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  • One billion sold

    Thu 4:28am 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?

    Wed 5:32am 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

    Sat 11:39pm 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,…
  • What next, Samsung?

    Oct 13, 2014, 2:11 pm By asymco-admin
    I received a few questions from Shirley Siluk of NewsFactor as a follow-up to my post on the trajectory of successful companies. 1. Do you foresee any hope for a turnaround for Samsung? If so, where do its best opportunities lie? The smartphone business was…
  • The Critical Path #126: Making the world go round

    Oct 11, 2014, 7:29 pm By asymco-admin
    Horace and Anders on the irrelevance of shareholders. Anticipating an Apple October 2014 event they discuss how the iPad and tablet designs could evolve. Diving into how brands can manage disruption through a whirlwind tour of products from cameras to watches…
  • Sponsor: Dash

    Oct 9, 2014, 12:51 pm By asymco-admin
    Dash is realtime dashboards for your website, your business, and your life. Your first dashboard is free forever. You can use Dash to make dashboards like this one for App Store Review Times. Sponsored via Syndicate Ads
  • The Critical Path #125: War of Attrition

    Oct 8, 2014, 9:53 am By asymco-admin
    Horace and Anders analyze the possible business models for Apple Watch, how it may be introduced, distributed, sold, and bought. What impact will the Watch have on Apple’s top and bottom lines? They further look into possible introductions for the rest of…
  • On the trajectory of successful companies

    Oct 7, 2014, 9:08 am By asymco-admin
    Samsung Electronics warned Tuesday that its third-quarter earnings would fall below market expectations. It did not cite a decrease in shipments but an increase in marketing expenses coupled with an unfavorable mix (i.e. more low-end units and fewer high-end…
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