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~3 million shipments, 2.5 million sales, 1-1.5 million sold at launch and another 1-1.5 million for the remainder of the quarter.
After months of speculation, Apple finally released some vague numbers related to the Apple Watch. As a part of their fiscal Q3 2015 earnings release, Apple announced that revenue from "Other Products" including the Apple Watch, iPod, Apple TV and other accessories totaled $2.64 billion during the quarter. This compares to roughly $1.69 billion in fiscal Q2 2015, before Apple Watch sales began. Combined with some comments from Tim Cook, this shou...
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Asymmetric and platform-driven business models are among the most important topics in the mobile industry today but as I've pointed out before, they're also very poorly understood. Depending on how platforms subsidize, build network effects and monetize, they can be categorized into different buckets. But each platform category also tends to favor a different approach to gain critical mass and stave off competition. These complications make it ve...
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The app discovery and interaction model prevalent today bears many similarities to the pre-PageRank era of the web. This could all change with Google's Now on Tap.
Google's implementation of PageRank algorithm was a transformational moment for the desktop web. In the pre-PageRank era, scouring search directories for relevant websites and manually typing long URLs into a browser's address bar was common. Google's use of links as a "voting" system for discovering websites changed online discovery forever. The app interaction and discovery model prevalent today bears many similarities with the pre-PageRank era...
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Digital and mobile business models are a tricky beast. Many refer to them and analyze them, but few truly understand them. This is because successful business models in the digital era are markedly different from from the simple, direct, "make and sell" models prevalent (for now) in most consumer industries. This is why some very smart people who have studied and worked with direct business models tend to falter in digital and on mobile.
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Live broadcasting apps are features, not full fledged products. But they need to be built on complementary social platforms.
Over the past couple of months, the tech world has become fascinated with live video broadcasts. Meerkat was the new live broadcast sensation until Twitter acquired and re-launched a competing app, Periscope. Since then, some tech observers have devoted themselves to tracking every detail of the competition between them. In my opinion, there are other facets here that may be far more interesting.
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In this episode, we discuss the following topics: Apple Watch in Asia. Who's buying it? Why is there no smartwatch market? Understanding the luxury business from the perspective of Apple and LVMH. The problem with Apple competing with Tag Heuer in a luxury watch market.
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In their circles
27 people
Have them in circles
393 people
Stella Pollard's profile photo
Shuai Ding's profile photo
Kestutis Testa's profile photo
Ugo Sugo's profile photo
Barley Humungous's profile photo
Alex Zmushko's profile photo
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Sumon M. Selim's profile photo

Tech-Thoughts

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The State of Apple Watch
It has been roughly 3 months since the Apple Watch hit the market and, as we expected, we have received no hard sales figures from Apple. However, there have been multiple reports from third party analysts and analytics firms that give us some sparse data a...
It has been roughly 3 months since the Apple Watch hit the market and, as we expected, we have received no hard sales figures from Apple. However, there have been multiple reports from third party analysts and analytics firms that give us some sparse data about its progress. Joining these disparate pieces of data may give us some insight into the current state of Apple Watch demand.
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Analyse Asia Podcast: An Asian Bubble?
A discussion about Google I/O and Apple WWDC 2015, and how some of the
announcements will impact Asia as a
whole. And a deep dive into the investment climate in Asia and how it differs from the US. Is the asset inflation problem in Asia worse than it is in ...
A discussion about Google I/O and Apple WWDC 2015, and how some of the announcements will impact Asia as a whole. And a deep dive into the investment climate in Asia and how it differs from the US. Is the asset inflation problem in Asia worse than it is in the US?
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Google Now on Tap: PageRank for Apps
Google's implementation of PageRank algorithm was a transformational moment for the desktop web. In the pre-PageRank era, scouring search directories for relevant websites and manually typing long URLs into a browser's address bar was common. Google's use o...
Google's implementation of PageRank algorithm was a transformational moment for the desktop web. In the pre-PageRank era, scouring search directories for relevant websites and manually typing long URLs into a browser's address bar was common. Google's use of links as a "voting" system for discovering websites changed online discovery forever. The app interaction and discovery model prevalent today bears many similarities with the pre-PageRank era...
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Benchmarking the Apple Watch Launch
Now that the Apple Watch's launch is behind us, we may finally have the opportunity to study its (early) impact. The lack of data certainly poses a challenge as Apple has declined to reveal sales figures of its new wearable. However, there are public resour...
Now that the Apple Watch's launch is behind us, we may finally have the opportunity to study its (early) impact. The lack of data certainly poses a challenge as Apple has declined to reveal sales figures of its new wearable. However, there are public resources, notably Google Trends, that could give us some measure of insight about how this launch compared to those of the iPhone and iPad. While Google search volumes may not necessarily reflect re...
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Meerkat vs. Periscope: Features, Not Products
Over the past couple of months, the tech world has become fascinated with live video broadcasts. Meerkat was the new live broadcast sensation until Twitter acquired and re-launched a competing app, Periscope. Since then, some tech observers have devoted the...
Over the past couple of months, the tech world has become fascinated with live video broadcasts. Meerkat was the new live broadcast sensation until Twitter acquired and re-launched a competing app, Periscope. Since then, some tech observers have devoted themselves to tracking every detail of the competition between them. In my opinion, there are other facets here that may be far more interesting.
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I have been a bit of a wearables skeptic ever since Android Wear was unveiled at Google I/O last year. Following that, Apple's original announcement of the Apple Watch just added to my list of questions about the category. Hoping to find some answers, I watched yesterday's Apple Watch keynote with great interest. Curiously, what I found were more questions.
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People
In their circles
27 people
Have them in circles
393 people
Stella Pollard's profile photo
Shuai Ding's profile photo
Kestutis Testa's profile photo
Ugo Sugo's profile photo
Barley Humungous's profile photo
Alex Zmushko's profile photo
Ana Georgievska's profile photo
Senthil Kumar's profile photo
Sumon M. Selim's profile photo
Story
Tagline
An analyst's perspective of the mobile industry
Introduction
Tech-Thoughts is an analysis of the continuing evolution of mobile platforms, with emphasis on Apple, Android & Microsoft.