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Thanks to a reader for asking this question: “Wouldn’t it be more telling to look at the monthly rate of downloads / device at any given time?” Yes it would. Here’s what can be derived based on download rates and…
We believe that we’re on the face of the Earth to make great products, and that’s not changing. We’re constantly focusing on innovating. We believe in the simple, not the complex. We believe that we need to own and…
After reviewing the payments to suppliers, we can look at the store’s revenue generation rate. With the same assumptions, we have the following chart: We will have to wait for another report to see whether the recent…
The last analysis of the iTunes content store showed amazing acceleration in download rates. Since we know something about the pricing of apps in aggregate, we can make some guesses about the income from apps for both…
The iTunes App Store is about to reach 10 billion downloads. That makes this a good time to revisit app growth metrics and compare them with the other digital media store that we have data for: the iTunes Music Store.…
So they don’t really offer strategic advantage to the adopter. Some may end up adding slightly more to a cost structure than others, but not in a way that determines strategy. Flash on the other hand is not…
Thanks to David Chu for forwarding the data that made this possible and reader Narajanan for spotting the divergence in platform efficiency. iOS and Android are both growing rapidly. According to Gartner, during the…
Thanks for Rob Marsh for forwarding the following snapshot of data from Denmark: Salget af smartphones eksploderer i Danmark. According to GfK data in Denmark, during the first quarter of 2010 29% of phones sold were…
In a recent but recurring lament I asked why Apple shareholders are not being rewarded for the company’s growth. I pointed out that there is no fundamental reason why the company should receive such a low P/E multiple…
A month ago I wrote an exposé on the problems I felt Verizon was facing with their smartphone strategy: Verizon Strikes Out in Smartphones [Updated] Given new information on subscriber growth and the relationship between…