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The latest data from comScore MobiLens is showing an uncharacteristic slowing in smartphone growth. In the survey period ending November, the number of smartphone users in the US was 91.4 million. This is equivalent to…
In this episode I talk with Bob Moesta, a pioneer of Job To be Done research. We go over the theory and process of understanding what products are really hired to do and ask why this understanding is so hard to come by.…
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…
Dan and Horace ponder why some companies are more mysterious than others. We ask whether transparency and simplicity of business models is a sign of strength or weakness. We compare the measurement, creation and capture…
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…
Horace interviews James Allworth, author, Fellow at the Forum for Growth and Innovation at Harvard Business School, and a former Apple employee. James describes what it’s like working with Clayton Christensen and takes…
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…