Screen Shot 2016-05-05 at 9.31.27 PM

Unpacked: The Tablet is more Social Than Personal

The tablet category remains a central part of our analysis amidst the personal computing hardware landscape. I’ve been bullish on this form factor, despite the market issues, and still believe it represents the most approachable...

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Ben Bajarin / May 6th, 2016
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India Bans Second Hand iPhones, the Services Narrative, Hardware Maturity

India will remain a key area of interest in the iPhone narrative. While we can chime in on the big debate of whether the iPhone will see growth again in 2017, we can’t ignore the...

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Ben Bajarin / May 5th, 2016
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Apple’s Uncharted Territory

The more I have reflected on what is happening right now in the consumer technology industry, in particular Apple’s position, the more a key observation hits me. Apple is in uncharted territory. I don’t mean … Continue reading

Ben Bajarin / May 2nd, 2016
unpacked

Unpacked: Opinions on Facebook

Facebook is one of the few bright spots, earnings-wise, in the industry this year. It is becoming ever more clear Facebook will be the largest beneficiary of the global smartphone roll-out and that mobile advertising,...

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Ben Bajarin / April 29th, 2016
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Apple Earnings Fact and Fiction

Anyone who follows Apple commentary closely, either by what Apple has said on previous calls, or by the Wall St. analysis, knows this quarter’s YoY decline in revenue was not a surprise. A key point...

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Ben Bajarin / April 27th, 2016
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Google’s EU Antitrust Battle

In a less than surprising move, the EU has declared Google in breach of antitrust regulations and has abused its dominance. There are three major arcs to their claims: In today’s Statement of Objections, the...

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Ben Bajarin / April 21st, 2016
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Remembering Bill Campbell, Magic Leap’s Expose, Intel’s Re-Org Implications

This was written by Tim Bajarin who has been in the industry since 1981 and has had deep relationships with such pioneers as Bill Campbell. One of our industry’s most warm-hearted leaders lost his battle...

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Ben Bajarin / April 20th, 2016
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Apple Security, Smartphones are More Fun Than Driving

I want to share a few more thoughts for subscribers about the briefing I was at on Friday with Apple executives where they gave more depth on their security strategy and philosophy. As I sat...

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Ben Bajarin / April 19th, 2016
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Apple’s Penchant for Consumer Security

At a security “deep dive” at Apple on Friday, executives went into depth on Apple security philosophy and technological approach to the matter. I’ve sat through many technology company’s technical briefings but never one from … Continue reading

Ben Bajarin / April 18th, 2016
unpacked

Unpacked: Percent of Consumers Interacting with Brands on Messaging Services

With all the talk of bots lately, I thought it would be helpful to look at how many consumers globally are engaging in brand interactions in ways that make sense to integrate a customer service...

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Ben Bajarin / April 15th, 2016
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Facebook and Personal Sharing Decline, Continued PC Decline, Blackberry’s Last Stand

Facebook and Personal Sharing Decline Some interesting, yet not surprising, usage data on Facebook users has surfaced. According to the Information and then picked up by Bloomberg, Facebook users are sharing less personal information on...

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Ben Bajarin / April 12th, 2016
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Unpacked: Snapchat Rising

For whatever reason, over the past few months I’ve observed Snapchat gaining popularity. Between a blend of a noticeable number of people I follow on Twitter saying they are now on Snapchat and friends and...

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Ben Bajarin / April 8th, 2016
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Huawei’s New Smartphones, Samsung’s Q1 2016 Revenue Beat, What Apple Can Learn

Huawei came out of the gate swinging in 2016 with a new lineup of flagship devices designed specifically to start to move their brand into the premium tier. These new smartphones are loaded on paper...

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Ben Bajarin / April 7th, 2016
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Intel’s Executive Shake Up, Apple’s Challenge in India, Twitter to Stream NFL

Anytime a big iconic company has executive turnover or reshuffling, people take note. Yesterday, Intel did just that with some very senior executive movements at the company. There are many ways to interpret this, from...

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Ben Bajarin / April 6th, 2016
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Unpacked: Wearable Tech Adoption

Toward the end of last year, the consensus research suggested wearable penetration in the US was around 20%. In early February, a study we conducted suggested the number had risen to 23% and our most...

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Ben Bajarin / April 1st, 2016
Spotify

Spotify Raises Debt, AT&T Embraces Cyanogen, Microsoft and the Bot Era

It seems Spotify has raised a ~$1 billion round of debt financing. Whether this move is because the investments needed to compete with Apple are significant or a fundamentally different issue is not known. However,...

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Ben Bajarin / March 31st, 2016
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Unpacked: Digital India

I’ve been studying the Indian market for consumer tech for a little over two years now. We have been keeping a close eye on the digital transformation happening in India with the rise of millions...

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Ben Bajarin / March 25th, 2016
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Intel Retires Tick-Tock, Apple’s Focus on the Cloud, The Fallacy of Apple Revolutionary

Intel Retires Tick-Tock An entirely predictable news item came out yesterday. Intel plans to shift away from their Tick-Tock method and extend the life of current generation process technology to what is likely to be...

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Ben Bajarin / March 24th, 2016
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Apple in the “Post-Mature Consumer” Era

The era of hyper growth in smartphones and tablets is over. Which also means the land grab for global consumers is largely over. The most important dynamic facing Apple today is a maturing installed base...

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Ben Bajarin / March 22nd, 2016
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Podcast: Game Developer Conference, Virtual Reality expectants, and Apple Event Preview

Tim Bajarin, Jan Dawson, and Ben Bajarin discuss the game developers conference and uptick in virtual reality interest. They also dive into their thoughts on the upcoming Apple event on Monday. If you happen to … Continue reading

Ben Bajarin / March 19th, 2016
unpacked

Unpacked: Percentage of TV Viewing Online vs. Offline

Unquestionably, behaviours are changing with regards to how we consume content once reserved for the TV. Every quarter we capture quite a lot of data around online and standard/linear TV viewing time and can see...

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Ben Bajarin / March 18th, 2016
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Google and Facebook’s Battle for Virtual Reality and Apple’s Entrance

Between a recent virtual reality/augmented reality study I did and a host of conversations and demos I’ve had at the Game Developer and VR Developer Summit this week, I have been able to form some...

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Ben Bajarin / March 17th, 2016
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unpacked

Unpacked: Offline vs. Online Shopping Mindsets

I’m seeing an interesting trend with regard to the mind of the online shopper vs. the offline shopper. What I’m about to explain has deep implications for what the future of retail looks like. E-commerce...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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Ben Bajarin / March 11th, 2016
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Android N, Samsung’s Last Stand, Rough Q1 for iPhones

Google gave a handful of blogs a preview of their new Android N operating system. Amongst the two best guesses I have seen for what N will stand for is Nutella and Neopolitan. I’m voting...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing. [cointent_extras] To continue reading purchase this article: [/cointent_extras] [cointent_lockedcontent view_type="condensed"] [/cointent_lockedcontent][cointent_extras]Or subscribe and become an Insider:[/cointent_extras] As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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Ben Bajarin / March 10th, 2016
disruption

Predicting the Markets Apple will Disrupt Next

I’m admittedly using the headline as a bit of click-bait. But it is absolutely applicable to Apple. I believe many markets are on their short list to disrupt, for a specific reason I will explain....

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Ben Bajarin / March 8th, 2016
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