Here’s how big the iPhone is as a business, according to Bloomberg: If the iPhone were its own company, its revenues would be greater than Procter & Gamble, Coca-Cola, Goldman Sachs, Google and Microsoft.
On its own, the iPhone is the ninth biggest stock in the Dow, and has bigger sales than 474 S&P 500 companies. (Apple sold 9 million new iPhone 5S’s and iPhone 5C’s just last weekend.)
A big part of those giant revenues come from margin, or course. ZDNet notes that up to 74% of the full price $849 iPhone 5S can be margin over the actual $218 cost it takes to build an iPhone.
You can read Bloomberg’s full story here, but here’s one of its charts showing iPhone’s revenues compared to other blue-chip companies:
Wondering how Samsung managed to quash Motorola, HTC, and just about every other major Android rival? Start with this chart from analyst Benedict Evans.
Evans notes that Samsung’s run-rate for marketing is $12.7 billion based on marketing tin Q2. That’s more than Google paid to buy all of Motorola. It’s 3X HTC’s entire market cap.
It’s just an insane budget that no other company can keep pace with. Samsung’s final bill could be higher. Evans says that based on historical patterns, it will spend $4.5 billion in the fourth quarter. (He also says that it tends to spend more in Q3, though less in Q1.)
Men are increasingly more likely to spend money to look good.
Products like hair serum and exfoliating scrubs are being sold to more men than ever, reports Matthew Boyle at Bloomberg News.
Global sales of men’s toiletries, not including razors, blades and shaving creams, will be up 5% to $17.5 billion this year, Boyle writes.
Companies are using clever marketing tricks to convince men their skin requires more maintenance.
“As a L’Oreal ad once warned: ‘You think you’re aging well? She thinks you’re letting yourself go,’” Boyle writes.
And even fashion designer Tom Ford is getting in on the trend.
Ford, who is a favorite of Justin Timberlake, recently introduced a purifying mask for men.
App catalogs are flush with titles that allow users to play doctor, but according to the FDA, most of them are harmless and don’t warrant regulatory oversight. Instead, the agency has announced that it’ll take a more reactive, risk-based approach and will only require approval for mobile apps that “present a greater risk to patients if they do not work as intended.” Specifically, the FDA will scrutinize apps that perform the functions of regulated medical devices — such as an ECG monitor — along with those that are used as accessories to regulated medical equipment. As a telling statistic, only 100 mobile apps have received FDA clearance within the past decade, so imagine what would happen to the agency’s workload if it tried to exercise control over the Apple App Store and Google Play Store combined.
Apple sold 9 million iPhones over the weekend, a record for the company. To put it in context, we’ve charted out the company’s opening weekend sales since the iPhone 3G, which is the first time it announced opening weekend sales.
The big change for Apple this year was the introduction of the iPhone 5C, a colorful, plastic-cased iPhone. Apple didn’t break out what portion of iPhone sales were 5C, and what portion were 5S. It seems likely the new 5C model boosted sales.
When it comes to buying online ads, the rise of programmatic advertising is letting small agencies compete with the big boys like never before.
Once upon a time media buying was all about scale. Agencies aggregated their clients’ dollars and used the resulting spending power to negotiate bulk discounts and preferential treatment from media sellers. It’s a model that persists in “traditional” media like TV and print.
But advertising technology is changing that dynamic when it comes to digital, smaller media buying operations say. Scale itself is no longer a differentiator, and thanks to automated trading and exchanges, virtually any agency can access the same pools of inventory as the biggest media buyers in the world. The playing field has been leveled.
Speaking at the Digiday Exchange Summit in Austin last week, R/GA’s vp of media & connections, Tony Effik, spoke about the issue at length. Known mostly for its creative and technology capabilities, his agency has spotted an opportunity in what he calls “creative” technology-driven media buying.
R/GA has a potential advantage over big media operations, he said, because it can be more nimble and creative in the way it approaches buying on behalf of its clients. In fact, working with smaller budgets actually allows it to be less wasteful than its larger competitors.
“Big agencies waste more media budget than anyone else,” Effik said, adding that smaller media teams are the ones rolling up their sleeves and really getting into the data.
Running out of money is one sure way to kill a startup. But Union Square Ventures’ Fred Wilson suggests raising too much can also kill startups too.
He’s been in the venture game for multiple decades with a portfolio consisting of Tumblr, Foursquare, Kickstarter and Etsy. He has come to this conclusion:
“The fact is that the amount of money startups raise in their seed and Series A rounds is inversely correlated with success. Yes, I mean that. Less money raised leads to more success. That is the data I stare at all the time.”
Wilson advises startups to operate as lean as possible (Tumblr went two years before hiring a third employee, he points out). Also, don’t worry about how long the money you have will last. If you build something great, the money will follow.
“Getting somewhere fast is the game [startups] should be playing,” Wilson writes. “f you can get the plane to take off, the length of the runway matters less. If you can’t, there is no runway long enough for you.”
Head over to AVC for the full post.
Apple’s iPhone units could grow by 28% on a year-over-year basis this quarter, according to Morgan Stanley analyst Katy Huberty.
Huberty’s “Alphawise Smartphone Tracker” suggests Apple sells 34.5 million phones in the September quarter. The Street consensus for iPhone sales is in the low thirty millions.
A 28% increase over a year ago would be good considering Apple will only be selling new iPhones for about a week in the quarter. It’s also good considering Apple’s growth was at single digit levels earlier in the year.
Apple’s will never post insane 80%+ growth for the iPhone again. The market is mature, and Apple already sells a lot of phones making mega-growth nearly impossible.
But 28% is a solid, growing number, if accurate.
Morgan Stanley’s Alphawise tracker uses web search analysis and Google Trends to make a forecast. It sounds a little goofy, but last quarter Alphawise predicted 31.3 million units. Apple sold 31.2 million.
While this is good news for Apple, there’s more to the story.
Alphawise predicts a relatively massive quarter for Samsung. It’s expected to sell 47 million Galaxy phones, which would blow Apple out of the water.
Here’s a chart from Huberty that compares Alphawise estimates to actual results”
drag2share: The iPhone 5S Is By Far The Fastest Smartphone In The World, Smoking Samsung’s S4 (AAPL, GOOG)
Apple’s iPhone 5S is seriously fast.
After the fingerprint scanning Touch ID, and the new camera, the speed of the 5S is the thing that is sticking out about the phone in reviews.
But how fast is fast?
Anand Lal Shimpi did some thorough testing of the 5S versus other smartphones, and even some tablets.
His results confirm that the iPhone is the fastest phone on the market by a long-shot.
Here’s the results of the SunSpider test, which is a fairly standard test companies try to optimize results for.
Head over to Shimpi’s site for more. He tested the 5S against four different benchmarks, and in each case the 5S was the clear winner >
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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