The Curious Engineer

Asymco

2009–2011

971 posts

2012–2026 →

2011 317

December 2011

  1. The curious case of slowing US growth for Android
  2. 5by5 | The Critical Path #19: The hiring and firing of milkshakes and candy bars
  3. Discerning Apple's international product positioning through the big Mac index
  4. The TV store
  5. 5by5 | The Critical Path #18: Who's Paying for My Lunch?
  6. Who is being reasonable now?
  7. 5by5 | The Critical Path #17: Working with Clay
  8. How many Android phones have been activated? (Updated)
  9. The big Mac (and iPad and iPhone) index (Updated)
  10. The parable of RIM
  11. On being reasonable
  12. Why Apple is cheap
  13. 5by5 | The Critical Path #16: The Existence Proof
  14. Global smartphone penetration nearing 10%
  15. 5by5 | The Critical Path #15: The Theater of Disruption
  16. Hiding in plain sight
  17. Estimates for Apple's first fiscal 2012 quarter
  18. How productive is an Apple store employee?
  19. Will Windows Phone get to compete with non-consumption?
  20. Android vs. iPhone
  21. 5by5 | Mac Power Users #65: Workflows with Horace Dediu
  22. Does Growth Matter?
  23. The big bang theory of computing
  24. The thermodynamics of Apple's share price

November 2011

  1. Interactive charts for Apple's product lines
  2. Interactive Smartphone Platforms Data
  3. Visualizing Mobile Phone Vendor Performance Through Motion Charts
  4. Visualizing Global Telecom Markets
  5. How many iOS devices will be sold in 2012?
  6. 5by5 | The Critical Path #14: The Super-platform ecosystem
  7. Apple could buy the mobile phone industry | Updated
  8. The AMP Index for Q3
  9. Where is Microsoft's growth going to come from?
  10. Is Innovation Valuable?
  11. The Global Smartphone Market Landscape
  12. 5by5 | The Critical Path #13: The Innovation Anomalies
  13. The end of the dedicated portable device
  14. Apple's Guidance Deficits
  15. Pac-Man
  16. How many iPhones are being discarded in the US?
  17. Apple's Income Statement at a glance
  18. The US smartphone landscape
  19. The end of the independent phone brand
  20. Revolutionary User Interfaces
  21. 5by5 | The Critical Path #12: Back to the Future
  22. Apple Investor Summit
  23. The Mobile Phone Landscape

October 2011

  1. Apple's Residual Enterprise Value is less than 7x Earnings
  2. Estimating Samsung's smartphone mix
  3. Assessing the Smart TV Opportunity
  4. The tipping hand of production: How Apple foreshadows iOS volumes
  5. 5by5 | The Critical Path #11: The Thermonuclear Option
  6. The other tablets
  7. A tale of two disruptions
  8. Putting capital to work
  9. The growth surprise in Apple retail
  10. Are Apple’s investments in PP&E extraordinary?
  11. 5by5 | The Critical Path #10: The Means of Production
  12. How did I get the iPhone number so wrong (part II)
  13. Clayton Christensen and Siri
  14. How much do Apple's factories cost?
  15. How much does an Apple store cost?
  16. The down payment on iCloud
  17. More media tablet hype
  18. In memoriam: Dennis Ritchie
  19. Windows Phone, a year on
  20. How many iPhones will be upgraded next year?
  21. The new iPhone portfolio and implications on ASP
  22. Can the BlackBerry recover?
  23. Steve Jobs didn't
  24. At $2.9bn/yr apps are challenging songs as the most valuable online medium
  25. Why is there no iPhone 5?
  26. 5by5 | The Critical Path #9: Getting To Know You
  27. Let's talk 'Let's talk iPhone' on 5by5.tv
  28. Sprint's gamble
  29. iOS vs. Microsoft: Comparing the bottom lines

September 2011

  1. The case against the Kindle as a low end tablet disruption
  2. Comparing top lines: Apple vs. Microsoft
  3. 5by5 | The Critical Path #8: In Memory of Robert Boyle
  4. Visualizing the Steve Jobs era
  5. When will Apple's share price reach $500?
  6. Decoding Steve Jobs: Select Commentary from HBR.org – Harvard Business Review
  7. 5by5 | The Critical Path #7: Genericized Trademarks
  8. The perils of possession without utilization
  9. The tell-tale signs suggesting a platform's demise
  10. OS turning circles: Questioning Windows' maneuverability
  11. RIM and the lamentation of the analyst
  12. Mobile Impossible
  13. 5by5 | The Critical Path #6: Black Boxes
  14. Biggest mobile loser? The non-smart phone
  15. Growth and punishment: The vector space model
  16. A comparison of P/E compressions
  17. Growth profiles of 13 companies
  18. Apple's P/E compression illustrated
  19. Why Apple's shares rose after Steve Jobs resigned
  20. Why Carol Bartz was fired
  21. The proliferation of mobile platforms
  22. Quantifying the phobia of owning Apple shares
  23. The third ecosystem. What are the odds?

August 2011

  1. The case for the iPad's future
  2. US smartphone penetration growth rate update
  3. Samsung's Polyplatform Paradox
  4. Tele Vision
  5. Apple and comparables P/E ratios: Is punishment for growth being dispensed equally?
  6. Welcome Dirk Schmidt, Asymco Contributing Author
  7. Is LG about to exit the phone market?
  8. Polymath
  9. The Critical Path #5: HP's Innovation Antibodies – 5by5
  10. Estimates for Apple's fourth fiscal quarter: Entering the post-P/E era
  11. Nokia vs. Android
  12. HP's decade-long departure
  13. The Critical Path #4: Acquisitions – 5by5
  14. Google's Strategic Mistakes Drove Motorola Buy – Horace Dediu – Harvard Business Review
  15. The perils of licensing to your competitors
  16. A motion chart for the mobile phone market
  17. Mobile phone market evolution: An animated view
  18. Updated AMP Index for Q2
  19. 155 million American mobile phone users don't use smartphones
  20. The Mobile Marshalling Yard
  21. The fate of mobile phone brands
  22. A new view into the phone market
  23. The Competition
  24. The Android and iOS pincer movement
  25. The Samsung hedge: Estimating Bada for Q2 and hence Samsung's Android shipments
  26. Apple share of phone revenues increased to 28%

