Results 1 - 10 of 29:

Benedict Evans:
Google Play app downloads now 2x iOS, but Android users spend half as much as iOS users, up from 1/4 a year ago; Play revenues may overtake App Store this year   —  The (lack of) app store metrics  —  Apple and Google both give headline statistics of how well their respective app stores are doing …
Jun 15, 2015, 10:30 PMIn context
Benedict Evans:
Huge smartphone supply chain producing small, cheap, low power components enables new products like drones, wearables, and other connected devices   —  The home and the mobile supply chain  —  For the last 30 years PCs and the PC supply chain dominated the technology industry …
Feb 2, 2015, 1:55 AMIn context
Benedict Evans:
Questions about mobile: What happens to Android OEMs? Will more players attempt to fork Android? In what layer will aggregation and discovery sit? More   —  New questions in mobile  —  Seven years into the smartphone world, it seems like it's time to change the questions.
Dec 4, 2014, 10:55 AMIn context
Benedict Evans:
With Pay, Apple partners with and simultaneously destabilizes payment incumbents like Chase   —  Apple Pay, partnerships and software as disruption  —  With Apple Pay just launched and some sort of TV product floating on the horizon, it strikes me that there are three ways to think about how Apple changes industries.
Nov 2, 2014, 10:50 AMIn context
Benedict Evans:
Apple's new iPhones eliminate most of the reasons for buying high-end Android phones   —  iPhone 6 and Android value  —  The new iPhones were much the most predictable part of Apple's event - widely leaked and impelled by an irresistible logic - the customer is always right.
Sep 10, 2014, 9:10 PMIn context
Benedict Evans:
A quantitative view of how Amazon reinvests its cash to capture an ever-growing share of commerce   —  Why Amazon Has No Profits (And Why It Works)  —  (I also did a podcast with Ben Horowitz discussing these themes: see here)  —  Amazon has a tendency to polarize people.
Sep 6, 2014, 3:20 PMIn context
Benedict Evans:
A mid-range iPhone wouldn't notably grow Apple's profits, but it could hurt US Android sales   —  Note on cheap iPhones  —  Ever since the iPhone launched, people have been pointing out that it is very expensive, relative to the rest of the market, and wondering when, and how, and if Apple might go cheaper.
Aug 10, 2014, 10:55 PMIn context
Benedict Evans:
Unable to fork Android and keep Google services, Samsung faces commoditization similar to PC-makers   —  Unbundling innovation: Samsung, PCs and China  —  It seems pretty clear now that the Android OEM world is starting to play out pretty much like the PC world.
Jul 12, 2014, 9:00 PMIn context
Benedict Evans:
Android L and iOS 8 mark the first true mobile platform philosophy divergence since the iPhone   —  The next phase of smartphones  —  It's now 7 years since the iPhone reset the phone business, and indeed the entire computing and internet businesses.  But it was pretty clear …
Jul 6, 2014, 7:45 PMIn context
Benedict Evans:
Android users spend half as much on apps as iOS users, with more than twice the user base   —  Market shares  —  There's lots that was interesting in this year's Google IO, and indeed some of the absences were also interesting (no mention at all of Glass or Plus, for example).
Jun 26, 2014, 12:45 AMIn context

Sponsor Posts

A new era of Windows 10 devices  —  Microsoft introduces new Surface, Lumia and Band devices, and shares the latest from HoloLens and Xbox.
What Experian and T-Mobile Didn't Learn from the Target Hack  —  The Experian/T-Mobile hack demonstrates that corporations haven't learned the lessons from the massive Target breach — there are simple rules …
M&A Market Analysis: Preview For Second Half Of 2015  —  M&A activity cooled in the first half of this year after a banner year in 2014.  Is this the start of a larger downturn or just a short-term blip?
Customer Spotlight: The Child Care Square Makes Successful Business Collaboration using Zoho Meeting  —  The Child Care Square is a business based in San Jose, California that provides an easy way to connect parents with licensed child care providers.