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iPhone

  1. The iPhone growth rate

    · · Research

    John Gruber puts things in perspective: The key bit: “At the critical juncture […], when they should have gone for market share, they went for profits.” I think this encapsulates Jobs’s philosophy since taking over Apple…

  2. 3Q review: iPhone revenues grow 74%

    · · Research

    Calling the iPhone this quarter was going to be a challenge. This was a transition quarter where an old lead model would be replaced with a new one. The launch of the iPhone 4 was going to affect the volumes, but nobody…

  3. iPhone on top down under

    · · Research

    The most impressive number for us is the change in units shipped. For example, leader Nokia held 66.6% of the marketshare in Q1 of ’09, and 45.2% in Q2 for a 7% change in units shipped. Meanwhile, Apple held 10.2% in Q1…

  4. The iPhone at three

    · · Research

    The end of June will mark the third anniversary of the market release of the iPhone. When it arrived in June 2007, anticipation for the product was significant with high consumer awareness and expectations–though the 10…

  5. Prepare for unrestricted iPhone distribution

    · · Research

    I’m picking up all kinds of signals that Apple is about to let loose with a storm of operator distribution deals. It all started with Tim Cook’s comment in the last conference call: Over the past year we have moved a…