My Patrix site
Margin Call
During the fourth quarter 2012 Apple’s margin fell to about 38%, a level not seen since two years earlier and down from a peak of 47% in Q1 2012. Does this lower margin foretell lower prices or a loss of competitiveness?…
Author
Farshad
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Apple's Calendar Fourth Quarter 2012 Growth Scorecard
The fourth quarter of 2012 was 13 weeks in duration while the fourth quarter of 2011 was 14 weeks. The difference implies that a comparison of revenues should be done with an adjusted 93% of the 2011 values. The growth…
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It's a wrap. Asymconf California
My thanks to all those who made Asymconf California the best Asymconf ever. We had over 200 attendees and, for the first time ever, 50 workshop participants and a panel session. The venue was spectacular: IBM’s historic…
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The job the iPhone is hired to do
In the latest quarterly report Apple changed how it reports product revenues. In previous quarters the iPhone and iPad were reported including accessory revenues while iPod accessories were reported under “Music”…
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Asymconf, reminder
Asymconf California is a week away. The workshops are sold out but we still have 20 seats available for the main event. Don’t leave it to the last minute. Sign up now.
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What's up with text messaging?
The following graphs show text messaging volumes, pricing and revenues for SMS in Spain. After peaking at the end of 2008 at about €450/quarter, revenues have fallen by 60% to about €171 million in the third quarter of…
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5by5 | The Critical Path #71: Max Headroom
On assessing demand from “supplier checks”; measuring headroom and the race to a billion users; the disruption of computing becoming accepted by PC industry. via 5by5 | The Critical Path #71: Max Headroom.
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The iPhone MOQ
[Kaoru] Kato, president of NTT DoCoMo Inc., said that the firm would want to add the iPhone to its lineup of serviced smartphones if it could form a mutually beneficial contract with Apple, Inc. Apple requires that…
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The race to a billion—2012 Update
I last looked at the race to a billion in March 2011. Since then, I’ve been updating and adding data to the set giving a broader selection of platforms to compare. Before we dive in, an explanation: the initial review…
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Measuring iPhone 5 vs. iPhone 4S availability
In 2011 Apple increased the availability of the iPhone by adding operators. In 2012 Apple increased availability by bringing the phone to operators more quickly. The question is: how much did iPhone 5 availability…