All items tagged with "Horace Dediu"

Tim Cook’s 3-year report card at Apple: B

Tim Cook onstage at the 2014 WWDC. Photo: Roberto Baldwin/The Next Web

Tim Cook onstage at the 2014 WWDC. Photo: Roberto Baldwin/The Next Web

Tim Cook stepped up as the CEO of Apple on August 24, 2011. The soft-spoken Southerner, who has worked at the Cupertino company since 1998,  had previously acted as interim CEO when Steve Jobs stepped down to battle cancer.

Cook’s ascent to the permanent CEO position marked a sea change for Apple. Once called the stage manager to Jobs’ star, he’s now running the show. After endless speculation about whether Cook’s rule marked the end of Apple or signaled a bright new era, going by the numbers, it looks like he’s earned a solid B.

Here’s a look at his first three years as the head of Apple, a job he got paid $4.25 million to perform in 2013.

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What will Apple do with the poor, unloved iPhone 5c?

An Apple iPhone 5c advertisement in the Powell Street BART Station in San Francisco, CA. Photo: Jim Merithew/Cult of Mac

A colorful iPhone 5c advertisement brightens the Powell Street BART Station in San Francisco. Photo: Jim Merithew/Cult of Mac

In four months, Apple will reveal new iPhones. It’s as certain as the changing of summer to fall: Leaves die, kids go back to school, and the world gets a shiny new iPhone, delivered with love from Cupertino.

But when Tim Cook takes the wraps off this year’s version, what’s to become of the poor, sad, unloved iPhone 5c, still begging the world to caress its unapologetically plastic frame?

Will there be a sequel?

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Top Apple Analyst Horace Dediu Calls ‘Jony Ive’ The Best Apple Book Yet

Is this "the best book about Apple so far"? Read it and find out!

Is this “the best book about Apple so far”? Read it and find out!

Jony Ive takes extra pains to keep his personal life private, but Leander’s book Jony Ive: The Genius Behind Apple’s Greatest Products shines a light in corners of Jony’s life and at Apple HQ that few have ever seen, especially when it comes to Apple’s design processes.

The book garnered praise from readers during its release last Fall, but we were super-giddy this afternoon to see that the world’s leading Apple analyst, Horace Dediu, just plowed through all 320 pages and says it’s the best book about Apple so far.

Over the last few years we’ve devoured Dediu’s insightful and intriguing Apple analysis on his site Asymco, but here’s what he had to say about the book:

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68% Of Americans Will End Up Owning An iPhone [Analyst]

happy iPhone purchase Reuters

How many of you (or, more specifically, the general public) will be using an iPhone when the smartphone market is fully saturated? Analyst Horace Dediu is saying the answer will be 68 percent.

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Visualizing Apple’s Dinner Table Of Products [Chart]

Screen Shot 2013-08-22 at 8.28.11 AM

Three years ago, Tim Cook very memorably said that although Apple was selling $40 billion worth of products every year (that number has since more than quadrupled), all of Apple’s products could fit on a dining room table. That amazing quote was slightly disingenuous — many of Apple’s products are virtual, and take up no physical space at all — but it still made a point: Apple chooses what it does so carefully that everything has its place. What Cupertino doesn’t do is just as important as what it does.

It’s all interesting food for thought, to be sure, but what if we took Tim Cook’s table metaphor and broke it down? For every foot of table, how much money does Apple make on each product?

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Apple Makes ‘Greatest Acquisition Ever’ By Spending $16B On Its Own Shares

apple_sign_on_building_in_black_and_white-wide

Apple may not be snapping up big companies all over the place like Yahoo!, but it is buying lots of shares in one major corporation — itself. Last quarter, the Cupertino company spent $16 billion on 36 million of its own shares, which cost, on average, just over $444 apiece.

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Asymco: Apple-Made Apps Are What Make The App Store So Profitable

Apps Made By Apple

Over at Asymco, noted Apple analyst Horace Dediu takes a moment to look at the iTunes App Store from the perspective of a “break even” model, a perspective that Apple has only recently started to discuss as perhaps more than breaking-even. Dediu notes that with the quintupling of growth of the overall beast that is iTunes (including music, video, and iOS app software), an analysis of Apple’s business practices as well as the App Store’s economy of scale suggests that Apple is doing quite a bit better than “breaking even.”

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Asymco T-Shirts Show Off Apple’s Successes In Dorky Charts

Asymco T-Shirts Show Off Apple’s Successes In Dorky Charts

Unlike a tattoo, these dorky t-shirts can be easily removed.

Last week I was in the tobacconist buying some Cuban cigars, and the girl in front of me was tattooed with an Apple logo. I got a crappy picture, but I snapped it out of horror rather than admiration.

Still, a tat is one thing. An Asymco T-Shirt, featuring a graph of, say, Apple’s increasing stock price, is another. These things are so dorky that they come out the other side being awesome.

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Today, Windows Only Outsells Apple Products Two To One

Today, Windows Only Outsells Apple Products Two To One

Microsoft's once-unassailable lead has vanished

In its first year, the Mac sold just 372,000 units. PC clones were reaching two million units, or six times the amount of sales of the Mac. And things got worse from there, climbing to a vertiginous 60x by 2004.

Now, though, according to everybody’s favorite Apple analyst and Christopher Walken soundalike Horace Dediu, the gap has dropped to just 2:1 – if you count iOS in with OS X.

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Android Growth Is Stalling In The US, While The iOS Juggernaut Charges On

Android Growth Is Stalling In The US, While The iOS Juggernaut Charges On

Android's scraping the bottom of the barrel when it comes to attracting new rubes.

According to the latest data from comScore, Android might have peaked. Meanwhile, iOS is still going strong.

New smartphone users — individuals trading in their own feature phones for their first touchscreen, Android’s core constituency — are at their lowest level since 2010: just 300k new smartphone users a week in the last quarter, compared to 1.5 million in November.

It gets worse for Google. Android added the fewest number of new users than it has since 2009. It’s effectively an all-time low for Android growth, which, as Horace Dediu points out, equals four straight months of decline.

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