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The Anti-Apple
Building a successful business is hard. Many try, few succeed and those that do tend not to thrive for long. So success in business it should be respected. Especially in highly competitive industries like technology. The…
Category
Research
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iTunes Update
In the latest quarter the iTunes group top line grew by 25%. Additional newly reported items: Some observations and estimates: As a reminder, you can order the iTunes Business Review from the Asymco Store.
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That Competition Thing
Bill, I think the smartphone market has always been competitive. [Only] the names have been changed. Tim Cook responding to Bill Shope’s question on the competitive landscape, April, 2013. Indeed, over the years, the…
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The iPhone Stores
Here are the latest performance figures for the Apple stores: Stores Open and Visitors Visitors per employee,Visitors per store, Revenues per store and Employees correlated with Visitors. Employment and Profitability…
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Apple's biggest acquisition
At the end of the first quarter 2013 there were 946,035,000 fully diluted shares of Apple stock outstanding. At the end of the second quarter there were 924,265,000. The 21,770,000 shares that disappeared were purchased…
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Apple’s 3Q FY13 Review (Padcast)
Using interactive graphics and narration, this latest Apple Earnings Review discusses Apple’s performance in relation of its historic performance as well as to expectations (published in the Preview) on the following…
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Apple's 3Q FY13 Preview (Padcast)
Anders Brownworth and I got together on a Perspective airshow and recorded our conversation about Apple’s performance this quarter. We packaged it as a downloadable Padcast which you can listen to while looking at the…
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Switcher
Nokia’s Windows (Smart)Phone performance was drowned out last week by Microsoft’s big announcement of the Surface inventory write-off. They are pieces of the same puzzle however. First, a look at Nokia. There were 7.4…
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What's an Android user worth?
Excluding Motorola, Google’s gross margins have dropped for six out of the last nine quarters. They peaked at 65.8% in early 2011 but have now dropped to 60.4%. Including the drag from Motorola they are down to 57%.…
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The PC Calamity
As Intel has improved its products, their demand has decreased. Enormous efforts put into improvements are neither valued nor absorbed. The problem is not with the processors themselves but with the systems within which…