July 2011

  1. The end of easy growth in smartphones
  2. The Profit/Phone x Phones Sold Chart
  3. Apple captured two thirds of available mobile phone profits in Q2
  4. The Verizon small bang
  5. Visualization of Apple's Income Statement
  6. Apple has moved on
  7. How we do all this will never be the same
  8. Apple's share price (adjusted for earnings and growth) reaches new low
  9. A princely sum
  10. How did I get the iPhone number so wrong?
  11. Apple's growth scorecard for second quarter 2011
  12. A new way to value Apple
  13. The Frontiers of Platform Adoption
  14. Is the tablet computer a new PC or post-PC?
  15. iTunes app total downloads (finally) overtook song downloads
  16. Measuring Mobile Platform Churn in the US Market
  17. Switching rates for US smartphone users suggest 50% penetration by August 2012
  18. An interview with Horace Dediu
  19. The Post-PC era will be a multi-platform era
  20. The Critical Path #3: It's Good to Be King – 5by5
  21. The Android (in)adequacy: How to tell if a platform is good enough

June 2011

  1. How much is an iOS user worth to Apple? About $150. Every year.
  2. Nokia a trop écouté les réseaux télécoms
  3. The iPhone at four; growing up or just growing?
  4. Capital.bg | Nobody wants to buy RIM
  5. MacDirectory: Exclusive | Horace Dediu: Apple expert
  6. Thinking over Apple's value
  7. The Critical Path #2: Synchronized failure – 5by5
  8. Apple could buy the mobile phone industry
  9. The app industry vs. the music industry
  10. iPhone liquidity: Why an unlocked Phone in the US matters
  11. iTunes now costs $1.3 billion/yr to run
  12. Getting to one billion iTunes accounts
  13. Android developers are more prolific but less persistent than iOS developers
  14. A new show launched today. Critical Path #1: The Five Year Plan – 5by5
  15. Songs, Books and Apps: What do the three media types tell us about the future of consumption?
  16. Coincidental Launchpad
  17. Peak RIM
  18. Does the phone market forgive failure?
  19. Is Nokia worth less than Skype?

May 2011

  1. Announcing the Asymco Store and the first Asymco T-shirt
  2. Is RIM's management the cause of its failure?
  3. Microsoft has received five times more income from Android than from Windows Phone
  4. A new mobile phone market index
  5. A disruption is not sufficiently described by the success of some. Others must fail.
  6. Why the phone market is resilient to low-end disruption
  7. "Other" vendors sell 10% of Smartphones but 30% of voice-oriented phones
  8. Smartphones: the end of the beginning or the beginning of the end?
  9. The Rawr Chart
  10. Apple, RIM and HTC captured 75% of mobile phone operating profits in Q1
  11. iPhone share of phone market in Q1: 5% volumes, 20% revenues, 55% profit
  12. Did Microsoft pay for the wrong Skype?
  13. Asymco reader profile: Mobile technology web software tech developer
  14. Ascent of the entrants: Taking food from the mouths of giants
  15. The end of phone vendor tiers
  16. Measuring iPhone progress
  17. A rising tide does not lift leaking ships
  18. Codifying asymmetry: How Apple became Jobsian
  19. Staying Hungry
  20. Phone Tipping Point Countdown Reset
  21. Feature Tablets
  22. The trouble with halos
  23. Combating superlatives fatigue
  24. Windows generates less than a third the profit of iOS + OS X
  25. The market values Apple's balance sheet, not its income statement

April 2011

  1. When exceptional growth is not an exception
  2. The Pipeline #52: Horace Dediu – 5by5
  3. The Apple Growth Scorecard
  4. If Cash is King, Apple's is an Emperor [Updated]
  5. The iPad slowdown and impact from the Japanese disaster
  6. Estimates for Apple's third fiscal quarter (ending June)
  7. A new era is only a new state of mind
  8. Is Android responsible for Apple's deep market discount?
  9. Apple Earnings: Evaluating my performance
  10. Review of Apple's unit numbers released in legal filing prior to earnings
  11. iOS vs. Android: the tale as told by Wall Street
  12. The Android step function
  13. Revisiting Estimates for Apple’s second quarter earnings (ended March)
  14. First quarter PC forecast: Windows down 2%, Mac+iPad up 250%
  15. Mobile device OS upgrades: How hard can it be?
  16. Pattern recognition for smartphone investors
  17. HTC and self-determination
  18. Divinely inspired analysis
  19. Expert system
  20. When will smartphones become phones?
  21. The pitfall in platform predictions
  22. Google vs. Android Part V

March 2011

  1. Disruptive failure: How Acer Took Aim at Dell and HP and missed
  2. The controversy of playing it safe: What's IDC's Smartphone Market Message?
  3. The Post PC era as explained by developer events
  4. Predicting iPhone sales for dummies
  5. Understanding RIM's tablet platform app strategy
  6. Analysts: Apple's growth next year to drop to half of what it could obtain during the recession
  7. The American Wireless Galapagos Syndrome: How the industry set itself up for a rout
  8. Saturation of mobile subscriptions and the acceleration of mobile broadband adoption
  9. Which mobile users will platforms harvest first?
  10. Ads for ads: The ad-supported app bubble
  11. Talent follows where business models lead: The Media Business Disruptions
  12. Who's knifing what?
  13. On Feeds and Speeds
  14. Star-crossed partners
  15. The billion dollar Smart Cover
  16. The Allegory of Treo
  17. The Race to a Billion
  18. The skill of strategy analysis: Uncovering company priorities
  19. What's a Post-PC device?
  20. Disney (still) loves Android
  21. iOS distribution: do operators hold the keys?
  22. On Android [Updated]
  23. Flummoxed, again
  24. iTunes App Store generated $3 billion in sales
  25. Android vs. Windows Phone: Which vendors benefit?
  26. Apps are 15 times more popular than ebooks
  27. Lookout ZTE and Huawei: Here come NEC, Sharp and Kyocera
  28. Nokia: We depend on uninformed customers, deception preserves brand value and uncompetitive software will keep us competitive
  29. Asymco Interactive

