My Patrix site
Category
Thanks to all those who contributed to the big Mac index there is a substantial amount of pricing data available in one location. The analysis that I hoped to perform on the data was to see if Apple was pricing specific…
The following map shows the countries where iTunes Apps are available. It represents 123 countries. It also shows where the iPhone is currently available. The following map shows the countries where iTunes music can be…
Last week Horace wrote about the apparent “reasonableness” of analyst Apple estimates. He explained how the consensus for Apple’s growth was always deeply pessimistic because its performance could be argued to be…
The following chart shows the reported (circled points) and estimated (lines) for Android activations. The resolution of the sampling is every seven days. If we take these estimates and then compile a cumulative total of…
Apple’s products are globally consistent. They sell the same exact[1] product in all countries. An unlocked iPhone is the same everywhere. It makes the products “liquid” in that they can be easily bought and sold across…
Here are the highlights from RIM’s latest quarter: Given the channel fill with a new product, the device business was marginal at best. The company obtained -1% growth y/y in units but 31% sequential growth from a…
The discussion on why Apple is cheap was very useful. The debate brought into focus the possible causes for pessimism in the face of overwhelming evidence to the contrary. But maybe there is yet another explanation. The…
Imagine it’s late 2005. Apple’s fiscal year just ended and they reported their performance. You’re an analyst whose job includes forecasting the company’s performance for next year. This is a weighty responsibility. Your…
Tomi Ahonen has compiled a fascinating data set on 42 major countries’ smartphone penetration rates. The compilation is based on Netsize Guide, Informa, Google and Ipsos data. It is a complex sample with multiple…
Guessing the next Apple product has become the parlor game of choice for a whole generation of technology journalists and analysts. The premise of the game is that given a track record of breakthrough products, there is…