amp
This Chart Is Why A Lot Of People Think HP Is Totally Screwed (HPQ)
Source: http://www.businessinsider.com/hps-rd-spending-2012-11
This week, we ran a chart showing HP’s crashing stock price since Mark Hurd was forced out of the company.
After we published the chart, a friend emailed to say, “Hurd destroyed the company. Gutted R&D, which was the cardinal sin. It was always an engineer’s company. He financialized it. And in so doing, set in motion the wheels of doom.”
From 2010, here’s a look at how R&D as a percentage of revenue fell under Hurd’s watch.
But, is the R&D budget really why HP is hosed? Probably not. Look at this chart, also from 2010:
Anything jump out in that chart?
Apple spent less on R&D than HP, Google, and Microsoft in 2009. No one is going to accuse Apple of not producing great innovative products, despite a small R&D budget.
When Hurd was pushed out, an ex-HP engineer told Joe Nocera slashes in the R&D department was, “why H.P. had no response to the iPad! . ” Apple managed to make the iPad while spending less on R&D, so we’re not sure that totally adds up.
It’s not how much you spend on R&D, it’s what comes of it.
As for the charge that Hurd “financialized” HP, well, that may be true. But, he seemed to be at least somewhat in control of where the company was going. The two CEOs since Hurd have no clue, it seems, about what to do with HP.
Please follow SAI on Twitter and Facebook.
Join the conversation about this story »
Saatchi Where’s The Creativity?
T-Mobile Royal Wedding, created by Saatchi & Saatchi
Launched April 15, 2011
JK Wedding Dance, Original
Posted July 19, 2009.
CPM (cost per thousand) compression YOY
2009 to
2010
|
2010 to
2011
|
||||||||||||||||
|
Year ended December 31,
|
%
Change
|
%
Change
|
||||||||||||||
|
2009
|
2010
|
2011
|
||||||||||||||
Content & Media Metrics (1)
|
|
|
|
|
|
||||||||||||
Owned & operated
|
|
|
|
|
|
||||||||||||
Page views (in millions)
|
6,849
|
|
8,234
|
|
10,378
|
|
20
|
%
|
26
|
%
|
|||||||
RPM
|
$
|
10.69
|
|
$
|
13.45
|
|
$
|
15.14
|
|
26
|
%
|
13
|
%
|
||||
Network of customer websites
|
|
|
|
|
|||||||||||||
Page views (in millions)
|
10,009
|
|
13,155
|
|
17,436
|
|
31
|
%
|
33
|
%
|
|||||||
RPM
|
$
|
3.45
|
|
$
|
3.20
|
|
$
|
2.77
|
|
(7
|
)%
|
(13
|
)%
|
||||
RPM ex-TAC
|
$
|
2.39
|
|
$
|
2.28
|
|
$
|
2.06
|
|
(5
|
)%
|
(10
|
)%
|
2.3 Million Americans Have Pulled The Plug Since 2010
This chart (below) from ISI Group tells you all you need to know about the fate of cable TV in the age of the iPad: Since Q1 2010, 2.3 million people have stopped subscribing to pay TV as delivered by cable TV companies such as Cablevision, Comcast, DirecTV, Time Warner Cable, Dish, Verizon, and AT&T.
Currently, only 41.5 million Americans watch TV on pay cable.
I’ve been arguing for a while now that Americans are on the cusp of a dramatic change in how they watch video. They’re moving to video over the internet. Traditional TV is dying, in much the same way that in the mid-2000s we all largely stopped using hardwired telephones to make calls in favor of wireless mobile cellphones.
Hardwired phones are still a big business, of course, and most households still have them. But they’re really a vestigial offshoot of whatever bundled communications package you’ve bought.
It looks like cable is about to go the same way. Although its subscriber numbers are dwindling, subscriber numbers for satellite TV and broadband phone/internet service remain relatively healthy, as the second chart (below) shows. That suggests to me that there is a growing number of households choosing a broadband package with the internet as their top priority, and a dwindling number choosing it based on TV.
Ironically, the fall has come at a time when cable is making more ad money than ever. It’s a supply-and-demand issue: It may be that cable TV’s audience is dwindling, but it’s still one of the few venues that reliably delivers millions of eyeballs all at once.
First, the cable TV chart, based on numbers from ISI Group:
Here’s the market share situation. Note that 2011 was a threshold year, when cable slipped from having more than 50 percent of the market to less:
Please follow Advertising on Twitter and Facebook.
Join the conversation about this story »
See Also:
- Does This Mysterious Mad Men Ad Reveal The Secrets Of Season 5?
- These Stunning New Bottle Designs Are Revolutionizing The Wine Business
- You Saw The Academy Awards, Now See Who Won BI’s Oscars For Ads
The Most Overpaid CEOs In America (OXY)
Source: http://www.businessinsider.com/obermatt-overpaid-underpaid-ceos-america-2012-2
Executive compensation is one of the most ironic hotly-debated topics out there. It’s hotly debated because people often complain that CEOs are overpaid. It’s ironic because most of the people who complain about excessive pay have the capacity to do something, yet they do nothing.
You see, every year shareholders of a company are mailed a Form DEF 14A, also known as the proxy statement. In the proxy are the details of the company’s executive compensation plans, and they are typically written plain English. If shareholders don’t like the plan, they vote it down.
