Results 1 - 10 of about 125:

Horace Dediu / Asymco:
Market saturation, rising monthly fees, lack of innovation, and broadband expansion make cable TV's decline inevitable in the US   —  Peak Cable  —  Paying for TV has been a curious consumer phenomenon.  There was a time when TV was free to consumers.  It was delivered as a broadcast …
Mar 21, 2015, 11:45 AMIn context
Horace Dediu / Asymco:
Apple paid iOS app developers $10B in 2014, more than Hollywood's US box office revenues   —  Bigger than Hollywood  —  Apple paid $10 billion to developers in calendar 2014.  Additional statistics for the App store are:  — $500 million spent on iOS apps in first week of January 2015
Jan 22, 2015, 12:20 PMIn context
A historical look at how Apple's independence and IBM's business model agility led to a strategic partnership   —  IBM and Apple: Catharsis  —  IBM did not invent personal computing but their “PC” became synonymous with the category.  Having entered the market in 1981, the IBM PC quickly became the top selling brand.
Jul 16, 2014, 7:05 AMIn context
Horace Dediu /
As US smartphone penetration crosses 70%, trends suggest iPhone will fare well among late adopters   —  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 …
Jul 8, 2014, 1:50 PMIn context
With estimated gross revenues of $7 billion per quarter, iTunes would be ranked 130 in the Fortune 500   —  Fortune 130 … Apple Inc. Form 10-Q.  —  During the last quarter Apple changed the pricing for iWork and OS X to zero[1].  —  I estimate the net effect to have been a reduction …
Feb 11, 2014, 6:30 AMIn context
Horace Dediu /
What if it's Apple, and not Google, that's invulnerable?   —  Invulnerable  —  On a recent podcast I noted that Google was perceived as invulnerable.  In contrast, Apple is seen as temporarily enjoying a stay of execution.  [1] This is not necessarily a bad thing for Apple.
Jan 23, 2014, 7:15 PMIn context
Horace Dediu /
In 2013 the number of Windows PCs sold was only 1.18 times the number of Apple devices sold   —  When Apple reached parity with Windows  —  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.
Jan 14, 2014, 12:55 AMIn context
Horace Dediu /
How many Americans will be using an iPhone when the US smartphone market saturates?   —  As previously noted, the US smartphone market has followed an almost perfectly logistic growth.  The measured data (via comScore, in green below) follows a predictive logistic function (thin blue whose formula is discussed here).
Dec 13, 2013, 1:55 PMIn context
Horace Dediu /
Average iOS user contributed about $48 to Apple's iTunes revenue in the last 12 months   —  What's an Active User worth?  —  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.
Nov 12, 2013, 1:55 AMIn context
Horace Dediu / Asymco:
Launch of iPad in early 2010 seen to coincide with quantum leap in visits to Apple stores   —  The Quantum Leap in Retail  —  In fiscal 2013 there were 395 million visits to Apple retail stores.  In 2012 there were 372 million.  —  The difference is approximately the population of Australia.
Oct 31, 2013, 1:10 PMIn context

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