day using these apps. Treated as a consumer audience, its size and reach rank somewhere … Continue reading “Apps attract more viewer attention than most TV shows”
