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What’s an Active User worth?
Apple has sold 700 million iOS devices. Google claims one billion Android device activations. Microsoft has about 1.5 billion Windows users and Facebook about 1.19 billion. LinkedIn has 259 million users and Twitter has…
Tag
Industry
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The diffusion of iPhones as a learning process
All theoretical and empirical diffusion studies agree that an innovation diffuses along a S-shaped trajectory. Indeed, the S-shaped pattern of diffusion appears to be a basic anthropologic phenomenon. This observation…
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Do ads work? The ad budgets of various companies
Microsoft spent $2.6 billion for Advertising in the fiscal year ended June. Apple spent $1.1 billion in its fiscal year ended October. Other companies will report their full year ad spending later but their previous…
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The Quantum Leap in Retail
In fiscal 2013 there were 395 million visits to Apple retail stores. In 2012 there were 372 million. The difference is approximately the population of Australia. This was in addition to the population of the US and…
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The value of zero-priced software
Apple’s latest product launch (new OSX, iPads, Macs and iWork/iLife) came with a change in pricing for software. OS X and iWork and iLife and updates are now made available free on new Macs and, in the case of the…
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How many mobile platforms can a market sustain?
Using logistic curves to measure diffusion of innovations is a powerful method of analysis. However there are limits to what can be learned. The methodology helps in understanding how quickly a pervasive technology is…
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The iPhone company
The analyses of adoption of smartphones in the US and EU5 are remarkably consistent with each other. They also turn out to be consistent with the valuation of Apple. I show the stages of adoption overlaid with the…
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When will the European Union Five reach smartphone saturation?
Thanks to Symbian, the EU5 countries (France, Germany, Italy, Spain and the UK) had an earlier start in the conversion of phone usage from non-smart to smart devices. According to published comScore data, in July 2010…
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The Five Year Plan
Gartner reported that PC shipments totaled 80.3 million units in Q3. Subtracting an estimated 4.4 million Macs yields an estimated 75.9 million Windows PCs. ((The total will be less than this as some PCs will not ship…
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Estimating HTC's post-traumatic life expectancy
In May 2012 I wrote: The pattern may be that companies either have short post-trauma lives of about two to three years or relatively long post-trauma lives lasting 4 to 5 years. What determines this life expectancy and…