– Apple vs. Google vs. Microsoft is the central battle that will drive the next 20 years of TMT. The road to success for others is to ride the waves created by that battle. – The big three have taken
Online now represents ~9% of U.S. video viewing, and is growing at a 50%+ pace. That audience is attracting advertising, with YoY streaming ad growth accelerating to more than 100% in recent months and suggesting that online will blow past
– A busy few weeks for Apple’s legal war– the U.S. case vs. Motorola and a U.K case vs. HTC were dismissed, while a U.S. case vs. Samsung yielded preliminary injunctions against 2 products. – The “Thermonuclear War” is more
Driven by the ongoing paradigm shift from traditional PCs, feature phones and cable boxes, we expect the global market for portable devices, including smartphones, tablets and ultrabooks, to grow at a better than 22.9% CAGR through 2016. While this
– Google’s I/O conference yielded the Nexus 7 tablet, details on Android 4.1, an Events feature for Google+, the Nexus Q home media hub, new content agreements and a cool Project Glass demo. – The specs on the Google-designed Asus
– European economic turmoil will undoubtedly affect tech, an inherently global sector with 30% of industry revenue coming from the region – The impact on individual companies is a product of their individual geographic exposure, but also their participation
– Microsoft’s Surface line of tablets is the first real challenger to the iPad – Windows/Office compatibility, ingenious keyboard cover, and serious specs will find an audience. – Surface is a warning shot to OEMs –Android tablets have been
The TMT sector is in the midst of a comprehensive once-in-a-generation paradigm shift driven by the contemporaneous maturation of several key innovations that offer consumers and businesses new and significantly better ways to use information. In this, we expect
– As expected, Apple has integrated new functions into iOS6, including its own Maps technology, squeezing Google and other 3rd party apps in the process. – New MacBook Airs and Pros up the ante for future Windows8 ultra books,
– Oracle has introduced new versions of its enterprise application software designed to be cloud-friendly, along with a revamped program for hosting services. – Oracle’s “shared tenancy” approach is defensive, shielding its customer base from competitive inroads, but failing
