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Research

  1. The job the iPhone is hired to do

    · · Research

    In the latest quarterly report Apple changed how it reports product revenues. In previous quarters the iPhone and iPad were reported including accessory revenues while iPod accessories were reported under “Music”…

  2. Asymconf, reminder

    · · Research

    Asymconf California is a week away. The workshops are sold out but we still have 20 seats available for the main event. Don’t leave it to the last minute. Sign up now.

  3. What's up with text messaging?

    · · Research

    The following graphs show text messaging volumes, pricing and revenues for SMS in Spain. After peaking at the end of 2008 at about €450/quarter, revenues have fallen by 60% to about €171 million in the third quarter of…

  4. The iPhone MOQ

    · · Research

    [Kaoru] Kato, president of NTT DoCoMo Inc., said that the firm would want to add the iPhone to its lineup of serviced smartphones if it could form a mutually beneficial contract with Apple, Inc. Apple requires that…

  5. The race to a billion—2012 Update

    · · Research

    I last looked at the race to a billion in March 2011. Since then, I’ve been updating and adding data to the set giving a broader selection of platforms to compare. Before we dive in, an explanation: the initial review…

  6. Measuring iPhone 5 vs. iPhone 4S availability

    · · Research

    In 2011 Apple increased the availability of the iPhone by adding operators. In 2012 Apple increased availability by bringing the phone to operators more quickly. The question is: how much did iPhone 5 availability…

  7. Cracking the China code: Microsoft vs. Apple

    · · Research

    In 2011 Microsoft’s CEO bemoaned that revenue in China was about 5% of what it obtained in the US. Yesterday Apple’s CEO suggested that revenue from China will overtake the US in the near future. The contrast is even…

  8. Getting to know the meaning of sisu

    · · Research

    Nokia announced 4.4 million Lumia smartphones were shipped in Q4. That’s about 14 million since the Lumia line was launched a year earlier. It isn’t however nearly enough to replace the lost sales from Symbian. One year…

  9. A more complete picture of the iTunes economy

    · · Research

    As it did yesterday, on occasion Apple reports the cumulative total downloads and payments to developers. Since this is done in variable time intervals, it makes analysis of the value of the app store difficult. But not…

  10. App Store Download Rate Forecast

    · · Research

    Apple reported over 2 billion unique app downloads (excluding re-downloads and updates) in December. The total downloads reached 40 billion, payments to developers reached $7 billion and the total iTunes accounts reached…