February 2011

  1. Why operators will find it hard to sell tablets
  2. The platform as a promise
  3. Google and Apple as mobile co-belligerents
  4. Nokia's Burning Ships strategy
  5. Platform sunk (cost): What is the value of a quarter billion Symbian users?
  6. The lives and deaths of mobile platforms
  7. Where is the Windows Phone Tablet?
  8. The price of Windows Phone: Nokia's evaporating smartphone share
  9. Mobile World Congress: Revisiting the $85 smartphone
  10. The certainty of unforeseeable growth: The rise of ZTE and Huawei
  11. Who will buy the next 150 million Symbian smartphones?
  12. In memoriam: Microsoft's previous strategic mobile partners
  13. Two turkeys don't make an eagle, but no penguin will ever soar.
  14. Changing places: Microsoft trades HP for Nokia
  15. Visualizing jumping off a burning platform
  16. A review of Asymco Predictions on Nokia’s new platform strategy
  17. The (iPod)Touch(i)Pad
  18. Why focusing on a few products is hard
  19. Android and iPhone: Conquistadors or pioneers?
  20. The Apple doctrine
  21. Smartphone users still prefer branded phones
  22. Comparing Share of Growth: Integrated smartphone vendors held their own in Q4
  23. Nokia employs as many people to develop its smartphone software as Apple does to develop all its products
  24. Calling the end of innovation in mobile computers
  25. The remarkable stability of pricing
  26. The Asymco way
  27. Making it up in volume: How profit and volumes traded-off in the fourth quarter
  28. Google as Android "Vendor"
  29. The iPhone share: 17.25% of smartphones, 4.2% all phones

January 2011

  1. In Barcelona attending Mobile World Congress
  2. Fourth quarter mobile phone industry overview
  3. Of Platforms, Operating Systems and Ecosystems
  4. Steve Jobs on Apple's priorities
  5. Stephen Elop's ecosystem messages
  6. Summary view of Apple's income statement [Updated]
  7. Samsung was the fastest growing major smartphone vendor
  8. Mobile phone vendor share update. Biggest winner: Other
  9. Predictions on Nokia's new platform strategy: new OS for the US
  10. $76 billion a year from a tableful of products
  11. Canalys calls it on PCs
  12. iPhone and iPad: Fine Young Cannibals?
  13. Hyvä Suomi! O Canada!
  14. iOS enables 71% of Apple's profits. Platform products power 93% of gross margin
  15. Is Apple a candidate for acquisition?
  16. How does the Mac gain share while increasing its price premium over the Windows PC?
  17. The Bank of Apple: Using capital to ensure additional capacity and supply
  18. Estimates for Apple’s second quarter earnings (ending March)
  19. The end of exclusivity doesn't change the price operators pay for the iPhone
  20. How exclusivity distorted the US smartphone market
  21. 65% of Apple's sales came from iOS powered devices
  22. Why Eric Schmidt had to go: Google's innovation dilemma
  23. Reminder: @asymco on Twitter
  24. Apple's Growth Scorecard: 63% average earnings growth over 16 quarters
  25. A new era in financial analysis is dawning
  26. Unforeseeable growth: Analyst failure on iPad as indicator of disruptive change
  27. Having added $20 billion last year, Apple's cash growth suggests total could top $100 billion next year
  28. iOS users download about 5 apps every month
  29. The Cook Doctrine
  30. How long before apps overtake physical video game content sales?
  31. iTunes has paid over $2 billion to app developers and $12 billion to record labels
  32. More than 60 apps have been downloaded for every iOS device sold
  33. What Google can learn from John Sculley: How technology companies fail by placing their strategy burden on technology decisions
  34. Is Android more efficient than iOS at generating search revenue?
  35. Big in Denmark: iPhone captures 36% of phone market value
  36. Remembering January 14, 2008: The day the market lost faith in Apple
  37. Verizon back at bat: Revisiting the last inning
  38. For every AT&T Android user there are 15 iPhone users: What will be the ratio at Verizon?
  39. Knowing me, knowing you
  40. Who killed the Intel microprocessor?
  41. Nearly 75% of iPhones are in use outside the US
  42. Will T-Mobile's hundred dollar smartphone with ten dollar data plan win subs?
  43. Half of US population to use smartphones by end of 2011: Update
  44. Resetting Motorola
  45. This is the most exciting CES ever
  46. How sticky is Android?
  47. [Updated] Samsung's Android Problem

2010 607

December 2010

  1. The PC clones of the post-PC era
  2. G'Five overtakes Samsung in India: What does this mean for your favorite mobile OS?
  3. The parable of the the PDA: predicting the smartphone's future
  4. Apple has accepted nearly 400,000 apps in 2.5 years
  5. The $85 Smartphone and the imminent extinction of non-smartphones
  6. Apple now trading at 10.5 times Deagol's fwd EPS estimate ex cash
  7. Microsoft's mobile effort: back to the future?
  8. Describing Apple's growth, cost structure, product-level and overall profitability in a self-explanatory chart
  9. Is HTML5 a Flash in the pan?
  10. Poll: How would you like to get Asymco data?
  11. What has Android done for Apple?
  12. [Updated] RIM's sales down 15% in the US, up 112% outside the US
  13. It's time for Apple to look at owning factories again
  14. Asia drives Android
  15. Analyzing the iPad as a computer: from a whisper to a roar
  16. Verizon Strikes Out in Smartphones [Updated]
  17. Smartphone parochialism: How operator policies prevent or promote platform adoption
  18. The asymmetric competition between Google and Apple app stores
  19. When markets are supply constrained purchase decisions are not based on product performance
  20. Half of US population to use smartphones by end of 2011
  21. I see no major acquisitions in Apple's future
  22. Android is accelerating smartphone adoption
  23. The companion screen: will TV learn to be social?

