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The iPad and Mac businesses both grew well in the last quarter. Tim Cook said they are observing some cannibalization of Mac from the iPad but much more switching to iPad is coming from the Windows PC market. The…
Gartner published its estimates for “PC” shipments during the fourth quarter. As I’ve done in the past, I combined their estimates with known shipments from Apple and separated Apple’s performance from the Windows-based…
Historically, Apple’s sales to business and government buyers of personal computers have been, in a word, minuscule. To put a number on it, Forrester published data where the estimated value of those sales in 2007 were…
Verizon has been the first source of data on iPhone sales for Q4. They reported 4.2 million iPhones sold. The first quarter of Verizon iPhone sales had 2.2 million units, followed 2.3 million in Q2 and 2 million in Q3.…
When asked where Apple’s growth will come from, most analysts or observers will cite new products. As long as there are new products, then there is growth. Conversely, if there are no new products, then there will be no…
The latest data from comScore MobiLens is showing an uncharacteristic slowing in smartphone growth. In the survey period ending November, the number of smartphone users in the US was 91.4 million. This is equivalent to…
Thanks to all those who contributed to the big Mac index there is a substantial amount of pricing data available in one location. The analysis that I hoped to perform on the data was to see if Apple was pricing specific…
Last week Horace wrote about the apparent “reasonableness” of analyst Apple estimates. He explained how the consensus for Apple’s growth was always deeply pessimistic because its performance could be argued to be…
The following chart shows the reported (circled points) and estimated (lines) for Android activations. The resolution of the sampling is every seven days. If we take these estimates and then compile a cumulative total of…
Apple’s products are globally consistent. They sell the same exact[1] product in all countries. An unlocked iPhone is the same everywhere. It makes the products “liquid” in that they can be easily bought and sold across…