Today's world is filled with flurry of reports and metrics of all shapes and sizes following everything mobile. Web traffic, app downloads, advertising revenue and profitability of mobile companies is among the mammoth list we are inundated with on a daily basis. The data can become overwhelming, but one thing has become abundantly clear: Apple’s iOS is dominating Google's Android save but one area — market share. However, even that metric is continuing to shift in Apple’s direction.
The latest report on handset performance comes from research firm Kantar Worldpanel, with their latest data revealing Apple grew U.S. market share 3.5% to 41.9% for the 3 months ending May 2013, compared to the same period in 2012. Android held steady at 52%.
Last month after Apple's 2013 world wide developers donference, Apple quietly added several new channels to AppleTV, with the highlights being: HBO GO, Watch ESPN and Sky News.
Before the big holiday break, I thought T-GAAP should take it one step further and talk about potential configurations for the new Mac Pro. After our team’s internal discussion and reflecting on everyone’s feedback I have modified my pricing — a bit. But perhaps more importantly, is how pricing is achieved via configurations, and that is this week’s food for thought:
In the past few days, Apple filed for the trademark of "iWatch" in both Japan and Mexico. Wall Street has responded by boosting Apple’s value over 5% the past two days. There are many explanations for Apple’s recent slide on NASDAQ, but a long standing theory is because Apple has not entered into a new hardware market since the iPad mini arrived in October 2012. Even with the release of the iPad mini, it was merely an extension of an existing product offering.
Wall Street views Apple as a one hit wonder company, able to stretch any given market they enter for roughly five-years. Therefore, investment firms want to see Apple enter new markets every two years two years. Otherwise the view is that financial growth becomes difficult to achieve in a market filled with Apple vultures like Samsung, who waste little time to take advantage of an opening. In Apple’s financial case, the vultures are also on Wall Street, chomping at the bit for Apple to break out with another hit.
Apple will be releasing their Q3 (June quarter) 2013 financial results and holding their financial call on Tuesday, July 23. Financial results will be released sometime soon after 1PM Pacific. The financial results will be followed by a conference call at 2PM Pacific, which can be followed live on Apple's website here.
If you think the new MacBook Air is just a minor update with a slightly new Intel processor and stingy battery life, think again. The MacBook Air is more than the sum of it's parts, it has become Microsoft's biggest nightmare.
The new MacBook air is absolute perfection for the dollar, and nothing in the market of Ultrabook's can touch it. It's a marvel of engineering and takes the truck vs car metaphor to task, as the new MacBook Air seems more like some new breed of Transformer: All the utility of a truck in the body of a sports car.
The question of whether Best Buy will eventually go out of business has shifted from “if” to “when” over the past year. The big box retailer is losing money quarterly, has very little cash available and continues to spiral into debt. There are signs it may experience a renaissance with UHD (4K) TV's entering the market in earnest this fall, coupled with the Xbox One and PlayStation 4 launching in time for the western holiday season. However, this will this be a short-lived adrenaline rush, and does Apple stand to gain or lose once Best Buy closes down their last location?
Best Buy’s stock is bouncing back, and analysts are predicting great things for the company. Samsung is in the midst of its Best Buy store-within-a-store build out, while Microsoft recently announced it will be doing the same, with other big name players likely to follow suit. The hope for Best Buy is that companies like Samsung, Microsoft or even HP building their own pavilions inside Best Buy to reap the success Apple has achieved with their own store-within-a-store concept.
Apple's Mac Pro is arriving later this year, but there are many unanswered questions. How exactly can the Mac Pro be configured, what will be the pricing, and perhaps most importantly, what accessories will exist for the blazingly fast Thunderbolt 2 ports that expand the Mac Pro?
Intel's Light Peak technology, marketed by Apple and Intel as Thunderbolt, bests USB 3 speeds by a theoretical 2x. With Thunderbolt 2, USB 3.0 is bested by 4x, as the newest high speed technology throws around 20Gbps. It would be a shame to own a new Mac Pro, but be unable to get one's hands on Thunderbolt 2 SSD drives and perhaps even a few 4K displays with Thunderbolt built-in for daisy chain capabilities.
It has been a week and a half since the Apple Keynote came in like a lamb and roared out like a lion. Many items were of great interest: the next generation OS X, now called Mavericks, iOS 7, a new MacBook Pro sporting the energy saving Haswell processors, iWork for iCloud and the all new Mac Pro.
As a professional marketer and technologist it is the Mac Pro that interested me most in last week's Keynote. While Phil Schiller showed us a lot of glitz and glamor, talked specs until we were green with envy and even hinted when this bad boy will be released into the creative wild (sometime in 2013), the one item Schiller avoided talking about was price.