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One billion sold
In Q3 2014 Apple’s revenues were 5.3% higher than the upper end of their guidance. This is the highest error in guidance since the new range-bound reporting regime started two years ago. The following graph shows the…
Category
Research
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The new iPad. Is it better?
The problem with getting better is that if you’re more than good enough you’re actually getting worse. Improving beyond the point where your improvements can be absorbed is not only wasteful but it’s also dangerous. It…
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Padcast: Apple Financial Review and Forecast
On the eve of earnings and the “It’s been way too long” special event, it’s time to look back a few years and forward a few quarters. The instrument chosen is Apple’s income statement viewed in Perspective flows. Watch…
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What next, Samsung?
I received a few questions from Shirley Siluk of NewsFactor as a follow-up to my post on the trajectory of successful companies. 1. Do you foresee any hope for a turnaround for Samsung? If so, where do its best…
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On the trajectory of successful companies
Samsung Electronics warned Tuesday that its third-quarter earnings would fall below market expectations. It did not cite a decrease in shipments but an increase in marketing expenses coupled with an unfavorable mix (i.e.…
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The Process of Theory Building
I started working at The Clayton Christensen Institute and my job is to help develop the theory of disruptive innovation. In order to do this I need to understand at least two concepts: I’m more comfortable with the…
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iPhone Launch Patterns
When the iPhone 4S launched, one million units were pre-ordered and 4 million units were sold during its opening weekend. That made the daily rate during the 4S weekend 1.3 million units/day or one third faster than the…
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Electric Shadow 14: Orson Welles of the Genre
I was a guest on Moisés Chiullan’s Electric Shadow along with Jason Snell and John Gruber. We talk about how “Cinematic” applies to Apple’s approach to communications. via 14: Orson Welles of the Genre. This is a good…
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Asymcar 18: Cars of the People
Why did the Tata Nano fail? What is the future of low end disruption in the auto industry? What does sharing mean for cars? What are the jobs that spaces in cars are hired for that their makers don’t understand? Is Elon…
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Tentpoles
When the iPhone launched, Steve Jobs introduced it as being three products in one: When the Apple Watch launched, Tim Cook introduced it as being three things: As in the Revolutionary User Interface story, the symmetry…