My Patrix site
Category
comScore reports that US smartphone penetration has decisively crossed over 50% in August. This should not come as a surprise as the penetration rate has been very linear. Now that we’ve crossed this milestone, the thing…
The following article is published in Filmmaker Magazine. Fall 2012, Vol. 21 #1. There is a saying I once heard: “Once you change the method of distribution, the product has to change.” This itself is a take on the idea…
In previous posts I described the patterns of asset value growth for Property Plant and Equipment at Apple and how that change has been thus far correlated to the production of iOS devices. The analysis was based on…
As the following graph shows Apple gross margins and its operating margins have both been on a consistent upward slope since early 2006. The reason is that the company has moved to more mobile devices as a percent of…
The iPad grew shipments at 26% y/y but “sales” as measured by sell-through were up 44%. Detail from Tim Cook’s discussion: “The June to September [sequential change] was 17 million to 14 million… as we had talked about…
In the parlance of developers Apple keeps “throwing exceptions.” This quarter the iPad surprised with a significant decline in sales growth. I placed a table showing the sales growth for this quarter as well as the…
AT&T, Verizon and Sprint have all reported the number of iPhone units shipped in Q3 2012. The history of the these sales is shown in the following graph: Read more: Foreshadowing iPhone sales | LinkedIn.
Having reached 100 million iPads shipped in 2.5 years the natural question is how long will it take for the next 100 million iPads? The ramp of cumulative units shipped is shown below. I also added the equivalent ramp…
Days after Nokia announced the end of life for the Symbian platform I wrote a post titled Who will buy the next 150 million Symbian smartphones? The reference was to claim by management that before there would be a…
My talk at the Arctic 15 conference October 18th in which I review the data on App Store performance and question the viability of intermediaries in content distribution. Reflects and complements my recent Omnivorous App…