My Patrix site
Orthogonal Pivots
Microsoft has announced that by the end of the year the Groove music service will be phased out. Users are being offered the option to move their music libraries into Spotify. This brings to an end a long story of…
Category
Research
-
-
S3X Appeal
On July 3rd, Elon Musk handed over the first 30 Model 3s and tweeted “Production grows exponentially, so Aug should be 100 cars and Sept above 1500.” He added, “Looks like we can reach 20,000 Model 3 cars per month in…
-
Silicon Valley
You’ve probably heard of Jony at Apple but probably don’t know about Johny. Jony is a celebrity executive known as the face of Apple Design. Johny is the executive in charge of custom silicon and hardware technologies…
-
Face Time
Since the iPhone launched 10 years ago, 1,253,000,000 units have been sold. ((This includes the current quarter that ends in 4 days)) Given that they don’t last forever, we can assume that only the most recent units sold…
-
A small-screen iPod, an Internet Communicator and a Phone
Apple is now the biggest watchmaker in the world, overtaking Rolex during the last quarter. This achievement happened less than two and a half years after Apple entered the watch market. Rolex, on the other hand, was…
-
Good, Better, Best
Before the iPhones 8 and X launched I made a prediction on what the iPhone would cost. I concluded that the iPhone price would not change. This is because it has never changed ((Apart from seasonality. Quarterly Minimum…
-
How much will the new iPhone cost?
The answer, regardless of when you ask, is: The same as the current iPhone. Of course, this is the answer to the question of what will the average new iPhone cost. The average selling price (which combines the revenues…
-
Estimating Apple’s Second Calendar Quarter
Apple reports second calendar quarter results in about a week. I propose the following estimates: Fiscal Q3 2017: Rev ($B) 45.321 EPS ($) 1.62 iPhone (units) 41 million iPad (units) 9.8 million Mac (units) 4.35 million…
-
Other Products
From the way Apple reports its revenues you might think that the company has several operating segments. There are the iPhone, the Mac, the iPad for which units and revenues are reported. Then there are Services and…
-
Join the Micromobility Summit in Copenhagen September 6
I’m Happy to announce that I’ll be hosting the Micromobility Summit at Techfestival this year. Taking place on September 6 in Copenhagen, the one-day summit explores how new technologies affect society, cities and…