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Samsung’s profit center
Will there come a time when Samsung will earn more profits from the iPhone franchise than from its own Galaxy product line? The problem for Samsung is that although it still sells the most phones ((over 80 million but we…
Category
Research
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The one where I offer stock tips
Let’s say I offered you the option to invest in a monopoly or in a hit-driven company whose survival depends on always finding the next big thing? Which would you invest in? Before you answer, let’s say I offered you the…
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How iPad Educates
The fact that the iPhone is contributing over 90% of the operating profits in mobile phone sales has penetrated even as far as the Wall Street Journal. However, it’s not yet commonly known that the Mac captures a…
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Apple management answers questions on the market performance of Apple Watch
Katy Huberty (Analyst – Morgan Stanley): You’ve said in the past that the watch may take longer to ramp given the new category and new interface to customers. Is that, in fact, playing out? Is the watch ramping slower…
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Selling Watch Sales Data
There is no reliable information on Apple Watch sales. None of the analysts which follow Apple or the phone, computer or watch markets have any insight into this. The only source of information is Apple itself and they…
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Breaking the Law
For the first time in many years I feel that there is some potential uncertainty in the results Apple will announce. After a period of excellent accuracy (shown in graph below), the company’s guidance has begun to…
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iOS v. Windows and Immunity to Disruption
The pattern of Mac growth exceeding Windows PC growth (and overall PC growth which includes the Mac) is old news. It has been observed for at least 40 of the last 42 quarters. It’s a historically interesting contest, but…
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John Gruber’s The Talk Show: ‘THEY BUY A HOLE IN THE WALL’, WITH GUEST HORACE DEDIU
Special guest Horace Dediu joins The Talk Show for the first time. Topics include the state of the maps industry, Apple’s functional organizational structure, what the WWDC keynote said about the state of the company…
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What next for iPad?
ComScore suggests that there are 100 million tablet owners in the US. On a per capita basis that implies penetration of about 30%. As a percent of mobile phone subscribers (above age of 13) that implies 40%. As a percent…
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Where are Maps going?
At the 2015 WWDC Apple stated that it receives 5 billion requests per week for its maps service. It also said that Apple maps is used 3.5 times more frequently than “the next leading maps app.” These two data points are…