Competition

Aug 31, 2015 — by: Mark Reschke
Categories: Competition

Galaxy_note_5Millions of mobile users the world over continue to live in silos of the fragmented Android mobile world, kludged together with the legacy of the Windows desktop world. While Microsoft just launched Windows 10, showcasing how they have caught up to some areas Apple’s current OS X Yosemite, Microsoft will further illustrate just how far they have fallen behind during Apple’s OS X El Capitan launch which is only weeks away. While Windows is a large step behind OS X, it is Google and their Android hardware partners that are about to fall off the cliff, failing to keep pace with Apple’s iOS and ever unifying platforms at an alarming rate.

Google’s latest example of failure comes in the form of Samsung’s Galaxy Note 5. Due to collapsing sales and Apple’s imminent launch of iPhone 6S, and 6S Plus, the Note 5 looks to compel millions of additional Android users to upgrade to Apple’s latest and greatest, if not settle for a year old, faster, cheaper, better real-life battery life, iPhone 6. Rushing the Note 5 launch, Samsung has now left their high-end cupboards bear for at least the next 6 months, and yet their latest and greatest are not even competing well against Apple’s year old iPhones.

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Aug 25, 2015 — by: Mark Reschke
Categories: Competition

Apple_car

Apple car rumors may be on a slow burn as of late, but that has not stopped Apple from hiring Tesla, Fiat Chrysler, or any number of automotive company employees. And Apple’s supposed off-campus car headquarters is as locked down as ever. All indications are Apple is quietly, secretly, developing their own car at warp speed. 

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Aug 21, 2015 — by: Mark Reschke
Categories: Competition

Apple_brazil_my_storeI recently took a vacation in Brazil. It is winter there now, thus the locations I visited ranged in the mid-upper 80's, with relatively low humidity, with beaches sparsely populated, leaving them all to my family. Perfect. But in exploring Apple options I was sorely disappointed. Apple’s presence in Brazil is anything but perfect. Brazilian’s like to say “God is Brazilian!” If that were the case, then he’s using Samsung, LG or something else to conduct his wireless communications. Many Brazilians own iPhones, but most own an iPhone 4 or 5. Only a few scant few iPhone 6’s did I see, and here's why.

The US dollar retail price for a 64GB iPhone 6 is $749. In Brazil, the same iPhone is USD is just over $1,000. My new MacBook, which costs $1,599 Stateside, runs $3,300 USD when purchasing via Apple’s online Brazilian store. Within authorized Apple retail locations the prices are the same or more. Anyone using a Mac in Brazil is very likely amongst the über rich. Even though Foxconn has a major iPhone and iPad factory within Brazil’s largest city of Sao Paulo, there are still tariffs on Apple’s in-country built products. Perhaps it is due to component imports or Foxconn not being a Brazilian owned company. Whatever the reason, it puts a majority of current Apple products out of the financial reach of 95% of the Brazilian populous.

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Aug 19, 2015 — by: Mark Reschke
Categories: Competition

Apple_tv-backsideAn all-new Apple TV has been highly anticipated since it was a no show at Apple's World Wide Developers Conference this past June. Rumors suggest the revised Apple TV will be thinner and slightly wider, with iOS 9 acting as the software core of the device. A state-of-the-art A9 processor, Siri integration, an app store, Home Kit and possible Force Touch remote control are all said to be apart of Apple's new black box. But new high tech goodies come at a price.

During an Apple Watch special event in March, CEO Tim Cook announced Apple TV would begin selling at a price of $69. For years Apple TV had been selling at $99. The lower price not only saw an increase in Apple TV sales, but also paved the way for an all-new Apple TV to enter the market at a higher price point. The lower price for the current Apple TV also gives Apple the flexibility to continue selling it as an entry level option, competing with Roku and others in the sub-$100 market.

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Aug 15, 2015 — by: Mark Reschke
Categories: Competition

Bloomberg_appletvEarlier this week, Bloomberg rumored that Apple's forthcoming Apple TV revamp will not include what many see as a key flagship feature – a streaming network bundle. Interviewed on Bloomberg TV, Sr. Intelligence Analyst, John Butler, followed up the rumor stating he believed Apple has underestimated how long a process it would be to forge network TV contracts. Dressed in suit and tie, topped off with sharp looking glasses, Butler looks and sounds most credible, but do John Butler's claims really match reality?

On February 9, Dish Network launched their over-the-top internet protocol service, called SlingTV. SlingTV's base package includes 23 networks, costs $20 a month and has accumulated roughly 250,000 subscribers. How has Dish Network been able to put together an impressive bundle of popular networks, but Apple, working on an over-the-top solution for years, been unable to negotiate a workable deal?

