earnings
Uber Under
Remember when Uber was not only the “next big thing” but was hailed as the ultimate and permanent disruption of the transportation industry? Halcyon days. And it was, to a point. In just nine years it went from charming San Francisco novelty to global behemoth with its hands in everything from food delivery to freight. …
Apple’s Ups and Downs, Microsoft’s Disruption
Apple leaps (and spills a drop on the way) This week Apple announced it’s quarterly profit, and it was terrible. I’m kidding – we all know Apple makes more profit in an hour (~$6 million/hr in net profit) than most of us will see in a lifetime. Last quarter was no exception, ending with a …
AT&T’s tantrum, Apple’s stumble, and Shazam’s BDD
AT&T takes back their tantrum (and let us never speak of it again) One worry in the massively complicated, “if you don’t pick the right side you’re a bad person and should feel bad” Net Neutrality debate is the idea that without any financial incentive (that is, without the ability to charge content creators extra …
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The Fall of TV, Apple Pay, 6% Whales, and Facebook’s (latest) Fail
“More revolution will come from smartphones than from any previous computing product in history. It’s because of this that we will see a future with one billion more people online, a future only made possible because of mobile.” –@BenBajarin TV: The King has Fallen Last week we talked about the incredible growth mobile internet has …
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Player-acquisition costs rise on mobile even as revenues-per-gamer holds steady
Player-acquisition costs rise on mobile even as revenues-per-gamer holds steady The cost for a new install (CPI) hit $4.36 last month. That’s up more than 288% from January 2012 when CPI was only $1.30. But the average revenue per user (ARPU) is only $1.08 (up 38%) in the same timeframe. ARPU was $.78 in January 2012. This …
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Samsung Electronics fourth-quarter profit sags
Samsung Electronics fourth-quarter profit sags Samsung’s smartphone sales slumped 18% as the new iPhones slowed the S4. Not too surprising. The real test will be if they can pick up again when Samsung’s successor to the S4 comes out.
Who buys the iPhone 5C?
Who buys the iPhone 5C? Ben Evans takes a look at Facebook’s advertising data to find two trends about the iPhone 5c and 5s: the 5s is selling much better (which is expected and mostly known) and the 5c skews higher amongst women. The important question on the 5s outselling the 5c is more about …
