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Day May 9, 2014

The Critical Path #116: Freshwater/Seawater

Horace and Moisés catch up on a few weeks of topics, from Apple earnings to iPad discontinuity to ecosystem disparity to followup on ComiXology. Why would you ask a freshwater fish what it’s like to live in the open sea?

via 5by5 | The Critical Path #116: Freshwater/Seawater.

Measuring Not Getting the Cloud

This is what “Not getting the Cloud” looks like:

Screen Shot 2014-05-09 at 5-9-3.30.03 PM

Screen Shot 2014-05-09 at 5-9-4.04.33 PM

 

“Not getting the cloud” means that in the last 12 months Apple obtained:

  • 800 million iTunes users and
  • an estimated 450 million iCloud users spending
  • $3 billion/yr for end-user services plus
  • $4.7 billion/yr for licensing and other income which includes
  • more than $1 billion/yr paid by Google for traffic through Apple devices and
  • $13 billion/yr in app transactions of which
  • $9 billion/yr was paid to developers and
  • $3.9 billion/yr was retained as operating budget and profit for the App Store. In addition,
  • $2.7 billion/yr in music download sales and
  • more than $1 billion/yr in Apple TV (aka Apple’s Kindle) and video sales and
  • $1 billion/yr in eBooks sold

In summary, iTunes, Software and Services has been growing between 30% and 40% for four years and is on its way to $30 billion/yr in transactions and sales for 2014.

This is what can be deduced from a reading of Apple’s financial statements of operations. If there are comparable details for companies which do get the cloud, I’ll be happy to tally the comparison so we can calibrate this failure.