My Patrix site
Peak Cable
Paying for TV has been a curious consumer phenomenon. There was a time when TV was free to consumers. It was delivered as a broadcast over-the-air and paid for either by commercials (US mostly) or by taxes on viewers…
Tag
Industry
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The Entrant’s Guide to The Automobile Industry
Like a siren, it calls. The Auto Industry is significant. With gross revenues of over $2 trillion, production of over 66 million vehicles and growing ((The industry continues to grow, registering a 30 percent increase…
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The Critical Path #141: Old Dogs
Horace presents the next class in The Critical MBA. Having too much of a fundamental footing could be a disadvantage when evaluating what theory might apply to a given situation. Could this be why so many fail to…
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Bigger than Hollywood
Apple paid $10 billion to developers in calendar 2014. Additional statistics for the App store are: Putting these data points together with others from previous releases results in a fairly clear picture of the…
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The 2015 “Sleeper Ideas” List: Trends, Stocks, And Private Companies To Watch – Forbes
My choices: 1. Cyanogen. This company should develop a credible path for AOSP (non-Google Android) especially in India. I expect a lot of traction as OEMs who embrace Android reject Google. 2. iPad. Not as a consumer…
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Biggest news of 2014
As corporate romances go, IBM and Apple’s must rank among the most unexpected. As I wrote on the date they changed their Facebook status, the two companies were antagonists for the better part of twenty years and their…
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Retail in 2020
This year’s Thanksgiving and Black Friday data from IBM shows a continuing pattern of growth for mobile devices. As the graph below shows, in the five years since 2010 mobile devices grew from 5% of the online shopping…
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Yet another billion dollar business
I tried to assess the opportunity of Apple Pay but found it to be mostly dependent on how quickly card payments will overtake cash. It seems that as payments move to a digital format they will move to a mobile device.…
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Faster Followed
Samsung’s smartphone ascent was breathtaking. From having essentially zero market share in the category in late 2010 to becoming the largest vendor took less than two years. In doing so it grew to become the largest…
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One billion sold
In Q3 2014 Apple’s revenues were 5.3% higher than the upper end of their guidance. This is the highest error in guidance since the new range-bound reporting regime started two years ago. The following graph shows the…