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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: 17th December 2012

Look to the future now...

Mark Bridge writes:

It’s the week before Christmas, which can only mean one thing for the mobile industry: plenty of research news. Yes, when there isn’t anything new to talk about, a survey or forecast is the perfect way to fill the silence.

Mind you, things haven’t been entirely quiet when it comes to mobile products and services.

Author: The Fonecast
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O2 and the iPhone 5: when is a a pre-order not a pre-order?

Mark Bridge writes:

Last week I pointed out that picking the best bits from other people’s tech reviews didn’t look good when the full version was pretty uncomplimentary. And today I’ve discovered another mobile network guilty of tripping itself up with words.

Author: The Fonecast
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Cars and medicine are expected to be major M2M drivers next year

Machine-to-machine (M2M) communication is offering mobile networks an unrivalled opportunity to dramatically increase their connection figures. At the moment, over 100 million M2M-enabled devices - from vending machines to smoke alarms - are providing information automatically, with mobile networks carrying the majority of this traffic

Jürgen Hase, Vice President of the M2M Competence Center at Deutsche Telekom and Chairman of the M2M Alliance, offers his M2M predictions for 2013.

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Last week at The Fonecast: 10th December 2012

From Christmas SMS to customer service

Mark Bridge writes:

We started last week with a 20th birthday party for the SMS text message, which was first used as an alternative Christmas card by Neil Papworth in 1992. Since then, mobile data has been transformed from the familiar dit-dit-dit dah-dah dit-dit-dit of Nokia phones to non-stop internet connectivity on smart devices.

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Vodafone Smart Tab II: painfully positive spin

Mark Bridge writes:

There are some things I don’t want to accept. Events that have rocked my perception of the world. Dave Lee Travis being arrested. The death of Amy Winehouse. Visiting a pork pie factory. I now have a new one on my list: Vodafone’s blog post today about the Smart Tab II.

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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.

Author: The Fonecast
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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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