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Research

  1. The newly integrated company

    · · Research

    During the first quarter of fiscal year 2014, we changed our organizational structure as part of our transformation to a devices and services company. As a result of these changes, information that our chief operating…

  2. The value of zero-priced software

    · · Research

    Apple’s latest product launch (new OSX, iPads, Macs and iWork/iLife) came with a change in pricing for software. OS X and iWork and iLife and updates are now made available free on new Macs and, in the case of the…

  3. Cinematic

    · · Research

    Cinematic is to film as Literary is to prose. It’s not a measure of quality or of beauty. It’s mainly the application of technique to impart an additional layer of meaning to the writing, performance and direction of the…

  4. The iPhone company

    · · Research

    The analyses of adoption of smartphones in the US and EU5 are remarkably consistent with each other. They also turn out to be consistent with the valuation of Apple. I show the stages of adoption overlaid with the…

  5. Asymcar 5: A Faster Horse

    · · Research

    Asymcar 5: A Faster Horse. Of Phaetons, Coupés, Shooting Brakes, Broughams, Hackneys, Cabriolets, Landaus and Limousines. Horace and Jim step back in time to revisit the raison d’être for carriages and the emerging…

  6. The Five Year Plan

    · · Research

    Gartner reported that PC shipments totaled 80.3 million units in Q3. Subtracting an estimated 4.4 million Macs yields an estimated 75.9 million Windows PCs. ((The total will be less than this as some PCs will not ship…

  7. When will the US reach smartphone saturation?

    · · Research

    The latest comScore data places penetration at about 61%, up over 10 percentage points from the same time last year. The 50% last year is itself up nearly 14 percentage points from the same time in 2011. This progress in…