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In The Capitalist’s Dilemma, Clayton Christensen and Derek van Bever introduce a powerful new theory which explains the relative paucity of growth in developed economies. They draw a causal relationship between the…
On continental trips, diesel engines and autobahn speeds, pilgrimages to Porsche and BMW’s brand meccas. How to understand the world through toy cars, from Matchbox to Hot Wheels, Siku, Majorette to Tomica. On the…
The Apple stores are now 13 years old. ((The first store at Tysons Corner in McLean, VA opened on May 19 2001)) In the first full year of operation (2002) the stores generated revenue of $282 million. In the last full…
In the graph below the grey circles represent the US penetration (percentage of households which own) MP3 players. Superimposed on this sparse sample graph is a line showing the sales of iPod touch. This second graph has…
Three years ago Apple’s Greater China Q1 sales were $2.22 billion or 9% of total. This year they were $9.29 billion ((Including China retail, revenues reached “almost $10 billion”)) or 20% of total. Over this time frame…
· Farshad · Conference, Research
Steve Jobs famously said that Apple stands at the intersection of of Technology and the Liberal Arts. He said it more than once because he thought it was an important distinction of the company. In an intuitive way, the…
Horace and Moisés catch up on a few weeks of topics, from Apple earnings to iPad discontinuity to ecosystem disparity to followup on ComiXology. Why would you ask a freshwater fish what it’s like to live in the open sea?…
This is what “Not getting the Cloud” looks like: “Not getting the cloud” means that in the last 12 months Apple obtained: In summary, iTunes, Software and Services has been growing between 30% and 40% for four years and…
In How close to saturation is the smartphone I highlighted that the US is not nearly saturated at 68.8% penetration at the end of March. Since the US is not the highest penetrated, one may wonder whether other…
The US is not the market where penetration is highest. However, it is the largest market where we have reliable penetration data (from at least two sources) and the one where penetration is near the top of the range. The…