The Market Capitalization of the iPad Ecosystem

THE MARKET CAPITALIZATION OF THE IPAD ECOSYSTEM The recent HP TouchPad fire sale and resulting natural pricing in secondary markets created a unique view of the value of the iPad app/game ecosystem. Pricing decline of the HP TouchPad June 30 $499 HP webos ISI 2:30 PM - Aug. 11 $349 Aug. 20 $99 Meanwhile on Ebay, the same TouchPads were selling for $300! HP announced the end of support for WebCS hard- ware prior to the fire sale. Pricing on eBay and Craig- slist stabilized at $300, for a tablet with few apps and little hope for additional developer support... 18 HP TouchPad V.SA the iPad 27 WHICH ONE? hp Without the apps and games, the iPad is a slimmer version of the TouchPad hardware. Take away the vibrant devel- oper community supporting iOS, and WebOS is not terribly different. Q1-Q3 2011 Assuming price parity with the natural price of the TouchPad, the ASP differ- ence can be attributed to existence of the iPad ecosystem; the current apps and games, and the hope and expec- iPad ASP iPad ASP $667 Q1: 71,331,000 $604 tations that more will be built. The unique pricing dynamic of the HP fire sale exposed one way to estimate the value of the iPad ecosystem as a standalone entity. REVENUE CONTRIBUTION: APPLE REVENUE: iPhone $337 Ecosystem 9% iPad Hardware Ecosystem iPad Hardware Non-ioS 8% $337 The market capitalization of the iPad ecosystem: $27,000,000,000 Sources: investor.apple.com www.ebay.com www.precentral.net O migration.mobi all things mobile. www.migration.mobi Austin, Tx [email protected] THE MARKET CAPITALIZATION OF THE IPAD ECOSYSTEM The recent HP TouchPad fire sale and resulting natural pricing in secondary markets created a unique view of the value of the iPad app/game ecosystem. Pricing decline of the HP TouchPad June 30 $499 HP webos ISI 2:30 PM - Aug. 11 $349 Aug. 20 $99 Meanwhile on Ebay, the same TouchPads were selling for $300! HP announced the end of support for WebCS hard- ware prior to the fire sale. Pricing on eBay and Craig- slist stabilized at $300, for a tablet with few apps and little hope for additional developer support... 18 HP TouchPad V.SA the iPad 27 WHICH ONE? hp Without the apps and games, the iPad is a slimmer version of the TouchPad hardware. Take away the vibrant devel- oper community supporting iOS, and WebOS is not terribly different. Q1-Q3 2011 Assuming price parity with the natural price of the TouchPad, the ASP differ- ence can be attributed to existence of the iPad ecosystem; the current apps and games, and the hope and expec- iPad ASP iPad ASP $667 Q1: 71,331,000 $604 tations that more will be built. The unique pricing dynamic of the HP fire sale exposed one way to estimate the value of the iPad ecosystem as a standalone entity. REVENUE CONTRIBUTION: APPLE REVENUE: iPhone $337 Ecosystem 9% iPad Hardware Ecosystem iPad Hardware Non-ioS 8% $337 The market capitalization of the iPad ecosystem: $27,000,000,000 Sources: investor.apple.com www.ebay.com www.precentral.net O migration.mobi all things mobile. www.migration.mobi Austin, Tx [email protected] THE MARKET CAPITALIZATION OF THE IPAD ECOSYSTEM The recent HP TouchPad fire sale and resulting natural pricing in secondary markets created a unique view of the value of the iPad app/game ecosystem. Pricing decline of the HP TouchPad June 30 $499 HP webos ISI 2:30 PM - Aug. 11 $349 Aug. 20 $99 Meanwhile on Ebay, the same TouchPads were selling for $300! HP announced the end of support for WebCS hard- ware prior to the fire sale. Pricing on eBay and Craig- slist stabilized at $300, for a tablet with few apps and little hope for additional developer support... 18 HP TouchPad V.SA the iPad 27 WHICH ONE? hp Without the apps and games, the iPad is a slimmer version of the TouchPad hardware. Take away the vibrant devel- oper community supporting iOS, and WebOS is not terribly different. Q1-Q3 2011 Assuming price parity with the natural price of the TouchPad, the ASP differ- ence can be attributed to existence of the iPad ecosystem; the current apps and games, and the hope and expec- iPad ASP iPad ASP $667 Q1: 71,331,000 $604 tations that more will be built. The unique pricing dynamic of the HP fire sale exposed one way to estimate the value of the iPad ecosystem as a standalone entity. REVENUE CONTRIBUTION: APPLE REVENUE: iPhone $337 Ecosystem 9% iPad Hardware Ecosystem iPad Hardware Non-ioS 8% $337 The market capitalization of the iPad ecosystem: $27,000,000,000 Sources: investor.apple.com www.ebay.com www.precentral.net O migration.mobi all things mobile. www.migration.mobi Austin, Tx [email protected] THE MARKET CAPITALIZATION OF THE IPAD ECOSYSTEM The recent HP TouchPad fire sale and resulting natural pricing in secondary markets created a unique view of the value of the iPad app/game ecosystem. Pricing decline of the HP TouchPad June 30 $499 HP webos ISI 2:30 PM - Aug. 11 $349 Aug. 20 $99 Meanwhile on Ebay, the same TouchPads were selling for $300! HP announced the end of support for WebCS hard- ware prior to the fire sale. Pricing on eBay and Craig- slist stabilized at $300, for a tablet with few apps and little hope for additional developer support... 