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In a new ad for the iPad Apple once again makes the case that the tablet is a good substitute for a PC in a number of use cases (and permits some new ones.) We’ll never stop sharing our memories. Or getting lost in a…
After Apple reported earnings growth of 125% its share price dropped to a P/E of about 15. This reduction in valuation is part of a trend I’ve written about for over a year so there were no surprises. The first chart…
Here were my predictions for the third fiscal (second calendar) quarter from April 25th. Estimates for Apple’s third fiscal quarter (ending June) | asymco Later in the quarter I updated them for submission to Philip…
Apple’s second calendar quarter was a record breaking performance. This is surprising because it shows super-seasonal performance. For as long as I can remember the fourth calendar quarter (i.e. holiday) was always the…
Almost all valuation models for Apple assume it’s a hardware company. The modeling algorithm for hardware is simple: The major difficulty is in predicting the growth of each product line. This is difficult because buyers…
In the last two weeks we received two more data points which allow an update to the “race to a billion” platform growth trajectories. Android reached 130 million active users and iOS reached 200 million. The updated…
Steve Ballmer stated and Andy Lees confirmed that Microsoft views iPad and other tablets as “just PCs”. From a market measurement point of view Canalys agrees. IDC and Gartner don’t, calling the new devices “media…
It was only a few weeks ago (at WWDC) that we had an update on the app store growth rates. The data was presented here. One of the data points from the event was that iTunes hit 15 billion song downloads. Last week we…
The following chart shows the net gains in users for the major mobile platforms in the US. The data is derived from comScore’s MobiLens report. The raw numbers for the last period (ending May) are: The “churn” or percent…
The latest comScore MobiLens is out and it allows an update to the picture of the US phone using population. Through the three month period ending May 2011, smartphones were in use by 76.8 million or about one in three…