1. The Critical Path #85: Achilles' Heel

   22 May 2013 · Farshad · Podcast

   An update on Airshow, the state of Apple retail, and beginning dialogue on the open question of what is Google’s greatest weakness via 5by5 | The Critical Path #85: Achilles' Heel.

2. Apple retail revenues per visitor reach new record

   20 May 2013 · Farshad · Research

   In the US, on a sales per square foot basis, Apple retail continues to perform twice as well as Tiffany & Co., the second best retailer, and three times as well as lululemon athletica, the third best retailer. The latest…

3. The allure of iTunes

   14 May 2013 · Farshad · Research

   My estimate of last quarter’s iTunes gross revenues suggested a spending rate of $40 per iTunes account. It would make sense to consider how that figure changed over time. The following graph shows the pattern: You can…

4. The Critical Path #84: Blessed Are the Apps

   14 May 2013 · Farshad · Podcast

   A new theory of device-enabled presentations; the iTunes ARPU average revenue per user and its putative erosion; a definition of smart devices, the cycles of computing as a continuum. via 5by5 | The Critical Path #84:…

5. iTunes users spending at the rate of $40/yr.

   12 May 2013 · Farshad · Research

   In the latest quarter the iTunes top line grew by 32%. Additional newly reported items: Including all (gross[1]) content revenues, the sales rate is now nearly $5 billion per quarter ($4.94 billion). Including services,…

6. The next Asymco Workshop: Airshow. June 9th, WWDC, San Francisco

   7 May 2013 · Farshad · Conference

   I join forces with Pixxa, makers of Perspective, to present a workshop on the future of presentation. After giving dozens of talks in the last year using an iPad with Perspective I’ve learned a few things. Having also…

7. The Critical Path #83: The Analyst Taxonomy

   6 May 2013 · Farshad · Podcast

   Horace proposes a classification of analysts and their motives and how to think about the value of commentary. We delve into how Apple executives obtain and preserve authority and talk about the disruptive impact of…

8. Measuring Platform Churn

   5 May 2013 · Farshad · Research

   The latest comScore data shows consistent growth in US smartphone penetration. The rate is now 58.4% of adult consumers who own phones. This is up from 20% only three years ago. The rate of growth remains a remarkable…

9. Martin Bryant of The Next Web Interview

   2 May 2013 · Farshad · Research

   “So paradoxically, the opinion of those who are highly paid should be treated with suspicion while the opinion of those subject to peer review should be treated with respect. It brings to mind the difference between…

10. Surface Tension: The effect of Surface on Windows revenues

    1 May 2013 · Farshad · Research

    According to Strategy Analytics 3 million Windows-based tablets shipped in Q1. That is not inconsequential. It would add 4% to the total Windows-based computers and reduce the decline in Windows PC growth to -8% (from…