The Apple Vision Pro has had a very long gestation period. The first evidence for it emerged in 2015 when Apple acquired Metaio and Mike Rockwell was hired. That’s almost 9 years ago. Even at this time, the product is in many ways incomplete and will take some years to develop in … | Continue reading
In yesterday’s post, I proposed a way to inspect the Google-Apple distribution deal. It could be understood as a flat-rate deal where default placement of Google search in Safari is paid for with a constant run rate. This was the assumption for a few years with estimates for this … | Continue reading
In Google and Apple: The Beginning, we looked at the history of the relationship and the situation which emerged when Mobile Computing rose to such a level of ubiquity that it determined the fate of both companies. Apple today holds firmly in its grasp about 27% of all smartphone … | Continue reading
Speaking of Google and Apple, one aspect where the two companies differ is on the question of privacy. Online privacy isn’t just something you should be hoping for – it’s something you should expect. You should ensure your browsing history stays private and is not harvested by ad … | Continue reading
Are Apple and Google competitors or are they partners? Prior to the launch of the Android operating system, Apple and Google collaborated on many projects. Google Search was predominant on Apple products including the (at the time) new iPhone. The iPhone also launched with suppor … | Continue reading
While preparing for the 2023 Apple Investor Event, I looked at my presentations from the last such event. This was called the Apple Summit NYC and took place in August 2018, about 5 years ago. We will review these graphs at the next event but I would like to post them here to get … | Continue reading
Want to experience twice as fast load times in Safari on your iPhone, iPad and Mac? Then download Magic Lasso Adblock – the ad blocker designed for you. It’s easy to setup, blocks all YouTube ads, and doubles the speed at which Safari loads. Magic Lasso Adblock is an efficient an … | Continue reading
As we move ahead into the September quarter, I’d like to review our outlook, which includes the types of forward-looking information that Saori referred to at the beginning of the call. We expect our September quarter year-over-year revenue performance to be similar to the June q … | Continue reading
There are still tickets available for the super-exclusive (max. 25 participants) Apple Investor Event, November 9th. The location is The Metlo, 21st floor, in Boston’s Seaport district. The address is: With location is in an area known as the Innovation District, this very new bu … | Continue reading
I’m super excited to announce the Apple Investor Event 2023. This will be the third Apple Investor Event I’ve hosted but it’s been a long time since the last one. The event will take place November 9th, 2023 in Downtown Boston Area (precise location will be announced soon.) The p … | Continue reading
iPhone 15 has just been released and, as usual, all the products in the iPhone line-up have received new prices. The following graph shows the current product line-up (US prices before tax) and the historic price points for all the previous versions of iPhones since inception. It … | Continue reading
iPhone 15 has just been released and, as usual, all the products in the iPhone line-up have received new prices. The following graph shows the current product line-up (US prices before tax) and the historic price points for all the previous versions of iPhones since inception. It … | Continue reading
After the Apple iPhone 15 launch event of September 12, 2023 I was a guest on the Claman Countdown show on FOX Business News (FBN) and here is the video. https://www.foxbusiness.com/video/6337041605112 In advance of the event I was asked for a few thoughts that might be topics I … | Continue reading
After the Apple iPhone 15 launch event of September 12, 2023 I was a guest on the Claman Countdown show on FOX Business News (FBN) and here is the video. https://www.foxbusiness.com/video/6337041605112 In advance of the event I was asked for a few thoughts that might be topics I … | Continue reading
As I remember it, at least 10 years ago, I began to hear anecdotes from developers who built apps for both iOS and Android about their economics. The story is that they tended to have twice as many users using Android but that iPhone App Store revenues were roughly twice those of … | Continue reading
As I remember it, at least 10 years ago, I began to hear anecdotes from developers who built apps for both iOS and Android about their economics. The story is that they tended to have twice as many users using Android but that iPhone App Store revenues were roughly twice those of … | Continue reading
The App Store ecosystem crossed $1 Trillion in 2022. To be precise, in a report published in May 2023 by the Analysis Group the ecosystem is estimated to have exceeded $1.1 trillion. This ecosystem is defined as the total transactional value of the sale or distribution of digital … | Continue reading
The App Store ecosystem crossed $1 Trillion in 2022. To be precise, in a report published in May 2023 by the Analysis Group the ecosystem is estimated to have exceeded $1.1 trillion. This ecosystem is defined as the total transactional value of the sale or distribution of digital … | Continue reading
One of the biggest puzzles of my adult life was this question: Why do people pay to attend live events when broadcasts and/or recorded versions are free? Not only do people tend to pay for live events, the costs are extraordinarily high. Earlier this year, 32% of planned concertg … | Continue reading
One of the biggest puzzles of my adult life was this question: Why do people pay to attend live events when broadcasts and/or recorded versions are free? Not only do people tend to pay for live events, the costs are extraordinarily high. Earlier this year, 32% of planned concertg … | Continue reading
