My Patrix site
Tentpoles
When the iPhone launched, Steve Jobs introduced it as being three products in one: When the Apple Watch launched, Tim Cook introduced it as being three things: As in the Revolutionary User Interface story, the symmetry…
Tag
Market
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Going where the money is
The bank robber Willie Sutton did not say, when asked why he robbed banks, “because that’s where the money is.” He did agree with the idea however saying “Go where the money is…and go there often”. Regardless of it being…
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How big is Apple’s Ecosystem?
iTunes/Software/Services revenues grew at 12%. This was the second fastest segment growth last quarter, with the Mac growing at a slightly faster 13% rate. Apple mentioned in the quarterly earnings conference call the…
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Is the PC back?
Gartner’s own press release has an interesting spin: “After Two Years of Decline, Worldwide PC Shipments Experienced Flat Growth in Second Quarter of 2014, According to Gartner” Gartner’s actual figure is 0.1% growth.…
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Late late majority
Seven years after the iPhone was launched, 70% of the US population is using smartphones. Smartphones existed before the iPhone so the category is older than seven years but as far as adoption goes this is nearly the…
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Competing effectively against your most potent competitor
New market disruptions take root in non-consuming contexts. For instance, mobile phone photography began not because early phone cameras were good. They weren’t good at all but good enough when a camera was not within…
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Twenty Questions from Catalin Stelian Andrei
Catalin Stelian Andrei, Editor of The Day, INTERNET PROTV asked me twenty questions: 1. What phone do you have in your pocket right now? Why that model? I carry the iPhone 5. The last iPhone I bought was an iPhone 5C…
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How close is the UK to smartphone saturation?
In How close to saturation is the smartphone I highlighted that the US is not nearly saturated at 68.8% penetration at the end of March. Since the US is not the highest penetrated, one may wonder whether other…
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Fortune 130
The increase in net sales of iTunes, Software and Services in the first quarter of 2014 compared to the first quarter of 2013 was due to growth in net sales from the iTunes Store, AppleCare and licensing. The iTunes…
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Of bits and big bucks
Exactly one year ago, on January 7th, 2013, Apple announced that the App Store reached 40 billion downloads ((Unique downloads excluding re-downloads and updated)). Here are additional data points from that release: This…