November 2010

  1. The iPhone is not superfluous, not easily copied, not revolutionary and not a premium product
  2. I'll let you in on a secret: insider info is bogus
  3. Measuring iPad enterprise use
  4. The integrated iPad news daily: Read all about it!
  5. Stats update: Asymco reaches one million pageviews
  6. Did Google Arm Its Own Enemies With Android?
  7. Why the Mac keeps growing
  8. Are mobile networks commodities?
  9. Dell's devices head resigns
  10. Nokia's Ovi Store downloads hit 3 million a day
  11. iTunes App Store submission rate holding at 20k/mo, Android Market on par
  12. China Unicom Says It Will Introduce own smartphone OS by Year-End
  13. Samsung like Windows Phone, Android not so much
  14. In three years Apple will still have a minority market share in smartphones
  15. Warner Music waits for Godot
  16. The staggering size of iOS's game collection
  17. Operators' last stand: payment platforms.
  18. HP/Palm's Rubinstein believes in integration
  19. Is the smartphone a commodity?
  20. Updated theme
  21. Law of conservation of modularity
  22. Is Android fragmented by design?
  23. What job is a Blackberry hired to do?
  24. Google Nexus S
  25. 20% vs 33% for "Others": Why are Gartner and IDC so far apart on mobile phone market estimates
  26. Visualizing smartphone platform growth
  27. The largest Android vendors
  28. Were Nokia and Symbian always inter-dependent?
  29. Android remains the only mobile OS still patterned after Microsoft's 2002 vision of the mobile value chain
  30. HTC to re-bone Android?
  31. Citizen Publisher
  32. In London for Apps World
  33. Samsung's smartphones make up 10% of total sold. Nokia is at 30% and Motorola is over 40%.
  34. 14 Percent of App Store apps target the iPad
  35. Navigating the quarterly mobile market data set
  36. How much profit did vendors capture from Android-powered phones?
  37. What do you have to believe for an Android dominated future?
  38. Competing with non-consumption: Can Apple sell 100M iPhones next year?
  39. Absolute value: the handset market stacked
  40. Estimating Android market share for the third quarter
  41. iPhone's smartphone share continues to rise
  42. What's the opposite of price erosion?

October 2010

  1. Making it up in volume? How to view unit profitability vs. volume in handsets
  2. Postcards for Asymco: metropolitan distribution of views by operating system
  3. Apple as mobile phone vendor: First in profit, second in sales and fourth in units
  4. Last quarter Apple obtained 4% unit share, 22% sales value share and 50% of profit share
  5. Trading Places: How Apple climbed into the Top Tier
  6. iPhone share of all phones sold is now above 4% and continuing to rise
  7. Apple trading even with the S&P 500
  8. Turley Muller: Warranty Expense Crimps Apple's Margins in 4Q10
  9. LG continues to lose money in mobile phones
  10. Re-framing the dichotomies: Open/Closed vs. Integrated/Fragmented
  11. Motorola ships 3.8 million smartphones
  12. Wall Street's Infinite Loop: How AAPL is valued
  13. Apple's Growth Scorecard
  14. Sony shares up on speculation of Apple interest
  15. Visualizing Apple's Profitability
  16. Supporting Asymco
  17. The Mac App Store: can it change the software business?
  18. If AT&T Is So Bad, Why Is It Beating Verizon Every Quarter?
  19. Nokia's moderate-intelligence-phone performance
  20. The new king of Apple analysts – Apple 2.0 – Fortune Tech
  21. Visualizing iPad vs Mac
  22. Estimates for Apple's first quarter earnings (January)
  23. 63 percent of iPhones were sold outside the US in Q3
  24. Analysts predict iPad sales (part IV)
  25. Deagol: Fiscal 4Q '10 actual results vs. estimates
  26. Turning up the volume: iPhone overtakes iPod
  27. AT&T does not pay a higher price for iPhone exclusivity
  28. Back to the PC
  29. iPad vs. iPhone: why we got the iPad forecasts wrong
  30. [Sponsor] Pi Cubed: Touch Your Equations
  31. 60 percent of Apple's sales are from products that did not exist three years ago
  32. Apple OPEX: Never have so many owed so much to so few
  33. Apple's cash quintupled in last four years and doubled in last two years.
  34. Apple's P/E drops below 20 (again), ex-cash P/E at 16.44
  35. Which size really matters? Market Share vs Profit Share
  36. And then there was one. Sony Ericsson to stop making Symbian phones
  37. Sony Ericsson vs. RIM
  38. CDMA iPad and the 150 million iOS devices next year
  39. iPad: IT gets it
  40. Gartner: as a Media Tablet, iPad deserves to be ignored in PC rankings
  41. Taiwan phone makers balking at Windows Phone 7
  42. Apps attract more viewer attention than most TV shows
  43. Escape from license-land: Measuring phone vendor commitment to licensed mobile platforms
  44. What did Andy Rubin mean by saying WP7 was created for political reasons?
  45. Acer chairman predicts iPad market share
  46. Daring Fireball Linked List: Andy Rubin Talks Android
  47. Adding CDMA increases iPhone addressable market by 16 percent
  48. The imminent demise of killers
  49. Adobe and Microsoft sitting in a tree
  50. The cognitive illusion that is iPhone n-1
  51. IBM Survey: The cell phone is no longer a gadget – it’s what IT is going to become
  52. How many iPads next year? Analyst Sees 45 Million IPads In 2011
  53. The strategic tension inherent in the iPhone franchise
  54. The symmetry of share shifts in mobile phones
  55. New Comment system in use
  56. Ticonderoga sees over 15 million iPads in 9 months
  57. AT&T Set to Release Multiple WP7 Devices, T-Mobile anchors launch event
  58. iPad lead seen as 'overwhelming'
  59. Goldman downgrades Microsoft, blames iPad
  60. Updated estimates for Apple's fourth quarter earnings
  61. Asymco latest stats
  62. iOS users are ten times more likely to download apps than Symbian users
  63. Is Android share of Web lagging iOS share of Web?
  64. Android licensees: If you're not paying, you're being sold
  65. Microsoft suits target Android phones
  66. Samsung terminating developer support for Symbian