18 HP TouchPad V.SA the iPad 27 WHICH ONE? hp Without the apps and games, the iPad is a slimmer version of the TouchPad hardware. Take away the vibrant devel- oper community supporting iOS, and WebOS is not terribly different. Q1-Q3 2011 Assuming price parity with the natural price of the TouchPad, the ASP differ- ence can be attributed to existence of the iPad ecosystem; the current apps and games, and the hope and expec- iPad ASP iPad ASP $667 Q1: 71,331,000 $604 tations that more will be built. The unique pricing dynamic of the HP fire sale exposed one way to estimate the value of the iPad ecosystem as a standalone entity. REVENUE CONTRIBUTION: APPLE REVENUE: iPhone $337 Ecosystem 9% iPad Hardware Ecosystem iPad Hardware Non-ioS 8% $337 The market capitalization of the iPad ecosystem: $27,000,000,000 Sources: investor.apple.com www.ebay.com www.precentral.net O migration.mobi all things mobile. www.migration.mobi Austin, Tx [email protected] THE MARKET CAPITALIZATION OF THE IPAD ECOSYSTEM The recent HP TouchPad fire sale and resulting natural pricing in secondary markets created a unique view of the value of the iPad app/game ecosystem. Pricing decline of the HP TouchPad June 30 $499 HP webos ISI 2:30 PM - Aug. 11 $349 Aug. 20 $99 Meanwhile on Ebay, the same TouchPads were selling for $300! HP announced the end of support for WebCS hard- ware prior to the fire sale. Pricing on eBay and Craig- slist stabilized at $300, for a tablet with few apps and little hope for additional developer support... 18 HP TouchPad V.SA the iPad 27 WHICH ONE? hp Without the apps and games, the iPad is a slimmer version of the TouchPad hardware. Take away the vibrant devel- oper community supporting iOS, and WebOS is not terribly different. Q1-Q3 2011 Assuming price parity with the natural price of the TouchPad, the ASP differ- ence can be attributed to existence of the iPad ecosystem; the current apps and games, and the hope and expec- iPad ASP iPad ASP $667 Q1: 71,331,000 $604 tations that more will be built. The unique pricing dynamic of the HP fire sale exposed one way to estimate the value of the iPad ecosystem as a standalone entity. REVENUE CONTRIBUTION: APPLE REVENUE: iPhone $337 Ecosystem 9% iPad Hardware Ecosystem iPad Hardware Non-ioS 8% $337 The market capitalization of the iPad ecosystem: $27,000,000,000 Sources: investor.apple.com www.ebay.com www.precentral.net O migration.mobi all things mobile. www.migration.mobi Austin, Tx [email protected] THE MARKET CAPITALIZATION OF THE IPAD ECOSYSTEM The recent HP TouchPad fire sale and resulting natural pricing in secondary markets created a unique view of the value of the iPad app/game ecosystem. Pricing decline of the HP TouchPad June 30 $499 HP webos ISI 2:30 PM - Aug. 11 $349 Aug. 20 $99 Meanwhile on Ebay, the same TouchPads were selling for $300! HP announced the end of support for WebCS hard- ware prior to the fire sale. Pricing on eBay and Craig- slist stabilized at $300, for a tablet with few apps and little hope for additional developer support... 18 HP TouchPad V.SA the iPad 27 WHICH ONE? hp Without the apps and games, the iPad is a slimmer version of the TouchPad hardware. Take away the vibrant devel- oper community supporting iOS, and WebOS is not terribly different. Q1-Q3 2011 Assuming price parity with the natural price of the TouchPad, the ASP differ- ence can be attributed to existence of the iPad ecosystem; the current apps and games, and the hope and expec- iPad ASP iPad ASP $667 Q1: 71,331,000 $604 tations that more will be built. The unique pricing dynamic of the HP fire sale exposed one way to estimate the value of the iPad ecosystem as a standalone entity. REVENUE CONTRIBUTION: APPLE REVENUE: iPhone $337 Ecosystem 9% iPad Hardware Ecosystem iPad Hardware Non-ioS 8% $337 The market capitalization of the iPad ecosystem: $27,000,000,000 Sources: investor.apple.com www.ebay.com www.precentral.net O migration.mobi all things mobile. www.migration.mobi Austin, Tx [email protected]