I followed a ink in the kobo blog (
http://cafe.kobo.com/blog/kobo-share...al-performance) which led to a 45 minute presentation by Mike Serbinis summarizing 2012 and 1st q of 2013 as well as talking a bit about changes in the pipeline.
http://www.media-server.com/m/p/3yxbb6q3
It gives a lot of information about their target audience and some information about plans for the future. I find presentations and slide packs by Kobo pretty interesting. Over the years they have been fairly detailed about what they know about the people who buy their devices and their behaviour with these devices. For example, as much as we love all the font choices, 80% of people use the default font, Georgia. There is also a growing data set that indicates that people who buy a device tend to buy from the associated store, even when there is a big sale on the same books by the competition. I'm betting that means that for Kobo device owners, most of those folks read kepubs.