September 2010

  1. Is Google's income from the iPhone offsetting its losses from Android: Cataloging Google's non-Google Phones
  2. Apple's segmentation strategy, and the folly of conventional wisdom
  3. Unix's Revenge
  4. Correlating Innovation and Share Prices
  5. Amazon App Store For Android
  6. WebOS: HP, and HP Only. QNX: RIM and RIM Only
  7. Morgan Stanley analyst predicts Microsoft will buy its way to triple smartphone market share in 2 years
  8. The Symbian open source experiment has failed
  9. How much did Google pay for distribution on the iPhone?
  10. NYT blames yet another culprit: Nokia’s Culture of Complacency
  11. Apple's growth vs. top ten largest tech companies
  12. Apple's growth vs. top 10 largest market caps
  13. Ten Years
  14. Will Nokia build Windows phones?
  15. Hewlett-Packard is bundling a tablet with a $399 printer
  16. Facebook to Enter Mobile Phone Market in 2011
  17. Asymco: the existential theory
  18. Forecasting iPhone production and sales
  19. Android vs. Windows Phone: Extending the urination metaphor
  20. The joint mobile operating system: A risible idea | Mobile Industry Review
  21. Nokia's UK managing director resigns
  22. Can Android change the distribution of profit among phone vendors?
  23. Buying an iPhone in China? Better bone up on your math.
  24. Star system vs. flea market: How Apple and Google target talent
  25. Is a Facebook phone destined to be a Vanity smartphone?
  26. US Population by Phone Operating System
  27. If RIM did not exist today and someone were to suggest it, could it ever get funded?
  28. RIM Quarterly update: just the numbers
  29. Another CEO head rolls while the smartphone market booms
  30. European Operators contemplate own OS. Why not just fork Android?
  31. Best Buy CEO: iPad Is Cannibalizing Laptop Sales By 50%
  32. The parable of the telegraph
  33. BusinessWeek: Nokia failed because it's in Finland
  34. Asymco Favorites
  35. Windows Phone Thoughts: AT&T set to release multiple Windows Phones
  36. IBM CEO: the PC era ended three years ago
  37. What Apple and Android owe to Symbian and RIM
  38. Per Lindberg predicts things
  39. Nielsen: Nearly 25 percent of US adults use smartphones
  40. iPad in the enterprise: Once the head goes, the body follows
  41. FaceTime and the elevation of emotion over function
  42. When will the smartphone become a commodity?
  43. Horace Dediu (asymco) on Twitter
  44. When's the Zune team going to do an iPod funeral?
  45. What happens to the fightback now?
  46. Facebook | asymco
  47. Gartner: Windows Mobile attracts far more developers than any rival mobile operating system
  48. Gartner: Symbian will lose smartphone battle, Microsoft's standardised handsets will win the day
  49. Gartner Predicts Mobile OS Market Share
  50. Elop utters the D word
  51. Android tablets without apps
  52. Tight supply of iPhone 3GS?
  53. Why OPK was fired
  54. Android is in 60 devices, in 49 countries, 59 operators and 21 OEMs
  55. Android is open unless you want to change your search engine to Google, or use tethering or Google maps or non-market apps
  56. It takes nearly $1 billion/yr to run iTunes
  57. iTunes app total downloads to overtake songs this year
  58. Google vs. Android Part IV
  59. Smartphone market growing faster than expected
  60. Will Apple need to cut margins on the iPhone?
  61. Nokia's fifth last chance
  62. iOS users downloading 17.6 million apps/day. Songs, not so much.
  63. 54 apps have been downloaded for every iOS device sold
  64. Wàlt Dìsney loves Android
  65. Estimate: iPad units to overtake netbooks in 2012
  66. RIM Torch on pace for 500k units in August
  67. Smartphones will outsell PCs next year
  68. Sony wavering on recognizing iPad market
  69. iPod touch made up 37.7 percent of all iOS devices sold so far
  70. Where are the iPod touch knockoffs?
  71. LG says WP7 will outperform Android
  72. Samsung plans for Android, Bada, Windows Phone and Symbian phones
  73. Property rights for your living room
  74. Nokia says: "My activations are bigger than your activations"
  75. The race to a billion users
  76. September Music Event: Just the numbers
  77. Quarterly Earnings Multiples: The new normal?
  78. 20 Million iOS devices sold in about 2.5 months
  79. Apple unable to keep up with iPhone 4 demand
  80. 22 Million iPads in F2011

August 2010

  1. ADD this: Apple's P/E punishment
  2. Apple devices take 41% of mobile traffic in Finland
  3. Apple trading at a discount to the S&P 500
  4. Seven confirmed Windows Phone 7 phones
  5. Breaking Android: How Google's lack of control affects their value chain
  6. HTC: How Taiwan Compares
  7. The next 100 million iOS devices part II
  8. Dogfooding Asymco stats
  9. ADD this: Apple's Balance Sheet
  10. All the new screens
  11. Bond market discounting Nokia's credit rating
  12. Microsoft's billion dollar bonfire
  13. 300k apps have been approved for the iTunes app store
  14. Announcing Asymco Data Downloads
  15. The End of Management – WSJ.com
  16. The Android SKU paradox
  17. Mobile devices overtaking PCs
  18. Motorola's Android 2.2 Rollout: What a Mess – PCWorld
  19. Microsoft CIO on Android vs. iPhone: Windows Phone will dominate
  20. The Android abdication
  21. Analysts' categorical failure
  22. Dell's running
  23. Revisiting the App Forecast
  24. Life's (Not So) Good
  25. Android and the philosopher's pencil
  26. Talk of mobile dominance is bunk
  27. HTC: How They Compare
  28. Analyst production forecasts for iPhone and iPad
  29. iPad supply catching up with demand
  30. Android's Pursuit of the Biggest Losers
  31. The Stupid Manager Theory applied to Nokia
  32. LG dreams of smartphones [Updated]
  33. The opening salvo in an open war
  34. HP's PC group spends 0.7% of sales on R&D
  35. Phone incumbents' average operating margin: 4.5%. RIM and Apple: 34%
  36. Apple's Opex Efficiency
  37. The iPhone growth rate
  38. Apple growth trading at GE value
  39. The near-death experience prerequisite
  40. Is an iPhone worth 8 Nokia phones or 2 Blackberries?
  41. In phone sales, RIM plus Apple equals Nokia
  42. US as epicenter for mobile data utilization
  43. Visualizing the winners and losers of three years of smartphone share growth
  44. The parable of the transistor
  45. Warner Music slows while iTunes grows
  46. Why Apple's cash is worth more than Microsoft's cash
  47. T-Mobile US celebrates nearly 20 percent smartphone users
  48. 70 percent of college freshmen are entering school with Macs [Updated 2]
  49. RIM's decomposing innovation
  50. An iTunes dialog box designed to bring a tear to an iPhone owner's eye
  51. An apology
  52. Global mobile phone sales, the full picture
  53. The deterioration of Nokia's core business
  54. Canalys: Android global share rises to 16% of smartphones in Q1 [Updated]
  55. Apple's P/E ex-cash nearing 15
  56. Apple sales by product line
  57. Apple's Valuation Struggle Continues
  58. Apple's Growth Scorecard June 2010
  59. AAPL price drops below 20x earnings
  60. Apple vs. Correlation fatigue and the ETF bubble

