Needham & Co.

A New Milestone for the Mac: 5 Percent of the Global PC Market

John Paczkowski in News on November 18, 2011 at 3:17 am PT

Buoyed by increasing sales in enterprise and explosive growth in the Asia Pacific, the company’s share of the global PC market passed the 5 percent mark last quarter, for the first time in 15 years.

2020: Still the Year of the iPad

John Paczkowski in Mobile on August 8, 2011 at 3:30 am PT

Competing against Apple’s iPad has been a fruitless endeavor for most who have tried, and sadly for the company’s rivals, that’s not going to change any time soon.

Verizon Android Users Probably Just Holding Out for iPhone 5

John Paczkowski in Mobile on June 21, 2011 at 4:31 am PT

If the debut of the iPhone on Verizon didn’t trigger quite the mass exodus of Android users some had expected, it could be because the carrier is more of a stronghold for Google’s mobile OS than anyone expected. But there might be another reason, as well.

Is an "iPhone Lite" Still an iPhone?

John Paczkowski in Mobile on April 7, 2011 at 3:45 am PT

There’s little doubt that Apple’s share of the smartphone market–particularly in emerging countries–would benefit from a less expensive version of the iPhone–an “iPhone Lite.” But can the company even build one?

Mac Growth Outpaces Market for 19th Straight Quarter

John Paczkowski in Mobile on February 17, 2011 at 4:00 am PT

The Mac has been on a growth tear for a few years now, outperforming the broader PC market in most every sector. Indeed, December 2010 marked the 19th straight quarter that it did so.

Why Verizon’s iPhone Won’t Be So Bad for RIM

Arik Hesseldahl in Enterprise on January 10, 2011 at 9:29 am PT

A year ago, an iPhone on Verizon would have been a disaster for Research In Motion. This year, it will only sting, which says a lot about how RIM’s business has improved.

Nokia’s Grip Slipping in Key Regional Markets

John Paczkowski in Mobile on September 14, 2010 at 3:00 am PT

Another interesting tidbit from that Charlie Wolf note I mentioned here yesterday, this one concerning Nokia and the deterioration of its market share in regions where it used to have a stranglehold. While the company has managed to stabilize its share of the worldwide smartphone market, it has not managed to do that in some regional markets that were once strongholds.

Analyst: Smartphone OS Market Won’t Be a Monopoly Play

John Paczkowski in News on September 13, 2010 at 11:30 am PT

Will Google’s Android OS do to the smartphone industry what Microsoft’s Windows OS did to the PC industry? Is the smartphone market a winner-take-all one? According to two much-discussed reports by Piper Jaffray and Gartner that see Android aggressively gobbling up market share in the next five years, it is. But Needham analyst Charlie Wolf says that’s impossible, because the smartphone market lacks the necessary conditions for a winner-take-all outcome.

Apple Earnings: No Better Antennagate Deodorant Than Success

John Paczkowski in Mobile on July 21, 2010 at 7:44 am PT

Apple’s big third quarter earnings beat has sent the analysts who follow the company in search of new superlatives with which to describe its performance. A barrage of Apple research notes were broadcast this morning and they are positive to a one, though with a single point of concern: is Apple’s current pace sustainable?

Waiting for WinMo

John Paczkowski in News on December 15, 2009 at 4:30 am PT

Windows Mobile’s long march into irrelevance continues apace with no apparent change in tack. Certainly, the launch of Windows Mobile 6.5 in September–a superficial, stop-gap point release–did little to convince anyone that Microsoft will ever deliver on its promise of a “modern” mobile operating system. And now, with the official release of Windows Mobile 7 reportedly delayed until late 2010, you’ve got to wonder if the company hasn’t already blown its last chance at a comeback in the mobile space.