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  1. Update on Asymconf

    · · Research

    Asymconf is developing well. Workshops are at 75% 90% capacity. I’m also delighted to also announce some of our distinguished guests: More to come.

  2. Validating the Android engagement paradox

    · · Research

    Following yesterday’s IBM data, Monetate released a new study showing similar data related to retail browsing but covering a period of dates from Q3 2011 to Q3 2012. This data also shows an acceleration of mobile…

  3. The Android engagement paradox

    · · Research

    IBM’s Digital Analytics Benchmark reported US Black Friday sales and the news is reasonably good. Overall online sales grew by 17.4% while mobile grew to make up 24% of traffic. The data goes further to show the split…

  4. 5by5 | The Critical Path #64: Mano a Mano

    · · Podcast

    A dialogue with Benedict Evans, mobile analyst. Benedict has observed not only the technology and telecommunications industries as an equities analyst but also worked for an operator and a major media company. We take a…

  5. The iPhone Addressable Market

    · · Research

    The iPhone is a severely constrained product. We’re used to thinking that it’s production constrained—and it is, but it’s also distribution constrained. It has a business model that is almost completely dependent on…

  6. The cost of mobile clicks

    · · Research

    Google’s operating margins fell to 23.7% last quarter. This level is the lowest I’m aware of. From 2007 to late 2009 margin went from about 31% to about 37%. Then from early 2010 until present they fell. The history is…

  7. 5by5 | The Critical Path #63: In Orbit

    · · Podcast

    Horace and Moisés talk about the consequences of Samsung’s absorption of all Android profits, the limits of iPhone’s addressable market, Apple bear markets and, like an object in orbit, how Apple seems to always be…

  8. Asymconf California

    · · Research

    Watch the video on YouTube Asymconf California is the second[1] in the series and will expand in scope and intensity relative to the first event in Amsterdam. Attendees will be treated to an engaging, participatory…

  9. Google vs. Samsung

    · · Research

    Samsung’s recent success in mobile phones has been spectacular. It overtook Nokia for the top spot in overall unit sales. It went from having almost no smartphone sales to selling over 50 million units per quarter in a…