Why Samsung’s DeX could be a Mobile Game Changer

Back in 1989, after being fed up with lugging around 10-pound portable computers on flights around the world, I began to fantasize about a day when a personal computer could be truly portable. However, I...

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Tim Bajarin / March 29th, 2017

What Samsung Needs to Show Us with the Galaxy S8

On Wednesday of this week, Samsung will unveil the Galaxy S8, its latest flagship smartphone, at an event in New York. Along with a couple of other members of the Tech.pinions team, I’ll be at...

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Jan Dawson / March 28th, 2017

An Important Step Forward in Apple’s Strategy

As I was thinking broadly about Apple’s pricing shift with the iPad, it’s clear there is an important strategy coming into play for Apple. Any good analysis of Apple notes their value is in the...

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Ben Bajarin / March 27th, 2017

Insiders Featured Topics

The Complex Original Content Picture

Last week, original video content was in the news for a couple of different reasons – Apple unveiled trailers for its first two original TV shows and YouTube star PewDiePie was dropped from their original...

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Jan Dawson / February 21st, 2017
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Unpacking the Week’s News: Friday, February 17, 2017

Amazon Chime Adds Value for AWS Customers Turning Amazon into a more Appealing One-Stop Shop – by Carolina Milanesi Earlier this week, Amazon released a new video conferencing app called Chime. Chime is a managed...

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Carolina Milanesi / February 17th, 2017
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Apple, Content, and Exclusivity

Exclusivity = differentiation. This is a key point to understand. Apple has always remained differentiated in the market on the back of what they offer that no one else can. Apple’s management likes to call...

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Ben Bajarin / February 16th, 2017

Is Mobile Innovation Dead?

I have a very long history when it comes to being involved with laptop designs. In 1984, as part of my consulting work with IBM, I was asked to be part of the team that...

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Tim Bajarin / February 15th, 2017
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The Big Six in Q4 2016

Every quarter, I do a comparison of the financial and operating results of the “big six” consumer technology companies – Alphabet, Amazon, Apple, Facebook, Microsoft, and Samsung – for my clients as part of the...

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Jan Dawson / February 14th, 2017
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Smartphone Brand Repurchase Intention

As I’ve said before, the global smartphone sales race is establishing the global consumer tech brands to fuel the next decade. When we talked about global consumer technology brands in the past, companies like Samsung,...

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Ben Bajarin / February 13th, 2017

Unpacking the Week’s News: Friday, February 10, 2017

Apple Renewed Focus on Apple TV Business – by Carolina Milanesi On Tuesday, Bloomberg reported Apple has hired former head of Amazon’s Fire TV business Timothy D. Twerdhal. At Apple, Twerdhal is in charge of...

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Carolina Milanesi / February 10th, 2017
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Virtual Realities’ Slow Start

Regular readers will remember the many posts I’ve written on Virtual Reality and my continual reminders that this market is going to develop slowly. The tech industry tends to get very excited about new shiny...

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Ben Bajarin / February 9th, 2017
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The Unintended Consequences of H1B Visa Cutbacks

As someone who has lived in Silicon Valley all of his life and worked in the tech sector for 35 years, I have come to appreciate the role H1B Visas have had on the growth...

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Tim Bajarin / February 8th, 2017

Privacy and Security Deeper Dive: Apple, Facebook, Google

Yesterday, Ben shared some findings from the recent Tech.pinions/Creative Strategies survey on privacy and security. Today, I’m going to share with Insiders more details from that survey based on three questions we asked about specific...

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Jan Dawson / February 7th, 2017

The Bull Case for Snap Inc.

Subscribers were not surprised regarding the slowing user growth of Snap Inc., which became clear in their IPO filing. We have been tracking quarterly user data via surveys for over a year and we noted...

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Ben Bajarin / February 6th, 2017
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Unpacking the Week’s News: Friday, February 3, 2017

Fitbit’s Layoffs – by Carolina Milanesi Fitbit announced this week it will be laying off 6% of its workforce, around 100 employees. The layoffs are part of an effort to reduce operating expenses by $200...

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Carolina Milanesi / February 3rd, 2017
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Has Apple Missed the Voice-Controlled Hub Revolution?

By now, most have either heard of Amazon’s Echo or Google’s Home hub that uses voice as the means to get answers to questions, set alarms, play music or be used as a control center...

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Tim Bajarin / February 2nd, 2017

Juicy Takeaways on Apple Post Earnings

Don’t Count Us Out In Smarthome All of Tim Cook’s commentary during his opening statements was a shot at Amazon’s Echo and Google Home. In case you missed it, here it is in full. “The...

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Ben Bajarin / February 1st, 2017

Where Alphabet’s Growth came from in Q4 2016

Alphabet reported its financial results for Q4 2016 last week and posted very healthy year on year growth of 22%, its strongest growth since 2013, and far higher than its average growth from 2014-2015 of...

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Jan Dawson / January 31st, 2017
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A Deeper Look at FB, Instagram, Snapchat, and Twitter

When we look at behavior data across many different social networks, it is interesting that not all social networks are created equal. Behavioral patterns are the key things to look for, especially with the ones...

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Ben Bajarin / January 30th, 2017
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Unpacking the Week’s News: Friday, January 27, 2017

Facebook Hiring Hugo Barra Might Say More about China than VR – by Carolina Milanesi This week, Hugo Barra who was VP of International at Xiaomi, left the Chinese company to join Facebook as Head...

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Carolina Milanesi / January 27th, 2017

Apple vs. Qualcomm

I had been waiting to comment on this until I got to the bottom of a few things. Qualcomm’s earnings call yesterday helped bring some clarity to the situation. All in all, I can’t help...

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Ben Bajarin / January 26th, 2017
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Why Trying to Upstage Apple Could Backfire

Last Sunday, Samsung held a press conference to share why some units of the Galaxy Note 7 caught fire and caused real damage to their phones and their reputation. Although the reason is clearly a...

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Tim Bajarin / January 25th, 2017

Snapchat is Evolving

Further to Ben’s piece yesterday, I thought it would be interesting to dive into all the ways Snapchat (the app) and Snap (the company) are evolving as the company reportedly prepares for an IPO this...

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Jan Dawson / January 24th, 2017
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Nearing Peak Snapchat?

I never like to count companies out entirely but data is data, and it tells interesting stories. Earlier in the year, it certainly felt as though there was a hype cycle around Snapchat. All of...

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Ben Bajarin / January 23rd, 2017
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Unpacking This Week’s News – Friday, January 20th, 2017

Android One to Come to the US This Summer – by Carolina Milanesi According to a report from The Information, Android One is supposedly coming to the US this summer. If you are not familiar...

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Carolina Milanesi / January 20th, 2017
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Opportunities and Challenges for Amazon in 2017

Continuing my “Opportunities and Challenges” series, I’d like to focus on Amazon. I don’t have many on my short list of hyper growth companies, those who are nowhere near their upside potential, but Amazon is...

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Ben Bajarin / January 19th, 2017
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Lenovo’s Yogabook could be the Perfect Design for Future Tablets and Smartphones

Over the Christmas holidays, I began testing a new product from Lenovo call the Yoga Book. I tested both the Android and Windows OS version and, while testing these two-sided tablets, I began to realize...

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Tim Bajarin / January 18th, 2017

Q4 2016 Earnings Season Preview

We’re about to head into earnings season once again, with Netflix reporting this Wednesday and most of the big tech companies reporting next week and the week after. With that in mind, here’s a preview...

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.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 17th, 2017
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