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iPhone Headwinds
Apple's stock has been battered over the past year due to fears about iPhone unit sales growth. Yesterday's fiscal Q1 2016 results finally give us some data to understand how realistic these fears are. Apple reported iPhone shipments of 74.8 million units i...
Apple's stock has been battered over the past year due to fears about iPhone unit sales growth. Yesterday's fiscal Q1 2016 results finally give us some data to understand how realistic these fears are. Apple reported iPhone shipments of 74.8 million units in the quarter, growing marginally over fiscal Q1 2015. However, Apple also increased iPhone channel inventory by 3.3 million over the quarter compared to a decline of 0.2 million in the same qu...
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The State of Wearables
I have been skeptical about the mass market potential of wrist-worn wearables ever since Google unveiled Android Wear in 2014. Since then, we have seen a number of high profile smartwatch launches, including the Apple Watch and the recent Fitbit Blaze (whic...
I have been skeptical about the mass market potential of wrist-worn wearables ever since Google unveiled Android Wear in 2014. Since then, we have seen a number of high profile smartwatch launches, including the Apple Watch and the recent Fitbit Blaze (which was greeted with an 18% decline in FitBit's stock price). However, the hunt for a killer app continues and I have yet to come across a relevant use case for mass market users. Benchmarking th...
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Analyse Asia Podcast: The Five Major Events in Asia 2015
In part 1 of our year-end episode, we discuss five major events in Asia that occurred in 2015: (a) the
surge of venture capital financing in Asia and its implications, (b) SoftBank’s
Pepper with Alibaba and Foxconn, (c) the Nintendo-DeNA deal, (d) Xiaomi’s
...
In part 1 of our year-end episode, we discuss five major events in Asia that occurred in 2015: (a) the surge of venture capital financing in Asia and its implications, (b) SoftBank’s Pepper with Alibaba and Foxconn, (c) the Nintendo-DeNA deal, (d) Xiaomi’s challenging year and (e) global recognition of Wechat’s messaging platform. We also added a short discussion on the upcoming dawn of self-driving cars and examine its implications for on-demand...
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Tech-Thoughts

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YouTube Red: Trigger For Cord Cutting?
YouTube announced its first-ever subscription service last week, YouTube Red, with the usual set of (uninteresting) "premium" features -- ad-free videos and offline/background playback. The only interesting tidbit was that YouTube Red would also house "orig...
YouTube announced its first-ever subscription service last week, YouTube Red, with the usual set of (uninteresting) "premium" features -- ad-free videos and offline/background playback. The only interesting tidbit was that YouTube Red would also house "original" movies and TV shows starring well-known YouTube personalities. While it may seem mundane, this move has the potential to present a true disruption to the TV industry.
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On-Demand Startups and Unit Economics
Last week, the Wall Street Journal reported that numerous online-to-offline (O2O or on-demand) startups in China had run out of cash in recent months. Fund raising and valuations, especially those for on-demand startups, have soared globally as burn rates g...
Last week, the Wall Street Journal reported that numerous online-to-offline (O2O or on-demand) startups in China had run out of cash in recent months. Fund raising and valuations, especially those for on-demand startups, have soared globally as burn rates grew in sync with risk appetite. During this time, startups spent heavily as user acquisition became the primary goal. It was only a matter of time before investors paused to look at financial h...
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Benchmarking Uber's Financials
Uber's leaked financial reports from 2012 to 2014 have spurred a polarized debate on late stage valuations. Optimists have pointed to Uber's strong revenue growth as a sign of business model validation. Meanwhile, skeptics latched onto the fact that the com...
Uber's leaked financial reports from 2012 to 2014 have spurred a polarized debate on late stage valuations. Optimists have pointed to Uber's strong revenue growth as a sign of business model validation. Meanwhile, skeptics latched onto the fact that the company's losses ballooned to hundreds of millions of dollars even as its valuation exploded. Both are strong, but incomplete, arguments because they lack a frame of reference. Uber's revenue grow...
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Last week, I came across an interesting piece by Jan Dawson about self-driving cars. In it, he argued that Tesla's (and possibly Apple's) approach of incremental improvements in automation was vastly superior to Google's goal of achieving full automation. His primary argument is that consumers need to purchase and experience semi-autonomous vehicles before they can trust the technology enough to purchase fully autonomous vehicles (especially give...
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In the part 2 of our year-end podcast, we build on our earlier conversation about five major events that rocked Asia in 2015 and make our predictions for 2016: (a) Consolidation of on-demand cab hailing apps, (b) Robots (like Softbank's Pepper) target businesses before moving on to the consumer market while value flows to data / artificial intelligence, (c) Nintendo faces innovator's dilemma, (d) Xiaomi's expansion and (e) Facebook hits a wall in...
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Google made some interesting announcements yesterday that could have a profound impact on the existing app interaction model and even how we think of apps. Google search now has the ability to search for app-only content, an outcome of Google's app indexing efforts over the past two years. More importantly, Google announced an experimental program to "stream" a limited set of apps directly from the Google app. This appears to be an attempt to mak...
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Twitter's stock price has declined by over 50% over the past few months because of slower than expected user growth and questions about the company's leadership team. In response, the company just unveiled what appears to be its most important product (or feature) in years, Moments. This is clearly an interesting attempt to attract new users (or "churned" users) back to the platform. However, Twitter seems to have ignored the lessons learned by o...
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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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Have them in circles
391 people
leonard glickman's profile photo
Beth Ferrell's profile photo
Alan Tong's profile photo
LaJaveyon Saunders's profile photo
Kev N's profile photo
Shane Dickson (Oregon Slacker)'s profile photo
Cronos Group's profile photo
BILLY BLUE's profile photo
‫فهد الحربي‬‎'s profile photo
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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.