My Patrix site

Tag

Market

  1. Forecasting Windows market share

    · · Research

    Last week Frank X. Shaw, VP of corporate communications at Microsoft stated: … most of the people around me were using their iPads exactly as they would a laptop – physical keyboard attached, typing away, connected to a…

  2. 100 billion App downloads

    · · Research

    By the end of May there will be 100 billion mobile apps installed on iOS and Android devices. Not bad for a five year old medium. With respect to attach rate, the total downloads/install base are currently 83 apps per…

  3. Tim Cook's answer to my first question

    · · Research

    Tim Cook was asked the first question (on the iPhone portfolio). His answer is paraphrased here: We haven’t so far. That doesn’t shut off the future. Why? It takes a lot of really hard work to do a phone right when you…

  4. My questions for Tim Cook

    · · Research

    Next week at AllThingsD’s D11 conference in LA, Apple CEO Tim Cook will be interviewed by Kara Swisher and Walt Mossberg. Here are some questions I’m hoping they will ask:

  5. The allure of iTunes

    · · Research

    My estimate of last quarter’s iTunes gross revenues suggested a spending rate of $40 per iTunes account. It would make sense to consider how that figure changed over time. The following graph shows the pattern: You can…

  6. Making rain

    · · Podcast

    The following is a slightly edited transcript of a portion of the Critical Path podcast #79. I am reproducing it here for the sake of brevity and focus of discussion. — I’m going to try to put together an analogy…

  7. Reasons for iOS outperformance in the US

    · · Research

    The comScore mobiLens survey for the US ending February 2013 shows continuing rapid expansion of smartphone usage in the US. Even though the 50% penetration threshold was passed seven months earlier, the rate of new…

  8. The cost of selling Galaxies, updated

    · · Research

    Thanks to @jtk0621 via twitter I was able to obtain a quarterly view into Samsung’s SG&A expenditures by cost category. The value of this data is in being able to understand why Samsung SG&A as a percent of sales remains…

  9. How many iPhones will T-Mobile USA sell?

    · · Research

    From the initial product launch until the end of 2012, AT&T has activated 72 million iPhones. Verizon began selling iPhones four years after AT&T and managed to activate 26 million since. Sprint began nine months after…