Let's be a bit provocative after this week's announcement from Apple letting us know that they had sold 7,4M iPhones during the last quarter (+7% yoy). Apple's stock valuation was even higher than that of Google (as of October 20, 2009): $179 bn vs $173 bn. I am not a financial analyst so I won't comment the results from a profitability perspective, but would just like to throw out a couple of ideas to discuss whether this trend will last in 2010. Let's add a pinch of salt without taking into account the fact that Apple could (and certainly will) surprise us with new products.
Beyond the terrific iPhone user-experience, the power of Apple's marketing and the AppStore's ecosystem, part of the success is due to Apple's new business model introduced in July 08. When launching the 3GS, they also announced lots of international (and non-exclusive) deals with operators worldwide and finally accepted to let operators subsidize the device. No doubt there is a huge consumer demand for the iPhone but operators will have to solve a complex equation. It is a little dirty industry secret that many carriers are analyzing the profitability of the iPhone model:
Affluent consumers have different expectations from their financial institution. Data from our Technographics online Affluent survey shows that while online affluent consumers prefer the Web over phone and in-person for getting balances and checking holdings, 58% prefer in-person meetings with their advisor for long-term financial goal planning.i
Affluent online consumers like to use the Web to update themselves on their investments, but they don't have a need for mobile tracking yet: A mere 6% of affluent consumers with a mobile phone are using mobile investing. The main reason: lack of urgency.
The past week has seen two significant online retailers make
announcements about their global plans: last week Gap indicated its intention to
expand into Canada and the UK and yesterday Buy.com launched sites for Canada, the UK,
France and Germany, with Italy
I've written a lot of research around the topic of application portfolio management (APM), and how the tools are slowly maturing from their application mining roots. Although the process of APM applies equally across packaged and custom-appls, the mining tools, until recently anyway, have excluded packaged applications.
Our application development team recently expanded with some new colleagues, and one of the topics a new colleague - George Lawrie - and I intend to take on as a joint effort is application consolidation across custom and packaged applications.
We'd like to know - how important is this topic to you - what are the nuances of it that keep you awake at night, or is it a non-issue? If it is a non-issue, why? Have you done such a good job of staving off redundant and obsolete technology, or is it someone else's responsibility? Please chime in, we'd love to hear about your application environments.
Are you attending Forrester's Consumer Forum 2009? Do you live in the Chicago area? Do you ever wonder who you are talking to on Twitter?
On October 26, the night before Forrester’s Consumer Forum, Forrester will be hosting a Chicago Tweetup. Tweetups are low-key social events where Twitterers can network and meet the people they tweet with. Anyone can attend; it is an informal atmosphere that allows casual conversations.
Are you attending Forrester's Consumer Forum 2009? Do you
live in the
Chicago area? Do you ever wonder who you are talking to on Twitter?
On October 26, the night before Forrester’s
Consumer Forum, Forrester will be hosting an Chicago Tweetup. Tweetups are low-key social
events where Twitterers can network and meet the people they tweet with. Anyone
can attend; it is an informal atmosphere that allows casual conversations.
In a recent discussion with execs at Intel about how to position netbooks into emerging market, someone raised the question about how different technology buyers in metro areas in emerging markets are from those in mature markets. Are tech buyers in the Tier 1 cities in China — Shanghai, for example — any different from those in New York, London, or Paris? I was reminded of this discussion when reading one of Mark Beckford’s Disruptive Leadership blog entries, “10 Things You Must Do To Win in Emerging Markets”.
Mark looks at Shanghai and says that it is more like New York and Paris than like rural parts of China. In my new blog entry at B2B Beyond Borders, I examine this claim and the how different economic drivers influence purchases in different markets and regions. I encourage you to give it a read.
Those are words you don't want to hear when playing chess. Similarly, you don't want to be checkmated in the rough and tumble of the business real world.
To win at chess and in business to you have to make smart decisions constantly and consistently - decisions that are guided by a carefully crafted strategy designed to checkmate your opponent or, at a minimum, to stay in the game. Deciding what moves to make in chess is hard enough even though it is just you and your opponent. The decisions businesses have to make everyday can be much more complicated and the stakes are much higher.
I just returned from presenting at CASRO. The topic was "Will In-sourcing Kill Full Service Market Research Firms." It was a review of the major economically driven trends around quantitative and qualitative research and why many of the online tool vendors for market research have had good years, while many full service research firms have not.
I was a bit jumpy about presenting to the CASRO audience, since it is almost all market research vendors, and I knew that some (who supply the enablers of in-sourcing) would like my presentation, and others (who are exclusively full service) would be less happy. As it turns out, the audience was gratifyingly enthusiastic. Everyone recognized that the self-service trend was indeed making some permanent changes in the research marketplace, but that full service would continue to exist in a slower growth form. Those who were on the full service side of the house were quite interested in discussing how to harness these trends to their advantage.