Lots of people apparently think it’s a big deal that Gartner is predicting Android will surpass iOS for second place. But why is that necessarily a good thing, given that they’re predicting Symbian will remain in first place? Who thinks Symbian is actually doing well? Nokia’s board sure doesn’t. via Daring Fireball Linked List: Gartner … Continue reading “Gartner Predicts Mobile OS Market Share”
In recent articles I highlighted the acceleration in iTunes App downloads where the rate is approaching 18 million apps per day and the cumulative total apps which is about to overtake the cumulative songs downloaded. We now turn our attention now to constructing the iTunes income statement: namely total sales, gross margins and deduce its … Continue reading “It takes nearly $1 billion/yr to run iTunes”
Last week I posted the iTunes download rate graph that showed how Apps are being downloaded much more rapidly than songs and revealed an inflection point in the song rate. Based on the recent updates to iTMS and iTAS on Sept. 1, the following graph shows the cumulative units of songs and apps downloaded indexed … Continue reading “iTunes app total downloads to overtake songs this year”
Verizon, unfortunately, is also what ruins the phone. Or, rather, what it’s forced Samsung to do to the phone, which you could sum up in a word: Bing. Bing is the default—and only—search engine on the Fascinate. A Google Android phone. In the search widget, in the browser, when you press the search button. Bing. … Continue reading “Google vs. Android Part IV”
The latest iOS numbers and the new iPod touch launch demonstrate what a huge hit the iPod touch has become. It’s safe to assume that about half of all iPods, or between 4 and 5 million units in the current quarter, are sold as touch versions. The iPod touch has been around about as long … Continue reading “Where are the iPod touch knockoffs?”
LG has reportedly told Korean sources that “it expects WP7 to outperform the two rival smartphone operating systems” – one of these platforms is definitely Android (I’m not sure about the other platform LG is referring to; Symbian? iOS? BlackBerry?). via LG to bank heavily on Windows Phone 7, says WP7 will outperform Android » … Continue reading “LG says WP7 will outperform Android”
I took the venerable Consumer Platform Adoption Ramps chart and added Android and the latest data on iTunes, iPod and iOS. To make it more readable (but conceptually more complicated) I put the data on a log chart. Discussion The time span covered is nine and a half years. The top of the graph marks … Continue reading “The race to a billion users”
300 Apple Stores 10 countries with Apple Stores >1 million store visitors some days 80k 1:1 sessions/week 120 million iOS devices sold to date 230k new iOS activations per day 6.5 Billion apps downloaded 200 apps downloaded every second 250k apps available on App Store 25k iPad apps available on App Store 275 million iPods sold … Continue reading “September Music Event: Just the numbers”
Based on the new iOS units numbers released I revised at the numbers for next quarter and it’s very probable that EPS will be over $5.25. As recently as 2007 Apple was priced 50x one year’s earnings. Now it’s priced 47x one quarter’s earnings. Should we consider applying old yearly earnings multiples to quarterly earnings as … Continue reading “Quarterly Earnings Multiples: The new normal?”
Frequent readers of this blog know they’re in good company. There have been over 1000 comments in but a few months and, without any qualification, they have all been valuable. I’ve been delighted that contributing readers are not only civil and polite, but that they almost always move the intellectual level of the blog higher. … Continue reading “Dogfooding Asymco stats”
