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Taking requests for The Critical Path
What topics would you like to have me discuss on The Critical Path podcast? Put forward your questions as comments below. If you see a question already asked, vote for it by marking it up.
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Farshad
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A more precise measure of Apple's device installed base (and device longevity)
Apple announced that the total number of iTunes account (with credit cards attached) has reached 400 million. This was touted as being the largest collection of credit card accounts for any retailer and I have no reason…
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Update on Android growth
In February of this year MediaTek introduced an ARM chipset for Android smartphones targeting $160 end user pricing. I’ve heard estimates that this chipset will sell in the “hundreds of millions”. The question is: are…
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Are revenues per app decreasing?
Apple has been releasing data about payments to developers with increasing frequency. Last week’s $5 billion announcement was the fifth such update and came after about one quarter since the last. Knowing the payments to…
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5by5 | The Critical Path #42: Full Circle
Having just returned from China, Horace gives his impressions which leads to a discussion about industrialization and innovation and how countries “mature” and what is Apple doing in China and the new relationship…
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The iOS App market sales run rate is $4 billion per year
At the 2012 WWDC, Apple released new data concerning its App ecosystem. Namely: These three data points allow us to update our picture of the app economy. First, the app download rate. As would be expected from an…
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The Critical Path: The First Year by Horace Dediu — Kickstarter Funding Successful
I extend a heartfelt thank you to all 831 backers of my first Kickstarter financed book project. Thanks to you not only will there be a way to refer to and cite the podcasts but, since the project reached 980% of its…
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Estimates for Apple's third fiscal 2012 quarter
As the chart below shows, the last quarter (first calendar 2012, second fiscal 2012) was robust with 94% earnings growth and 59% net sales growth. Subject to the usual superlatives, the performance was, again, unexpected…
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5by5 | The Critical Path #41: Contextual Inquiry
Dan and Horace talk about the distinction between what Facebook is and what its value is perceived to be. We touch on both the opportunities and the challenges for social media and how these are reflected in the IPO. We…
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Asymmetric competition | Horace Dediu | Mobilism 2012 on Vimeo
Here is a video of my presentation at Mobilism 2012 on the story of mobile phone disruption. Thanks to Peter-Paul Koch (aka PPK) for organizing a great event and allowing me to present to such a smart and knowledgeable…