Quarterly results

Apple Earnings: iPad Struggles and iTunes Revenue Importance

There were several interesting narratives out of Apple’s earnings report yesterday. The most glaring, and most confusing to many, was the struggles of the iPad. I’ll return to that in a moment. The Mac surprised many, but should not have …...

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by Ben Bajarin   |   July 23rd, 2014
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The Great Tablet Segmentation

The tablet category is getting quite a bit of press lately. Apple’s iPad is a solid barometer for the category. With Apple’s latest few quarterly results showing the slowing of the growth of the tablet sector, many are left scratching …

by Ben Bajarin   |   July 23rd, 2014
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The Myth of BYOD

I’ve caught wind of an interesting trend, or perhaps I should say a counter trend. Recently, I have had a number of discussions with many Fortune 500 CIOs and CTOs about the topic of BYOD. What came out of these …...

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by Ben Bajarin   |   July 22nd, 2014
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The Tech.pinions Podcast: Our Takes on this Week’s Tech News

This week Ben Bajarin, Jan Dawson, and John Kirk discuss the IBM+Apple partnerships, Microsoft’s predicament, Google’s earnings, and Samsung’s challenges.

Click here to subscribe in iTunes.

If you happen to use a podcast aggregator or want to add it to iTunes manually …

by Ben Bajarin   |   July 19th, 2014
ジェンガ

Why Apple is Immune to Disruption

It remains my conviction Apple must be analyzed in isolation to their perceived competition. Many smart people fall into the trap of believing the rules of the game apply to Apple in the same way they apply to its competitors …...

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by Ben Bajarin   |   July 16th, 2014
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The Naked Wrist

As you wander about your world, casually observe what people wear on their wrists. You will notice the most common wrist worn device is a wristwatch. But you will also notice most people have nothing on their wrist. If you …

by Ben Bajarin   |   July 16th, 2014
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The Awkward Years of Tech

Before we reach maturity, we go through what many refer to as “the awkward years”. It’s a rite of passage as we change from adolescence to adulthood. For most people, the best way to describe those years are with a …

by Ben Bajarin   |   July 9th, 2014
Ama Dablam.

Peak Samsung

Samsung’s Q2 earnings and smartphone shipment volume miss should come as no surprise to our readers. I highlighted the fundamentals of what I saw happening to Samsung in this insider article from last September. Samsung has made very little progress …...

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by Ben Bajarin   |   July 8th, 2014
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Three Years of Tech.pinions

Since today is an off day, at least for most Americans, I thought I would write something reflecting on what I have learned since starting Tech.pinions just over three years ago. On June 2nd, 2011 I published this post on …

by Ben Bajarin   |   July 4th, 2014
Cyberbrain

Why Apple Should Buy Broadcom’s Baseband/Modem Business

As I reviewed Broadcom’s updated SoC and modem business/strategy a few months ago, I became increasingly optimistic with their opportunity in this space. I understood the challenges of growing this business and the internal commitment it would require but still …...

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by Ben Bajarin   |   July 2nd, 2014
Moving Market Share

iOS, Android, and the Dividing of Business Models

Without question the mobile platform wars are over. iOS and Android have both won and have won in very different ways. Granted, with an eventual total mobile addressable market of over four billion people, there is room for more than …

by Ben Bajarin   |   June 30th, 2014
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Android and the Next Billion

There are over a billion active users of Google’s version of Android. Add AOSP and we are probably in the 1.6 to 1.7 billion range of users on Android. Both will grow — however, I believe Google’s version of Android …

by Ben Bajarin   |   June 25th, 2014
old phone

The Death of Phones, the birth of “And”

I remember my first cell phone. It was a hand-me-down from my father and it looked like this:

As many who had these early cell phones will remember, there was a liberating feeling in the ability to talk to any one, …

by Ben Bajarin   |   June 24th, 2014
Big Data IT Security

A Controversial Business Idea for Google, Inc.

As many of our readers know, I have been thinking quite a bit about the issue of security. As we move into the next era of mobile and all things digital — where our identity is tied to digital devices …...

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by Ben Bajarin   |   June 24th, 2014
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Insider Report: The State of The PC

The PC has gone through a rough transition. What we are witnessing is a rebalancing of the PC market. As I reflect on the the turmoil of the PC over the past few years, a single important point stands out. …...

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by Ben Bajarin   |   June 23rd, 2014
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Mobile Opportunities and Challenges In the Android Ecosystem

The more I study the mobile landscape the more it becomes clear that many companies are competing for what is arguable the most important device for global consumer–the mobile device. Winning mobile, and by that I mean being sustainably relevant, …

by Ben Bajarin   |   June 23rd, 2014
Ecosystem+2

Answering the 64-Bit Question

When Apple announced their latest processor architecture for the A7 was 64-bit based instead of 32-bit, they created the media misunderstanding of the century. Not only were a great many of the media misinterpreting the significance of the new architecture but many …

by Ben Bajarin   |   June 18th, 2014
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Tech Observations From the Field

Over the past few days, I have been taking notes on my observations of tech, primarily mobile usage, of “regular humans” in the wild. And by that, I mean at Disney World where my family and I are vacationing.

I have …

by Ben Bajarin   |   June 17th, 2014
world-smartphone-population

Man With a Smartphone

I came across a tremendous talk by Steve Jobs on how computers are like “bicycles for the mind”. In this short video, he outlines a report from Scientific American that tested the efficiency of locomotion of different species. Humans didn’t …

by Ben Bajarin   |   June 11th, 2014
TPcharts

Global Smartphone Vendor Market Share and OS Installed Base Statistics

I’ve updated our global smartphone statistics and installed base estimates up to Q1 2014. There are several important observations to call out in the following graphs. First, let’s take a look at the market share of each smartphone vendor going back …...

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by Ben Bajarin   |   June 8th, 2014
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The Next Mobile Era: Digital Identity

We are still deeply rooted in the first mobile era. However, As I am always looking for trends, I think it is interesting to form some ideas of what the next mobile era might look like. While I think the very …...

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by Ben Bajarin   |   June 6th, 2014
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Google, Microsoft, Apple, and the Divergence of Computing Philosophies

When it comes to computing platforms, the dominant leaders of today — Apple, Google, Microsoft — have embarked down three fundamentally different paths. Debating the superiority of these philosophies is not only premature, it is futile. The market is the …

by Ben Bajarin   |   June 6th, 2014
Screen Shot 2014-06-02 at 1.31.06 PM

WWDC 2014 Observations: It’s all About the Ecosystem

Much was released today at the 2014 WWDC Keynote that I feel is impactful for Apple’s customers, developers, and the Apple ecosystem. More was released than I have time to get to in this analysis but I want to focus …

by Ben Bajarin   |   June 2nd, 2014
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Apple, Beats, and Content as Differentiation

Moment’s ago, Apple confirmed they are acquiring Beats Electronics and, once the acquisition is approved, they will begin working on a roadmap together. In this Insider analysis, I share some perspective on the hardware side of the company. At the …

by Ben Bajarin   |   May 28th, 2014
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Understanding Apple’s Ecosystem Strategy

Reflecting on where we are with wearables, the Internet of Things, smart homes, smart cars, smart cities, smart malls, etc., keeps opening up interesting holes in Apple’s ecosystem strategy. The more we look at how fast electronics are becoming connected, …...

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by Ben Bajarin   |   May 28th, 2014