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Making rain
The following is a slightly edited transcript of a portion of the Critical Path podcast #79. I am reproducing it here for the sake of brevity and focus of discussion. — I’m going to try to put together an analogy…
Tag
Industry
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Samsung vs. Google: an Interview with Rafael Barbosa Barifouse of Redacao Epoca
On Mar 18, 2013, Rafael Barbosa Barifouse – Redacao Epoca – Editora Globo asked (and I answered): Q: Why is Samsung creating Tizen? A: I believe they are collaborating on Tizen development because they want an…
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The cost of building Galaxies (and iPhones)
Although Samsung and Apple are acclaimed as the leaders in profit capture for smart (and otherwise) phones, what is not lauded is how much they spend on capital equipment used in the making of these phones. In 2012…
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Apple retail vs. Amazon retail
As part of a continuing series on the iTunes economy I described how iTunes fits within Apple’s overall revenue and cost structure. The operation is a modest contributor accounting for single-digits percent of revenue…
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Interview with Anouch Seydtaghia of Le Temps regarding the Galaxy S4
This interview took place on the eve of the launch of the Galaxy S4. Anouch Seydtaghia is Deputy Head of the Economic & Finance Section chez Le Temps Geneva, Switzerland. — Q: How can you explain that Samsung organizes…
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LG's new Tele-vision
LG Electronics has acquired HP’s WebOS for an undisclosed amount. When last it changed hands WebOS was part of Palm which was purchased for $1.2 billion in 2010. Palm has thus been effectively divided into several…
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The iTunes Value Structure
The International Federation of the Phonographic Industry (IFPI) reported that global digital revenues were $5.6 billion in 2012. This represented about 9% growth from 2011 and accounted for 34% of total industry…
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Apple's International Retail Strategy
In 2012 Apple opened 41 stores. The total is the second highest yearly opening rate since the stores first began operating. The highest total was in 2008 when 47 stores opened. Although it is a healthy total, the…
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Are the ecosystem wars won on the factory floor?
I’ll be speaking at the Harvard Business School Technology and Operations Management Digital Seminar Series on “The evolution of value chains in a computing markets measured in the billions of units per year.” 2013 will…
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A short interview with Jasna Sykorova
A short interview for iCon where I’ll be presenting tomorrow. The interview originally took place on January 9th, 2013. Jasna Sykorova: You have focused on mobile devices for some time now. What made you to start to give…