FTC vs. Qualcomm: My Analysis of the Case Up To This Point

You don’t have to look hard, or far, to find the most high-profile legal battle going on at the moment. The case with the most industry implications and perhaps one of the most important wireless/telecom related legal dispute of our time is the FTC bringing anti-trust allegations against Qualcomm. There is a vast array of … Continue reading FTC vs. Qualcomm: My Analysis of the Case Up To This Point

Podcast: Q3 2018 Tech Earnings Analysis and Outlook

This week’s Tech.pinions podcast features Carolina Milanesi and Bob O’Donnell discussing the major tech earnings from this week including Amazon, Google/Alphabet, Intel, Microsoft and others, and analyzing how the overall tech market is evolving. If you happen to use a podcast aggregator or want to add it to iTunes manually the feed to our podcast … Continue reading Podcast: Q3 2018 Tech Earnings Analysis and Outlook

Unpacked: Analysis of This Week’s Top News

Twitter – by Jan Dawson Twitter this week announced that, in the coming months, it will start exempting some forms of content from its traditional 140 character limit, including pictures, usernames, videos, and polls. The news has been a very long time in coming as users have long demanded these changes. Twitter has hinted several … Continue reading Unpacked: Analysis of This Week’s Top News

Podcast: Apple Event Analysis

This week Tim Bajarin, Ben Bajarin and Bob O’Donnell dive into an in-depth analysis of Apple’s recent product event, including discussions around the iPhone 6S and 6S Plus, the iPad Pro, and the new Apple TV. Click here to subscribe in iTunes. If you happen to use a podcast aggregator or want to add it … Continue reading Podcast: Apple Event Analysis

Apple Event Analysis: A new Era for iPad, Strong iPhone Update

After attended the Apple Fall Launch Event, there are many dynamics to analyze. I’ll share a few key takeaways in this immediate post-event analysis and weave in more over time. iPad Re-Invented Unquestionably, a new era for the iPad has begun. I admit, I was skeptical a larger iPad would do much for sales declines … Continue reading Apple Event Analysis: A new Era for iPad, Strong iPhone Update

Podcast: Apple WWDC 2015 Analysis

Welcome to this week’s Tech.pinions Podcast. This week Ben Bajarin, Carolina Milanesi, and Bob O’Donnell discuss Apple’s Worldwide Developer Conference (WWDC), analyzing the company’s announcements around iOS9, watchOS, Apple Music and more. Click here to subscribe in iTunes. If you happen to use a podcast aggregator or want to add it to iTunes manually the … Continue reading Podcast: Apple WWDC 2015 Analysis

A Deeper Analysis of the Apple Watch

Being a early reviewer of the Apple Watch, I posted a public piece on my perspective of the product. I wrote it for a general audience since I believe there will be a lot of interest in the Apple Watch. For you Tech.pinions subscribers, who appreciate deeper analysis, I want to tease out some expanded observations. First, there will be … Continue reading A Deeper Analysis of the Apple Watch

Video Analysis: Samsung’s Fall From Grace by the Numbers

In this video analysis/padcast I take a look at some of the numbers behind Samsung’s steep revenue and profit decline. If you have the Perspecive iOS app from Pixxa, then you can click this link and watch my story on the app, pause it and interact with my charts and data yourself should you please. … Continue reading Video Analysis: Samsung’s Fall From Grace by the Numbers

Video Analysis: Mac vs. PC With Some iPad Help

Thanks for the feedback on my last Padcast on Xiaomi. This will likely be the last one I do for free for a while. I will do more of these for our subscribers on key industry points. If you liked these and are not a subscriber I encourage you to subscribe to our industry insider … Continue reading Video Analysis: Mac vs. PC With Some iPad Help

Video Analysis: Xiaomi in Focus

I have the ability to record and broadcast presentations I give through my primary presentation tool Perspective. So I thought it would be interesting to try something different and create a quick analysis of some of my data and add make some points around a particular focused topic. To start, I thought I would focus … Continue reading Video Analysis: Xiaomi in Focus

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 so in light of this rumor let’s examine them. Fundamentals Beats the Company, The Brand, … Continue reading Insider Analysis: Apple, Beats, Retail, and the Future of Entertainment

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 does not want to be controlled — Android. There is a paradox about stock Android … Continue reading Insider Analysis: Android Silver, Good for Google Bad for the Industry

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 other regions where Amazon has a play are mostly settled. Apple and Samsung are the … Continue reading Insider Analysis: Amazon’s Chances of Shaking up the Smartphone Market

Ballmer: The Good, The Indifferent, The Bad and The Analysis

QUESTION: Why is it when birds fly in a “V” shape one side is longer? The answer will be provided, below. Part 1 of 2 Microsoft’s Steve Ballmer is going to retire within the next 12 months. There’s a lot of ground to cover, so let’s get to it. One of the most striking differences … Continue reading Ballmer: The Good, The Indifferent, The Bad and The Analysis

Further Analysis of Amazon

Given that they key for Amazon’s growth is expansion of offering while maintaining a competitive price, the question must be addressed as to Amazon’s reach and what cap ex will be required to realize their max potential. The first thing we need to think about is how many regions (continents) Amazon can legitimately tackle. Part … Continue reading Further Analysis of Amazon

Upside Down Analysis

These thoughts via Business Insider: According to estimates from Canaccord Genuity, Samsung has shot further ahead of the pack as the world’s largest smartphone manufacturer, shipping 56.3 million units in the third quarter. Apple’s consolation is that it still takes a larger share of industry profits, despite shipping approximately half as many units as Samsung. … Continue reading Upside Down Analysis

Analysis: HP Releases webOS to Open Source Community

Today HP made a fascinating decision. One that is disruptive, exciting, and could lead to valuable innovation. HP has decided to release webOS to the open source community. This decision could have significant impact on the mobile landscape and may end up being one of the most disruptive moves yet. A quote from the release: … Continue reading Analysis: HP Releases webOS to Open Source Community

Analysis: How Amazon’s Kindle Fire Will Impact The Tablet Market

I have been using the Kindle Fire for a while now and I am quite impressed with this new entry into the tablet space. Although one of Amazon’s major goals was to make this a great eBook reader, the fact that it runs on Android and can run Android apps, has a Web browser, and … Continue reading Analysis: How Amazon’s Kindle Fire Will Impact The Tablet Market

Apple and the Mainstream Consumer

Much of the commentary post-Apple’s September product launch event California Streaming was about what I expected. Most of it emphasized Apple’s iterative approach, and some went as far as to say Apple has lost its innovative touch just relying on small iterations year over year. I try to not let these approaches frustrate me because … Continue reading Apple and the Mainstream Consumer

App Store Regulations Debate – Apple’s Worst Case Scenario

It has been several months since the Epic v. Apple court case and just over one year since Epic’s battle with Apple began. Since a ruling is expected any day now, I thought making a few additional points would be good timing. There is a range of implications to consider regarding certain outcomes, but the … Continue reading App Store Regulations Debate – Apple’s Worst Case Scenario

Apple’s Competitive Advantage 2.0

One of the first articles/analyses I ever published on Tech.pinions was aptly titled Why Apple Has a Strong Competitive Advantage. I’m linking to this article, but I encourage you not to read it as my writing skills have greatly improved, and when I go back and read it..it is a little painful. Nevertheless, that article … Continue reading Apple’s Competitive Advantage 2.0