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IBM Digital Analytics Benchmark (report is here) has published, for the fourth year in a row, US online shopping traffic data with a split between mobile and fixed online traffic. It reveals a pattern of consumer…
Apple has sold 700 million iOS devices. Google claims one billion Android device activations. Microsoft has about 1.5 billion Windows users and Facebook about 1.19 billion. LinkedIn has 259 million users and Twitter has…
For the year ending October Apple’s R&D costs were $4.475 billion. These costs have been rising. Though, as the company explains, not faster than net sales: The growth in R&D expense was driven by an increase in…
In yesterday’s post forecasting smartphone penetration I neglected to mention the exact subset of the US population being sampled. The analysis is based on comScore’s sampling which covers only those devices which are…
The most interesting juxtaposition in market data happened this week. Apple announced 9 million units of the iPhone 5s/c sold in their opening weekend while BlackBerry recognized 3.7 million smartphones sold in the three…
Apple today announced it has sold nine million new iPhone 5s and iPhone 5c models in the first three days after their launch. This performance is illustrated in the following graph: Note that the data is normalized to…
One of the curiosities of the mobile phone market is how vast it is but also how heterogeneous it has always been. I wrote about this in 2010: Smartphone parochialism: How operator policies prevent or promote platform…
My thanks to Kirk Burgess for providing this transcript: Horace Dediu interview on CNBC Asia Cash Flow show – 10th September 2013 Chloe Cho (CNBC): Take us through what Apple is exactly trying to do? Horace Dediu: Well,…
Android is the third platform to reach a billion users ((Although activations are not users, I’m assuming that usage is not far behind and the cumulative sales figures I gather are roughly comparable.)) . The first was…
Tim Cook famously said: We can put all of our products on the table you’re sitting at. Those products together sell $40 billion per year. No other company can make that claim except perhaps an oil company. For those of…