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Greek Economic Optimism In One Embarrassing Chart
Source: http://www.businessinsider.com/chart-greek-economic-projections-2012-11
The remarkable forecasting skills of the Troika and the immense decisions being taken on the back of these ‘sacrosanct’ projections need to be put into context. We are more than happy to do that… as the chart below shows, so far so bad as the Troika has pretty much nailed it on the ‘most optimistic mean-reverting model’ ever. Not wanting to steal the jam from Europe’s donut but the forecasts are – quite evidently – a complete and utter joke. Going forward though, we are sure it’s different this time…
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Google Is Bigger Than The U.S. Print Ad Business (GOOG, NYT, NWS, GCI)
Source: http://www.businessinsider.com/chart-of-the-day-google-ad-revenue-2012-11
Here’s a look at how Google has been swallowing up the print business. Its ad revenues in the first half of this year were greater than the ad revenues of newspapers and U.S. magazines, according to German statistics site Statista (via Slate).
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Pay TV May Not Be Dead, But It’s Dead In The Water
Source: http://www.businessinsider.com/chart-of-the-day-pay-net-additions-2012-11
Some people think the pay TV business is on its deathbed. These numbers from Bernstein Research’s Craig Moffett, via Peter Kafka, don’t hurt that argument.
As you can see, subscriber growth has been just about flat for the last two years. This is good news because it means people aren’t ditching pay TV in droves. But it’s bad news because it means the industry is stuck.
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Apple’s Weekend iPad Sales In Context
Source: http://www.businessinsider.com/chart-of-the-day-ipad-mini-sales-2012-11
Apple says it sold three million iPad Minis and fourth generation iPads from Friday to Sunday. For some context on how impressive those sales are we’ve charted them against shipments from other tablet makers in the third quarter, using data from IDC. As you can see, only Samsung had better sales in three months than Apple had in three days.
You Must See This Chart Of Foursquare Check-Ins After Hurricane Sandy
Source: http://www.businessinsider.com/foursquare-checkins-after-hurricane-sandy-2012-11
Foursquare just tweeted this image, a dramatic illustration of how seriously the lower chunk of Manhattan was affected by Hurricane Sandy.
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Where Apple’s Revenue Comes From (AAPL)
Source: http://www.businessinsider.com/chart-of-the-day-apple-revenue-product-2012-10
Apple generated more than $35 billion in revenue during the last quarter. Here’s where Apple got all that money from. Also: ready for the annual December spike?
Facebook’s Revenue Deceleration Is Over! (FB)
Source: http://www.businessinsider.com/chart-of-the-day-facebook-revenue-2012-10
The reason Facebook tanked after its IPO is that revenue growth decelerated for the past several quarters.
That’s not good for a story with Facebook’s revenue and profit multiples. It needs to be growing very fast.
So it was very good news for Facebook today, when it reported earnings that showed the company has finally stabilized revenue growth – 32% last quarter and 32% this quarter. You can see this in the chart below.
What this chart doesn’t show is the even better news that Facebook has actually re-accelerated its advertising revenues – up to 32% y/y this quarter from 28% y/y last quarter.
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Instagram’s Runaway Growth
Facebook CEO Mark Zuckerberg bought Instagram swiftly over a weekend, seemingly on a whim. But it has proven to be a wise investment. According to ComScore, Instagram accounts for one in five of the monthly active mobile users Facebook now controls. (Note: These numbers do not take into account duplication between people who use both Facebook and Instagram.)
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This Amazing Chart Shows What Happens When A Tumblr Post Goes Viral
Union Metrics and Tumblr announced today they are cooperating on the “first full-fidelity” Tumblr analytics platform for marketers.
The dashboard allows brands who use Tumblr blogs to make sense of the 75 million blogs and 32 billion posts currently on the network.
To illustrate what it can do, Union Metrics sent over this graphic of the way it can chart what happens to a Tumblr post once its starts being reblogged by followers. Although users could always see this information underneath each of their own individual posts, analyzing it was inconvenient.
Here’s what a viral campaign post for President Obama looks like once it takes off inside Tumblr:
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The Biggest Difference Between Apple And Amazon (AAPL, AMZN)
Source: http://www.businessinsider.com/chart-of-the-day-apple-vs-amazon-2012-9
Now that Amazon is going all-in on tablets, and likely to release its own smartphone, the comparisons between it and Apple are going to pick up.
Below is a chart from Dan Frommer at ReadWriteWeb that shows the biggest difference between the two companies. Apple, as you can see, makes an insane amount of money each quarter, whereas Amazon does not.
This is because Apple sells very expensive hardware while Amazon is a retailer who operates on very thin margins. Jeff Bezos is okay with this arrangement. He says Amazon charges low prices because it wants to be in alignment with its customers, who want low prices.
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Digital Consigliere
Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.
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