Results 1 - 10 of about 121:
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
Horace Dediu / asymco:
Apple's free software may cost the company $450M but will increase system value to users   —  The value of zero-priced software  —  Apple's latest product launch (new OSX, iPads, Macs and iWork/iLife) came with a change in pricing for software.  OS X and iWork and iLife and updates …
Oct 24, 2013, 8:10 PMIn context
Horace Dediu / asymco:
C is for Cognitive Illusion   —  My assumption going into this, sixth iteration, of the iPhone was that we would see the expansion of the iPhone into two distinctly positioned products: a low-end C and a high-end S. The assumption was based on what what we saw with the iPad: the regular iPad and the mini iPad.
Sep 11, 2013, 6:40 AMIn context
Illustrated: Game console growth slows as mobile devices take over the living room   —  Game over  —  In the “Race to a Billion” there is a graph showing Android reported activations and iOS cumulative unit sales along cumulative console sales.  The contrast between mobile phone platforms …
Sep 10, 2013, 6:30 AMIn context
Horace Dediu / asymco:
Who's buying whom?   —  When a prosperous company buys a struggling company you have to wonder what they're really buying.  —  Here's how to think about it.  A company is defined as the sum of three values: resources, processes and priorities (RPP).  Everything of value can be classified into these three categories.
Sep 3, 2013, 6:45 AMIn context

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