Reticle Research Report Update: December 2021
Welcome to the free edition of The Reticle Research Report (R3), where we share the focus of recent posts that subscribers can access as well as highlight other commentary by principal analyst Ross Rubin. Please feel free to share this issue. As always, you can sign up for a trial subscription to R3.
Research Delivered in the Paid Edition of R3
Our November issues included the first data from our recently launched October consumer survey.
We examined how this year’s supply shortages had affected those looking to purchase a range of products this holiday season. This included analyzing what percentage of those who had a range of products on their list—the latest premium game consoles, tech in general, and even non-tech items—had encountered recent difficulty in obtaining those products due to shortages and delays.
Among the findings, about half of those who intended to purchase a latest-gen console had already encountered difficulty in finding one. We also highlighted whether these shortages had forced choosing alternative products, how consumers said it would affect their shopping timetables, and how the game console shortage might benefit Sony’s and Microsoft’s competitors.
As companies continue to hop on the metaverse train and in the wake of Niantic launching its Lightship developers’ kit, we looked at the degree to which consumers have experienced both augmented and virtual reality. We also discussed the uptake for some of the leading applications using both technologies as well as consumer interest in some of its potential applications.
After attending the MediaTek Executive Summit and just in advance of the Qualcomm Snapdragon Summit, we shared our thoughts on the implications of MediaTek’s push to make TV processors more powerful as well as both companies’ moves into Windows PCs. We also looked at the advantages and liabilities that Meta has in the race it started to build and monetize the metaverse. And those with an interest in mobile device history will want to read our take on The Verge’s documentary on Handspring and the Treo.
Our weekly podcast with economist Shawn Dubravac of Avrio Institute discussed major tech news events, including Meta’s and Microsoft’s metaverse partnership and Apple’s vehicle-invoking, Mac-slamming defense against sideloading.
In the Media
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About Ross Rubin
Ross Rubin is the founder and principal analyst at Reticle Research and the editor of R3. The former chief research fellow at Jupiter Research (acquired by Forrester Research) and executive director at The NPD Group, he has been a technology industry analyst for over 20 years. Ross contributes to ZDNet and Fast Company, hosts the Techschanges interview series, and co-hosts the Techspansive podcast.
Ross holds no investing position in any technology companies. Companies mentioned in R3 may be past or current clients of Reticle Research. They are not consulted regarding its content.