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We take on the future of TV again, given the developments and experiments hitting the news. Hanging in the air like a big matzah ball is the question of a catalyst to bring long form video to the age of software. Not…
During the fourth quarter 2012 Apple’s margin fell to about 38%, a level not seen since two years earlier and down from a peak of 47% in Q1 2012. Does this lower margin foretell lower prices or a loss of competitiveness?…
The fourth quarter of 2012 was 13 weeks in duration while the fourth quarter of 2011 was 14 weeks. The difference implies that a comparison of revenues should be done with an adjusted 93% of the 2011 values. The growth…
My thanks to all those who made Asymconf California the best Asymconf ever. We had over 200 attendees and, for the first time ever, 50 workshop participants and a panel session. The venue was spectacular: IBM’s historic…
In the latest quarterly report Apple changed how it reports product revenues. In previous quarters the iPhone and iPad were reported including accessory revenues while iPod accessories were reported under “Music”…
Asymconf California is a week away. The workshops are sold out but we still have 20 seats available for the main event. Don’t leave it to the last minute. Sign up now.
The following graphs show text messaging volumes, pricing and revenues for SMS in Spain. After peaking at the end of 2008 at about €450/quarter, revenues have fallen by 60% to about €171 million in the third quarter of…
On assessing demand from “supplier checks”; measuring headroom and the race to a billion users; the disruption of computing becoming accepted by PC industry. via 5by5 | The Critical Path #71: Max Headroom.
[Kaoru] Kato, president of NTT DoCoMo Inc., said that the firm would want to add the iPhone to its lineup of serviced smartphones if it could form a mutually beneficial contract with Apple, Inc. Apple requires that…
I last looked at the race to a billion in March 2011. Since then, I’ve been updating and adding data to the set giving a broader selection of platforms to compare. Before we dive in, an explanation: the initial review…