The data is finally out. Apple Services and perhaps Apple itself can be quantified and predicted as never before. As we shall see this data changes almost everything we know. It is even more shocking that this most important data set has been released by Apple itself. (Though it … | Continue reading
The data is finally out. Apple Services and perhaps Apple itself can be quantified and predicted as never before. As we shall see this data changes almost everything we know. It is even more shocking that this most important data set has been released by Apple itself. (Though it … | Continue reading
Want to browse the web quickly, smoothly, and anonymously with no advertising? Then get the ad blocker made for you – easy to setup, easy to keep up to date and now with best in class YouTube ad blocking. Magic Lasso Adblock is an efficient, high performance ad blocker for your i … | Continue reading
Almost a year ago, on March 1st, 2021, I tweeted a snapshot of the “FAANG” P/E ratios. They were: Netflix: 88.63 Amazon: 73.94 Microsoft: 34.65 Google: 34.75 Apple: 32.89 Facebook: 25.53 Today same companies have the following ratios: Netflix: 19.34 Amazon: 46.08 Microsoft: 30.17 … | Continue reading
Almost a year ago, on March 1st, 2021, I tweeted a snapshot of the “FAANG” P/E ratios. They were: Netflix: 88.63 Amazon: 73.94 Microsoft: 34.65 Google: 34.75 Apple: 32.89 Facebook: 25.53 Today same companies have the following ratios: Netflix: 19.34 Amazon: 46.08 Microsoft: 30.17 … | Continue reading
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Visit the post for more. | Continue reading
This is a transcript of an Asymetric podcast. It was lightly edited for legibility. Judd Rubin: Three continents, one conversation, this is Asymetric. We are very excited to have Balaji Srinivasan… | Continue reading
This is a transcript of an Asymetric podcast. It was lightly edited for legibility. Judd Rubin: Three continents, one conversation, this is Asymetric. We are very excited to have Balaji Srinivasan with us today. Balaji, you’re a busy man, Horace you’re on the run as usual, so wh … | Continue reading
I’d like to let everyone know that Asymco voice is a podcast channel available on Apple Podcasts and Supercast. These podcasts are subscription-only (with a trial period). Join Horace Dediu a… | Continue reading
I’d like to let everyone know that Asymco is a podcast channel available on Apple Podcasts and Supercast. These podcasts are subscription-only (with a trial period). Join Horace Dediu and Judd Rubin as they strive to ask the right questions on the purpose of the firm, priorities … | Continue reading
Just recently, the 2 billionth iPhone was sold. Unlike the 1 billionth, there was no announcement, no celebration. Partly this is because Apple stopped reporting unit shipments, but partly it’… | Continue reading
Now, more than ever before, organizations need to put workflows in place to keep employees safe and productive no matter where they are. Jamf Now is your one-stop, ultra-secure, couldn’t-be-e… | Continue reading
The last quarter of 2020 was a remarkable quarter for Apple. Every line in the income statement increased by double digits. Net sales up 21%, iPhone sales up 17%, Mac sales up 21%, iPad up 41%, Ser… | Continue reading
Wish you could browse the web quickly, smoothly and anonymously with no advertising? Magic Lasso Adblock is an efficient, high performance ad blocker for your iPhone, iPad and Mac. As a native Safa… | Continue reading
Five years ago I used the Cook Doctrine (put forward 12 years ago) to assess the possibility of Apple’s entry in the car market. That doctrine states, among other things: We believe that we n… | Continue reading
Vision Smarts has been dedicated to building the world’s best barcode scanner. The Vision Smarts Barcode Scanner SDK has been powering iOS and Android apps for more than a decade. Today our newest … | Continue reading
The EV car market is booming. The graph below shows the global market for plug-in electric cars (plug-in hybrid (PHEV) and battery (BEV)–BEV are about 70% of total). The data is split between… | Continue reading
Software is eating the world. But are users consuming software? Every day, the software industry wastes millions of dollars developing flawed software that’s abandoned by users. Yet the indus… | Continue reading
IN a recent release, Apple reported that “more than 90% of stores in the US, 85% of stores in the UK, and 99% of stores in Australia accept Apple Pay.” This is encouraging but a very sm… | Continue reading
As a rule, I don’t like to make a forecast for Apple’s performance during quarters where there is no guidance. There is a good reason why there is no guidance. The management does not f… | Continue reading
We’ve partnered up with Asymco to bring you an exclusive $25 credit for new users. Just sign up through this link. SaneBox is like a super-smart assistant who’s been with you for years and knows wh… | Continue reading
I wrote the initial guide almost exactly six years ago. Also known as “The 10 Commandments of Automotive” it’s time to re-visit it to see how and if anything has changed. The rule… | Continue reading
App Store spending was $1.8 billion in the last week of 2020, up from $1.42 billion the previous year —an increase of 27% vs. an increase of 16% from the previous year. On 1/1/2021 App Store spendi… | Continue reading
Guardian Firewall is a powerful data security solution that protects user data through a secure tunnel coupled with a lightweight, unique, custom-designed firewall, providing system-wide prevention… | Continue reading
The Apple product line-up for 2023 is almost completely decided. This is not conjecture but simply an observation of the lead times for developing the types of products that Apple offers. The integ… | Continue reading
Recently, I met Farshad Nayeri and Dave Sundahl—formerly of Christensen Institute, now at Disruptive MBA (dx.MBA)—when the topic of M1 Macs came up. The result was a multifaceted conversation where… | Continue reading
We’ve partnered up with Asymco to bring you an exclusive $25 credit for new users. Just sign up through this link. SaneBox is like a super-smart assistant who’s been with you for years and knows wh… | Continue reading