My Patrix site
Seeing What’s Next
The adoption of smartphones in the US is on track for reaching 90% of the available audience by August 2016. This is a mere eight years after smartphones reached 10% penetration. As far as technologies go, that’s pretty…
Category
Research
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Asymcar 7: The Transportationist
The Transportationist, David Levinson @trnsprttnst joins us to discuss the technical, human, environmental and economic factors driving change to the auto-ecosystem.David helps us smartly survey the landscape via: via…
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A yardstick for capex
Photo credit: Wikipedia, CVN-78 I’ve been writing about Apple’s capital intensive operations for some time. The difficulty has always been in explaining the scale involved. I’ve compared the spending to that of Samsung,…
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What’s an Active User worth?
Apple has sold 700 million iOS devices. Google claims one billion Android device activations. Microsoft has about 1.5 billion Windows users and Facebook about 1.19 billion. LinkedIn has 259 million users and Twitter has…
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How many years does Apple have?
The graph below shows the Revenue and Operating Income for a select group of companies. The large numbers represent the share price to earnings (trailing twelve months) ratio (P/E or PE ratio). Of course the P/E ratio…
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The diffusion of iPhones as a learning process
All theoretical and empirical diffusion studies agree that an innovation diffuses along a S-shaped trajectory. Indeed, the S-shaped pattern of diffusion appears to be a basic anthropologic phenomenon. This observation…
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Do ads work? The ad budgets of various companies
Microsoft spent $2.6 billion for Advertising in the fiscal year ended June. Apple spent $1.1 billion in its fiscal year ended October. Other companies will report their full year ad spending later but their previous…
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Owing how much to how few?
For the year ending October Apple’s R&D costs were $4.475 billion. These costs have been rising. Though, as the company explains, not faster than net sales: The growth in R&D expense was driven by an increase in…
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The Quantum Leap in Retail
In fiscal 2013 there were 395 million visits to Apple retail stores. In 2012 there were 372 million. The difference is approximately the population of Australia. This was in addition to the population of the US and…
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How many iOS devices will be produced in the next 12 months?
Apple’s capital expenditures for product tooling, manufacturing process equipment, corporate facilities and infrastructure has followed very closely their production of iOS devices. The pattern is shown in the graph…