Ed Sutherland

Can Apple get its mojo back without high iPhone gross margins?

Ed Sutherland ∙ July 24, 2013

Apple CEO Tim Cook's message Tuesday was clearly: "We're back!" But can a company which has experienced four quarters of sliding shares and a stock value that's dropped around 40 percent since September make such a claim without traditionally fat gross margins?

The iPhone - Apple's flagship product - has seen its per unit revenue fall with the iPad telling a similar story. In an ironic development, Apple products once overshadowed by the iPhone and iPad now are revenue champs, according to a Wednesday report...

Apple navigates low revenue, tight margin future

Ed Sutherland ∙ July 24, 2013

Tuesday's announcement by Apple that it sold more devices but with less profit during the June quarter seems to have reset investor expectations about the tech giant. The key to Apple introducing new products going forward now appears to be the ability to sustain Wall Street confidence that CEO Tim Cook can continue steering the ship effectively without the hand of late co-founder Steve Jobs.

Although overall quarterly revenue of $35.4 billion topped the consensus of $35 billion, profit fell 22 percent to $6.9 billion. As a result, Cook tried to reassure investors, announcing Apple was "laser-focused and working hard on some amazing new products" set for the fall and 2014...

Apple’s dual-image sensor patent focuses on higher quality images

Ed Sutherland ∙ July 24, 2013

While we've all heard the saying "two heads are better than one," a new Apple patent applies that thinking to digital images. The patent, granted Tuesday by the U.S. Patent and Trademark Office, describes a method of combining two image sensors to produce a photo with the best quality.

In its U.S. Patent No. 8,493,482 filing, Apple outlines a 'Dual image sensor image processing system and method.' The company mentions the iPhone, iPod and some Macs as potentially benefitting from the technology, suggesting a likely iSight camera bump up and better imaging on future devices...

Apple’s iPad grabs 84 percent of tablet web traffic

Ed Sutherland ∙ Updated April 14, 2018

It is pretty well understood that Apple's iPad is a major player in tablet traffic online. However, new numbers only emphasize the iPad's dominance as the device has accelerated further and now accounts for 84 percent of web traffic. Specifically, more than eight out of ten online ads were served to tablet devices carrying the Apple logo, a web analytics firm announced yesterday.

Competing tablets are left fighting over the remaining crumbs, with the No. 2 tablet - Amazon's Kindle Fire - accounting for just 5.7 percent of traffic detected between June 15 and June 21...

Apple makes ‘clear improvements’ to iDevice crime prevention, SF DA says

Ed Sutherland ∙ July 23, 2013

At least one critic is satisfied by Apple's efforts to slow a growing number of iPhone crimes. San Francisco's District Attorney, who earlier called on the iPhone maker to install a so-called kill switch in its handsets, now believes a feature in the company's upcoming iOS 7 shows "clear improvements" by the tech giant.

San Francisco District Attorney George Gascón made the comment Friday after testing Apple's Activation Lock feature alongside the Absolute Software's Lojack running on Samsung's Galaxy S4...

Apple proposes media sharing with on-hold callers

Ed Sutherland ∙ July 23, 2013

The experience of being on hold is ubiquitous. Sometimes the wait is accompanied by music, sometimes by ads, and other times just silence. Wouldn't it be better to flip through photos from the recipient or listen to tunes you actually like? Apple thinks so.

That's the idea behind a patent granted the iPhone maker Tuesday, replacing the standard on-hold message with content you'd like to share with people who call you at a busy time...

Older iPhones comprise almost half of Apple’s U.S. handset sales

Ed Sutherland ∙ July 22, 2013

Apple's iPhone 5 accounts for just over half of the company's smartphone sales, with 48 percent coming from the iPhone 4S and iPhone 4, according to new research. That compares to the iPhone 4S which comprised about 75 percent of Apple sales almost a year after launch.

The figures illustrate how a larger portion of Apple's smartphone revenue is being generated by lower-cost iPhone models, a concern for investors heading into Tuesday's third-quarter financial report...

Nervous Wall Street expects flat June quarter on lack of major product launches

Ed Sutherland ∙ Updated April 18, 2016

Tuesday is either report card day or judgement day for Apple, depending on your particular doom-and-gloom scenario. The iPhone maker is expected to report a flat mid-summer quarter as investors question whether the best days of the company are behind it.

At the same time, observers see the third quarter as peculiar, given that no new iPhone or iPad has been announced, opening up CEO Tim Cook's leadership to speculation and questions whether the iPhone maker can come back from two consecutive quarters of disappointment...

High-end smartphone market gone, warns analyst

Ed Sutherland ∙ July 22, 2013

Welcome to the commoditization of smartphones, or the Emachining of the iPhone. As the handsets move from only the hands of first-adopters to something even your grandma owns, prices are plummeting. It is to the point where one analyst declares the end of the high-end smartphone gold rush.

The average price of a smartphone has fallen nearly $100 in the past year as consumers dismiss talk of 4G and other technical debates, concentrating on just one question: is it good enough and within reach of their wallet...

iTunes Radio, right on cue as streaming dollars replace download dollars

Ed Sutherland ∙ Updated January 26, 2016

You don't get anywhere in consumer tech by being tone-deaf to trends. Apple's decision to get into digital music downloads just as sales of CDs slowed is just an example. Now comes evidence the iTunes Music Store owner is on the leading edge of the latest trend to hit: streaming replacing music downloads.

Apple's upcoming ad-supported iTunes Radio will appear as the number of digital songs sold have been slowing for some time while the number of tunes being streamed across the Internet is skyrocketing lately. Through the first half of 2013, 682 million digital songs were sold, a 2.3 percent drop from the 698 million in 2012.

By comparison, the number of songs streamed has risen 24 percent, according to industry watchers...

Forgetting about Surface disaster, Microsoft’s ad people take another jab at iPad

Ed Sutherland ∙ July 19, 2013

Microsoft just doesn't skip a beat when it comes to its fantasy that the Surface rivals Apple's iPad. Never mind the software giant had to reduce prices on its tablet because no one is buying the device. Never mind Thursday the company took a $900M writedown on those cheaper Surfaces that no one wants.

To mark all the features the Surface has (which no one except paid actors apparently want), the Redmond-based Windows giant has released another sneering ad pitting its tablet against Apple's. This is what lesser-known brands quite often do as they strive to piggy-back on the popularity of the Apple brand...

Google’s $14B quarter falls on deaf ears as Motorola continues bleeding money

Ed Sutherland ∙ July 18, 2013

In an earnings call nearly devoid of specifics, Google announced its Motorola Mobility unit continues to be in the red, while revenue from its search business fell six percent compared to a year ago. Search revenue fell four percent during the first quarter amid declining ad rates.

Overall, the Mountain View, California headquartered Internet giant announced $14.11 billion in second-quarter non-GAAP revenue, up nineteen percent from $11.81 billion a year ago - and yet below Wall Street's expectations.

Google's CEO Larry Page announced the company saw 900 million cumulative Android activations worldwide, with more than 1.5 million units being activated each day, which is precisely the same data point he gave at Google I/O 2013 back in May...