Apple Earnings: Look Beyond the Year Over Year Comparison, Judge Opportunity

Apple reported its fiscal third quarter results on Tuesday and Wall Street seemed to like it. But, you know as well as I do, using Wall Street’s reaction to earnings does not make you any...

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Carolina Milanesi / July 27th, 2016
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Waterproof, not Cellular, Might be the Killer Feature for Wearables

I just came back from a holiday in Cancun where, as you can imagine, most of my activities were in the water or close to it. While a non-waterproof Apple Watch is an annoyance as...

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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Carolina Milanesi / July 25th, 2016

Unpacked for Friday, July 22nd, 2016

Don’t Freak Out About Latest IDC Smartwatch Numbers, Readjust Your Expectations – by Carolina Milanesi This week, IDC reported its smartwatch sales figures and the news was that the segment has already registered a decline...

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 / July 22nd, 2016

Insiders Featured Topics

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Apple Earnings: Look Beyond the Year Over Year Comparison, Judge Opportunity

Apple reported its fiscal third quarter results on Tuesday and Wall Street seemed to like it. But, you know as well as I do, using Wall Street’s reaction to earnings does not make you any...

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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Carolina Milanesi / July 27th, 2016
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unpacked

Waterproof, not Cellular, Might be the Killer Feature for Wearables

I just came back from a holiday in Cancun where, as you can imagine, most of my activities were in the water or close to it. While a non-waterproof Apple Watch is an annoyance as...

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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Carolina Milanesi / July 25th, 2016
unpacked

Unpacked for Friday, July 22nd, 2016

Don’t Freak Out About Latest IDC Smartwatch Numbers, Readjust Your Expectations – by Carolina Milanesi This week, IDC reported its smartwatch sales figures and the news was that the segment has already registered a decline...

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 / July 22nd, 2016
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I’ve Seen the Future of E-Commerce – Buying Things through Facebook

I’m aware I’m being a little click baity with the title but bear with me. I had an interesting and thought-provoking experience buying something through Facebook I have to share. A brand I like promoted...

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Ben Bajarin / July 21st, 2016
Masayoshi Son

Nothing Sofbank’s CEO does Surprises Me

By now, you have heard SoftBank has purchased ARM Holdings for close to $32 billion. Masayoshi Son, Chairman and CEO of SoftBank, said in a statement: We have long admired ARM as a world-renowned and...

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Tim Bajarin / July 20th, 2016
0
unpacked

Unpacked: Smart Watch Ownership US/UK as of Q2 2016

Time for an update on the smart watch market. Our Q2 2016 data is in and among the data set is smart watch ownership at large and by brand. It has been interesting to watch...

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Ben Bajarin / July 19th, 2016
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SoftBank Buying ARM – Good or Bad?

In what was to be a quiet Sunday, news came about an apparent deal for Softbank to buy ARM Holdings. This is completely out of the blue. It is a bit difficult to find any...

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Ben Bajarin / July 18th, 2016
unpacked

Unpacked for Friday, July 15th, 2016

Apple’s iPhone users are not defecting to Samsung – by Carolina Milanesi On Wednesday Kantar Wolrdpanel (KWP) ComTech published its Quarterly Smartphone OB Barometer for the three months ending in May 2016, confirming what we...

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Ben Bajarin / July 15th, 2016
0
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Big Picture Lessons from Pokemon Go

It is hard to think of another app that has reached such high levels of awareness only one week after its release. Pokemon Go is all the rage and, literally, all you need to do...

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 / July 14th, 2016
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Email Marketing Needs to Become More Intelligent

Right out of college, I got a job managing the direct marketing program for a very large sports company. My education background was in marketing but this was the first time I had to handle...

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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Tim Bajarin / July 13th, 2016
Overall news consumption by medium

Changing Media Consumption Habits

Last week, I jokingly said this tweet could be the basis of a whole blog post: I’ve just paid £2 for newspaper that has a double page spread consisting largely of tweets by BuzzFeed employees....

