Asymco

Asymmetric Intelligence

mobile app

  1. Analysts scrambling to update models as app download rates explode

    Research

    Analysts at Yankee Group recently boosted their forecasts for what they call a mobile app “gold rush,” saying that revenue from U.S. downloads alone would reach nearly $1.6 billion in 2010 and would hit $11 billion in 2014. Only six months ago, their analysis indicated that U.S. downloads would bring in far less — about $4.2 billion in 2013.

    link: Studies Forecast Rapid Growth in Mobile Apps - Digits - WSJ

    These attempts at forecasting are fraught with errors.

    For the record, I've blown my estimates on this multiple times. The growth of the iPad will put another wrench in the works. I wonder how these "mobile" forecasts will change when the platform consists of a music player, a phone and a pseudo-computer.

  2. Microsoft: Mobile Platforms Don't Matter

    Research

    AppleInsider | Microsoft Pink-Zune details emerge alongside Windows Phone 7

    Dilger in fine form today ripping Microsoft a new one.

    The collapse of its Windows Mobile Marketplace has now caused Microsoft to radically reword its mobile app strategy going forward in such a way as to vilify the entire concept of apps. At the launch of Windows Phone 7, the company presented a video that portrayed the iPhone's ability to run mobile apps as a confusing world with too many doors to choose from, each leading to rooms with starkly white walls, an experience that frustrated and puzzled a professionally dressed woman.

    It really isn't sporting anymore to pick on Microsoft in mobile. Ridicule turns to pity.