43 posts and columns on Horace Dediu
Apple Bought a Ton of AAPL Last Quarter
“Apple’s greatest acquisition ever.”Plenty of Room Left Yet for Smartphone Growth
“Everybody has got a smartphone.” Really?Apple Still Has a Giant Advantage in Digital Music, With 75 Percent of the Market
Spotify, Deezer and Amazon aren’t even close. Which doesn’t mean they’re not a long-term problem for Tim Cook.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