Asymco

Asymmetric Intelligence

App Store

  1. 60% of Top 100 Brands on the App Store

    Research

    I wanted to check how popular the App Store was for the world's brands. As a quick experiment, I went through the first 100 names in the Forbes 1000 list (ranked by Revenues) and found that 37 had some app store presence.

    I then went through the next 100 and found that 61 out of top 200 companies had applications.

    Finally, I went through the Interbrands top 100 brands of 2009 and found that 57 were officially promoted on the App Store.

    What perhaps is telling is that this is just the tip of the iceberg. There are some companies that have multiple apps with sub-brands also listed.

    The real question is not which brands are on the store, but why aren’t all of them there.

  2. Windows Marketplace for Mobile

    Research · 1 comment

    One observer has posted that WMM (Microsoft's answer to iTunes App Store) has 520 apps in it now. The store launched in Nov 1 with 281 apps. That means there will be about 300 apps added in the first two months. The growth rate is therefore about 150/mo.

    This has to be the slowest growing app store among all the contenders, though Palm may also be similar.

    By way of comparison, iTunes App Store is growing at about 10k apps/mo. with Android about 3 to 5k/mo.

    How does this make sense coming from the company that is known for "developers, developers, developers" and is the largest software company in the world?

    http://msmobiles.com/news.php/8847.html

  3. On App Store as a Content Store

    Research

    The implications of the new app transaction model are profound. To begin with, consider the following:

    • 10 MB limit - Devs can now get their apps under 10MB much more easily. This allows them to take advantage of users downloading over the carrier networks and not wi-fi. They can offer more content via in app purchase and make up the difference.
    • Rankings - It will be curious to see how Apple changes the rankings over time. "Top Paid" and "Top Free" just don't really don't make sense anymore with this model. Will they make "Top Freemium" or something equivalent?
    • Infrastructure - Developers have to deal with content delivery and updates to that content. Apple handles the transaction in the normal fashion and takes their 30% but then they leave it up to the developers to actually get the content to the iPhone. What if there is a bug in the content? The developer has to deal with making sure the user is notified of the update and then initiate the update.
    • Piracy - There has been a lot of talk about how this may help fight piracy but I think the numbers will tell a different story.
    • Apps as content - The deeper story relates to the transformation of the app store into a content store. I made that prediction a year ago but had no idea how it would happen. In the long term I expect Apple to merge the iTunes music/video content management system with the app store content management. This way you could buy music/video/books/games from within an app and have it available through your iTunes UI.
    • Addiction - "Apping" as the activity of using iPhone apps has come to be known, is already something that did not exist a year ago but has proven to be wildly useful/common/profitable. Only a year has passed and we are already in the realm of uncharted waters.