July 2010

  1. Apple's Cash Update
  2. Estimating Fourth Quarter Earnings for Apple
  3. 3Q review: The iPod revenues increase again
  4. 3Q review: The iPad adds over $700 million of operating profit with an average selling price of $662
  5. 3Q review: Mac units grow 33%
  6. 3Q review: iPhone revenues grow 74%
  7. LG joins Nokia in missing estimates due to competitive pressures
  8. Preference of next device by current smartphone owners
  9. Accuracy of Sales and Earnings Estimate
  10. Accuracy of Apple unit volume forecast
  11. Double dip, with sprinkles on top
  12. Daring Fireball: Pre-Installed Android Apps
  13. The biggest customer complaint about the iPhone
  14. 1 million iPhone 4s sold per week
  15. iPad's incredible demand
  16. Sony Ericsson units down 20 percent
  17. Not so Sharp
  18. The value of software in mobile phones
  19. Gartner's Nick Jones on Symbian: Abandon ship
  20. Remembering netbooks
  21. Mobile asymco
  22. 5 billion and no saturation in sight
  23. Next of Kin
  24. More than 20 percent of US wireless subscribers use smartphones
  25. Nokia says the fightback starts now. Oh Really?
  26. Open always wins, unless it's Symbian or LiMo or Openmoko or Qt

June 2010

  1. Apple's supply problem
  2. Kin(dling)
  3. iPad still sold out three months post-launch
  4. Asymco estimates for Apple's third fiscal quarter
  5. Android is a BlackBerry killer
  6. Microsoft's 7 Mobile Operating Systems
  7. RIMM near 52 week low
  8. YLE: Nokia's smartphone share crumbles in Finland
  9. Analysts predict iPad sales (part III)
  10. Apple considered less valuable than the average S&P 500 company [Updated]
  11. Why I think Apple wants everybody to have an iPhone
  12. Analysts upgrading AAPL
  13. Mobile phone companies consolidate while the smartphone market expands
  14. Nokia: Throwing in the towel
  15. iPhone 4 ASP is $600
  16. Unlocked iPhone 4 priced at €600
  17. iPhone on top down under
  18. Can the iPhone reach 10% of the world's 3G subscribers?
  19. Can iPhone reach 20% of global smartphone market?
  20. The iPhone at three
  21. Prepare for unrestricted iPhone distribution
  22. The next 100 million iOS devices
  23. AdMob chief confirms they're getting kicked off the iPhone
  24. Steve Jobs forecasts iPhone sales to grow at least 50% y/y
  25. New data on iTunes: 11 billion downloaded
  26. Android vs. Google Part III
  27. Safari claims 200 million installed base, WebKit at 500 million
  28. Was Quattro a bargain? Was AdMob a rip-off?
  29. WWDC: 150 million iTunes accounts
  30. asymco | One Hundred Million
  31. JP Morgan: iAd to give 48% mobile display ad share to Apple
  32. WWDC: Download rate increased to 16.4 million apps per day
  33. WWDC: App Store reaches 5 billion sold at an average selling price of 29c per app
  34. WWDC Context: A quarter million apps approved
  35. Ballmer thinks the iPad is a PC; analysts who measure market shares don't.
  36. iPhone takes share from RIM, Android takes share from Windows Mobile
  37. Ballmer on leadership changes aka voluntary retirements
  38. Deagol: iPad web usage 20x iPod
  39. Microsoft OEM VP on tablets: wait and see, could flop like netbooks
  40. 20% of American subs have a smartphone with 1.2 million switching every month
  41. Time Inc. could not be more excited
  42. The Walled Garden is only as good as its gardener
  43. Why Apple is on top today: the top 10 technology decisions
  44. 38% of iPads already outside the US?
  45. Katzenberg gets it
  46. PCs are going to be like trucks
  47. People are using apps way more than they are using search
  48. Wall St. discounts Apple's growth potential
  49. Nokia bullish on N900: sales substantially above expectations

May 2010

  1. Analysts predict iPad sales (part II)
  2. IDC: I Dream of Claim Chowder
  3. Welcome to the new asymco.com
  4. At 135 devices, the Android army marches on but what happened to the Windows Mobile legions?
  5. 40 percent of US iPhones are sold to enterprises
  6. The black ships from Cupertino
  7. Who benefits from the shift from business to consumer drivers for technology?
  8. Can Google buy consumer competitiveness? Can Apple be an ad giant?
  9. AAPL > MSFT
  10. Ballmer: No plans for WP7 in tablets
  11. Dell Streak Phone
  12. The reason Robbie Bach was fired
  13. Apple's R&D Efficiency
  14. Instant messaging: AFK
  15. Does iPhone really have 72% of Japanese smartphone market?
  16. US digital music sales exceeded physical media in 2009
  17. If Apple did not exist, Google would need to invent it
  18. iPad outsells iPhone (part II)
  19. The Next Billion Users
  20. Legal Tender
  21. What Happens When You Upgrade an HTC Hero to Android 2.1?
  22. Apple's Growth Scorecard
  23. Global smart phone OS shares (part II)
  24. iPhone has 72% of Japanese smartphone market
  25. Will Apple rule the iPad market? (part II)
  26. Will Apple rule the iPad market?
  27. Apple's iPhone replaces Blackberry
  28. The mystery of the Quantum Leap in the App add rate
  29. Mobile data use overtakes voice in US
  30. Google gives up on Nexus One online store
  31. Sony would say No to Walkman today
  32. Apple's product trajectories
  33. David Hockney on the iPad
  34. In-car iPad mounting
  35. Plus ça change, plus c'est la même chose
  36. Apple's Valuation Struggle
  37. Visualizing iPhone vs Android Shares
  38. Apple P/E Briefly Drops to 20
  39. NPD: iPhone is 65 percent of AT&T's smartphone volume
  40. Survey: Consumers are replacing other computers with iPad
  41. Apple's WWDC event sold out in 8 days
  42. Why Nokia's board backed the CEO in a stay-the-course strategy
  43. Misdiagnosing Failure: Why Disruptive Innovation Models Miss on Apple
  44. Global smart phone OS shares
  45. Analysts predict iPad sales
  46. iPad outsells iPhone
  47. iPad will be big in healthcare
  48. Mark Bernstein: Platform Control
  49. Espoo, we have a problem.

