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Horace Dediu 
34 posts and columns on Horace Dediu
iTunes Makes Big Bucks for a “Break-Even” Business
Maybe it’s time to upgrade that stool analogy.
iTunes Not Exactly Break-Even Anymore
Since folding its software offerings into iTunes, Apple’s operating margin on the iTunes business has changed. Dramatically.
The Whole Product
Apple and Samsung tower over the fortunes for software-only Microsoft or service-oriented Google and Amazon. Although all companies are growing, the value, as defined by the buyer, resides in the whole product.
– From Horace Dediu, writing about hardware and the “value chain evolution” in the tech industry
Working Out
“Google buys Motorola for its patents.” How is that working out?
–Horace Dediu, via Twitter
Nokia Halves Price of Lumia 900 “Hero Phone”
Nokia slashes the price of the Lumia 900, just three months after its release.
Apple Is Going to Spend a Lot of Money on … Something
Billions! On iCloud, maybe. Or solar farms. Or much less sexy but important things. Like, you know, factories and stuff.
R&D Spending: Nokia Vs. Apple Shows Size Doesn't Matter
Some additional perspective on Nokia’s massive mobile R&D spend and a point of comparison for its market return. Extrapolating from Bernstein Research data that estimates Nokia spent $3.9 billion on mobile research and development, Asymco’s Horace Dediu has calculated Apple’s mobile R&D spend, and there’s an astonishingly wide gulf between the two.
With iPad Sales, Steve Schools the Street Again
In need of a chuckle? Take a look at Wall Street’s first-year iPad sales forecasts. They ranged from 1.1 million at their most conservative to 7 million at their most bullish, and averaged out at 3.3 million. Which is laughably short of the 14.8 million iPads Apple ended up selling in 2010.