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.”
Asymco T-Shirts Show Off Apple’s Successes In Dorky Charts
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.
Apple Expected To Become World’s Biggest Gaming Platform By The End Of The Year
Apple’s iOS devices have had a huge impact on gaming, and more and more people are choosing to get their kicks on the iPhone and iPad rather than dedicated handheld consoles from the likes of Sony and Nintendo. By the end of this year, analysts expect Game Center accounts on iOS to surpass the 200 million milestone, making it the world’s biggest gaming platform.
New iPhone Expected To Sell More Than 263 Million Units [Report]
Apple’s iPhone is so successful that the company’s senior vice president of worldwide marketing, Phil Schiller, recently revealed that “each new generation sold approximately equal to all previous generations combined.” That’s pretty staggering when you think about it, and according to analyst firm Asymco, it could mean that Apple’s new iPhone will sell more than 263 million units.
Today, Windows Only Outsells Apple Products Two To One
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.
Android Growth Is Stalling In The US, While The iOS Juggernaut Charges On
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.
Apple Sold More iOS Devices Last Year Than All Macs Sold Ever
It’s amazing what you see when you look closely at numbers, and super-analyst Horace Dediu of Asymco looks closer than most. Parsing some of Tim Cook’s keynote speech at Goldman Sachs earlier this week, he did some digging came up with the incredible graph you see above.
Asymco’s Horace Dedui Plans April Conference in Helsinki
The conference circuit is hot. Once the domain of nameless geeks to commiserate on why they can’t get dates, tech conferences now showcase high-profile CEOs, serve as the backdrop for big deals and are the new sign that you’ve made it. The latest addition to the list is an independent analyst with a reputation for keeping his wits about himself amid Wall Street’s Chicken Little routine.
Apple Could End Smartphone Wars By Buying The Rest Of The Industry In Cash
Apple might not have more money than God (yet), but come the end of this quarter, they are likely to have so much cash flowing from their coffers that, if they had a mind to, they could buy the entire mobile phone industry.