April 2010

  1. 200k apps (IV)
  2. RIM now ranked 4th, Apple 6th in phone market shares
  3. HP on Windows Mobile/Phone
  4. Smartphone shipments grow 50 percent in Q1
  5. Apple overtakes Motorola in phone market share
  6. 41 million BlackBerry users
  7. HP WebOS tablets, netbooks
  8. Music is a $17 billion business
  9. HTC to pay Microsoft for Android
  10. Palm's Warning prior to HP's Acquisition
  11. HP's Palm play
  12. iPhone OS download rate 10X Blackberry
  13. Enemy Lurks in Briefings on Afghan War – PowerPoint
  14. Nexus One coming to Vodafone not Verizon
  15. Android Market passes 50k apps
  16. Tim Cook on iPad vs. Netbooks: "It is sort of 100 to zero"
  17. Tim Cook on Apple TV: 34% growth but tiny addressable market
  18. Tim Cook on iPhone Distribution: eight new carriers, three remain exclusive, total of 151
  19. Tim Cook on iPhone in China: 900% growth
  20. Apple Business Review: Cash Growth
  21. Apple Business Review: Product Line Prices
  22. Apple Business Review: Product Line Margins
  23. Apple Business Review: Product Line Growth
  24. The iPad DJ: @ranajune
  25. Nokia vs. Apple phones business comparison shows comfortable lead for Apple
  26. Apple continues to trade at a discount to growth
  27. Non-US iPhone sales approaching 70% of volumes
  28. Pro analysts 51% worse than amateurs in predicting Apple's financials
  29. Tim Cook "shocked" by initial demand for the iPad
  30. Using Weather HD to Look Inside the iPad App Store’s Sales
  31. On Apple's Two Monopolies
  32. RIM chief competing for "Most out of touch CEO" award
  33. Sony Ericsson and RIM reach market share parity
  34. On Toys
  35. Stranded in Oslo, John Cleese takes taxi to Brussels
  36. The Progress of the Platform
  37. Smartphones taking over in mobile gaming
  38. Speaking of selling out…
  39. Apple Media Advisory – iPad rationing to continue
  40. iPad sold out in Boston [Updated]
  41. On a mobile device Search hasn't happened
  42. One Hundred Million (part II)
  43. Shocker: Netbook sales slow down
  44. Asymco's AAPL Model: Fiscal 2Q 2010 Final Estimates
  45. HTC Mulling Home-Grown Mobile OS
  46. Palm Hu?
  47. Speaking of 90%+ market shares
  48. 95.7% of devices connecting to Boingo's airport Wi-Fi network are Apple devices
  49. Opera Mini Approved for App Store
  50. Is Apple Closing Off the iPhone to Rival Ad Networks?
  51. Alice for the iPad
  52. App download rate steady above 10 million per day
  53. Time to Download 4 Billion Apps: 21 months
  54. New in iPhone OS 4: No more Google promotion
  55. Stop the Presses! RIM Buys own OS Kernel
  56. Daring Fireball: New iPhone Developer Agreement Bans the Use of Adobe's Flash-to-iPhone Compiler
  57. Tavis McCourt of Morgan Keegan Predicts iPhone Sales
  58. iAd adds up to a lot of cash
  59. Apple sells 450,000 iPads in 5 days, users download 3.5 million apps
  60. One billion apps downloaded in 93 days
  61. iPod now 41% of iPhone OS ecosystem
  62. Apple pre-announces at least 7.5 million iPhones sold in Q1
  63. Another revolution: a new priority in the BOM
  64. Nokia Tablet?
  65. iPad component costs estimated at $260
  66. The Mobile Web vs. the Objective-C Web
  67. Google and Microsoft swap mobile share
  68. Launch day: iPad 1.0 outsells iPhone 1.0
  69. One million iPad apps in one day
  70. Ten weeks after public release, financial web sites show incorrect data on Apple
  71. Total Available iPad Apps: 3269
  72. Apple surpasses RIM in total smartphone revenues
  73. The old guard has The Fear
  74. Palm’s entire market cap is comparable to the amount of Apple’s free advertising in the last 48 hours
  75. iPhone passes 500K sales in South Korea
  76. Fry on iPad
  77. RIM Reactions: Goldman Downgrades to 'Sell'

March 2010

  1. Apple: When Will They Build Their Own Mobile Search Engine?
  2. The iPad Era dawns
  3. Business customers eager to try Apple iPad
  4. Analyst likes vertically integrated smartphones
  5. Rumor: iAd App Store service on April 7th
  6. Google’s Advertising Rev-Share Deals With Carriers
  7. Best comment on iPad
  8. iPad screen order book at 13 million units
  9. Who will be the iPad's Orson Welles?
  10. Why Google is headed for trouble
  11. Symbian Admob impressions grow 22% in a year
  12. Smartphone impressions triple in a year
  13. Could the iPad become Apple's most popular product?
  14. 200k apps (III)
  15. 200k apps (II)
  16. 200k apps
  17. iPhone OS games 5% of all games and 19% of mobile games
  18. 300k Apps Approved by August
  19. Palm Minnow is Swimming with Sharks
  20. Palm sell-through down 15% year-on-year
  21. Sources tell WSJ iPad to outsell iPhone within 3 months of sales start
  22. iPad Magic
  23. Microsoft Taketh Away
  24. Smartphones nearly a third of all phones sold in fourth quarter
  25. Analysts scrambling to update models as app download rates explode
  26. No copy/paste in Windows Phone 7 Series
  27. Google thinks trying to predict the stock market is illegal
  28. Nexus One: 135k Units Sold
  29. Feb NPD: Macs up 43%, iPods up 10%
  30. Tim Bray hates the idea that hardware guys can kick software guys around
  31. 7000 companies were created just to make apps
  32. App Store vs. Facebook as Platforms
  33. iPad Sales Estimates: How did they stack up?
  34. Korean Regulations Stifle Mobile Games Market
  35. Ten Percent of Microsoft Employees use iPhone as Company Phone
  36. The Below Average CEO: Olli-Pekka Kallasvuo
  37. The Tale of the Spitzer Bullet Patent Lawsuit
  38. The day the Windows died
  39. Dubinsky gets it, Glaser no so much.
  40. I Blew it Bigtime
  41. Getting Misty Eyed With Memories…
  42. What a Difference a Year Makes
  43. Music. Sweet music
  44. Analyst: Apple To Build 5 Million iPads In First Half 2010
  45. Selling Android Phones With Malware at No Extra Charge
  46. Why HTC (Part II)
  47. Analyst Cuts Nexus One Estimates by 71%
  48. Analyst: Palm at 10k Units a Week
  49. Advanced Task Killer Sounds like a Winner of an App
  50. Why HTC?
  51. L’iPhone, le smartphone préféré des Français (part deux)
  52. Analyst: App Market to Reach $15.xx Billion by 2013
  53. Microsoft: Mobile Platforms Don't Matter
  54. Microsoft Leaks Details of WP7 Platform
  55. iPad vs. Kindle: Purchase Intent Survey
  56. Blackberry Loves U2
  57. Android vs. Google Part II
  58. Known by All, Understood by Few
  59. Suiting Up
  60. Palm: Pacific Crest Downgrades; Merrill Cuts Target To $5; Needham Fears “Oblivion”
  61. Mobile Platforms: First Market Where Google Beat an Incumbent
  62. Windows Phone Classic Phones not upgradeable to Windows Phone 7 Series

