This past week has not been the first outbreak of independent developer angst over the app store, but it feels like it has been one of the more intense. The pump was primed by the news that Kim Kardashian: Hollywood is on pace to make $200 million this year, news that was in stark contrast […]
Daily Update: Samsung’s Collapsing Profit, Sprint’s Facebook-only Plan, Facebook Splits Messenger
Good morning, I apologize this update is a bit late; I was up late recording a podcast where, appropriately enough, we talked about how Apple is able to preserve its margins because of its software, and then slept a wee bit long. Still, that’s a useful lead-in to today’s first item: Samsung’s Collapsing Profit ItSubscribe […]
Daily Update: Media and Authority, The Structural Changes in VC, Kim Kardashian: Hollywood
Good morning, While there are a few more earnings results this week – Twitter’s should be especially interesting – we are otherwise into the summer news slowdown, which means today’s Update is a bit more circumspect, yet hopefully interesting all the same. On to the updates: Media and Authority Yesterday the New York Times editorialSubscribe […]
Daily Update: iPads, PCs, and Minutes per Day; Apple’s Strength in China; Microsoft’s Mixed Results
Good morning, I apologize that today’s update is coming in a bit late, but I trust it will be worth it! Yesterday was a double-header with both Apple and Microsoft reporting results. I’ll take both in turn, but I think one of the more interesting takeaways comes from looking at them together. On to theSubscribe […]
Daily Update: Apple’s Strengths, Weaknesses, Opportunities and Threats
Good morning, I am on vacation this week, so instead of Daily Updates based on the news of the past few days, I am doing Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis’ of five of the most important companies in tech: Microsoft, Apple, Google, Facebook and Amazon. These analysis’ are not meant to be comprehensive – I’m going toSubscribe […]
Daily Update: Apps on Xiaomi, LINE Making US Push, Facebook’s Messaging Strategy
Good morning, Today is Asia-themed, but with a US twist. On to the updates: Apps on Xiaomi According to Flurry, Xiaomi users love apps: Over the past 6 years, the average Apple iPhone consumer has spent more time in apps than consumers of every Android device we track – by a wide margin. This year,Subscribe […]
Smartphone Truths and Samsung’s Inevitable Decline
For me, anyway, the most surprising thing about Samsung’s disappointing earnings was just how surprised many folks seemed to be. The smartphone market is a massive one, but also rather predictable if you keep just a few key things in mind: Everyone will own a smartphone – I don’t think this is controversial, but it’s […]
Daily Update: Samsung Profits Falling, Panasonic Toughbooks, Standards and the Internet of Things
Good morning, Just how useful is theory in understanding, and more importantly, predicting markets? Well, in the case of Samsung, pretty darn useful I’d say. On to the updates. Samsung Profits Falling From The Guardian: Samsung Electronics says that its second-quarter operating profits will fall to a two-year low, blaming growing competition in China, reluctantSubscribe […]
Happy Independence Day Mr. Glass
Blessed with the sort of love him or hate him reputation reserved for the truly popular, Bill Simmons has received a lot of criticism from NBA fans for his propensity to act as the Body Language Doctor: he will make grand pronouncements about players or teams based on nothing more than a player or coach’s […]
Additional Thoughts on iWatch and Android Wear
A few points of follow-up on last week’s piece Android Where?: So What About iWatch? I only mentioned the iWatch tangentially in last week’s piece, which is just as well, for it gives me an opportunity to link favorably to this piece on Techpinions by industry veteran Tim Bajarin about the (alleged) iWatch: I actually […]