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  1. How big is Apple’s Ecosystem?

    · · Research

    iTunes/Software/Services revenues grew at 12%. This was the second fastest segment growth last quarter, with the Mac growing at a slightly faster 13% rate. Apple mentioned in the quarterly earnings conference call the…

  2. A Dollar a Day

    · · Research

    There are 80 million Mac users. The last 12 months saw sales of 18 million Macs. As of the end of June there were 886,580,000 iOS devices sold. As of today the total is well over 900 million. One billion sold will happen…

  3. Is the PC back?

    · · Research

    Gartner’s own press release has an interesting spin: “After Two Years of Decline, Worldwide PC Shipments Experienced Flat Growth in Second Quarter of 2014, According to Gartner” Gartner’s actual figure is 0.1% growth.…

  4. IBM and Apple: Catharsis

    · · Research

    IBM did not invent personal computing but their “PC” became synonymous with the category. Having entered the market in 1981, the IBM PC quickly became the top selling brand. From 1984 to 1993 IBM sold more PCs than any…

  5. Airshow is coming to Tokyo

    · · Conference

    I will be conducting our 10th Airshow event in Tokyo on Thursday, 17 July 2014. The purpose of Airshow is to: The method we devised borrows heavily from the techniques of cinematography and screenwriting to impart…

  7. The Critical Path #118: The Cook Doctrine

    · · Podcast

    We reflect on why the narrative on Apple has changed post-WWDC and analyze both the evolution and consistency of Apple’s culture. Furthermore, what elements of that culture/process/priority setting can be copied? In…

  8. Late late majority

    · · Research

    Seven years after the iPhone was launched, 70% of the US population is using smartphones. Smartphones existed before the iPhone so the category is older than seven years but as far as adoption goes this is nearly the…