Tech Supply Chain Looking at Excess Inventory…
The FT reports on the excess inventory in certain parts of the tech supply chain. Carlo Bozotti, the CEO of STMicroelectronics, summarizes it perfectly, “We saw overbooking by some customers in April, as they tried to protect themselves from shortages of certain components. That led to a correction in June.” This is exactly what CEA […]
Toys“R”Us Picks-up Kindle
At the end of the month, Toys“R”Us will begin selling Amazon’s Kindle (see Retailing Today, Mashable, Reuters, LA Times). This is a natural extention of its existing non-Amazon retail strategy (which already includes Target, Best Buy, RadioShack and AT&T stores). More importantly, I think it targets an important segment of the population primed for an […]
The Value of Freemium
Some facinating findings in some recently released data from Furry: Games drive 75% of revenue among the top 100 grossing iOS apps and 65% of this revenue were generated from freemium games. The average purchase from within free-to-play mobile game is $14 As the chart shows, 71% of all in-app transactions happing within freemium games are for amounts under $10, 16% are […]
Lack of Paid TV Subscription Doesn’t Suggest Online Video is Sufficient…yet
Leichtman Research Group published a recent study showing eight percent of households who subscribe to broadband don’t subscribe to paid television services. But within this eight percent of broadband-only homes, only five percent said they do not subscribe to a multichannel video service because they get all of the video they want on the Internet or in other ways. Two percent of […]
The Future of NetFlix and How They are Working to Enrich Their Streaming Service
Earlier this month NetFlix increased the price of their subscription offerings (read more here and here). And then earlier this week, NetFlix reported Q2 earnings. You can read the Letter to Shareholders here. NetFlix closed the quarter with nearly 24.69 million subscribers – a 65 percent jump from the year-ago period. Netflix expects to finish the third […]
State of the Mobile Internet
Some interesting tidbits here from Akamai (with the full report here). My comments are in Bold. The average monthly 3G traffic is the highest for laptops (1-7 GB), followed by tablets (250-800 MB) and smartphones (80-600 MB) -> not surprising Online video (30–40 percent) is the largest contributor to mobile traffic volume, followed by Web browsing […]
How Impactful is Verizon for RadioShack and RadioShack for Verizon
By now you’ve read the news that RadioShack (RSH) will stop carrying T-Mobile devices on September 14th and start carrying Verizon devices on September 15th. If you missed it you can read more here: (Reuters, TechCrunch, Engadget). How impactful might this be for both Verizon and RadioShack? Let’s start first with RadioShack. Despite poor results, the stock […]
Bullish on Apple? Bullish on China
One can’t help but be bullish – at least a tinge – on both Apple and China. From a recent NYT article: Last week, Apple reported blockbuster sales and profits in its third quarter, including $3.8 billion in revenue in greater China, which includes Taiwan and Hong Kong. For the first three quarters of Apple’s fiscal […]
Internet of Things Infograph
What the Secondary Market Tells us about iPad Availability
I recent wrote how I wasn’t sold on the premise that Apple’s quarterly iPad sales figures are largely influenced by supply chain dynamics. This morning I took a quick look at the secondary market for (used iPads). I didn’t perform an indepth study, but even a precursory examination tells an interesting story. First, here are the current prices for new […]
