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Tapping the Brakes On the Virtual Reality Hype Machine

This week in Los Angeles, I attended the first ever Vision Summit, a gathering of individuals and organizations working in and on Virtual Reality (VR) and Augmented Reality (AR). The opening keynote featured executives from … Continue reading

Tom Mainelli / February 12th, 2016
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Unpacked: Consumer Interest in Virtual Reality

With Tom’s article on VR today, I thought I would share a stat from a VR-focused study we did. It is no secret VR is early and we shouldn’t expect the mainstream to have experienced...

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Ben Bajarin / February 12th, 2016
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Ballmer’s Folly: Windows Phone

In an interview with Business Insider, Steve Ballmer expressed some reservations about Microsoft’s efforts in Mobile. Seriously, Steve? I had put the company on a path. ~ Steve Ballmer You sure had, Steve. Let’s recap...

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John Kirk / February 11th, 2016
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The Danger of Over-Monetization

Monetization is one of those horrible neologisms that belongs to the modern era, especially in Silicon Valley circles. So I’ll apologize in advance I’m about to go one worse and talk about over-monetization. In fairness, … Continue reading

Jan Dawson / February 11th, 2016
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The New Economics of Moore’s Law, Twitter Earnings, Facebook Free Basics

The New Economics of Moore’s Law The subtle dynamics of the semiconductor industry are often underappreciated. Since working at Cypress Semiconductor in 1997, this industry has always been a key focus of study for me....

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Ben Bajarin / February 11th, 2016
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Crowdsourcing and Its Impact On Product Creation

In the many years of working with companies developing consumer hardware products, few developments have had such an impact on the creation process as crowdfunding. Adding a crowdfunding campaign, such as Kickstarter or Indiegogo, has … Continue reading

Phil Baker / February 10th, 2016
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Snapchat (The Teen Social Network), Google and VR, Amazon’s Head Fake

Snapchat – The Teen Social Network Buzzfeed wrote an excellent article on Snapchat where Ben Rosen interviewed his sister about her Snapchat usage. It is not only entertaining but also very insightful. I recommend you...

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 10th, 2016
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Four Wild Cards that Could Spur New Apple iPhone Growth

There has been a lot of talk that the iPhone has peaked and that it will not see any significant new growth. Although iPhone growth has slowed, I am not quite ready to say Apple’s...

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Tim Bajarin / February 9th, 2016
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The Growing Choices in Wireless Connectivity

Sometimes in order to see the big picture, you have to start with a deep dive. At a recent two-day workshop on connectivity hosted by modem and radio chipmaker Qualcomm, I was bombarded with technical … Continue reading

Bob O'Donnell / February 9th, 2016
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Comparing the Big Six in Q4 2015

Last quarter, I provided an overview of how the “Big Six” consumer technology companies performed and I thought I’d do a similar review for this quarter. As a reminder, the big six are a mix...

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Jan Dawson / February 8th, 2016
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Part 2: Branding Tech Companies

On January 10, 2016, I wrote an article entitled, “Platforms — Past, Present and Future“. The comments on the article made it clear to me there was massive confusion surrounding the meaning and purpose of branding in … Continue reading

John Kirk / February 8th, 2016
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Podcast: Virtual Reality, GoPro and Alphabet Earnings

This week Bob O’Donnell, Ben Bajarin and Jan Dawson debate the opportunities and challenges for virtual reality, and discuss the recent earnings results from GoPro and Google’s parent company Alphabet. Click here to subscribe in … Continue reading

Bob O'Donnell / February 6th, 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,...

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Ben Bajarin / February 5th, 2016
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What is LTE-U and Should You Care?

What if wireless operators had the ability to add substantial capacity to their networks without having to pay billions of dollars for additional spectrum? And what if this also made your WiFi work better? Well, … Continue reading

Mark Lowenstein / 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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Valuations and Trajectories

This week saw Alphabet pass Apple for the title of most valuable company, only to have the situation reverse again later in the week. In the brief period when Alphabet was out in front, I … Continue reading

Jan Dawson / 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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Rethinking the Value of the iPad Pro and Surface Pro

Ever since 2-in-1s were introduced about five years ago, I have been cool to this form factor. The idea of marrying a tablet and a keyboard was a disconnect for me. Part of the reason … Continue reading

Tim Bajarin / February 3rd, 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...

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 / February 3rd, 2016
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What if Twitter Died?

Scrolling through my Twitter feed, I had an interesting thought the other day. What if Twitter just didn’t exist anymore? Given all the recent troubles the company’s been going through, it’s no longer a completely … Continue reading

Bob O'Donnell / February 2nd, 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...

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 / February 1st, 2016
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A Netbook, an iPad Pro, and the Surface Walk Into a Bar

(This article was originally posted for our Tech.pinions subscribers on Nov 12, 2015. We are reposting it today to give you a sense of the type of content we are providing to subscribers. We encourage … Continue reading

Ben Bajarin / February 1st, 2016
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Part 1: Android is a Stick Shift and iOS is an Automatic Transmission

On January 10, 2016, I wrote an article entitled: “Platforms — Past, Present and Future“. The comments to the article made it clear to me that there was a great deal of confusion surrounding the role … Continue reading

John Kirk / January 31st, 2016
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Podcast: Kantar Smartphones; Apple, Microsoft, Facebook and Amazon Earnings; FCC Set Top Box Rules

This week Bob O’Donnell, Ben Bajarin, Jan Dawson and special guest Carolina Milanesi of Kantar WorldPanel discuss Kantar’s latest smartphone data, analyze the earnings reports from Apple, Microsoft, Facebook and Amazon, and debate the potential … Continue reading

Bob O'Donnell / January 30th, 2016