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Jan Dawson / July 12th, 2016
Cloud storage

Unpacked: The Harsh Cloud Reality

We have been doing a significant amount of research on the consumer cloud as of late and a harsh reality has become clear. Consumers need the cloud — pure and simple. There are known pain...

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Ben Bajarin / July 11th, 2016
unpacked

Unpacked for Friday, July 8th, 2016

Light’s L16 is an Intriguing Camera Concept that Addresses a Shrinking Market – by Carolina Milanesi This week, Silicon Valley-based startup Light made news as it raised $30m from Alphabet’s venture capital arm. Light claims...

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Ben Bajarin / July 8th, 2016
0
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The Big Wave

There is an under-appreciated dynamic of the global consumer technology market which has just recently occurred. For many of us in the industry, when we look at the PC market we think, since PCs have...

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Ben Bajarin / July 7th, 2016
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Why I’m Worried about the iPhone 8

If you read the various articles and message boards that discuss Apple’s upcoming iPhone 7, you already know it is being portrayed as a minor upgrade of the current 6S+ series. Apparently, suppliers and prognosticators...

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Tim Bajarin / July 6th, 2016
Prime plans

What People Use Amazon Prime For

A while back, I shared some results from a survey on Amazon Prime usage, in the context of making a broader point about how subscription services can be exclusionary to those with lower or unpredictable...

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Jan Dawson / July 5th, 2016
0
unpacked

Unpacked for Friday, June 30th, 2016

Amazon Trying a New Approach to Mobile that makes Sense – by Carolina Milanesi This week, Amazon started offering Prime members a $50 discount on two smartphones models, the Moto G and the Blu R1...

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Ben Bajarin / July 1st, 2016
0
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Facebook is the New Google for the Next Decade

I once had a theory that Facebook would not survive the segmentation of social networking. The time-tested observation that, as markets mature, they segment, was the basis for my point. What I did not predict...

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Ben Bajarin / June 30th, 2016
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Why Apple has not Entered the VR Scene Yet

Over the last few weeks, I have fielded a few media calls asking why Apple has not entered the VR space. Anyone who really knows Apple knows the answer to this question. Apple almost never...

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Tim Bajarin / June 29th, 2016
0
Mobile OS share Q1 2016

Huawei’s Misguided Foray into Operating Systems

Huawei has been hugely successful as a smartphone vendor over the last five years, moving from seventh place to third in the global vendor rankings and pulling away from the other vendors in the process....

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Jan Dawson / June 28th, 2016
unpacked

Unpacked for Friday, June 23rd, 2016

Instagram’s New User Numbers Demonstrate Continued Strong Growth, Engagement – by Jan Dawson Instagram released new user numbers this week including 500 million monthly active users and 300 million daily active users. Symbolically, the fact...

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 / June 24th, 2016
0
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China’s Consumer Electronics Moment is Coming

The Information had an interesting article going into a bit more depth on what we all already know — China wants to be the future consumer electronics powerhouse. China’s moment is coming. It seems inevitable....

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Ben Bajarin / June 23rd, 2016

Personal vs. Communal Artificial Intelligence

Piggybacking on Carolina’s post this morning, I want to share my thesis on how I think about communal vs. individual machine learning. I feel it is a flawed assumption that communal machine learning is the...

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Ben Bajarin / June 22nd, 2016
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Apple, Facebook, and Corporate Political Speech

This week saw two instances of what you might call “corporate speech” in the political realm. It highlighted very different approaches taken to the issue by two Silicon Valley companies: Apple and Facebook. Apple let...

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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Jan Dawson / June 21st, 2016
unpacked

Unpacked: Most Used Messaging Apps by iPhone Owners

To set the table for how important iMessage is to the overall iOS experience and how much iPhone owners rely on it, I’ll share these stats around messaging apps. This is why bringing a developer...

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Ben Bajarin / June 20th, 2016
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