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Nearly all the data on smartphone shipments is now available for the second quarter 2011. Some fragments are still not public, including ZTE and Huawei (and any others) shipments. We also have estimates for the various…
The number of Bada phones shipped last quarter is not public, however some assumptions can be made that lead to plausible estimates. First, we know that Samsung shipped about 3.2 million smartphones in Q2 2010 and that…
As Verizon has reported iPhone sales for one and a half quarters, it’s time to try to discern the impact on the product. There were several hypotheses floating around prior to the “big bang” of Verizon. Some assumed that…
When Apple changed its name from Apple Computer to Apple Inc. they signaled that their business has moved on. We can say it’s to devices or to mobile computing or to the Post-PC era. To understand that this is not a…
In a new ad for the iPad Apple once again makes the case that the tablet is a good substitute for a PC in a number of use cases (and permits some new ones.) We’ll never stop sharing our memories. Or getting lost in a…
After Apple reported earnings growth of 125% its share price dropped to a P/E of about 15. This reduction in valuation is part of a trend I’ve written about for over a year so there were no surprises. The first chart…
Almost all valuation models for Apple assume it’s a hardware company. The modeling algorithm for hardware is simple: The major difficulty is in predicting the growth of each product line. This is difficult because buyers…
Steve Ballmer stated and Andy Lees confirmed that Microsoft views iPad and other tablets as “just PCs”. From a market measurement point of view Canalys agrees. IDC and Gartner don’t, calling the new devices “media…
It was only a few weeks ago (at WWDC) that we had an update on the app store growth rates. The data was presented here. One of the data points from the event was that iTunes hit 15 billion song downloads. Last week we…
The following chart shows the net gains in users for the major mobile platforms in the US. The data is derived from comScore’s MobiLens report. The raw numbers for the last period (ending May) are: The “churn” or percent…