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RIM's tailspin
The number of BlackBerry phones sold fell 41% year-on-year in the last RIM fiscal quarter. Sequentially the fall was 30%. Though surprisingly poor, I note that Nokia’s smartphone business fell even more dramatically last…
Category
Research
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Activating 5.6 million units per day
Google reported a new activation rate milestone: 1 million/day. The rate of activations has been increasing steadily which leads to a question: how high can it go? The answer is easy to determine. It can go no higher…
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Horace Dediu on HTML5 vs. native apps « uniform zulu zero zero
This week Mr. Dediu was a guest on The Web Ahead (another 5by5 show hosted by Jen Simmons) where he discussed how the forces of disruption apply to the web. It was an interesting discussion as usual, but if you’re…
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What will happen to Nokia?
There is no shortage of information about what happens to companies in distress. The cause of distress varies widely and is often not well understood but the actions and symptoms of distress are very consistent. We can…
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The face and the brand
In the five years since the iPhone launched, Apple created a total of 35,852 retail jobs. Some of those jobs came from new store openings. The total store count went from 172 to 361, more than doubling. But the growth in…
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MacDirectory: Exclusive | Apple's iOS Market Analysis
HD: Apps are like the sauce in a dish. They add flavor and distinguish the dish. Increasingly they also offer nourishment. Some would argue that we can live with plain cooking but spices drove people to do incredible…
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Who will be Microsoft's Tim Cook?
As previously noted, Apple has overtaken Microsoft (and Google) in operating margin percentage. This is an astonishing statistic as Apple is still largely perceived to be a “hardware company” while Microsoft is a…
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The evolution of the computing value chain
The history of personal computing has come to be defined as the history of Microsoft. At least since 1981 Microsoft’s operating systems have been the consistent market share leaders, and by a very large margin. That is…
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A more precise measure of Apple's device installed base (and device longevity)
Apple announced that the total number of iTunes account (with credit cards attached) has reached 400 million. This was touted as being the largest collection of credit card accounts for any retailer and I have no reason…
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Update on Android growth
In February of this year MediaTek introduced an ARM chipset for Android smartphones targeting $160 end user pricing. I’ve heard estimates that this chipset will sell in the “hundreds of millions”. The question is: are…