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  • Measuring the Apple Watch opportunity

    Fri 8:35am By Horace Dediu
    When the Apple Watch was launched, all eyes turned to the Swiss watch industry. Analysts measured it and asked if it’s big enough to be interesting. Industry observers questioned the competitiveness of an entrant vis-à-vis the ancien régime. Marketers…
  • Tech.pinions Podcast: Discussing Disruption Theory

    Fri 3:34am By Horace Dediu
    Ben Bajarin: A few weeks back Horace Dediu of Asymco and I were having dinner and we got to discussing some of this updated thoughts on disruption theory. One bit in particular was how the luxury tech market was causing him to evolve some thinking on the…
  • Faster Followed

    Thu 10:59am By Horace Dediu
    Samsung’s smartphone ascent was breathtaking. From having essentially zero market share in the category in late 2010 to becoming the largest vendor took less than two years. In doing so it grew to become the largest phone vendor, smart or not–a goal which…
  • How many iOS devices will be produced in 2015?

    Tue 9:10am By Horace Dediu
    12 months ago I asked How many iOS devices will be produced in the next 12 months? Based on the analysis of Capital Expenditures (as forecast by Apple in their annual 10K report) I concluded “iOS unit shipments should be between 250 million and 285…
  • The Critical Path #128: The Upper End of Guidance

    Mon 4:33pm By Horace Dediu
    We go over Apple’s last earnings report. Is significant growth conceivable for the next quarter? Plus the new iMac and the end of visible pixels. via 5by5 | The Critical Path #128: The Upper End of Guidance.
  • One billion sold

    Oct 23, 2014, 4:28 am By Horace Dediu
    In Q3 2014 Apple’s revenues were 5.3% higher than the upper end of their guidance. This is the highest error in guidance since the new range-bound  reporting regime started two years ago. The following graph shows the guidances given since 2005 and the…
  • The new iPad. Is it better?

    Oct 22, 2014, 5:32 am By Horace Dediu
    The problem with getting better is that if you’re more than good enough you’re actually getting worse. Improving beyond the point where your improvements can be absorbed is not only wasteful but it’s also dangerous. It opens the door to competitors who…
  • The Critical Path #127: Cupertino to San Francisco on 280

    Oct 18, 2014, 11:39 pm By asymco-admin
    On the October 2014 iPad and iMac event. When are the iPad killer apps going to come out?   via 5by5 | The Critical Path #127: Cupertino to San Francisco on 280.
  • Next Airshow: Seattle, Nov 8

    Oct 16, 2014, 6:58 am By Horace Dediu Farshad Nayeri
    We will be conducting the 11th Airshow event in Seattle on Saturday, 8 November 2014. The purpose of Airshow is to: Understand how data can be used to persuade through an appeal to logic as well as through empathy. Understand the basics of “data…
  • Padcast: Apple Financial Review and Forecast

    Oct 16, 2014, 6:37 am By Horace Dediu Farshad Nayeri
    On the eve of earnings and the “It’s been way too long” special event, it’s time to look back a few years and forward a few quarters. The instrument chosen is Apple’s income statement viewed in Perspective flows. You can view the story as a video,…
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