February 2010

  1. Kathryn Huberty Predicts Apple Performance
  2. Rubinstein on why Pre is not Selling
  3. Skype and Adobe Jump off WinMo Ship
  4. New Survey Data on iPad Demand Suggests Significant Upside From Current Estimates
  5. Palm's Forecast
  6. Droid is now $50
  7. But… it has multitasking!
  8. App Stores Grow Dramatically, Ovi Climbs to Third Place
  9. HP continues to say that it is serious about smartphones
  10. From Apple Computer Inc to Apple (Mobile) Inc
  11. 33 Million iPod Touch Sold
  12. Apple vs. Exxon-Mobil
  13. 100 Million Windows Mobile Devices
  14. Microsoft and Nokia agree: Apple is hindering Innovation in Mobile market
  15. Microsoft's standardised handsets will win the day, says Gartner
  16. Is the Expert Smart or Stupid?
  17. Game developers move to iPhone, ignore Wii
  18. Smartphones forecast to grow 46% in 2010
  19. Designing for iPad
  20. Almost 20k apps Have Been Removed From the App Store
  21. So Long, Flash
  22. The Apple of Traders Eyes
  23. Apple’s Enterprise Value Peaked in 2007
  24. What 140k Apps Look Like
  25. iPhone/App Store Now in 90 Countries
  26. Apple Ten Times more Profitable than Dell
  27. Apple as Macroeconomic Counter-Indicator
  28. Windows Mobile renamed Windows Phone Classic
  29. Coming Soon: 1000 New Apps Per Day
  30. Headroom
  31. It if Very Hard to Make Something Foolproof Because Fools are so Ingenious
  32. Into the Mind of a Windows Mobile User
  33. Apple's Valuation Dredging Bottom
  34. Platform Bonanza! Three new Platforms in one Day
  35. Blackberry Users Consume One Fifth the Data of iPhone Users
  36. iPhone App Catalog on Track for 500k Apps by July 2011
  37. iTunes: Apps Downloading Faster than Songs
  38. Android vs. Google
  39. Calibrating iPhone Growth
  40. One Million Americans Switching to Smartphones Every Month
  41. 60% of Top 100 Brands on the App Store
  42. Estimating iPhone’s Nosebleed Gross Margins
  43. Nexus One: 80k units in first month -Flurry
  44. When to Sell
  45. Yahoo Finance “Key Statistics” Are Wrong
  46. They want the thing in the movies
  47. iPhone will come to Verizon when Verizon rolls out a network compatible with the iPhone
  48. Dick Brass Vents
  49. 200k Apps by May 1
  50. iPad Gross Margin Estimate: 40%
  51. Best Articles on the iPad (so far)
  52. HTC: Hard to Compete
  53. Shazam!

January 2010

  1. The Effect of Restatement of iPhone Subscription Income on Apple’s P/E Ratio
  2. Blackberries are not Smartphones
  3. Seeing What’s Next
  4. Future Shock
  5. That River in Egypt
  6. iPad Redux
  7. Two Million Droids
  8. Nokia back on top
  9. First Thoughts on the iPad
  10. Oppenheimer on Quattro
  11. The Dynabook
  12. Cash is King
  13. Sony Ericsson ships 14.6 million phones
  14. Incumbent Profits in Mobile Phones
  15. Keeping it Real
  16. Apps are not Applications
  17. 150k apps by end of Jan
  18. 77 % des téléphones vendus par Orange à Noël ont été des iPhone
  19. Google the Shopkeeper
  20. Apple Quattro

2009 47

December 2009

  1. Mobile Ads
  2. Is Android Disruptive?
  3. L'iPhone, le smartphone préféré des Français
  4. Android Device Dashboard
  5. Windows Marketplace for Mobile
  6. iPhone controls 46% of Japanese smartphone market
  7. Smartphone Penetration in the US
  8. Nokia shutters U.S. flagship stores
  9. Can Nokia take on Apple iPhone and RIM BlackBerry?
  10. Mobile Internet Outpaces Desktop Internet
  11. Game Platforms vs. iPhone
  12. Version Arithmetic

November 2009

  1. The Pocket PC Paradox
  2. Stack ‘em high!
  3. Android Business Fashion Model
  4. Profit King
  5. Fragmentation
  6. Bada
  7. One Hundred Million
  8. Maemo
  9. Open Always Wins
  10. The Symmetry of Google and Microsoft in Mobile
  11. Serving the Needs of IT

October 2009

  1. It looks reasonable on a log scale
  2. Is Mobile Computing Good Enough?
  3. Motomojo
  4. Apple: It’s all about the “marketing”
  5. App Store Statistics
  6. Apples vs. Nokia in North America
  7. Market Caps
  8. Apple vs. Nokia on Profitability of Devices
  9. Peugeot Renault and Citroen
  10. You Can’t Touch This
  11. Tim "Corleone" Cook
  12. iPhone Money Trail
  13. 100k Apps
  14. On Units and Platforms
  15. On App Store as a Content Store
  16. Comes With Trouble
  17. Fortune 500 iPhone Use
  18. Pink Cheeks
  19. Windows Immobile
  20. Android Fantasies

September 2009

  1. Blurry Moto

August 2009

  1. Putting Nokia Back Together

July 2009

  1. Nokia Quarterly Results
  2. Assessing Nokia’s Competitive Response

2012–2026 →