Post-PC world
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Why the File System Wars Will Trigger a Wave of Consumer M&A
You fool! You fell victim to one of the classic blunders - The most famous of which is “never get involved in a land war in Asia” There is a land war being fought on the web and it's for files and filesystems. Incumbents and startups alike are duking it out. And things are really starting to get interesting. The startups, Dropbox and Evernote, reinvented the file system as a synchronized, cross platform file system abstracting the hardware and the data.
Stalking the Billion-Footed Mobile App Developer Beast | Paul Kedrosky
One of the primary cues I used two years ago when going short RIMM was the sliding developer interest in the Blackberry platform. Where did I see that? Well, it was partly anecdotal – from developers I know and trust, plus from startups I've invested in or talk to – but it was also the excellent quarterly IDC mobile app developer survey. The latest version of the IDC Appcelerator survey is out , and the findings are, as always, interesting. First up, interest in the Blackberry platform continues to fall, while developer interest in Apple remains unsurprisingly high.Tablets: the third platform
It's easy to call a tablet a larger a mobile phone. Or a replacement for a notebook or ultrabook. But to dismiss tablets as scaled clones of their bigger and smaller brothers is a mistake.
Windows market share vs Post PC devices
ask Goldman Sachs how they put up their numbers :-) http://www.theregister.co.uk/2012/12/13/windows_market_share_just_20percent/ by Dec 13
There must be some historical discrepancies in the statistics (cf 2005...), which casts doubt on the >90% of MSFT before 2005...? by Dec 13
Mobile OS trends in five charts
Mobile OS trends in five charts In May 2010, I bet a good friend of mine that Android would overtake iOS in total devices shipments in 12 months' time. My prediction was completely off the mark. In May 2011, iOS led cumulative shipments by more than 100%: 191M to 95M.
Global PC Shipments Expected to Decline in 2012
The global PC market will see worldwide shipments decline this year, which will mean a drop for the first time in 11 years, according to IHS’ iSuppli . More specifically, the technology research specialist expects a contraction of 1.2 percent: from 352.8 million units in 2011 to just 348.7 million in 2012. The last such drop was more than a decade ago in the dot-com bust year of 2001. Yet if everything stays on track, we may end up with a huge feeling of déjà vu: Nevertheless, the year is far from over, and iSuppli hints there is still a chance for the PC industry.
Mint.com Tops 10 Million Registered Users, 70% Come From Mobile Vs. Web
Mint.com , a financial planning app that was a TC40 winner and acquired by Intuit in 2009, has just announced it has surpassed 10 million registered users. This is pretty incredible growth considering the company only had about 1.7 million users when it was acquired nearly three years ago. The service is tracking more than $80 billion in credit and debit transactions and almost $1 trillion in loans and assets. Founder Aaron Patzer explained that distribution channels have blown up since Mint.com joined the Intuit umbrella.You’ve probably underestimated just how big this is
I met a team at a mobile dev shop a couple of weeks ago and in the discussion I casually mentioned that mobile app usage exceeds web usage. Eyebrows were raised. I couldn’t remember where I’d heard it.
Périmètre Etude réalisée du 1er juillet 2010 au 30 juin 2012 Périmètre de 3 903 sites web et 108 applications Publiée le 25/07/2012 - La fréquentation moyenne des sites en France affiche une nouvelle baisse au second trimestre 2012, tandis que les applis mobiles voient leur trafic exploser. Trafic des sites web en France : -1,7% en moyenne au 2nd trimestre 2012
La fréquentation moyenne des applis poursuit sa forte croissance en France - AT internet
If you look at any of the top web properties on comScore, Quantcast, Alexa or any other third party reporting service you will see that they all have been fairly flat over the first half of the year. You might think that all these big web services are flatlining. We have seen this in our portfolio too. From board meeting to board meeting, we are seeing a similar pattern. Web is flattish.
Mobile Is Where The Growth Is
Right on. The large scale fixed-mobile shift is happening right now by Jul 1
Love, Courtship and the Promiscuous Male Mobile Gamer Posted by Dan Laughlin on Fri, Mar 29, 2013 GDC is in San Francisco this week, just next to Flurry’s headquarters. By the size of the crowds, we (very scientifically) estimate that attendance should easily surpass last year’s record of 22,500. Having tracked the growth of mobile games for several years, we weren’t surprised to see more than 30 sessions during the week focused on smartphone and tablet gaming.
Usage Statistics | The Flurry Blog - Mobile Application Analytics | iPhone Analytics | Android Analytics
Think we’re moving past the PC? Ask the PC makers
The latest sales numbers for PCs are in, and they are not good. Worldwide PC sales amounted to 86.7 million for the second quarter of 2012, which means they shrank by 0.1 percent compared to a year ago, according to IDC’s latest calculations, published Wednesday. Things were even worse in the U.S., where PC sales were off 10.6 percent from the same quarter a year ago, the least-inspiring showing in a long time for an industry that is very obviously in transition.[Update: typo in title corrected] Mobile is growing partly because it is expanding our use of computing and partly at the expense of desktops and laptops. PC sales data out yesterday shows that PC substitution, the second the driver of growth, is happening faster than expected. As you can see from the tables below global PC shipments in Q2 were flat on the year before, meaning that in aggregate PCs are not participating in any of the growth in computing globally, and in the US PC shipments were down 11% in the same period.
Shift from PC to mobile faster than expected
When the Macintosh was launched in 1984, computers running the MS-DOS operating system were nearing a dominant position in the market. Having launched in 1981 as the IBM PC, they were quickly cloned and four years later “PCs” were selling at the rate of 2 million/yr. The Mac only managed 372k units in its first year. In other words, PC was outselling the Mac by a factor of nearly 6.