But many shareholders will receive the proxy in the mail and throw it right into the trash. And by default, they vote in favor of whatever plan is recommended by the Board.
Anyways, research firm Obermatt (via The Economist) computed the excess pay of CEOs of the S&P 100 companies. Excess pay is calculated as deserved pay less actual pay. Deserved pay is measured considering earnings growth and shareholder return and the compensation practices of peer group companies.
On the top of the “Most Overpaid” list is Occidental Petroleum’s Ray Irani. Irani is widely considered the poster child of excessive pay.
On the bottom are fan favorites Steve Jobs and Warren Buffett.
Here’s a chart of Obermatt’s rankings courtesy of The Economist:
SEE ALSO: These CEOs Were Paid $100+ Million To Quit >
Please follow War Room on Twitter and Facebook.
Join the conversation about this story »
See Also:
- INFOGRAPHIC: It’s Not Easy To Be A CIO
- Apple Might Lose A $1.6 Billion Lawsuit For Using The Word ‘iPad’
- DOUG KASS: SELL EVERYTHING! EVEN ROUBINI IS BULLISH!
Digital Consigliere
Collaborators – Digital Profs
Pages
Popular Posts
- What is Web 3.0? Characteristics of Web 3.0
- The JKWeddingDance video was real; the viral effect was MANUFACTURED - Post 1 of 2
- Facebook advertising metrics and benchmarks
- The Grand Unified Theory of Marketing(tm) - Digital String Theory
- Marketing Costs Normalized to CPM Basis for Comparison
- Samsung 52 inch HDTV $9.99 at BestBuy - purchase receipt below (6:21a eastern time August 12, 2009)
- Digital Footprint Score (tm)
- Netflix vs Blockbuster - Perfect example of an industry replaced by a more efficient version of itself
- Social Media Is Changing How Supply And Demand Works For Big Brands
Tags
Prototype Web Services
- drag2share – quickly share news items by drag and drop on email addresses
- LivePhotoFrame – upload and remotely manage a digital photo frame via unique URL
- MedleyTuner – create a continuous listening experience by uploading mp3s
- MusicSamplr – discover new artists and music, listen to samples
- SharedMost – what links on ANY webpage are shared most?
- Signatory – sign and date a document and verify it hasn't been altered since that exact time.
- WebTeleprompter – just what it says it is
Archives
- February 2016 (2)
- January 2016 (6)
- October 2015 (2)
- September 2015 (7)
- August 2015 (6)
- July 2015 (2)
- June 2015 (5)
- May 2015 (4)
- April 2015 (32)
- March 2015 (57)
- February 2015 (79)
- January 2015 (86)
- December 2014 (69)
- November 2014 (98)
- October 2014 (150)
- September 2014 (109)
- August 2014 (44)
- July 2014 (92)
- June 2014 (118)
- May 2014 (173)
- April 2014 (130)
- March 2014 (247)
- February 2014 (167)
- January 2014 (222)
- December 2013 (167)
- November 2013 (111)
- October 2013 (116)
- September 2013 (214)
- August 2013 (210)
- July 2013 (200)
- June 2013 (87)
- May 2013 (87)
- April 2013 (70)
- March 2013 (114)
- February 2013 (89)
- January 2013 (136)
- December 2012 (96)
- November 2012 (130)
- October 2012 (147)
- September 2012 (93)
- August 2012 (93)
- July 2012 (112)
- June 2012 (71)
- May 2012 (82)
- April 2012 (80)
- March 2012 (122)
- February 2012 (114)
- January 2012 (129)
- December 2011 (60)
- November 2011 (54)
- October 2011 (29)
- September 2011 (17)
- August 2011 (30)
- July 2011 (18)
- June 2011 (19)
- May 2011 (22)
- April 2011 (23)
- March 2011 (52)
- February 2011 (69)
- January 2011 (108)
- December 2010 (82)
- November 2010 (67)
- October 2010 (68)
- September 2010 (44)
- August 2010 (101)
- July 2010 (61)
- June 2010 (28)
- May 2010 (28)
- April 2010 (26)
- March 2010 (33)
- February 2010 (21)
- January 2010 (13)
- December 2009 (4)
- November 2009 (2)
- October 2009 (14)
- September 2009 (6)
- August 2009 (19)
- July 2009 (34)
- June 2009 (11)
- May 2009 (4)
- April 2009 (6)
- March 2009 (13)
- February 2009 (32)
- January 2009 (25)
- December 2008 (1)
- October 2008 (1)
- June 2008 (1)
- November 2007 (1)
It’s Unbelievable How Similar This Market Is Compared To The Average Election Year
Source: http://www.businessinsider.com/chart-sp-500-during-election-years-2012-11
Here’s an interesting chart from Bespoke Investment Group that Jeff Saut included in his weekly market commentary.
It marks the average election performance of the S&P 500 and compares it to the index this year.
It’s remarkable.
“[T]he Presidential trading pattern identified by our friends at the brainy Bespoke organization indicates stocks should firm from here,” writes Saut.
Share this:
Tags: amp, average, Bespoke, brainy, commentary, conversation, election, election year, Group, index, investment, investment group, jeff saut, market commentary, money game, organization, pattern, performance, Presidential, SOURCE, sp 500, stocks, twitter, year