My Patrix site

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Research

  1. The app industry vs. the music industry

    · · Research

    By my estimate, Apple has paid out $16.6 billion to content owners. $2.5 billion to app developers and about $14 billion to music companies. The developer payments are published by Apple, the music payments are estimated…

  2. iTunes now costs $1.3 billion/yr to run

    · · Research

    The iTunes store continues to grow. The data that Apple published in the last event included the following: As this data is added to the existing data and cross-referenced additional insight into the economics of iTunes…

  3. Getting to one billion iTunes accounts

    · · Research

    There are 225 million iTunes account holders. 25 million joined in the three months. As the iTunes store has been operating since April 2003 it’s possible to step back and look at its history and measure the rate of…

  4. Peak RIM

    · · Research

    In their monthly survey update on US phone usage, comScore reported that by the end of April 74.6 million people in the U.S. owned smartphones. In the same period a year ago only 48.1 million did. The percent of…

  5. Does the phone market forgive failure?

    · · Research

    One of the details of Nokia’s warning which did not get a lot of attention was the mention that profitability for the current quarter could not be guaranteed. That is to say that Nokia may make a loss, perhaps for the…

  6. Is Nokia worth less than Skype?

    · · Research

    Yesterday Nokia warned that its guidance for the quarter and the year were “no longer valid.” The surprise to me is that management was surprised. In February I warned that even if Nokia could fool consumers into buying…