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Market

  1. The other tablets

    · · Research

    Analysts have to count things in order to measure value. It sounds easy but it can be tricky. As I pointed out with PCs vs. iPads, if you count an iPad as a PC you can get into a lot of trouble with your clients. But if…

  2. A tale of two disruptions

    · · Research

    Last quarter the iPad had unit growth of 166% with revenue growth of 146%. The iPad is selling more than twice the (also rapidly growing) Mac. The two product lines are shown below: A big reason the Mac is still growing…

  3. The growth surprise in Apple retail

    · · Research

    In Apple: For What It’s Worth Jeff Matthews asks a question “about the most disturbing pattern coming out of Apple’s earning release: the measly 1% year/year revenue increase at Apple’s retail stores”. He notes that…

  4. How much do Apple's factories cost?

    · · Research

    In the last two posts (How much does an Apple store cost?, The down payment on iCloud) I discussed two line items in the PP&E asset class on Apple’s Balance Sheet. In isolation, the data is interesting as it gives us an…

  5. More media tablet hype

    · · Research

    The iPad is still only slightly more than a year and a half old. Forecasting unit volumes has proven very difficult. But more than that it’s proven very difficult to appreciate the impact on the market it’s disrupting,…

  6. Windows Phone, a year on

    · · Research

    Windows Phone is in limbo. The company acknowledged that it has performed below expectations. During the last quarter for which we have data (ending June) I have an estimate that Windows Phone sold only 1.4 million units…

  7. How many iPhones will be upgraded next year?

    · · Research

    Last week I proposed that there were two significant markets for the new iPhone: 1) the existing iPhone user base 2) smartphone “non-consumers”. Today I want to dig a bit deeper into the first market to get an idea of…

  8. The new iPhone portfolio and implications on ASP

    · · Research

    The iPhone portfolio is now larger than ever. It’s arguable that, for the first time, we can actually call it a portfolio vs. the [n, n-1] pair of products that’s been available to date. A year ago I even argued that the…

  9. Can the BlackBerry recover?

    · · Research

    The August comScore mobile survey (MobiLens) is out. It measures the penetration or consumption of various mobile products and services in the US over a three month period. I track the change in this data over time. Here…