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If there's one Wall Street analyst who consistently makes sense when it comes to computing and mobility, it's Asymco's Horace Dediu. On a regular basis, Dediu charts the sales and shipping information released by consumer electronics companies like Apple and is able to spot trends that spell eithe...

September 9th 2013 at 5:00pm 0 Comments
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The iTunes video store is a strange market to track. Most of Apple's attention and press these days is going to the App Store, and obviously iTunes wouldn't exist without the music store. But the video store, where you can buy and rent movies and TV shows, is sort of the quiet third pillar of Ap...

June 19th 2013 at 4:30pm 0 Comments
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It's the TUAW Daily Update, your source for Apple news in a convenient audio format. You'll get all the top Apple stories of the day in three to five minutes for a quick review of what's happening in the Apple world. You can listen to today's Apple stories by clicking the inline player (requires...

June 14th 2013 at 3:15pm 0 Comments
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Asymco mobile industry analyst Horace Dediu is up to his number-crunching again, this time with numbers showing that Apple Stores continue to have the top retail revenues per visitor of any retailer in the US. The first quarter of 2013 (Apple's second fiscal quarter) saw visitor growth of 7 perce...

May 20th 2013 at 12:30pm 0 Comments
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As writer John Paczkowski notes in an AllThingsD article today, iTunes was originally "conceived as a low-margin 'break-even' operation intended to drive hardware sales" -- in particular sales of iPods. Now that the iTunes Store is used to sell more than just songs and videos, it's turning into...

March 25th 2013 at 11:00am 0 Comments
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Asymco analyst Horace Dediu does a very good job of dissecting the Apple financial data released publicly to discover trends and tidbits of information. Today Dediu looked into Apple's international retail strategy and pulled out some tasty nuggets about Apple Stores. Apple's rate of store open...

February 25th 2013 at 3:00pm 0 Comments
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It's the TUAW Daily Update, your source for Apple news in a convenient audio format. You'll get all the top Apple stories of the day in three to five minutes for a quick review of what's happening in the Apple world. You can listen to today's Apple stories by clicking the inline player (requi...

January 10th 2013 at 3:15pm 0 Comments
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While the two big smartphone vendors, Apple and Samsung, are battling it out in the courtrooms, they're still in total control of operating profits. Horace Dediu of Asymco has just published his analysis of operating profits for the top eight mobile phone vendors and found that Apple and Samsun...

May 3rd 2012 at 2:00pm 0 Comments
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According to Horace Dediu of Asymco, Google's smartphone revenue per year is on the rise. On the surface, this appears to be good news for Android, but a closer look at the source of the revenue shows that most of this increase is from iOS. In fact, Deidu suggests revenue per device from Androi...

April 3rd 2012 at 1:00pm 0 Comments
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Horace Dediu of Asymco examined the history of Apple's iPad sales since 2010 and calculated that its grown at an astonishing rate of 150 percent each year. Based on Apple's stellar iPad launch weekend, Dediu believes this phenomenal growth is sustainable. As Philip Elmer-DeWitt points out, Dedi...

March 22nd 2012 at 9:48am 0 Comments