Analysis Topic

19
Jan

On Tuesday January 18, 2010 Apple Inc. reported their fiscal 2011 first quarter earnings.  The report was a mixed bag for the Mac despite Apple shipping a record 4.13 million Macs during the quarter.  We have to look a bit deeper into the numbers to understand the state of the Mac.

27
Aug

In a August 26, 2009 report, Gartner authors Michael A. Silver and Matthew W. Cain take the stance that native support for Microsoft Exchange 2007 support in Mac OS X Snow Leopard will spur end user demand for Macs in the enterprise.  The note however that although Macs will be more easily used in the enterprise, Macs will not necessarily replace Windows-based PCs in many organizations.

07
Jun

This is the fourth part in the series that analyzes the Apple product strategy with a specific emphasis on the Macintosh.  You can view part one, part two, and part three by clicking on the associated links.  In this post I argue that Apple's differentiation approach enhances the company's competitive advantage in the market and that Apple will not license Mac OS X.

06
Jun

This is the third part in the series that analyzes the Apple product strategy with a specific emphasis on the Macintosh.  In part one I analyze Apple's positioning as a premium brand.  In part two I describe how Apple has conducted a trade-off in order to protect the position.  In this post I describe the entry barriers that competitors must address in order to compete with Apple.

05
Jun

With WWDC kicking off on Monday June 8, I wanted to post my expectation that Apple will release Mac updates in either September or October.  In the May 13, 2009 WWDC Press Release Apple stated it would be issuing a Mac OS X Snow Leopard 'final Developer Preview'.  Prior to this press release, I expressed my expectations of what Apple would likely do with respect to Snow Leopard at WWDC in a May 5, 2009 reply at the MacRumors Forums eight days prior to the Apple Press Release.  Here's what I stated:

05
Jun

This is the second part in the series that analyzes the Apple product strategy with a specific emphasis on the Macintosh.  In the first part, I put forth the arguments that Apple is a premium brand that targets less price sensitive customers and that Apple's needs-based positioning is a byproduct of company's internal activities.  In this post I argue that Apple has conducted a trade-off in order to protect the brand's premium position.

04
Jun

It's widely understood in strategy that a firm that is known for delivering a certain value may end up confusing customers (or perhaps undermining its own credibility and reputation) if it attempts to deliver alternate value.  The attempt to simultaneously deliver inconsistent offerings will not serve a firm's strategic position.  Many continue to criticize Apple's premium positioning and pricing.

01
Jun

According to market research firm Net Applications, Apple's Mac OS market share rose to 9.81 percent during May 2009.  These metrics detail the computer operating systems that visit sites tracked by Net Applications.  Not only did the May 2009 increase reverse the decline observed in April 2009 but it also shows that Mac OS market share rose by over 25 percent on a year-over-year (YOY) basis.  In May 2008 Mac OS share stood at 7.83 percent, just a year later it checks in just shy of two percentage points higher.

27
Apr

On April 22, 2009 Apple reported earnings for its fiscal 2009 second quarter that ended on March 28, 2009.  Although Apple's CFO commented that the quarter was "the best non-holiday quarter revenue and earnings in our history", Mac shipments were the lowest in 1.5 years and experienced their first year-over-year (year/year) drop in 5.5 years.

04
Mar

Kindle is Amazon's Wireless Reading Device that works in conjunction with the Kindle Store to provide more than 240,000 books, top newspapers, magazines, and blogs.  The new 'Kindle for iPhone application' from Amazon allows iPhone and iPod touch owners the ability to read Kindle books using a simple, easy-to-use interface.

23
Jan

Although Apple set a new Mac shipment record in the fiscal fourth quarter of 2008 (Q4 2008), Mac shipment growth on a year-over-year basis has shown shows signs of slowing growth (deceleration) for two consecutive quarters.  This trend continued into the first fiscal quarter of 2009 (Q1 2009) as evidenced by the January 21, 2009 earnings release.  Mac growth deceleration last occurred more than two years ago.

21
Jan

Apple released their fiscal 2009 first quarter earnings on Wednesday January 21 during which they reported record revenue for a quarter of $10.17 billion and net quarterly profit of $1.61 billion.  This compares to revenue of $9.6 billion and net quarterly profit of $1.58 billion in the year-ago quarter (Q1 2008).  These results mark Apple's best ever quarterly revenue and earnings numbers.  Apple shipped 2,524,000 Macintosh computers during the quarter up from 2,319,000 in the year-ago quarter.

01
Dec

According to market research firm Net Applications, Apple's Mac OS market share rose to 8.87 percent during November 2008.  These metrics detail the operating systems that visit sites tracked by Net Applications.  Not only did the November increase reverse the decline observed in October but it also shows that Mac OS market share rose by over 30 percent on a year-over-year (YOY) basis.  In November 2007 Mac OS market share stood at 6.80 percent, just a year later it checks in at more than two percentage points higher.

04
Nov

According to data collected and metrics tracked by market research firm Net Applications, Apple's Mac OS market share dipped to 8.21 during October 2008.  Although falling versus September 2008, Mac OS market share rose by 24.77 percent on an annualized basis.  In October 2007 Mac OS market share stood at 6.58 percent as measured by Net Applications.

22
Oct

Apple released their fiscal 2008 fourth quarter earnings on Tuesday October 22 and reported that profits rose more than 26 percent to $1.14 billion on sales of $7.9 billion for the three-month period that ended on September 27, 2008.  Apple shipped 2,611,000 Macintosh computers during the quarter.

13
Oct

Apple will be conducting a special notebook event tomorrow where they are expected to unveil updates to the MacBook and MacBook Pro models.  For many, tomorrow can't come fast enough as the agony of holding out has been driving them crazy.

01
Oct

According to data collected and metrics tracked by market research firm Net Applications, Apple's Mac OS market share has risen to 8.23 during September 2008.  The rise represents a year-over-year gain of 24.13 percent based on September 2007 when Mac OS market share was measured to be 6.63 percent.

02
Sep

According to data collected and metrics tracked by market research firm Net Applications, Apple's Mac OS market share has risen to 7.86 during August 2008.  The rise represents a year-over-year gain of 27.18 percent based on August 2007 when Mac OS market share was measured to be 6.18 percent.

26
Aug

Whenever someone considers purchasing something new one of the initial reactions is to determine if the current model(s) will be updated in the near future. This true for automobiles, gadgets, electronics and of course computers. This post will provide insight into how Apple updates and refreshes their line of Macintosh computers with particular emphasis on the MacBook and MacBook Pro lines.

24
Apr

We published a report earlier today that sheds light on a rumor that Apple may release new iMac models next week.  To understand why it makes sense, we need to look at Apple's current fiscal quarter.  Apple is participating in Q3 2008 - or in other words, the third fiscal quarter of 2008.  Apple's fiscal year runs from October to September.

04
Dec

Net Applications' operating system data for November 2007 demonstrates that Apple's Mac OS X hit a new all-time high with 6.80% market share.  A more telling story can be seen when the numbers are analyzed.  More than 81% of the lost Windows market share has been picked up by Apple's Mac OS X.

30
Oct

Apple's MacBook and MacBook Pro portables are fast approaching their historical "days between revisions" averages.  We are also approaching the 2007 holiday season so rest assured that Apple will release new models very soon.  Many buyers have held out from purchasing a new MacBook or MacBook Pro for two key reasons.  The first was to wait for for Mac OS X Leopard to be released; the second for systems with Leopard pre-installed.  We expect new MacBooks to be released on November 6, 2007 followed by new MacBook Pros on November 13, 2007.  We provide our analysis below.