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Diversification Continues at Big Tech Companies

Employee diversity numbers were in the news this week as Apple announced new figures which suggested progress in hiring more underrepresented minorities and in closing the pay gap between men and women. But throughout this … Continue reading

Jan Dawson / August 4th, 2016
Screen Shot 2016-08-03 at 1.51.58 PM

Looking at AAPL, FB, and AMZN Going Forward

As I think about the future, I think Apple, Facebook, and Amazon are going to be categorical leaders in their respective fields. While some put the big four (non-Chinese) tech companies as Google, Facebook, Apple,...

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 / August 4th, 2016
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If Your Computer was an iPad Pro: Apple has Come Full Circle

Apple has a new ad for the iPad Pro asking you to “Imagine what your computer could do…if your computer was an iPad Pro.” With this, Apple has come full circle in its positioning of … Continue reading

Carolina Milanesi / August 3rd, 2016
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Apple’s Possible Strategy for removing the Audio Jack in New iPhones

At Samsung’s Galaxy Note 7 announcement this week, one of their execs stated, when talking about this new phablet, “You know what else it comes with? An audio jack. Just saying.” Clearly, a knock at...

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 / August 3rd, 2016
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Samsung Converging its High-end Portfolio

Today, Samsung unveiled the Galaxy Note7, its latest extra-large-format, stylus-toting smartphone. The device features several new hardware and software features as well as a new design. However, the headline has to be that Samsung appears...

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 / August 2nd, 2016
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Searching for What’s Next

I’ve recently presented at a number of venture capital firms about the next cycle or wave of innovation. An important fundamental observation is to understand that hardware innovations drive software innovations. That software can be … Continue reading

Ben Bajarin / August 1st, 2016
unpacked

Unpacked for Friday, July 29, 2016

Huawei’s Growth Continues but Challenging Apple will not be Possible without US – by Carolina Milanesi On Tuesday, Huawei Consumer Business Group announced its 2016 half year financial results, reporting an increase in revenue 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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Carolina Milanesi / July 29th, 2016
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OLED has made the Leap to Large Screens — and it’s Glorious

Every few years, a new technology makes the leap from the test labs to real-world products and, once you’ve used it, you can’t imagine ever going back. Recent examples include the move from 3G to … Continue reading

Tom Mainelli / July 29th, 2016
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Microsoft Doubling Down on AI

This week, Microsoft announced improvements to Office 365 and a new camera app for iOS called Microsoft Pix. While these two products are very different, in nature they clearly demonstrate how Artificial Intelligence for Microsoft...

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 28th, 2016
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Microsoft Word, Google Docs, and Millennials

The venture capitalist Marc Andreessen recently retweeeted Ben Throop, who wrote: Can we just take a second and recognize what a god damned miracle Google docs is? The collaboration tools are ridiculous. — Ben Throop … Continue reading

Matt Richman / July 28th, 2016
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Is Gorilla Glass 5 the End of the road for Sapphire Screens?

A few years ago, Apple made a very interesting decision to pursue sapphire screens for use in iPhones. The reason is that sapphire is virtually scratch proof and one of the hardest materials next to … Continue reading

Tim Bajarin / July 27th, 2016
Apple-retail

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
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Huawei vs Samsung: Rivers of Blood

Huawei flat-lines, passes advantage to Samsung  The first indications for the smartphone market in Q2 16A are pointing to a loss of momentum for Huawei, Vivo, and Oppo. It will put a crimp in their … Continue reading

Richard Windsor / 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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5G Reality Check

To use an oft-cited term from our election season, last week was Huge…YUGE…for 5G in the United States. Two important things happened. First, the FCC announced its ‘Spectrum Frontiers’ plan to make 3.85 GHz of … Continue reading

Mark Lowenstein / July 22nd, 2016
Augmented reality. Keyboard

Will AR Supersede VR in Consumer Adoption?

With all of the interest and hullabaloo around Pokemon Go and its clever use of AR, one has to wonder if AR has superseded VR as “The Next Big Thing” or is it a one … Continue reading

Tim Bajarin / July 21st, 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...

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 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...

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 20th, 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...

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 18th, 2016
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Moore’s Law Begins and Ends with Economics

Much has been written about the demise of Moore’s Law, the observation that the number of components in a dense, integrated circuit doubles every 24 months. This “law” has governed much of how we think … Continue reading

Shawn DuBravac / 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...

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 15th, 2016
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Swift Playgrounds is a Step in the Right Direction for Education Tech

A few weeks ago, I wrote a piece in this spot about how tech companies like Apple and Google need to raise the bar in their education efforts. At that point, they had largely provided … Continue reading

Jan Dawson / July 14th, 2016
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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
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