collapse

drag2share: Microsoft’s Big Problem In One Chart (MSFT, AAPL, GOOG)

source: http://www.businessinsider.com/chart-of-the-day-microsofts-big-problem-in-one-chart-2013-7

Microsoft’s stock was clobbered today, falling 11.4%.

The most obvious reason for the decline: The collapse of the PC industry has finally hit Microsoft’s earnings.

Windows operating income fell by over 50% on a year-over-year basis. It took a $900 million charge for inventory of its Surface RT tablet. Its CFO admitted that it’s going to take a while for tablet sales to offset the decline of the PC.

Few charts illustrate what’s happening to the PC market, and thus, what’s happening to Microsoft, better than this one from Horace Dediu, independent analyst/blogger at Asymco.

Microsoft’s monopoly over our computing is dead.

Combined iOS/Android unit sales are outpacing PC sales 2.6 to 1.

chart iOS PC Android unit sales


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Wednesday, July 24th, 2013 news No Comments

drag2share: Microsoft Is Down 8 Percent As The World Realizes The Windows Business Has Collapsed (And Probably Isn’t Coming Back)

source: http://feedproxy.google.com/~r/businessinsider/~3/NG6Rf44mtTA/microsoft-stock-2013-7

Steve Ballmer waving

Microsoft is down 8% pre-market this morning.

The stock has been doing worse and worse since the company released earnings. Initial reaction to the release sent the stock down 2.5%. Then it was 5%, then 6% … and now it’s down 8%.

Microsoft’s Windows business is finally feeling the effect of the collapse of the PC industry, and the failure of Windows 8 to slow the iPad.


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Friday, July 19th, 2013 news No Comments

CHART OF THE DAY: The Chart That Could Get Groupon’s CEO Andrew Mason Fired (GRPN)

Source: http://www.businessinsider.com/chart-of-the-day-groupon-growth-2013-1

When Groupon first arrived on the scene, it was heralded for being the fastest growing company of all time.

There is, of course, a danger to being a fast growing company. It’s hard to predict if the incredible growth is just a fad, or something that can last in the long run.

In Groupon’s case, it’s looking like it was a fad. Bloomberg ran this chart which shows that Groupon’s core couponing business has stopped growing. To grow Groupon’s revenues overall, it’s going into a new line of business — Goods, which is like a traditional ecommerce company.

The collapse of Groupon’s couponing business has led chairman Eric Lefkofsky to consider firing CEO Andrew Mason in favor of finding a new executive who understands the new businesses Groupon will have to attack, says Doug MacMillan at Bloomberg BusinessWeek.

MacMillan says Mason has a few quarters to prove he can turn the company around.

chart of the day, groupon's coupons sale growth over the last six quarters, january 2013

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Tuesday, January 22nd, 2013 news No Comments

The Collapse Of The Microsoft-Intel Monopoly (INTC, MSFT, AAPL, GOOG)

Source: http://www.businessinsider.com/chart-of-the-day-personal-computing-platforms-2012-9

Here’s an awesome chart from Horace Dediu of Asymco that shows the collapse of Microsoft and Intel’s monopoly in personal computing. It’s been making the rounds today.

As you can see, Android and Apple have successfully eaten into Wintel’s marketshare. That’s not to say Microsoft is going to collapse. It has a number of successful businesses. It’s just not going to run the world like it once did.

chart of the day, Personal Computing Platforms, september 2012

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Friday, September 14th, 2012 news No Comments

Desperate For Revenue, Facebook Turns To The Gambling Business… (FB)

Source: http://www.businessinsider.com/facebook-gambling-2012-8

winstar world casino table

Facebook is going into the gambling business.

Starting today, report Christopher Thompson and April Dembosky of the FT, Facebook will allow users in the UK to play bingo for real money. Real-money slot machines will soon follow.

Gambling is much more socially and legally acceptable in the UK than in the US, where legislators pretend that it’s immoral to gamble outside of Las Vegas, Atlantic City, and some Indian reservations. The same legislators have no issue with lotteries, which encourage citizens to throw hard-earned money down rat holes to raise additional state tax revenue.

But still, gambling is a risque behavior to cash in on, especially for a mainstream consumer company like Facebook.

Industry insiders have long expected Facebook to turn to gambling at some point, and they have high hopes for it. Earlier this year, in Europe, one insider predicted that gambling would eventually turn Facebook into a $100 billion business.

Facebook’s Bingo gambling will be conducted in partnership with a company called Gamesys, one of the UK’s biggest online gambling companies. The game will be called Bingo Friendzy.

Facebook will presumably collect a ~30% “vig” from the money spent to play Bingo on the Facebook platform, the same way it collects a portion of the virtual goods revenue its social-gaming partners generate in the U.S. This revenue will help fortify Facebook’s “payments” revenue stream, which has recently been crippled by the collapse of Zynga! .

Meanwhile, one company that appears to have been left out in the cold here is Zynga, Facebook’s big game partner in the US. Zynga has also been eager to cash in on the online gambling craze. But it will apparently be watching this Facebook move from the sidelines.

SEE ALSO: INSIDER: When Gambling Is Legalized, Facebook Will Become A $100 Billion Business

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Tuesday, August 7th, 2012 news No Comments

Source: http://gizmodo.com/5904552/biotech-company-blamed-for-bee-collapse-buys-leading-bee-research-firm

Biotech Company Blamed for Bee Collapse Buys Leading Bee Research FirmMonsanto, the biotech company whose proprietary genetically modified corn has been fingered as the possible culprit in the collapse of the bee population, has gone ahead and purchased Beelogics, a research firm committed to “restoring bee health and protecting the future of insect pollination.”

