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Measuring iPhone demand
When Apple announced five million iPhone 5 were sold to end users over its launch weekend, I was surprised. Not because my guess had been around 6 million, but because the company had set expectations by announcing a…
Author
Farshad
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5by5 | The Critical Path #55: Gravity Well
Horace and Moisés discuss the early consumer response to iOS 6 (Maps in particular), and how people appear to greatly prefer native apps to their web app counterparts. They also dig into just how large an opportunity…
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Estimates for Apple's fourth fiscal 2012 quarter [Updated]
As the chart below shows, the last quarter (second calendar 2012, third fiscal 2012) was disappointingly moderate with 20% earnings growth and 23% net sales growth. It was the first quarter since the iPhone launched that…
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Kindle Fire vs iPad: “Good enough” will not disrupt – Tools of Change for Publishing
Jenn Webb of O’Reilly writes: With its recent release of the new Kindle Fire HD tablets, some have argued that Amazon has declared war on Apple and its iPad. But how serious is the threat? Are the two companies even…
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An interview with Matteo Fumagalli
Matteo Fumagalli is a student of economics at University of Insubria, Italy. He is writing a thesis for a bachelor’s degree analyzing the smartphone industry. He asked me to answer the following questions: -First…
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Is the iPhone good enough?
We don’t want to just make a new phone. We want to make a much better phone. – Jony Ive, video at iPhone 5 launch event Disruption theory has taught us that the greatest danger facing a company is making a product better…
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Projecting iOS devices sales through iTunes account growth
During the iPhone 5 launch event, Apple announced 435 million iTunes accounts (with credit card numbers) with one click shopping. The account total is updated occasionally by Apple and the history of these updates is…
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5by5 | The Critical Path #54: Moving the Ball Forward
Horace and Moisés discuss Apple’s iPhone 5 announcement. Was there a strategic shift? Whatever happened to targeting the low end of the market? Also, what’s in store for the iPod touch? via 5by5 | The Critical Path #54:…
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Are iPhone Average Sales Prices Increasing?
The most remarkable thing about the iPhone as a technology product is that it has been able to maintain pricing stability for over five years. As the following chart shows, the revenues per unit sold for the iPhone (as…
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How many iPhone 5's will sell in the opening weekend?
The iPhone 4S sold about 4 million units in the first three days of availability last year. The iPhone 4 sold about 1.7 million and iPhone 3GS about 1 million. The main driver to growth for the initial weekend is usually…