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The orthodox vs. the unorthodox: Tata, Tesla and Toyota. Why might an asymmetric competitor lose and a symmetric competitor win? We begin with Tesla and Apple. We continue with aluminum vehicles and re-visit information…
One of the axioms of hardware business is that prices fall over time. The consumer price index for personal computers and peripheral equipment from 1998 to 2014 is shown below: The price index suggests that prices for…
Prior to Apple’s earnings report I read at least one article suggesting that the most important indicator to watch was Apple’s margin. I suppose this was due to a recent decline in margins from a peak gross margin of…
Horace Dediu and Guy English discuss the future of TV, how we consume media, and the fate of console-style devices. From Apple to Nintendo and beyond, is there one box to rule them all, or can there be? Interview…
The increase in net sales of iTunes, Software and Services in the first quarter of 2014 compared to the first quarter of 2013 was due to growth in net sales from the iTunes Store, AppleCare and licensing. The iTunes…
Horace Dediu is an analyst with a focus on the mobile phone industry and especially Apple. Blogging at asymco.com, he often posts surprising facts that confront the conventional “wisdom” of other analysts, who are often…
Apple revenues grew at the rate of about 6% in Q4, while earnings grew at 5%. These were improvements over Q3 and Q2 but the rate of top line growth is has not been this low since 2009. The bottom line is also slower…
In my essay on Google’s absence of profit (or income or business) motives questions were raised on the stated absence of hunger for profits from Apple and what difference there might be from Google’s philosophy. Indeed,…
A short anecdote about the history of Silicon Valley told at Asymconf California last year using techniques taught at Airshow workshop. Next workshop is in San Jose on Jan 30, 2014. via The Birth of Silicon Valley —…
A company is nothing more (and nothing less) than three things: people, processes and purposes. In the language of the software engineer these would be inputs, algorithms and specifications. In the language of classical…