Unpacked: The Silent Smartphone

I recently completed an in-depth study on the wearable technology market. As I dug into some of the key features as to why people bought or found usage value in their smartwatch or fitness tracker,...

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 / February 5th, 2016

What Is Apple Afraid Of?

Apple, the company, just had one of its best quarters ever. AAPL, the stock, just had one of its worst quarters ever. What the hell is going on here? It’s hard to say who gets...

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John Kirk / February 4th, 2016

Microsoft’s Fight for the Consumer, Google’s Mobile Search Shift, Amazon Retail

Microsoft’s Fight for the Consumer Related to Microsoft’s earnings, I’m going to focus on one segment of earnings I will be keeping a close eye on in the next few years. It is this chart:...

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Ben Bajarin / February 4th, 2016

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Unpacked: The Silent Smartphone

I recently completed an in-depth study on the wearable technology market. As I dug into some of the key features as to why people bought or found usage value in their smartwatch or fitness tracker,...

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 / February 5th, 2016
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What Is Apple Afraid Of?

Apple, the company, just had one of its best quarters ever. AAPL, the stock, just had one of its worst quarters ever. What the hell is going on here? It’s hard to say who gets...

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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John Kirk / February 4th, 2016
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Microsoft’s Fight for the Consumer, Google’s Mobile Search Shift, Amazon Retail

Microsoft’s Fight for the Consumer Related to Microsoft’s earnings, I’m going to focus on one segment of earnings I will be keeping a close eye on in the next few years. It is this chart:...

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 / February 4th, 2016
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Could Mainstream PCs be Used to Power Better VR?

On January 25th, I wrote a piece in our main area where I asked the question, “Should Apple Jump on the VR Bandwagon?” I said Apple had not yet made much noise in the area...

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Tim Bajarin / February 3rd, 2016
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Earnings Insights and Key Charts: Facebook, Amazon, Samsung

Facebook Earnings Takeaways While there are some key reasons to be cautious about Facebook (namely teens in the US are slowly beginning to disengage), Facebook’s earnings showed they are growing in many key areas where...

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 / February 2nd, 2016
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What We’ll Learn from Alphabet’s First Earnings

On Monday, Google holding company Alphabet will announce its first earnings under its new reporting structure. This past week, the company provided some information about exactly how it will break down its reporting between the...

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Jan Dawson / February 1st, 2016
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Unpacked: Using Tech While Watching TV

I would like to draw a correlation between something interesting that was revealed this week by Facebook on their earnings call with this week’s column. Facebook had a very impressive quarter. Two particular metrics stand...

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 / January 29th, 2016
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Is the Best Business Model for Autonomous Vehicles One-To-One or One-To-Many?

One of the more important trends at the 2016 CES show came from the auto industry. Although the Detroit and LA Auto Shows took place the following week, most of the big auto makers chose...

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 / January 28th, 2016
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Apple: The Growth Thesis

Apple’s management is starting to tell a new type of story. Understanding this story is key to understanding their growth strategy. Listening to management and fitting what I heard into what I’m seeing globally in...

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Ben Bajarin / January 27th, 2016
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Apple Q1 2016 Earnings Takeaways

There is a lot to unpack regarding Apple’s earnings call and their outlook for Q2 2016. Because we have, and track, data points around Apple’s hardware sales of product by region, I like to look...

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Ben Bajarin / January 26th, 2016
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Twitter’s Reshuffle, Amazon’s Back Door to Android, Apple and VR

Twitter’s Reshuffle These are rough times for Twitter. I find it fascinating that the discussion is Twitter needs a turnaround when it has accomplished something remarkably difficult and something very few companies have ever done...

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Ben Bajarin / January 26th, 2016
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Dissecting Google’s Apple Relationship

Bloomberg reported this past week that, based on a court transcript from the Oracle-Google lawsuit, Google paid Apple $1 billion in 2014 to be the default search engine in Safari on iOS. The transcript has...

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Jan Dawson / January 25th, 2016
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Unpacked: Global Ad Blocker Usage on Smartphones

On the heels of some recent news reports that Google has made over $30 billion dollars from Android, I thought it would be fun to share one of my favorite stats. Toward the end of...

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Ben Bajarin / January 22nd, 2016
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Why We Older Folks Should be Excited about Self Driving Cars

I had my first introduction to a self-driving car in 1962. I was 12 years old and it came thanks to my first visit to Disneyland when I took a ride in Automania. These were...

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Tim Bajarin / January 21st, 2016
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The iPhone Post

There has been a great deal of noise around Apple and the iPhone. If you believe many of the sell-side analysts, the iPhone has peaked. Many of you have written in asking me my thoughts...

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Ben Bajarin / January 20th, 2016
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Minecraft for Education, WhatsApp’s New Business Model, Billionth iPhone in 2016

Minecraft For Education When Microsoft bought Minecraft, the underlying theme in their description of the fit for the product in the Microsoft family was “productivity.” Minecraft certainly fits this concept but does so within a...

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Ben Bajarin / January 19th, 2016
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Content is the Key Enabler for VR and 4K

I wrote about VR and 4K in my review of CES trends in last week’s Insiders post, but I wanted to drill a little deeper on both these topics. In particular, the role of content...

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Jan Dawson / January 18th, 2016
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Unpacked: Global Stats on Uber, Lyft, Didi Kuaidi, and Ola Cabs

Last week at CES in Vegas, we saw the good, the bad, and the ugly with regard to cabs vs. Uber and Lyft. While cabs still had their own designated lines right in front of...

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 / January 15th, 2016
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GoPro Floundering, Apple’s iAD Strategy, The Great PC Rebalancing

The last few quarters, investors have been quite cautious around GoPro as the bear thesis rang loudly in their heads. Yesterday, it seems the bear thesis played out as they missed revenue estimates by nearly...

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 / January 14th, 2016
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The Killer App for My Apple Watch

Now that I’ve had an Apple Watch for some time, I am beginning to garner some important personal perspectives on how I use it and the one app that is the most valuable to me....

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 / January 13th, 2016
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Amazon’s Delivery Service, Snapchat’s Video Power, Google Play in China

Amazon’s Delivery Service The Seattle Times headline on the news of Amazon buying the rest of French package-delivery company Colis Privé stated “Amazon poised to take on UPS, FedEx in delivery business”. While it is...

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 / January 12th, 2016
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Trends at CES 2016

I spent several days last week at the CES trade show, as I have now for the last several years. As you may have read, the organization behind the show recently changed its name from...

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 / January 11th, 2016
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Unpacked: Stats on Voice Search on Mobile

I’ve been spending a lot of time thinking about the role of voice in the future of computing. Whether or not science fiction becomes self-fulfilling prophecies, the genre always assumes we will talk to computers...

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 / January 8th, 2016

Netflix Global, Amazon and Semiconductors, New Android Dynamics

Yesterday at CES, Netflix “flipped the switch” on making the service available around the globe (except for China). Obviously, this is a good move. Netflix now can reach more customers and add new consumers in...

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 / January 7th, 2016
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Twitter 10K, Fitbit Blaze, Huawei Growth, iPhone Concerns

As a part of some new content styles I’m looking into for subscribers, I’m testing the idea of a weekly post where I hit a number of hot topics in one post. Most subscribers know...

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Ben Bajarin / January 6th, 2016