mobile


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 […]


When will smartphones saturate?

When will smartphones saturate? Horace Dediu has been doing some interesting work with logistic growth functions and forecasting smartphone adoption rates. He continues that here, applying the data to not only the US market, but also the global market. And he reminds us that the North American smartphone market is only 11% of the global […]


How many Americans will be using an iPhone when the US smartphone market saturates?

How many Americans will be using an iPhone when the US smartphone market saturates? Very interesting graphs/analysis from Horace Dediu. His prediction is that the US smartphone market will be at saturation (90% ownership) in Feb 2017 and that the IPhone will enjoy a 68% marketshare. Read on for how he arrives at this, but […]


What does mobile scale mean?

What does mobile scale mean? This was posted a while back by Ben Evans, but as we kick off 2014, it’s a great piece to really wrap your head around. It’s not just that smartphones are selling exponentially quickly, but rather that the fundamental nature of the internet is changing. The scale is overwhelming – […]


In online shopping, touch appears to beat click – The Boston Globe

In online shopping, touch appears to beat click – The Boston Globe Boston Globe, reporting on a new study done by Boston College: “When consumers participating in the study reached out and touched an image on a touchscreen, the experience nearly rivaled their feelings of touching merchandise in a brick-and-mortar store, according to the measure […]


Bundling and Pricing Innovation

Bundling and Pricing Innovation Horace Dediu on the aforementioned suggestion that smartphone subsidies will go away. His take is that carriers are unlikely to find real “unbundled” alternatives that they would like – that the demands of building and maintaining the networks will drive their need to stabilize the relationship with the customer, which drives […]


Subsidization and Saturation – stratēchery by Ben Thompson

Subsidization and Saturation – stratēchery by Ben Thompson Ben Thompson reacts to AT&T CEO’s remarks about subsidies for smartphones. He covers a number of good points, including both the duplicitous nature of the original comments and some of their accuracy. One thing he doesn’t mention, however, is Apple’s unique advantage in usage. As carriers stop […]


Updated US Smartphone Saturation Forecast

Updated US Smartphone Saturation Forecast Horace Dediu updates his charts on US smartphone saturation. For the most part, things are continuing on their current pace. Android seems to continue to be roughly flat while Apple continues to match the logistic function nearly 1-1. And of course the march to all phones becoming smartphones continues to […]