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According to comScore, as of end of May, the ratio of consumer phone users in the US (aged more than 13) who use smartphones as their primary phone has reached 47%. The question is whether this is reaching saturation. My…
The number of BlackBerry phones sold fell 41% year-on-year in the last RIM fiscal quarter. Sequentially the fall was 30%. Though surprisingly poor, I note that Nokia’s smartphone business fell even more dramatically last…
Google reported a new activation rate milestone: 1 million/day. The rate of activations has been increasing steadily which leads to a question: how high can it go? The answer is easy to determine. It can go no higher…
This week Mr. Dediu was a guest on The Web Ahead (another 5by5 show hosted by Jen Simmons) where he discussed how the forces of disruption apply to the web. It was an interesting discussion as usual, but if you’re…
HD: Apps are like the sauce in a dish. They add flavor and distinguish the dish. Increasingly they also offer nourishment. Some would argue that we can live with plain cooking but spices drove people to do incredible…
Apple announced that the total number of iTunes account (with credit cards attached) has reached 400 million. This was touted as being the largest collection of credit card accounts for any retailer and I have no reason…
Apple has been releasing data about payments to developers with increasing frequency. Last week’s $5 billion announcement was the fifth such update and came after about one quarter since the last. Knowing the payments to…
At the 2012 WWDC, Apple released new data concerning its App ecosystem. Namely: These three data points allow us to update our picture of the app economy. First, the app download rate. As would be expected from an…
The latest data from comScore showed a few surprises: New smartphone users dropped to a very low level, below the trend line. Slightly less than 300k new smartphone users abandoned their feature phones every week during…
Markets are difficult to measure. Mainly because the information is not easy to obtain and that which is obtained is not made public. Collecting, analyzing and filling in the gaps is big business with many firms involved…