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  • Apple Pay’s Pay Day

    Fri 5:10am By asymco-admin
    IN a recent release, Apple reported that “more than 90% of stores in the US, 85% of stores in the UK, and 99% of stores in Australia accept Apple Pay.” This is encouraging but a very small view for the global Apple Pay picture. How can we assess where…
  • Apple’s Fourth Calendar Quarter 2020

    Thu 8:14am By Horace Dediu
    As a rule, I don’t like to make a forecast for Apple’s performance during quarters where there is no guidance. There is a good reason why there is no guidance. The management does not feel confident that there is enough information to make a reasonable…
  • Sponsor: Organize Your Inbox (and Never Waste Time on Email Again) With SaneBox

    Wed 1:09pm By Horace Dediu
    We’ve partnered up with Asymco to bring you an exclusive $25 credit for new users. Just sign up through this link. SaneBox is like a super-smart assistant who’s been with you for years and knows what’s important to you. It moves unimportant emails from…
  • The Entrant’s Guide to Automotive Industry (updated)

    Wed 9:43am By Horace Dediu
    I wrote the initial guide almost exactly six years ago. Also known as “The 10 Commandments of Automotive” it’s time to re-visit it to see how and if anything has changed. The rules listed are empirical observations. The patterns show how things are and…
  • App Story

    Jan 7, 2021, 5:58 am By Horace Dediu
    App Store spending was $1.8 billion in the last week of 2020, up from $1.42 billion the previous year —an increase of 27% vs. an increase of 16% from the previous year. On 1/1/2021 App Store spending reached $540 vs. $386 million for 1/1/2020. This was an…
  • Sponsor: Guardian Firewall: Privacy Simplified

    3:22pm By Horace Dediu
    Guardian Firewall is a powerful data security solution that protects user data through a secure tunnel coupled with a lightweight, unique, custom-designed firewall, providing system-wide prevention of tracking activity and other unwanted connections. Get…
  • Apple in mid-2023

    8:27am By Horace Dediu
    The Apple product line-up for 2023 is almost completely decided. This is not conjecture but simply an observation of the lead times for developing the types of products that Apple offers. The integration of hardware, software and services, often cited as the…
  • A Long-Lens Look at Apple and Disruption—Part 1: Is Apple Disruptive?

    Dec 10, 2020, 12:48 pm By Horace Dediu
    Recently, I met Farshad Nayeri and Dave Sundahl—formerly of Christensen Institute, now at Disruptive MBA (dx.MBA)—when the topic of M1 Macs came up. The result was a multifaceted conversation where we took a long-lens look at Apple & Disruption around…
  • Organize Your Inbox (and Never Waste Time on Email Again) With SaneBox [Sponsor]

    Nov 30, 2020, 3:31 pm By Horace Dediu
    We’ve partnered up with Asymco to bring you an exclusive $25 credit for new users. Just sign up through this link. SaneBox is like a super-smart assistant who’s been with you for years and knows what’s important to you. It moves unimportant emails from…
  • Post PC

    Nov 30, 2020, 3:17 pm By Horace Dediu
    Remember the Post-PC era? The term Post-PC was first coined by MIT scientist David D. Clark in 1999 and was quickly adopted by both Microsoft’s and Apple’s former CEOs. Jobs popularized the term “post-PC” in 2007 (the launch of the first iPhone), and…