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Tag: horacedediu

How smartphones mean 'game over' for consoles, portable game systems

If there's one Wall Street analyst who consistently makes sense when it comes to computing and mobility, it's Asymco's Horace Dediu. On a regular basis, Dediu charts the sales and shipping information released by consumer electronics companies like Apple and is able to spot trends that spell...

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Asymco's Horace Dediu measures the iTunes video store

The iTunes video store is a strange market to track. Most of Apple's attention and press these days is going to the App Store, and obviously iTunes wouldn't exist without the music store. But the video store, where you can buy and rent movies and TV shows, is sort of the quiet third pillar of...

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Daily Update for June 14, 2013

It's the TUAW Daily Update, your source for Apple news in a convenient audio format. You'll get all the top Apple stories of the day in three to five minutes for a quick review of what's happening in the Apple world. You can listen to today's Apple stories by clicking the inline player (requires...

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Asymco's Horace Dediu touts record Apple Store revenues in Q1 2013

Asymco mobile industry analyst Horace Dediu is up to his number-crunching again, this time with numbers showing that Apple Stores continue to have the top retail revenues per visitor of any retailer in the US. The first quarter of 2013 (Apple's second fiscal quarter) saw visitor growth of 7...

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iTunes is more than earning its keep

As writer John Paczkowski notes in an AllThingsD article today, iTunes was originally "conceived as a low-margin 'break-even' operation intended to drive hardware sales" -- in particular sales of iPods. Now that the iTunes Store is used to sell more than just songs and videos, it's turning into...

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A look at Apple's international retail strategy

Asymco analyst Horace Dediu does a very good job of dissecting the Apple financial data released publicly to discover trends and tidbits of information. Today Dediu looked into Apple's international retail strategy and pulled out some tasty nuggets about Apple Stores. Apple's rate of store...

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Daily Update for January 10, 2013

It's the TUAW Daily Update, your source for Apple news in a convenient audio format. You'll get all the top Apple stories of the day in three to five minutes for a quick review of what's happening in the Apple world. You can listen to today's Apple stories by clicking the inline player...

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Asymco breaks down the App Store numbers, finds iTunes economy is a $12 billion annual business

While corporations -- including Apple -- keep financial information locked away except for those items that require public disclosure, the job of Wall Street analysts like Horace Dediu of Asymco is to take bits of information scattered hither and yon and meld them into a more realistic model of...

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Apple and Samsung earn 99 percent of mobile phone vendor profits

While the two big smartphone vendors, Apple and Samsung, are battling it out in the courtrooms, they're still in total control of operating profits. Horace Dediu of Asymco has just published his analysis of operating profits for the top eight mobile phone vendors and found that Apple and...

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Google reportedly makes more per iOS device than Android device

According to Horace Dediu of Asymco, Google's smartphone revenue per year is on the rise. On the surface, this appears to be good news for Android, but a closer look at the source of the revenue shows that most of this increase is from iOS. In fact, Deidu suggests revenue per device from...

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Can the iPad sustain its incredible yearly growth?

Horace Dediu of Asymco examined the history of Apple's iPad sales since 2010 and calculated that its grown at an astonishing rate of 150 percent each year. Based on Apple's stellar iPad launch weekend, Dediu believes this phenomenal growth is sustainable. As Philip Elmer-DeWitt points out,...

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63% of last quarter's iPhone activations were outside the U.S.

Horace Dediu, analyst and financial blogger at Asymco, provided several fascinating charts at the end of last week that not only show how dramatically iPhone activations have increased over time, but also how the U.S. market makes up a shrinking portion of that overall market. As Apple 2.0 editor...

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Apple rollin' in the dough: 75% of cell phone profits

The news just keeps getting better for Apple in the mobile phone business. Just yesterday, IDC reported that the company is in third place in terms of worldwide mobile phone sales. Today, Asymco analyst Horace Dediu announced that with a relatively small piece of the pie (IDC said 6 percent of...

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Discarded iPhones in the US

Horace Dediu of Asymco is good with numbers and his latest work uses this skill to look at discarded iPhones in the US. Dediu takes monthly comScore data and quarterly activation data provided by the wireless carriers to calculate the install base of the iPhone in the US. His number crunching...

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Annual revenue per iOS user estimated at $150

We all know that Apple's iOS devices are popular. Surveys and analyst predictions place Apple at or near the top in the smartphone, tablet and media player market. That's great for headlines, but what does it mean for Apple's bottom line? Horace Dediu of Asymco did some fancy figuring and...

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