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Over-serving TVs, bizarre keynotes, iPhone “mini”, cracking the China code, the T-Mobile iPhone and the iPhone operator deal structure. via 5by5 | The Critical Path #70: Harvesting Talent. This was a good show. It also…
In 2011 Microsoft’s CEO bemoaned that revenue in China was about 5% of what it obtained in the US. Yesterday Apple’s CEO suggested that revenue from China will overtake the US in the near future. The contrast is even…
Nokia announced 4.4 million Lumia smartphones were shipped in Q4. That’s about 14 million since the Lumia line was launched a year earlier. It isn’t however nearly enough to replace the lost sales from Symbian. One year…
As it did yesterday, on occasion Apple reports the cumulative total downloads and payments to developers. Since this is done in variable time intervals, it makes analysis of the value of the app store difficult. But not…
Apple reported over 2 billion unique app downloads (excluding re-downloads and updates) in December. The total downloads reached 40 billion, payments to developers reached $7 billion and the total iTunes accounts reached…
I’ve postponed my estimates for the fourth calendar for a long time. The reason is that there have been conflicting data to deal with and I’ve been hoping for some clues to give clarity. Unfortunately, even though I…
50% penetration for smartphones in the US turned out to be fairly predictable. I tracked my predictions based on comScore data and the results are shown in the following graph. I began making predictions in May 2010 and…
During the last 12 months 31 million American phone users abandoned the use of feature phones. During the last 24 months over 60 million switched. Over 550k users are switching every week and this rate of switching has…
A discussion on a forthcoming blog post titled “The Last Feature Phone”. Also why stock markets are intractable: the problem with understanding the motivation of buyers and sellers of equities, especially those who act…
Announcing a new 5by5 podcast: High Density. In the first episode I interview Glenn Fleishman and talk about what it takes to be on Jeopardy (and how to win.) We also go on a journey into the lore and charm of The…