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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: 25th March 2013

I’m moving on up, you’re moving on out

Mark Bridge writes:

Farewell, ST-Ericsson. It didn’t bode well when CEO Didier Lamouche announced his planned departure a couple of weeks ago – and now both STMicroelectronics and Ericsson have confirmed they’ll be splitting the company between them before closing it down.

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The secret to starting a successful mobile-related business

Mark Bridge writes:

What’s the secret to starting a successful mobile-related business?

It turns out there’s no magic answer… but there’s plenty of useful advice worth listening to. There are also plenty of opportunities to get funding, whether in the form of a loan, a grant or an investment.

Author: The Fonecast
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Article rating: 5.0

Freezing Android Phones just won't break the ice with forensic investigators

Yuval Ben-Moshe writes:

Freezing Android phones just won't break the ice with forensic investigators.

Leading and available mobile forensics tools already have similar capabilities, enabling law enforcement to effectively obtain admissible evidences from mobile devices.

Author: The Fonecast
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Last week at The Fonecast: 18th March 2013

S4 for Samsung, 1m for BlackBerry

Mark Bridge writes:

Samsung launched a new flagship Android smartphone last week, eschewing Roman numerals and calling it the Galaxy S4. Well, it was never really going to be the SIV, was it?

Author: The Fonecast
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The wristwatch phone isn't a new idea… but is it the right time for the Apple iWatch?

Mark Bridge writes:

Apple is rumoured to be planning a wearable mobile device: the iWatch. Whether it’s an iPhone accessory or a stand-alone mobile phone… or a figment of overactive imaginations… remains to be seen, although press reports suggest it could be launched by the end of 2013.

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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

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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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