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This is what “Not getting the Cloud” looks like: “Not getting the cloud” means that in the last 12 months Apple obtained: In summary, iTunes, Software and Services has been growing between 30% and 40% for four years and…
Philip Elmer-DeWitt cited Piper Jaffray’s latest Teen Survey on Device Ownership where ~7,500 teens in the US are asked about their device ownership. This type of data is similar to the method comScore uses to measure…
In 2013 there were 18.8 times more Windows PCs sold than Macs. This is a reduction in the Windows advantage from about 19.8x in 2012. This decline is mostly due to the more rapid decline in Windows PC shipments relative…
As automobiles become smartphone accessories, they become an interesting industry to study. Here is a recent (since 1961) history of the US market.
Benedict Evans explains well the problem with measuring Android tablets. There are no reliable data collected because many of the devices are invisible through the regular, measurable channels: The only measured…
During the first quarter of fiscal year 2014, we changed our organizational structure as part of our transformation to a devices and services company. As a result of these changes, information that our chief operating…
I’ve never worked at Apple and know very few people who did. Nevertheless, I read Adam Lashinsky’s book and enough Folklore.org that I think I can get away with replying to the Meaning of Googliness with the following:…
Today is the iPad’s third birthday. It’s also the mobile (cellular) phone’s 40th birthday. Whereas the launch of the mobile phone was probably an obscure event, the launch of the iPad was greeted with derision. It is…
During the last 12 months 31 million American phone users abandoned the use of feature phones. During the last 24 months over 60 million switched. Over 550k users are switching every week and this rate of switching has…
Apple’s renaissance began with the iPod. This was not evident right away however. The product was unveiled on October 23, 2001 at a time when Apple’s share price had just fallen 70% from year-earlier levels. It was…