How very, very convenient. It’ll be much easier to keep the blame off them, now that Monsanto owns its enemy. [GlobalResearchImage via SimonG/Shutterstock]

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Tuesday, April 24th, 2012 Uncategorized No Comments

Watch This Earthquake-Proof Desk Easily Shrug Off a 2,000 Pound Block [Video]

Source: http://gizmodo.com/5877608/watch-this-earthquake+proof-desk-easily-shrug-off-a-2000-pound-block

I don’t live in a high risk area for deadly tremors, but after watching this earthquake-proof table easily survive having a 2,200 pound block dropped on it, I think I still want one for my office—just in case.

The table was designed by Ido Bruno and Arthur Brutter primarily for use in schools. Students are typically taught to hide under their desks in the event of an earthquake, but most desks aren’t designed to support the weight of all the debris were the building to collapse. Which is clearly demonstrated in this video when they drop just a 1,000 pound weight on a traditional desk and it’s immediately pancaked.

Watch This Earthquake-Proof Desk Easily Shrug Off a 2,000 Pound BlockIn addition to providing a safe haven for students, the desk’s supporting structure is designed in such a way that it also provides several escape routes depending on how debris has fallen. It’s also light enough to be lifted by just two students, and is built with durable but inexpensive materials so it’s actually affordable for a school to purchase en masse. Now it’s not available just yet, but based on these tests being conducted at the Structural Engineering department at Padua University in Italy, it shouldn’t have much trouble getting approved for sale. [designboom]


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Friday, January 20th, 2012 news No Comments

The Agonizingly Slow Decline Of Live TV

Source: http://www.businessinsider.com/chart-of-the-day-the-decline-of-live-tv-2012-1


It seems you can’t follow the tech industry today without being bombarded with reports heralding the impending death of television as we know it. While we believe the television model will eventually be disrupted, there’s no evidence of any imminent collapse. Instead, the likely scenario is of a very slow decline, with TV remaining an amazingly large and profitable business for many many years to come.

A new survey from Deloitte indicates viewers are engaging with that model in new ways, with bad implications for the network’s ad sales.  When asked how they watched their favorite show, 71% of respondents chose live TV, down from 87% three years ago.  Some of the biggest winners? DVR, on demand, and the show’s internet site.

What does it mean? Consumers are wising up that you’re no longer chained to a show’s air date and if you have the patience to wait 30 minutes you can skip all the ads.  The real big problem, however, is that these are engaged consumers with intent. In other words, exactly the kind of people advertisers want to be reaching.   

Deloitte: Live TV Decline


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Wednesday, January 11th, 2012 news No Comments

Will Groupon Thrive Or Tank In Q4? This Chart Holds The Key (GRPN)

Source: http://www.businessinsider.com/this-chart-tells-you-whether-groupon-will-thrive-or-tank-in-q4-2011-12


groupon girl

Groupon’s Q4 2011 couldn’t be more crucial: Will it see the revenue bump it needs from holiday shoppers to justify its business model? Or will sales collapse following CEO Andrew Mason’s promised pullback on marketing and customer acquisition spending?

The Wall Street Journal reports that gross billings at the company rose just 1.5 percent from September to October, and not 22 percent as previously estimated.

Has the company reached a plateau before falling of a cliff? Or is it merely taking a pre-Thanksgiving breather before continuing its climb up the Christmas sales ladder?

The company could go either way. Until recently, the company has been dependent on a cash float (and the money it raised in its IPO, of course) to stay in business. Groupon generally makes a loss each quarter. It funds its operations by taking revenues from customers’ credit cards immediately and then delaying for 30 days or so the share of those sales it owes to the merchants who made the offers. As long as there is a greater amount of new money coming in than old money owed, Groupon continues to function.

But what happens if Groupon enters a period in which its revenues decline? At most companies that isn’t too problematic — management can cut expenses to remain profitable. But at Groupon the company’s marketing and customer acquisition expenses are closely related to its revenues. It is not at all clear whether Groupon’s revenues will continue to rise if Mason cuts costs. ! Here’s a chart showing Groupon’s net revenues plotted against its total operating expenses:

groupon

As you can see, in Q3 Mason pulled back on expenses (the green line) in hopes of seeing a profit, but revenue growth (the red line) began to lose steam. The WSJ report suggests it hasn’t regained momentum since, but the October sales period doesn’t include the Christmas run-up.

In Q4, this chart is all you will need to understand whether Groupon can mature into a business that isn’t funded by stock sales. If Mason can get the red line above the green line, or if he can keep the red line moving upward, then he should be congratulated.

If he cannot, then the company — and its investors — will need to do some serious thinking about whether their daily deal business model is viable or not.

SEE ALSO: Groupon Allegedly Hacked Merchant’s Email To Alter Contract

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Monday, December 12th, 2011 news No Comments

Collapse of CD Sales and Traditional Music Industry

When users are empowered to buy only what they want (e.g. 1 track out of a 16 track CD) and play the music they bought where, when, and how they want (e.g. Apple’s Airplay and iCloud) the game has changed for the traditional music industry. In the last few years, the only way they are making money is through suing its users and customers. Sad.

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Wednesday, November 16th, 2011 news No Comments

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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