Archive for July, 2011

Verizon isn’t driving the iPhone’s growth — the rest of the world is

Jul. 27, ‘11: Another great analysis (and more cool charts) from Asymco’s Horace Dediu. The iPhone is Apple’s most important business, and its real growth is coming from abroad. Related: The iPhone 4 gets better with age

How Netflix and Hulu subscribers watch videos

Jul. 27, ‘11: New survey results from Nielsen, via All Things D’s Peter Kafka. A few reactions: The fact that more than 10% of Netflix subscribers report watching on every major game console and even on connected Blu-ray players is great evidence of how … Continue reading →

How the social games business on mobile is different than on Facebook

Jul. 27, ‘11: Facebook’s web platform has helped social gaming companies like Zynga attract tens of millions of users and hundreds of millions of dollars in revenue. But replicating that success on mobile is a much different challenge: App development, marketing, discovery, and … Continue reading →

Thanks again to Brightcove, SplatF’s launch sponsor

Jul. 27, ‘11: You probably know Brightcove‘s name from the online video world, but its latest product — App Cloud — is a push into the fast-growing app world. In short, it’s a platform that aims to let companies build content apps for … Continue reading →

Amazon’s growth is its highest since 2000

Jul. 26, ‘11: Amazon’s Q2 was huge, with $9.9 billion in revenue particularly ahead of expectations. At 51% year-over-year growth, that’s Amazon’s fastest growth rate in almost 11 years — since Q3 of 2000 — UBS analysts Brian Pitz and Brian Fitzgerald point out … Continue reading →

HTML5 websites should complement apps, not aim to replace them

Jul. 26, ‘11: Kobo, the e-book startup, is making some noise today about a new HTML5 website it’s building for people to buy and read e-books on iOS devices. The news peg is that Apple has stepped up enforcement of its in-app purchase … Continue reading →

Where’s iBooks for Mac?

Jul. 26, ‘11: Apple’s OS X Lion launch has come and gone, and there’s still no iBooks e-reader app for the Mac. Today, the only mainstream way to read an e-book on the iPhone, iPad, and Mac is to use Amazon’s Kindle app. And … Continue reading →

Netflix already proves that raising DVD prices was the right move

Jul. 26, ‘11: Wall Street is punishing Netflix today for its earnings report yesterday, in which Netflix admitted that its insane growth rate would slow down a little after it changed its subscription plans and effectively raised prices on DVD rentals. But anyone … Continue reading →

Netflix: DVD shipments have likely peaked

Jul. 25, ‘11: Netflix just posted its Q2 earnings materials. Peter Kafka is breaking the numbers down at All Things D. Of note: Netflix says in its bulletin to investors (PDF) that its DVD shipments have likely peaked. And so far, since announcing … Continue reading →

Goodbye, iPad 3G data plan

Jul. 25, ‘11: Over the weekend, I canceled my iPad 3G data plan. I would have probably done it sooner, but I had been grandfathered into AT&T’s $30/month unlimited plan, so I kept it locked in. Why’d I finally get rid of it? … Continue reading →