My Patrix site

  1. Just in Time

    · · Research

    The iMac launched May 6 1998, exactly 20 years ago. It is not the most significant computer to ever exist. It was a clear descendant of the original Mac which established the “all-in-one” desktop computer category. That…

  2. Determining The Average Apple Device Lifespan

    · · Research

    In The Number I provided a model for estimating the number of active Apple devices at any point in time. The relationship between active devices and cumulative devices sold gives us a rule of thumb that says that 2 out…

  3. The Number

    · · Research

    The first number that Tim Cook mentioned in the fourth quarter investor conference call was the number of active Apple devices. The 1.3 billion monthly active devices is the most important measure of the health of…

  5. The Apple Cash FAQ

    · · Research

    To the nearest million, as of the end of September 2017, Apple’s cash and investments totaled $268,895,000,000. Note that this includes investments in the form of short- and long-term marketable securities. Long-term…

  6. The iOS Economy, Updated

    · · Research

    In its latest update on the App Store Apple reported that iOS developers earned $26.5 billion in 2017. A year ago the figure was $20 billion. The growth rate is then about 33%. The cumulative payments to developers can…

  7. The Sound of Music

    · · Research

    One of the more common statements out of Apple is that “Music is very important to us.” This is one of those easily dismissed Apple platitudes. Like caring about products or customer privacy or other such nonsense. But…

  8. Organic

    · · Research

    This is a good one. Horace and Anders discuss Apple earnings, the iPhone X and take listener questions. 5by5 | The Critical Path #204: Organic

  9. When Watch surpassed iPod

    · · Research

    The last time Apple reported iPod unit and revenues was for the third quarter of 2014. Thereafter the product segment called “Other Products” was used to include what was formerly the iPod segment and the “Accessories”…