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  • AiriPods

    Mar 27, 2019, 7:34 pm By Horace Dediu
    The Apple Watch is now bigger than the iPod ever was. As the most popular watch of all time, it’s clear that the watch is a new market success story. However it isn’t a cultural success. It has the ability to signal its presence and to give the wearer a…
  • mini

    Mar 21, 2019, 10:24 am By Horace Dediu
    We want things to get better. The desire of improvement and an increase in performance is seemingly innate. The old adage goes that using the word “new” is the most effective way to increase sales. “New & Improved” if you want to be redundant. For many…
  • Sponsor: Use GravityView to Powerfully Display Form Entry Data

    Jan 30, 2019, 3:03 pm By Horace Dediu
    Using WordPress? GravityView puts your Gravity Forms form data to work on the front end of your website. You can easily display your entries in a table, a nice-looking profile listing, or even in your own hand-rolled HTML layout. Build virtually anything using…
  • A Billion Users

    Jan 30, 2019, 2:23 pm By Horace Dediu
    In the latest Apple Earnings report, Apple announced a few details that are relevant to the forecast of the business: The global active installed base for iPhone reached an all-time high at the end of December, surpassing 900 million devices. This represents…
  • Apple’s Unit Economics

    Jan 7, 2019, 11:26 am By Horace Dediu
    For the last two years I’ve been studying the transportation economy and introducing the idea of Micromobility. Simply, Micromobility promises to have the same effect on mobility as microcomputing had on computing. Bringing transportation to many more and…
  • Sponsor: Appfigures Explorer – Mobile App Market Intelligence

    Oct 4, 2018, 1:33 pm By Horace Dediu
    As mobile markets become increasingly saturated, having the right data is essential for making the right decisions. That’s where Explorer, a new mobile intelligence platform from the folks at Appfigures, comes into play. With comprehensive coverage across…
  • Traffic Acquisition Costs

    Oct 4, 2018, 10:52 am By Horace Dediu
    In June of this year Apple reported that it had paid a total of $100 billion to developers. That is the 18th such figure given in the 10 year history of App Store, making the progress of payments and hence revenue and spending easily trackable. The other…
  • Lasts Longer

    Sep 13, 2018, 11:54 am By Horace Dediu
    I think Lisa Jackson’s presentation at the September 2018 iPhone launch event was perhaps the most interesting and most profound. Lisa Jackson is Apple’s vice president of Environment, Policy and Social Initiatives. Previously, Ms. Jackson served as…
  • Sponsor: ​WebSonar Libraries

    Aug 23, 2018, 3:23 pm By Horace Dediu
    Project Xanadu was the first hypertext project; founded in 1960 by Ted Nelson. Nelson predicted many of the features of today’s hypertext systems. Three of the key requirements were that every Xanadu server can be operated independently or in a network,…
  • Preview of the holiday quarter

    Aug 23, 2018, 3:17 pm By Horace Dediu
    Every October, at the end of its fiscal year, Apple files its Form 10K or annual report. In this report the company includes a section titled “Capital Assets” which details expenditures for capital equipment. This is last year’s entry: The Company’s…