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Analyzing Apple’s Emerging Growth, iTunes, and Explaining iPad Woes

Apple surprised with iPhones and “disappointed” with iPads. While many in the media will overreact and question Apple’s growth prospects, I find myself as optimistic as ever about Apple and its future. The foundations for a long term, healthy ecosystem …...

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by Ben Bajarin   |   April 23rd, 2014
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The Changing Shape of the Smartphone Market and What it Means for Samsung and Apple

When I study data and trends in every major smartphone market in the world several points stand out. The first is the dramatic rise of regional smartphone players. Most of these players are coming from Asian markets due to regional …...

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by Ben Bajarin   |   April 22nd, 2014
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AMD: Back in the Groove

Looking back 18 months or so, things were not good for chip stalwart AMD. Despite having a solid new leadership team that was just starting to hit its stride, the company was facing some difficult times as the PC market—the …...

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by Bob O'Donnell   |   April 18th, 2014
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Does Samsung need Adult Supervision in the US?

Not long after Eric Schmidt became CEO of Google, people around Google started saying with Schmidt in charge, Google now had adult supervision. At the time, the two Google founders, Larry Page and Sergey Brin, were barely out of college …...

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by Tim Bajarin   |   April 18th, 2014
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Peering Inside The Apple Rumors Prism

Steve Jobs fully understood the value in surprise, the wonder of magic, and the awe a beautiful, functional, highly personal computing device can evoke when unwrapped for the very first time. Rumors, particularly a stream of unceasing rumors of all …...

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by Brian S Hall   |   April 16th, 2014
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Tech History is Being Made Not Repeated

I’m not going to try to convince you that, in the case of the tech industry, history does not repeat itself. In some cases, it does and it will. Rather, I’m going to tell you why any claim, or any …

by Ben Bajarin   |   April 15th, 2014
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The Mobility Myth

The near constant discussion of mobility and various types of mobile computing can easily give people the impression nobody cares about or uses anything but tablets, smartphones and notebooks. In reality however, that viewpoint couldn’t be further from the truth, …

by Bob O'Donnell   |   April 15th, 2014
gotta crack some eggs

VCs On The Wrong Side In The Smartphone Wars

Think of how much better your life is now you have an iPhone or one of its many virtuous progeny…iPad, Android, apps, mobile-optimized games, content and services. Do you want to go back to before smartphones, before tablets? Unlikely. Yet many …

by Brian S Hall   |   April 14th, 2014
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Chart: How’s the iPhone Doing in China?

About a month ago, I went into detail on Apple’s presence in China. Since then I have been tracking and plotting the iPhone’s presence on Umeng’s app and device usage analytics network since 2012. If you recall Umeng’s latest report, …...

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by Ben Bajarin   |   April 11th, 2014
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What Mobile Can Learn from the PC Industry

The PC industries doldrums continue yet many seem to be scratching their head as to why. The common answer is to blame tablets. While there is truth to that statement, some important context is still missing from this puzzle. What …

by Ben Bajarin   |   April 11th, 2014
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TV challenges and opportunities

I spent a couple of days this week at the National Association of Broadcasters show in Vegas. I was there to gather material for a report I’m writing on the future of TV and video services and had lots of …

by Jan Dawson   |   April 11th, 2014
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Home Automation: At the Intersection of HD DVD and Blu Ray

The title to this piece was paraphrased from a recent episode of the Mac Power Users podcast in which special guest Merlin Mann, as well as hosts David Sparks and Katie Floyd, discussed how they’d incorporated home automation products into …

by Harry C. Marks   |   April 10th, 2014
Bye

Say Goodbye To Microsoft

In the beginning, Microsoft’s business model was simple. They made the Windows operating system and licensed it to manufacturers, who then put it on their various computing machines. In the mid-nineties, Windows gained critical mass with businesses which, in turn, …

by John Kirk   |   April 10th, 2014
Devices with "BYOD"

BYOD Dilemma: Devices vs. Data

Though we’ve started to see a small bit of retrenchment from the most extreme examples, it’s clear the BYOD (Bring Your Own Device) phenomenon in the workplace is here to stay. Younger and older workers alike have become accustomed to …

by Bob O'Donnell   |   April 9th, 2014
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Qualcomm’s Evolving Story

When most people think of Qualcomm, they tend to think of modems and cellular radio technology. After all, that is how the company began and it still forms a large part of their approximately $25 billion in fiscal 2013 revenues. But …...

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by Bob O'Donnell   |   April 8th, 2014
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Apple Is The Disney World Of Tech

On Twitter, Ben Bajarin, and others, recently argued that the value in tech tends to inevitably shift from software to hardware and, finally, to services. Hardware to software to services. Apple is in a unique position to capture content. ~ Ben …...

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by John Kirk   |   April 8th, 2014
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A New Way to Think About Apple’s Hardware Business

I have been thinking quite a bit about Apple’s hardware business. As many readers know, I believe Apple is equally a hardware and software company. I also believe they will naturally evolve into a services company wherein they will become …...

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by Ben Bajarin   |   April 8th, 2014
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Samsung Galaxy S5 and Gear Fit: Better Together

For the past week I have been using the Samsung’s Galaxy S5 and the Gear Fit health and fitness wearable. Both the Samsung GS5 and the Gear Fit highlight some of the ways Samsung is continuing to evolve. The biggest …

by Ben Bajarin   |   April 7th, 2014
needa

Panic Inside Apple and Cheers for Satya

The blogosphere has suddenly discovered the incredible array of products, tools and services Microsoft has long possessed. Better late than never, I suppose. Fact is, their realization of the obvious is in large part due to the accessible dynamism and …

by Brian S Hall   |   April 7th, 2014
tell your story

The Danger of Narratives in Tech

Gerald Ford was clumsy, Jimmy Carter was out of touch, Mitt Romney was a flip-flopper. All these characterizations (and many more) were the result of what have been called political “narratives” – stories the media tell about politicians and candidates …

by Jan Dawson   |   April 4th, 2014
Blonde Bombshell

Office For iPad Beats The Hell Out Of Rooming With Paul Thurrott

This is not really a review of Office for iPad. It’s more of a review of Paul Thurrott’s review of Office for iPad. Thurrott has some interesting observations that I think are well worth addressing. So let’s get to it.

Nicely …

by John Kirk   |   April 3rd, 2014
Ladder standing inside hole

Microsoft’s Two Big Announcements and Their Future Impact

Microsoft made a number of announcements at their Build conference this morning. While many were related to Windows 8.1 and Windows Phone 8.1, most feature announcements were simply playing catch up. But they did announce a few things I think …...

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by Ben Bajarin   |   April 2nd, 2014
The Only Constant in Life is Change

Mobile Changed Everything

When I first started doing industry analysis in 2000, my focus was heavily on mobile computing. Our firm has a legacy of PC industry analysis and, at the time I joined, we were embarking on the major shift from desktop …

by Ben Bajarin   |   April 2nd, 2014
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The Genius Of Steve Jobs Or Why Google And Facebook Must Make Big Bets

The ghost of Steve Jobs haunts Google and Facebook. Unlike Apple, which has always aligned its interests with its users, both Google and Facebook must serve two masters: users and customers. They are not the same. Indeed, the divergent demands …...

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by Brian S Hall   |   April 2nd, 2014
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Market Share Metaphysics

Twice before I have used Aristotle’s concept of “Essentialism” to explain why tablets are “real” computers and why OS X will not be merging with iOS. Today, I go to the well one last time1 in an attempt to definitively …...

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by John Kirk   |   April 1st, 2014