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Research

  1. 60% of Top 100 Brands on the App Store

    · · Research

    I wanted to check how popular the App Store was for the world’s brands. As a quick experiment, I went through the first 100 names in the Forbes 1000 list (ranked by Revenues) and found that 37 had some app store…

  2. Estimating iPhone’s Nosebleed Gross Margins

    · · Research

    Apple’s latest re-statement of financial statements eliminated subscription accounting for the iPhone not just for the past quarter but for the entire history of the product, back to mid-2007. This allows a more precise…

  3. Nexus One: 80k units in first month -Flurry

    · · Research

    Google sold about 80,000 Nexus One smart phones in their first month on the market, according research firm Flurry,Dow Jones Newswires reports. By contrast, Apple sold about 600,000 iPhones when it launched the device in…

  4. When to Sell

    · · Research

    I would sell AAPL when hateful articles are no longer written. When the consensus that Apple is dominant is overwhelming then sell. When computing has de-facto shifted to mobile, then sell. When there are no more iKiller…

  5. Yahoo Finance “Key Statistics” Are Wrong

    · · Research

    Deagol, one of the most accurate forecasters of Apple’s financial performance rages against the failure of mainstream databases to correctly report financial data. Having witnessed incompetent analysis and lapses of…

  6. They want the thing in the movies

    · · Research

    Mike Monteiro writes: I went back for a second helping of Avatar this Sunday. There’s a scene early on in the movie where one of the scientists walks across the lab carrying the “mobile computer slab of the future.”…

  7. Dick Brass Vents

    · · Research

    I knew of Dick Brass at the time when he was promoting ClearType inside Microsoft. We met his team to consider licensing our table recognition algorithms for the production of ebooks for Microsoft Reader, an early ebook…

  8. 200k Apps by May 1

    · · Research

    Jobs said that they have over 140k apps as of Jan 27th. The spider on 148apps.biz has been pretty accurate and it’s showing a bit over 150k apps as of today. Over 21k apps were added in January, with only December’s 25k…