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What is it that makes the iTunes App Store so compelling? Will the value the App store added to the iPhone be added by the Mac App Store to the Mac? Here are the characteristics I think make the App Stores valuable:…
CHART OF THE DAY: If AT&T Is So Bad, Why Is It Beating Verizon Every Quarter?. AT&T just signed up 2.63 times more subs in Q3. They’ve been adding more subs every quarter since Q1 09. Another point is that both are…
A complete market overview will follow when all the top tier vendors report the last quarter, but in the mean-time here are some data that are available: Smartphone volumes for Nokia, Apple and RIM: Whereas Nokia is…
The new king of Apple analysts – Apple 2.0 – Fortune Tech. My thanks to Philip Elmer-DeWitt but I think he is not right in proclaiming a King. Credit is due to all the other blogger analysts who inspire and push analysis…
The iPad outsold the Mac after two quarters in the market. It’s important to understand the effect the iPad is having on PCs. Data is trickling in that potential notebook buyers are “postponing” purchases due to the…
Oppenheimer on the concall: We expect revenue to be about $23 billion compared to $15.7 billion in the December quarter last year. We expect gross margins to be about 36%. We expect OpEx to be about $2.325 billion. We…
[AT&T] activated 5.2 million iPhones in the wake of the iPhone 4 launch, or about a 62.5 percent leap over an already record spring via AT&T blows past records, activates 5.2m iPhones in summer | Electronista. This means…
So far Apple has sold 7.458 million iPads and there is still a quarter remaining in the calendar year. The highest forecast immediately after the launch of the product was 7 million. For the record, in January I forecast…
Comprehensive and thoughtful review of the performance of the analyst cohorts in predicting Apple’s quarter: Deagol’s AAPL Model: Fiscal 4Q ’10 actual results vs. estimates. By Daniel Tello’s ranking I was first in Q2…
Another chart that speaks for itself. The iPod has been quite resilient as a product line but with both the iPhone and iPad embedding an iPod, cannibalization is happening. The iPhone is now the new volume leader among…