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Apple has been releasing data about payments to developers with increasing frequency. Last week’s $5 billion announcement was the fifth such update and came after about one quarter since the last. Knowing the payments to…
At the 2012 WWDC, Apple released new data concerning its App ecosystem. Namely: These three data points allow us to update our picture of the app economy. First, the app download rate. As would be expected from an…
As the chart below shows, the last quarter (first calendar 2012, second fiscal 2012) was robust with 94% earnings growth and 59% net sales growth. Subject to the usual superlatives, the performance was, again, unexpected…
Here is a video of my presentation at Mobilism 2012 on the story of mobile phone disruption. Thanks to Peter-Paul Koch (aka PPK) for organizing a great event and allowing me to present to such a smart and knowledgeable…
The latest data from comScore showed a few surprises: New smartphone users dropped to a very low level, below the trend line. Slightly less than 300k new smartphone users abandoned their feature phones every week during…
A glance at Nokia and RIM’s market values today shows that they are both valued below book. With respect to RIM, The company’s share price has collapsed in the past year, and it is now only valued at about $5.4 billion,…
Last year we sold … 2.8 million Apple TVs. This year, just in the first six months of our year we’ve sold 2.7. Tim Cook at D10 1:45. I note the “our” in “our year”. This implies fiscal year (that and the fact that he…
“Clearly this stuff isn’t selling,” said Monga [an analyst at Veritas Investments Research in Toronto.]… RIM took a $485 million pretax charge to write down the value of its PlayBook inventory in December, after shipping…
Markets are difficult to measure. Mainly because the information is not easy to obtain and that which is obtained is not made public. Collecting, analyzing and filling in the gaps is big business with many firms involved…
In terms of units Windows-based computers made up 78% of all PCs sold in Q1. That was an increase from the 74% in the previous quarter but a decline from 90% a year ago. OS X based computers were about 3.7%, a decline in…