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I don’t usually find books about Apple to be quotable. There are certainly some interesting anecdotes and observations but few appeal to the analytical mind. The popular books on Apple have tended to cover what close…
During the latest shareholder meeting Tim Cook revealed that Apple TV sales were above $1 billion in the last fiscal year (ending September 2013). The company later clarified that this figure includes device and content…
It’s a good thing Horace Dediu got ready to start our Mobile World Congress #MWC14 tweetchat #IBMMWCChat on 2/24 a few minutes early – because as usual, the dialogue took off fast and went full steam ahead for an hour.…
We examine Facebooks acquisition of Whatsapp: What’s being acquired? Resources, processes or values? We also begin a look at The Capitalists Dilemma. via 5by5 | The Critical Path #112: Business Model Diversification.
Barcelona, Spain – Today at Mobile World Congress, Nokia unveiled five new affordable handsets including a new family of smartphones debuting on the Nokia X software platform. Based on the Android Open Source Project…
The orthodox vs. the unorthodox: Tata, Tesla and Toyota. Why might an asymmetric competitor lose and a symmetric competitor win? We begin with Tesla and Apple. We continue with aluminum vehicles and re-visit information…
One of the axioms of hardware business is that prices fall over time. The consumer price index for personal computers and peripheral equipment from 1998 to 2014 is shown below: The price index suggests that prices for…
· Farshad · Conference
We will be conducting our 8th Airshow event in London next Wednesday, 26 February 2014. The purpose of Airshow is to: The method we devised borrows heavily from the techniques of cinematography and screenwriting to…
Prior to Apple’s earnings report I read at least one article suggesting that the most important indicator to watch was Apple’s margin. I suppose this was due to a recent decline in margins from a peak gross margin of…
Horace Dediu and Guy English discuss the future of TV, how we consume media, and the fate of console-style devices. From Apple to Nintendo and beyond, is there one box to rule them all, or can there be? Interview…