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Jul 18, 2015 — by: Mark Reschke
Categories: Competition

Affinity_photoWhen I learned that another new photo editing application was coming, one that claimed it would be able to take on the juggernaut of the industry, Adobe Photoshop, I rolled my eyes. “First this software will need to be able to knock off Pixelmator,” I thought. I downloaded Affinity Photos immediately, and within one day of using the software I realized that Affinity was no competition for Pixelmator – it easily surpassed it.

The company in charge of Affinity is Serif LTD., located in Nottingham, England. Serif has been around since 1987, and has a host of web and creative editing tools, largely focused on the consumer and educational markets. If you have never heard of them, as I had not, there is a big reason for that. Until Affinity Photo, all Serif's software was built exclusively for Windows. However, with the Mac continuing to grow and stay firmly entrenched in the creative markets, Serif set off in a new direction. Affinity Photo was engineered from the ground up for OS X. There is no Affinity Windows counterpart. There no shared code or pallet design ported from the platform best forgotten. Affinity Photo is 100% OS X goodness, and already includes Force Touch capability.

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Jul 6, 2015 — by: E. Werner Reschke
Categories: Competition

Samsung-galaxy-s6-11Samsung’s Galaxy S6 Edge was supposed to be the “next best thing” in mobile phones. Commercials have this device touting its curved-edge display that lights up the side-panels, illuminating in blue for Craig, green for Gavin and red for Ramona, with text and other such items displayed. Really? Moreover, Samsung continues their staccato plucked strings as background music, trying to add as much intrigue to their product as possible. All the background music does for me is to notify me it's time to change the channel.

Wander any mall in the U.S. and you will not see many people, let alone any lines, trying to get into a mobile phone outlet looking for the latest Galaxy. Samsung’s Galaxy S6 was to drive massive traffic to such stores, in an attempt to stem Apple's iPhone momentum. It hasn't worked.

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Jun 18, 2015 — by: E. Werner Reschke
Categories: Competition

Applewatch-vs-fitbit

According to JMP Securities technology analyst Alex Guana, Apple’s slow launch into the wearables market has left a large opening for competitor Fitbit. Guana claims Fitbit is the “clear leader in the market with over 11 million units sold last year.” Guana continued by saying that Fitbit is currently ahead of Apple Watch as far as price points, battery life and GPS tracking. However, he did concede that long-term, Apple can bring a lot of “power” with iOS and versatility. These Apple advantages will give Fitbit some serious competition.

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May 11, 2015 — by: Mark Reschke
Categories: Competition

Iphone_6_plus_womenThe phablet is all the rage. Half smartphone – half tablet, Apple’s iPhone 6 Plus is on fire. According to Carolina Milanesi, of Kantarworldpanel, iPhone 6 Plus gobbled up 44% of the worldwide phablet market during the first quarter of 2015. China is largely responsible for the overall iPhone 6 Plus consumption, but the U.S. and Europe are also playing an important role. Who is buying all these quasi-tablet/smartphone Pluses? Women.

Cultural differences aside, universally women carry purses, and generally speaking, men do not. Additionally, more men are in the workforce, and that makes a difference in device choice. According to the U.S. Department of Labor, 69.7% of men are in the workforce, while 57.2% of women are in the labor market. Businessmen do not carry purses, rather, they slip their smartphones into a slacks or jacket pocket. Women, even those in the white collar labor force, often carry business-like purses. Women working retail or working-for-the-family Mom’s carry purses as well. If you have not caught on yet, a large display smartphone works well for purses, not so much for business suites, slacks or jeans.

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May 1, 2015 — by: Mark Reschke
Categories: Competition

Apple Cash Reserves

If you've ever wondered how Apple stacks up financially in relation to software giant Microsoft, perhaps your perspective should be flipped. It is Microsoft that must be viewed in relation to Apple’s success. During the last quarter Apple amassed an additional $32.7 billion in net income and cash, while Microsoft’s total revenue for the quarter stalled at $21.7 billion, up only 6% YOY. This meager growth barely tracks above inflation, and is not keeping pace with internal cost increases. The downward trend for Microsoft came in their net income, which saw a 5% decline in the face of larger revenues, a seriously dangerous equation. Microsoft blamed the strong US dollar for the fall, but Apple had no need for such excuses during their quarterly report. Apple’s YOY revenues grew 27%, while driving larger gross margins and a 30% rise in net income. The two companies couldn't be on more different paths.

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