RIM: Short on Earnings But Longer on Vision

rim earnsWednesday, after the market’s close, Blackberry maker Research in Motion (NASDAQ: RIMM) released earnings that narrowly missed guidance for both revenues and earnings per share (EPS).  Having never come up short before, and consistently out performed, Wall Street expected more from RIM.  The stock traded down heavily after hours.  Thursday, the market showed no mercy.   Sometimes though, bad news is actually good news.  Perspective is everything.

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Applevine: Price Changes for Touch? Inside the 3G iPhone and its Profit Margin?

inside iphoneOne of the first things that happens when a product like the iPhone 3G hits the market is someone breaks it.  For curiosity, for insight, to see what’s inside, or simply because they can – someone will crack it open and chronicle all the bits and pieces; who made what and where did they do it.

It won’t be until July 11th that such an official breakdown can happen (and it’ll probably be a couple days after before such a story is published) but that delivery day isn’t stopping insiders from “leaking” news about who won the the iPhone part-age lottery nor is it stopping the press from speculating.

As of Thursday, the Commercial Times, a Chinese language newspaper is claiming they’ve got the scoop on what’s in iPhone 3g.  Per their reports, and translations from Digitimes, the following companies will be inside come July 11: Click to Read More

iPhone 3G: Detail by Detail

iphone 3gFor a short while the headline was all set to read “Software Stuns, Hardware Stunningly Absent” but Apple saved the biggest (and most expected) news for last.  After spending an hour talking about software and services, Steve Jobs reassured an anxious audience of Apple fans and press with exactly the news they were anticipating: the birth if the second iPhone, iPhone 3G.

THE HARDWARE UPGRADES
The new iPhone will hit retailers July 11.  As widely expected, the phone was built to operate on faster third generation or 3G mobile networks (UMTS, HSDPA, GSM).  With this upgrade, the phone will be able to download data and Internet content at average rates of about three to five times faster than the first generation EDGE powered iPhone.   (And for those outside of a 3G area, the new phone is backwards compatible and will still support the intermediate speed EDGE service).

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iPhone Imminent? The Final Speculations

iphone-dice2.jpgThe countdown time is under 24 hours now, right in about 22 hours and a few minutes.  When the clock hits zero, or a few minutes after 10am PST Monday, Steve Jobs will take the stage at Apple’s World Wide Developers conference to issue his keynote.  By most estimates, somewhere in that opening speech, somewhere woven in amidst all the product hyperbole and “go-team” cheer leading, he’ll also introduce the second generation of the iPhone.  At least, that’s the expectation that’s been brewing for months.

With the deadline looming, this week, the iPhone 2.0  buzz, rumors and speculation reached crescendo.  3G, GPS, smaller, bigger, two models or just one.  Theories were everywhere.

Across the blogosphere and in the major press, outside of the echo-chambers repeating what’s already said,  many have searched for the unique scoop; the chance to reveal the iPhone features (or whatever product announcement is ultimately coming) just ahead of the official news.   Apple’s managed to keep things mostly under wraps.

The only thing that is virtually certain is tomorrow Apple will announce a new product.  Thursday and Friday that was confirmed by reports detailing unusual shipping patterns through Apple’s distribution partners.

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Mapping the iPhone World: Apples Carrier Agreements Visually and By the Numbers

iphone dice[Update June 4: Japan was up for grabs and NTT DoComo was rumored to be front runner for local iPhone distribution there. In a surprise twist, Apple appears to have opted to give the lucrative contract to number three provider, Softbank. Softbank has just over 18.8m subscribers, equal to about 18.8 percent market share. They also have only about one third the subscriber base of NTT DoCoMo but they are growing more aggressively.]

The anticipated d-day (delivery day) for iPhone 2.0 is rapidly approaching.  With it, the buzz machines are in overdrive and speculation about features and functions is bordering on frenzy.  Some outlets are showing “leaked” pictures, others claiming the inside track on feature sets.  Amidst this circus, which seems to be running without need of further factual fuel, Apple has been steadily working a different agenda:  expanding their potential market through new global carrier partners.  The depth and scope of this new found reach, from India, to Scandinavia, to Hong Kong, by the numbers, and in graphics, is as impressive (if not more so) than the volume of hype.

iphone carrier world mapThis edition of Metue’s “By the Numbers” report takes a one stop look at the iPhone by carrier relationship.  Like the game of risk, this one is all about Apple’s sweeping tide across the map of the world.   

For the quick overview of this data, there is a visual map.  It shows existing market penetration and carrier partners.  (Clicking the link, or clicking the thumbnail image above, will feature the full size version.)  

For greater detail, tables presented below run through the data used for the map.  These include a chronological list of carrier partnerships announced along with the geography covered and total available subscribers per carrier. Click to Read More

Solar Apples: Patenting Future Power Sources

solar appleThere you are, rocking out to your favorite rock song, drumming your fingers to the guitar riff… or maybe you are 30 minutes into an important phone call, the other person waiting for your reply…  or you’re working away on your laptop, caught up in the middle of something urgent. You’re doing something important. That’s always when it happens. The batteries die.   In the blink of an eye a digital nightmare begins.  It takes just a blip of a second but in that time unsaved work is lost.  Calls are missed.  Songs interrupted.   It’s something that’s happened to us all, a consequence of our digitally connected era.  And it is something inventors and engineers have yet to find a solution for.  But they are trying.

In Apple’s Cupertino research labs, one idea being explored is small scale solar.  In fact, according to reports on the Macrumors website Apple has even filed a patent that aims to harness solar power to fuel future generations of portable devices (iPods, iPhones, Macbook’s etc).

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Applevine: The Latest iPhone and iTunes Rumors

applevine rumorsThe as yet still unscheduled premiere of iPhone 2.0 is getting closer and the frenzy is building.  With it, the rumors and speculation are picking up pace.  Two new iPhone whispers and one iTunes story have been passing down the AppleVine to start this week.

1. iPhone 3G Debut Date
Throughout April, iPhone product shortages fueled speculation Apple was thinning inventory in anticipation of the next iPhone product.  For the most part, the consensus was this channel inventory adjustments would build through June.  At that point, likely at Apple’s developer conference, the iPhone 3G would be introduced.   Occasionally, a whisper here or a rumor there has suggested an earlier (or later) delivery date could be the D (delivery) -Day too.

This weekend, news reports that Apple was no longer taking iPhone orders at their online US and UK stores brought the whispers of a possible day in May delivery Click to Read More

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