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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: 11th February 2013

WiFi goes on the attack

Mark Bridge writes:

Mobile networks aren’t what they used to be. As last week’s interview with Vince Russell of The Cloud demonstrated, more and more customers are relying on WiFi to augment their mobile data service.

Truphone is now planning to do exactly the same with voice calls and text messages by linking its mobile network with WiFi for even wider coverage.

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Last week at The Fonecast: 4th February 2013

Goodbye RIM, hello BlackBerry

Mark Bridge writes:

Apple launches a new product and BlackBerry pushes it out of the headlines. Who’d have thought it, eh?

Yes, Apple’s new $799 128GB iPad didn’t get much of a mention in the mobile press last week - thanks to the new BlackBerry 10 platform and two new smartphones. Memories of Stephen Bates’s awkward BBC interviews were soon forgotten as the touchscreen Z10 appeared and quickly hit the shelves of UK retailers.

Author: The Fonecast
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HTC smartphones are too good

HTC smartphones are too good

Causing HTC a serious headache

James Rosewell writes:

During December 2012 in the United States the HTC Evo 4G contributed 20% of web traffic from HTC devices. What is remarkable about this figure is that the HTC Evo 4G was first released in June 2010 and is almost three years old.

The HTC One series of devices were released during 2012 and contributed less than 10% of HTC’s web traffic in the same month.

Are HTC devices released pre-2012 too good at browsing the web?

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Future smart devices will extend our senses

Faiza Elmasry of voanews.com writes:

Imagine shopping for clothes online and being able to run your hand across the screen on your computer or smartphone to feel the fabrics. That kind of simulation technology could be available within the next five years.

Author: The Fonecast
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Discover the secrets of mobile innovation at The Mobile Academy in London

Mark Bridge writes:

Developing a successful mobile product or service isn’t just a question of having a great idea. There are all sorts of challenges, from the technical aspects of application development to the wider issues of branding and funding.

That’s where The Mobile Academy steps in. It’s a London-based mobile masterclass designed to give you a helping hand with innovation, whether you’re an entrepreneur, a business owner, a developer or a designer.

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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.

Author: The Fonecast
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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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