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IGNITION: iPad Report by Gene Munster

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iPad + iPhone = iProfit: Will Apple Rule the Media World? Gene Munster Senior Research Analyst [email_address] Minneapolis London San Francisco New York Chicago Hong Kong Douglas Clinton Research Analyst [email_address] Andrew Murphy Research Analyst [email_address]
What is the future of Mobile Computing? ,[object Object],[object Object],Sources: Apple (CY03), Piper Jaffray estimates (CY11)
What is the future of Mobile Computing? ,[object Object]
What is the future of Mobile Computing? ,[object Object],Source: Nielsen via eMarketer
Will Apple Do To TV, Movies & Newspapers What It Did To Music? Source: Apple
Will Apple Do To TV, Movies & Newspapers What It Did To Music? ,[object Object],App Store Apps Available Comparison Platform Number Of Apps Apple App Store 300,000 Android Market 100,000 Blackberry AppWorld 15,000 Windows Phone 7 3,000 Source: Apple, AndroLib, Blackberry, Microsoft
What is the future of Mobile Computing? ,[object Object],Source: Nielsen via eMarketer
What is the future of Mobile Computing? ,[object Object],[object Object],Source: Forrester Research via eMarketer
What is the future of Mobile Computing? ,[object Object],Source: Forrester Research via eMarketer
Will Apple Maintain Its Competitive Lead With iPad? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Will Apple Maintain Its Competitive Lead With iPad? ,[object Object],Source: Piper Jaffray estimates
Will Apple Do To TV, Movies & Newspapers What It Did To Music? ,[object Object],Source: Nielsen via eMarketer
Is Apple’s Closed Ecosystem Doomed To Repeat History? ,[object Object],Source: Piper Jaffray estimates
Is Apple’s Closed Ecosystem Doomed To Repeat History? ,[object Object],[object Object],Source: Piper Jaffray estimates
Is Apple’s Closed Ecosystem Doomed To Repeat History? ,[object Object],[object Object],Source: Neilsen via eMarketer
Is Apple’s Closed Ecosystem Doomed To Repeat History? Source: Piper Jaffray estimates

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IGNITION: iPad Report by Gene Munster

  • 1. iPad + iPhone = iProfit: Will Apple Rule the Media World? Gene Munster Senior Research Analyst [email_address] Minneapolis London San Francisco New York Chicago Hong Kong Douglas Clinton Research Analyst [email_address] Andrew Murphy Research Analyst [email_address]
  • 2.
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  • 5. Will Apple Do To TV, Movies & Newspapers What It Did To Music? Source: Apple
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  • 16. Is Apple’s Closed Ecosystem Doomed To Repeat History? Source: Piper Jaffray estimates