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Wednesday, July 21, 2010

Apple's quarterly results: bloodbath or brilliance?

Mark Bridge writes:

They were a proud race. Proud of their individuality. Proud of the simple yet high-tech environment they inhabited.

But their population wasn’t growing as quickly as it had. They weren’t dying out – far from it, because they were committed to the cause – but there weren’t as many bright new faces as there’d been before. And now the Others were moving closer.

Yes, they’d done their best to resist the Others. They’d tried moving into new areas; not running away but expanding. It seemed to work. A new generation – a new race, some said – had been born. Different, yet the same. So why did they still feel as though the Others were getting dangerously close?

That’s not the opening of the worst science-fiction novel of all time. It’s the place where some people think Apple finds itself at the moment.

It's just released quarterly figures that reveal record revenue of $15.7 billion, having sold 8.4 million iPhones and 3.27 million iPads.

Pleasing stuff, you might think – but consultant and writer Tomi Ahonen is calling it a ‘bloodbath’. He says Apple’s share of the smartphone market has dropped, pointing out that recent iPhone sales figures are down from Q1 2010 and from Q4 2009.

That’s not stopping Apple’s profitability. Apple pushed past Microsoft to become the world’s largest technology company (by market capitalisation) in May – and it could soon overtake Microsoft in terms of quarterly revenue, too.

Which raises an interesting question. Apple has a reputation as a manufacturer of niche computer products. Is it now happy for the iPhone to develop the same reputation among smartphones – or will it be fighting to regain its market share?

After all, as one commentator on Tomi’s blog puts it: "Market share is irrelevant. Apple makes more money from a smaller market share. Who doesn't want that?"

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Opinion Articles

Last week at The Fonecast: 24th June 2013

More of the same

Mark Bridge writes:

Another week, another couple of product announcements from Samsung. There appears to be no stopping them, despite a recent drop in the company’s share price.

This time it’s a couple of tablets – one of which runs both Android and Windows 8 – and a 20 megapixel camera that’s got a 4G-enabled Android device built in.

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Last week at The Fonecast: 17th June 2013

Making the network truly mobile

Mark Bridge writes:

The telecommunications industry was making plenty of headlines last week – but much of it wasn’t particularly upbeat.

The debate about privacy and security continued in the wake of allegations about US agents intercepting internet traffic. Meanwhile, Nokia prepared to make its last Symbian smartphones and Tradedoubler warned that mobile devices were having a negative effect on high-street consumer loyalty.

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How to shield from internet snooping

George Putic of voanews.com writes:

When news broke about U.S. government agencies collecting metadata about its citizens’ Internet and phone communications, many were surprised by its scope. The surveillance covered a vast number of Internet messages and phone calls. The government did not deny the action but pointed out that the collected data contained, not the substance of the communication, but the so-called metadata.

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Giving it all away

Paying with our privacy

Mark Bridge writes:

There’s been a lot of talk recently about PRISM, which may allow the US National Security Agency - and anyone they choose - to access some of our personal online information if it passes through the USA. It’s unclear exactly what (if anything) is being shared with whom… and given the nature of national security, we may never know.

However, alongside the possibility of governments seeing information we thought was secure, it’s also worth pointing out that we choose to share plenty of online information ourselves.

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6 things you need to know about mobile research, smartphone rumours and imaginary new products

Mark Bridge writes:

Where did it all go wrong?  When did the mainstream mobile industry start to slide away from innovation and into repetitive nonsense?  For a while I suspected the downloadable ringtone was to blame. Just days after hearing 'Barbie Girl' on the mobile phone of a man from Vodafone Value Added Services in the late 1990s, I'd downloaded a poptastic tune to my own Nokia 2110. Soon, the entire mobile world was focussed on 30-second instrumentals instead of technical innovation. It was the beginning of the end.

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Recent Podcasts

Reviewing our 2015 mobile industry predictions... and looking forward to 2016

Podcast - 15th January 2016

Iain Graham, James Rosewell and Mark Bridge return to review their mobile industry predictions from last year. Which mergers, partnerships and developments did they forecast correctly... and which didn’t work out as planned?

Later in the programme, the team anticipates some of the topics that will be hitting the headlines during 2016.

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Podcast from Mobile World Congress 2015

Podcast - 6th March 2015

Mark Bridge learns about the mobile technology trends at Mobile World Congress 2015 by chatting to James Rosewell of 51Degrees, Dr Kevin Curran from the IEEE and Chris Millington of Doro.

They talk about wearable devices, wireless charging, mobile operating systems and much more... including some of their favourite products from the exhibition.

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Looking back at February: from security scares to multiple MVNOs

Podcast - 27th February 2015

We're taking a look back at the biggest mobile industry news stories from February 2015, including allegations that the UK's security service tried to breach SIM card security by hacking into one of the world's biggest SIM producers.

We also talk about the planned BT and EE merger, the creation of two new UK virtual networks, some acquisitions in the mobile payment arena and a new Ubuntu smartphone.

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Interview with Chris Millington of Doro about mobile retailing, wearables and technology for older consumers

Podcast - 24th February 2015

In today's programme Mark Bridge talks to Chris Millington, who's Managing Director for Doro UK and Ireland.

They discuss the state of mobile retailing in the UK, the future of wearable devices and - as you might expect - smartphones for seniors.

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A month of mobile: O2 counts on 3, Microsoft counts to 10 and Apple counts its profits

Podcast - 30th January 2015

We're back with a month of mobile industry news, including takeover talks and takeover rumours. O2 and Three are said to be discussing a merger... but is there any truth in the suggestions that BlackBerry could be up for grabs?

We also discuss Apple's record-breaking quarterly figures, the highlights of CES and the launch of Microsoft Windows 10, as well as saying farewell to the current version of Google Glass.

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