My Patrix site

Category

Research

  1. The Innovator’s Stopwatch. Part 2

    · · Research

    The adoption curve has been used to categorize adopters into groups by their behavior: innovators, early adopters, early majority, late majority and laggards. This categorization asserts that adoption is function of…

  2. The Innovator’s Stopwatch. Part 1

    · · Research

    At the end of October 2014 about 73% of US mobile users owned a smartphone. In March of 2005 2% of US mobile users owned a smartphone (comScore). In absolute terms the number of users increased from about 4 million to…

  3. Retail in 2020

    · · Research

    This year’s Thanksgiving and Black Friday data from IBM shows a continuing pattern of growth for mobile devices. As the graph below shows, in the five years since 2010 mobile devices grew from 5% of the online shopping…

  4. Yet another billion dollar business

    · · Research

    I tried to assess the opportunity of Apple Pay but found it to be mostly dependent on how quickly card payments will overtake cash. It seems that as payments move to a digital format they will move to a mobile device.…

  5. How The Magic Happens

    · · Research

    Andre Briggs: This is why is so hard to explain to outsiders what it is that I actually do sometimes. Sure, everyone on my team designs and develops but at the core we are constantly persuading with varying degrees of…

  6. How big is iCloud?

    · · Research

    Apple has declared that what used to be “Other Music Related Products and Services” ((Includes revenue from sales from the iTunes Store, App Store and iBookstore in addition to sales of iPod services and Apple-branded…

  7. Asymcar 19: About that Ferrari SUV…

    · · Research

    What motivates a company to destroy its brand? We start with Mini’s plans to sell 100,000 cars in the States by 2020, nearly double today’s pace and remember how Cadillac destroyed their brand and how Mercedes, Porsche,…

  8. Measuring the Apple Watch opportunity

    · · Research

    When the Apple Watch was launched, all eyes turned to the Swiss watch industry. Analysts measured it and asked if it’s big enough to be interesting. Industry observers questioned the competitiveness of an entrant…

  9. Faster Followed

    · · Research

    Samsung’s smartphone ascent was breathtaking. From having essentially zero market share in the category in late 2010 to becoming the largest vendor took less than two years. In doing so it grew to become the largest…

  10. How many iOS devices will be produced in 2015?

    · · Research

    12 months ago I asked How many iOS devices will be produced in the next 12 months? Based on the analysis of Capital Expenditures (as forecast by Apple in their annual 10K report) I concluded “iOS unit shipments should be…