Most of the time, the value I derive from this report is to gain a directional sense of the tech world that can then be combined with other insights to form act

Most of the time, the value I derive from this report is to gain a directional sense of the tech world that can then be combined with other insights to form actionable items. For e.g. in terms of investing, smartphone shipments are not growing, which means that for companies like Apple that derive a significant piece of their revenue from smartphones will probably have to find growth elsewhere, either further up the stack or by launching newer products. This means that until a significant non-handset source of revenue emerges, Apple would likely not grow dramatically from this huge base.