My Patrix site
"Everybody has got a smartphone"
… says UBS analyst John Hodulik, as quoted by the Wall Street Journal. No they haven’t. According to the latest comScore survey data, 98 million Americans above the age of 13 don’t use a smartphone as their primary…
Category
Research
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Understanding Apple's Organizational Structure
Apple has hired a new VP who will report directly to Tim Cook. Paul Deneve is cited as having responsibility for “special projects” and will report directly to Tim Cook. The previous roles as a manager in luxury brand…
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What's a BlackBerry user worth?
Last week BlackBerry announced that it had 72 million subscriber accounts. The current market capitalization is $5.4 billion and enterprise value (i.e. excluding net cash) is about $2.8 billion. That implies a net…
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The end of the projector
After having “taken the show on the road” and spending an inordinate amount of time giving presentations during the last year I came to the conclusion that what remains less than good enough for presentations is the…
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Measuring the iTunes video store
It’s been five years since we had an update on TV show downloads and six years since we’ve had an update on movie downloads from Apple. In Q3 2008 Apple announced 200 million TV show downloads and in Q2 2007 2 million…
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What's an Apple user worth?
This week Apple announced that iTunes has 575 million accounts. This is the 8th update (that I know of) over the last four years. The history of this data is shown in the following graph. The number of accounts has…
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Measuring US Mobile Platform Shares: Kantar vs. comScore
The latest comScore US smartphone install base data is in and there are few surprises. iPhone has reached a new record high penetration (39.2%) and user base (54.3 million). Android has reached a new high in user base…
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Forecasting Windows market share
Last week Frank X. Shaw, VP of corporate communications at Microsoft stated: … most of the people around me were using their iPads exactly as they would a laptop – physical keyboard attached, typing away, connected to a…
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100 billion App downloads
By the end of May there will be 100 billion mobile apps installed on iOS and Android devices. Not bad for a five year old medium. With respect to attach rate, the total downloads/install base are currently 83 apps per…
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In the weeds
Although discussions related to how Apple will “use its cash” center on acquisitions of companies, Apple’s has been busy acquiring, just not companies. It has been buying capital equipment. Capital meaning (in the…