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As Philip Elmer-DeWitt is still interested in my estimates I provided the following: Revenues ($B) 57.8 EPS ($) 14 (908m shares) iPhone (units) 56.4 million iPod (units) 7.6 million Mac (units) 4.14 million iPad (units)…
In 2013 there were 18.8 times more Windows PCs sold than Macs. This is a reduction in the Windows advantage from about 19.8x in 2012. This decline is mostly due to the more rapid decline in Windows PC shipments relative…
Horace and Jim discuss shopping online for used cars and how and why the value of cars disappears so quickly. The conversation drifts into information asymmetry, the declining interest in auto maintenance and the…
Exactly one year ago, on January 7th, 2013, Apple announced that the App Store reached 40 billion downloads ((Unique downloads excluding re-downloads and updated)). Here are additional data points from that release: This…
GSMA Intelligence reports provide valuable statistics on the growth of mobile networks. One in particular shows the history of regional smartphone penetration. I took the historic data and plotted it as follows: Note…
With new ChromeOS and Chromebook data, Horace returns us to the topic of Google. How do they define and view their customers, products, and businesses? Who actually serves whom? What user data is collected, how is it…
According to ITU data, Internet usage reached about 2.2% penetration in the US (2.2 users per 100 residents) in 1993. The figure in 2012 was 81%. The history of penetration is shown in the following graphs. Similar…
ניהול אחר אפל: צבא התפוחים הסודי. An article by Dor Zach, correspondent at Calcalist, the largest economic newspaper in Israel. I offered some thoughts on Apple’s current strategy, and the various misconceptions about…
“BEIJING and CUPERTINO, California—December 22, 2013—Apple® and China Mobile today announced they have entered into a multi-year agreement to bring iPhone® to the world’s largest mobile network. As part of the agreement,…
I join Moisés to discuss 4K, 8K, and the future of the displays we use to consume our content. Will presentation quality ever be “king” again, or is cheap, short, indexable content the new ideal? We dive a bit more into…