… says UBS analyst John Hodulik, as quoted by the Wall Street Journal.
No they haven’t.
According to the latest comScore survey data, 98 million Americans above the age of 13 don’t use a smartphone as their primary phone. That’s 41% of US mobile phone users.
What’s more, 2.5 million more people first started using smartphones in the three month period ending May vs. the three month period ending in April.
The switching rate to smartphones is shown below:
Horace talks about Microsofts reorganization from Divisional to Functional, and the implications on their Windows and Mobile OS roadmaps. In doing so, he and Moisés touch briefly on the subject of last episode, Scott Forstalls ouster from Apple.
Apple has hired a new VP who will report directly to Tim Cook. Paul Deneve is cited as having responsibility for “special projects” and will report directly to Tim Cook.
The previous roles as a manager in luxury brand companies has led to a great deal of speculation about what new projects Apple could be working on that might also fit this new manager’s background and title.
The most commonly cited speculation is around the iWatch or TV product lines (with some surprised that he will not be heading Retail.)
Although reading “luxury product CEO” and concluding “new luxury products” seems logical, a little knowledge about how Apple is organized dispels this notion. And a little knowledge happens to be about all we have, as Apple’s organization is one of its most closely guarded secrets. Even employees at Apple have little idea of how the company is organized. What we do know is summarized into this org chart:
Continue reading “Understanding Apple's Organizational Structure”
Horace expands on last episode’s discussion of organizational structure, as well as his recent appearance on Screen Time with Guy English. We begin speculation on the job iWatch would be hired to do, and preview the relaunch of High Density.
via 5by5 | The Critical Path #91: Apple’s Douglas MacArthur.
Last week BlackBerry announced that it had 72 million subscriber accounts. The current market capitalization is $5.4 billion and enterprise value (i.e. excluding net cash) is about $2.8 billion.
That implies a net present value of about $40 for each account. This is quite a drop from early 2010 when the value was $866.
The graph of BlackBerry subscriber accounts and EV/account is shown below:
I’ve also added a graph showing a derived value of US consumer BlackBerry users (derived from comScore’s survey data).
There are several patterns which intrigue me: Continue reading “What's a BlackBerry user worth?”
Horace Dediu and Guy English join Moisés to look at the rallying forces in the arms race for content. Does Apple have too well-entrenched a lead? How will their gaming strategy compete with traditional consoles? How and why would they make a TV set?
