My Patrix site
Happy Birthday iTunes Store
iTunes (including software and services) revenues in Q1 topped $4 billion and were 30% higher than (re-stated) 2012 Q1 revenues. Accompanying this revenue figure were additional data points from the company: This data…
Author
Farshad
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Margin call update: About those changes in service policies
In the March quarter, our gross margin was 37.5%. It was at the low end of our range. We had a few items that on balance resulted in us reporting at the low end. They included mix, in particular, selling more iPads than…
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Margin Call 2
I expected Apple’s margins to improve last quarter. They didn’t and so the question I needed to answer is why. Here is a history of Apple’s gross margin and operating margin as reported since late 2005: For a company…
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Asymco Workshops Australia 2013
I will be in Australia in May and thought to invite local readers to join me for a few hours of in-depth discussion on the future of our industry. I plan to have an event in Sydney on the 3rd in the morning (9:00 to noon…
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The Critical Path #81: Continuous Flow
We cover misleading headlines with respect to the iPhone at Verizon while questioning the ebb and flow of media tone on Apple news. We also dive deeper into Asymcar and how to think about car manufacturing. Finally, how…
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The job the iPhone is hired to do, part II
I repeat what I’ve mentioned before: The iPhone is primarily hired as a premium network service salesman. It receives a “commission” for selling a premium service in the form of a premium price. Because it’s so good at…
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Interview with Chosun Daily of Korea about Apple
The following interview took place by email on April 15th, 2013. 1. What are the truth and false about the ‘Apple shock’ currently? In what perspective should we see this? First, I’d point out that during Steve Jobs’…
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Lumia: Is the light visible?
The following graph shows the history of smartphone volume shipments from Nokia. Lumia sales have increased to 5.6 million units last quarter. Up from 4.4 during the previous quarter. Symbian devices have nearly…
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Horace Dediu Interview – Why Businesses are more Fragile than People
The best and brightest are usually put to work on optimisation, and asked to improve the way things work. ‘Can you make it better, faster, and stronger?’ They will then go forward and solve the inefficiencies, and that’s…
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The Critical Path #80: Functional Structure
A report on Ùll with recollections from Don Metlon and Michael B. Johnson (Dr. Wave): what is a functional organization and why is that a thing of beauty? What do Pixar and Apple have in common? What is Horace’s favorite…