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What’s Next for Apple? - Six Places They Could Go

Posted by on Feb 2, 2016 in Blog

“What’s Next for Apple?" I've heard this question bantered about dozens of times over the last week following the release of Apple's 1Q16 financial results. I wrote about some key take-aways from the quarterly financial results as I saw them here. The Apple iPod was first introduced in 2001. This really marked Apple's return, the second golden era for Apple if you will. But what we fail to often recognize because of the way in which we look at history through a compressed lens is that it would be another 6 years until Apple would release it's next "killer" device, the original Apple...

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How Many Screens are there in the World?

Posted by on Jan 27, 2016 in Blog

Here's my crack at estimating the number of screens in the world. We know the worldwide population is roughly 7.5B and I estimate average household size is 3.5  which gives us roughly 2.1B households in the world. The average US household has roughly 2.9 TVs on average, but the worldwide average is closer to 1.83 TVs per household so let’s say there 3.92B TVs in the world. Add to that roughly 2B smartphones, 1.7B computers and probably a half a billion tablets and we are looking at over 8 billion screens.  

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Quick Thoughts on Apple's FY16 First Quarter Results

Posted by on Jan 26, 2016 in current events

Apple released their FY 2016 first quarter results today. Here are the summary data and some updated charts derived from those data. Here are 10 take-aways: It was the biggest quarter ever for iPhone unit volume (74.779M). The trailing twelve months (TTM) for iPhone unit volume is slightly above 4Q2015 and also the highest it has ever been. TTM is often used to gauge the rate of momentum and determine if it is slowing or accelerating. While iPad unit volume is up quarter-over-quarter, the TTM declined further in 1Q2016. Total unit volume for iPhones + iPads + Macs turned negative on a...

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The Law of Technological Abundance

Posted by on Jan 12, 2016 in nature of technology

A key tenet of innovation and technology is the premise that we deploy technology at a higher level (more widely and with greater frequency) as it moves from a scarcity to a surplus. I call this Law of Technological Abundance. The classic example I like to use to describe this phenomenon is the case of computing power in the early 1980s. In 1981, Xerox released the Xerox Star. It was the first commercially available computer to provide a graphical user interface (GUI). It sold for around $75,000 and didn’t go on to garner much commercial success. However, just three years later Apple would...

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Digital Changes Everything about Everything

Posted by on Jan 10, 2016 in Uncategorized

Digital changes everything about everything. That might sound like a grandeous statement that is both obvious and lacks specifics. But as the doors close on CES for the 49th consecutive year I was reminded this week that many (read: most) of us still drastically underestimate the impact digitization is having and will have in the future. When an environment is digitized it changes all aspects of that environment. Take e-commerce for example. When we began digitizing commerce we didn't just change that you could buy things through an online channel, we ultimately and fundamentally changed...

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The Cost of Connectivity and ‘Sensor’ization is Approaching Zero

Posted by on Jan 8, 2016 in Blog

When Apple launched the original iPhone in 2007 one of the innovative features was to embed an accelerometer in it – becoming one of the first to build the technology into a mobile phone. We had been using accelerators before this, in defense and industrial applications or to do things like deploy airbags in vehicles. We had even begun using them to protect hard drives in laptops when the laptop was accidentally dropped but we hadn’t seen them utilized in what I call consumer facing applications. In 2006, Nintendo launched the Wiimote which was the first widespread consumer device to...

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