Posts Tagged ‘featured’

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 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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Microsoft Removed Chesterton’s Fence

On Saturday, I explained why The Smartphone Is Not Merging With the PC. Apple and Google are moving in almost opposite directions from one another. But Microsoft? Their personal computing design philosophy is taking them nowhere fast. And one of …...

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by John Kirk   |   July 21st, 2014
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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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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
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
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The Importance of Dual Authentication in Wearable Devices

Last week, I wrote a column entitled “Understanding Apple’s Wearable Strategy” where I laid out the idea of using an iWatch or iBand for personal ID. I mentioned I had used a RFID band while at Disney World and I could …...

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by Tim Bajarin   |   July 2nd, 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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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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Up-Selling The Mac

Yesterday, in “Whither Apple Or Wither Apple?” I wrote about Apple’s efforts to steal market share from Android. Today I focus on Apple’s efforts to up-sell their iPhone and iPad customers to the Mac. Continuity At WWDC 2014, Apple introduced the concept …...

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by John Kirk   |   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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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
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Surface Pro 3: Future of a Laptop or Future of a Tablet?

There is a lot to read between the lines of today’s Surface event from Microsoft. Microsoft’s vision for the Surface continues to be of a device both a great tablet and a great laptop. Previous versions of the Surface were …...

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by Ben Bajarin   |   May 20th, 2014
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Apple, the Cloud and Two Jewish Chickens

On May 12, 2014, Ed Bott posted an article entitled: “Apple and the cloud: A magnificent missed opportunity“. It is a scathing critique of Apple’s efforts to master the cloud. It’s very well written and well worth a read. Only, here’s …...

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by John Kirk   |   May 17th, 2014
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Insider Intelligence Charts: Global Market Share Mobile OS

I pulled some recent data from Statcounter to get a sense of what the most active platforms were in each region. Statcounter, like NetMarketShare, tracks over a billion websites globally. Therefore, the tracking and market share numbers represent those actually …...

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by Ben Bajarin   |   May 16th, 2014
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Insider Analysis: Apple, Beats, Retail, and the Future of Entertainment

Assuming the rumor is true and Apple is indeed buying Beats, then reading between the lines becomes important for those of us who develop future outlooks for specific companies and product segments. There are pros and cons to every deal …...

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by Ben Bajarin   |   May 11th, 2014
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Why Google Glasses is 10 years away from Consumer Success

Like many in the tech world I have watched, with great interest, the Google Glass project develop and evolve. I even became a Glass Explorer and have used it for about nine months. Like many who bought Google Glass, it now sits …...

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by Tim Bajarin   |   May 8th, 2014
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The Windows Tablet Dilemma

We are at an inflection point in the tablet market. Something that grew as fast and as large as the tablet/iPad did is clearly not a fluke. There are many theories about replacement cycles, household saturation, device sharing, tablet over-serving, …...

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by Ben Bajarin   |   May 7th, 2014
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Some Potential Downsides for an Apple TV

Another year, another quarterly earnings announcement, a mere month before WWDC, and not a hint of an Apple Television. Don’t hold your breath. While many of us may crave the idea of an Apple Television and certainly millions of us …...

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by Brian S Hall   |   May 7th, 2014
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Insider Analysis: Android Silver, Good for Google Bad for the Industry

Google is trying to reign in Android with a new program called Android Silver according to recent reports. There are pros and cons to this strategy, however. I believe Google is trying to control something that inherently can not and …...

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by Ben Bajarin   |   May 2nd, 2014
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Insider Analysis: Amazon’s Chances of Shaking up the Smartphone Market

As a primer for this analysis of Amazon, I recommending reading the Insider report on Smart Devices and E-Commerce. Amazon’s imminent smartphone entry is a puzzle. It feels as though the mobile landscape in places like the US, UK, and …...

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by Ben Bajarin   |   April 30th, 2014
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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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