estimates
Android and Samsung dominate the phone market in Q1
Source: http://www.engadget.com/2013/05/14/gartner-android-samsung-q1-2013/
If you’ve been following the trends, Gartner’s mobile phone market figures for the first quarter of 2013 won’t surprise. The research firm estimates that Android was on 74.4 percent of all smartphones sold in the period, with Samsung the key beneficiary of such dominance. While the Korean behemoth doesn’t release solid sales figures, Gartner believes its market-flooding strategy has paid off, topping the league with 30.8 percent market share — Apple has a firm grip on second place, with 18.2 percent, which is well ahead of LG, which has 4.8 percent. Samsung is also king of the mobile phone space, owning 23.6 percent of the market, ahead of Nokia, which has fallen to 14.8 percent share. Gartner’s research also found that feature phone sales are slowing, so we guess that it’s only a matter of time ! before t he humble candybar goes the way of the netbook.
Filed under: Cellphones, Mobile, Apple, Samsung, Nokia, LG
Via: TechCrunch
Source: Gartner
NETFLIX EXPLODES AFTER HOURS BEATING ESTIMATES (NFLX)
Source: http://www.businessinsider.com/netflix-earnings-1q-2013-4
Netflix announced its first quarter earnings this afternoon.
Revenue is inline with analyst’s expectations but EPS killed and the stock is up about 20% after-hours.
We’re updating this post as we go,so click here for live updates >
The big numbers are:
- Revenue: $1.02 billion verses $1.02 billion
- EPS: $0.31 versus $0.20
- Earnings guidance: sees Q2 EPS $0.23-$0.48 versus expectations of $0.30 EPS
Microsoft Stock Is Up 8% So Far This Year, And Windows Phone Sales Aren’t Horrible (MSFT, NOK)
There are two pieces of good news for Microsoft out this morning.
The first is that, hello, Microsoft stock is up 8% so far this year.
The second is that Nokia reported decent sales of its Lumia smartphones, which are powered by Microsoft Windows Phone 8.
Nokia reported Lumia sales of 5.6 million units last quarter – right in line with estimates.
Asymco analyst Horace Dediu made a chart showing that, thanks to the Windows Phones, Nokia smartphone sales may have finally “bottomed” after years of decline.
ADP Jobs Report Surges Past Estimates
Source: http://www.businessinsider.com/adp-jobs-report-2013-1
ADP jobs report comes in at 192K, ahead of the 165K that were expected.
This is up from a downwardly revised 185K last month.
Remember, this is only private sector payrolls.
The one catch. Last month was revised down from 210K to 185K.
Overall, market not moving too much.
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Amazon’s Brand New Ad Business Is Already Massive (AMZN)
Source: http://www.businessinsider.com/amazon-is-doing-500-million-a-year-in-online-ads-2013-1
In December we told you that Amazon had entered the ad exchange business, offering advertisers real-time-bidding on ad space targeting its users via tracking cookies.
Amazon’s entry into RTB is huge because it puts the company in direct competition with Google and Facebook, who operate their own RTB ad targeting services. Facebook’s exchange, called FBX, is expected by some to generate $1 billion in annual revenue. Amazon’s exchange has the potential advantage of allowing advertisers to target people on whom Amazon has a huge amount of historic purchase data — which is often the gold standard for advertisers.
Now a report in MIT Technology Review estimates that the size of Amazon’s ad business is already $500 million a year:
… compared to Google and Facebook, advertising has been a relatively small and low-key business for Amazon. It brought in about $500 million of Amazon’s $48 billion in revenue in 2011, Baird & Co. senior research analyst Colin Sebastian estimates. Mostly this came from selling ads on its own websites.
“Relatively small and low-key”? Hmm.
A half-billion dollar revenue base after less than a year in business looks a bit more exciting than that.
SEE ALSO:
Digital to Account for One in Five Ad Dollars – eMarketer
source: http://www.emarketer.com/Article/Digital-Account-One-Five-Ad-Dollars/1009592
Growth in digital to remain in double digits through 2015
Worldwide, digital ad spending passed the $100-billion mark for the first time last year, according to new eMarketer estimates, and will increase by a further 15.1% in 2013 to $118.4 billion.
That will put worldwide digital ad spending levels—including online and mobile advertising spending, other than messaging-based formats—at 21.7% of the total spent on ads in all media this year, and on track to account for more than one-quarter of all ad spending by 2016.
The Astounding Growth Of iPhone Profits (AAPL)
Source: http://www.businessinsider.com/chart-of-the-day-apples-gross-profit-per-product-2012-8
Make no mistake about it, Apple is now the iPhone company.
This chart, based on information from Apple and estimates from our own Henry Blodget, shows how gross profit from the iPhone has exploded since it was introduced in 2007. It basically overshadows profits from all other divisions at Apple.
Blodget estimates gross profits will be $67 billion in 2014, up from an estimated $44 billion this year.
The Only Two Smartphone Companies That Matter (AAPL)
Source: http://www.businessinsider.com/chart-of-the-day-smartphone-shipments-2012-4
There are only two smartphone companies that matter: Samsung and Apple.
This chart shows preliminary smartphone shipment estimates for Q1 from analyst Horace Dediu of Asymco. As you can see, it’s a two horse race. Everyone else is irrelevant.
SanDisk makes 128-gigabit flash chip, crams three bits per cell, takes afternoon off
Source: http://www.engadget.com/2012/02/22/sandisk-makes-128-gigabit-flash-chip-crams-three-bits-per-cell/
SanDisk has developed a chip that earns it membership in the exclusive 128-gigabit club. Not content with simply matching the Micron / Intel effort, SanDisk and its partner Toshiba claim their new memory uses 19- rather than 20-nanometer cells in the production process. Shrinking the size is one thing, but SanDisk’s new chips also use its X3 / three-bit technology. Most memory stores just two bits per cell; cramming in another means fewer cells, less silicon, more savings, cheaper memory, happier geeks. Analyst Jim Handy estimates that the price per gigabyte for the tri-bit breed of flash could be as low as 28 cents, compared to 35 for the Micron / Intel equivalent. Full details in the not-so-compact press release after the break.
SanDisk makes 128-gigabit flash chip, crams three bits per cell, takes afternoon off originally appeared on Engadget on Wed, 22 Feb 2012 19:37:00 EDT. Please see our terms for use of feeds.
Apple’s Macs Are Growing, Everyone Else Is Tanking
Source: http://www.businessinsider.com/apples-macs-are-growing-everyone-else-is-tanking-2012-1
This chart from the Wall Street Journal tweeted by Barry Ritholtz tells you all you need to know about competition in the PC business.
These are sales of PCs in the US in Q4, by manufacturer. This does not include iPad sales, which would put Apple’s growth off the charts.
Even without iPad sales, Apple is now the third largest PC manufacturer in the U.S.
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See Also:
- THE APPLE INVESTOR: Roaring Into Earnings With Increasing iPhone Estimates And Mac Shipments
- Tim Cook Speaks! ‘I Think We Were All Taken By Surprise’ By The iPhone 4S Demand In China
- Samsung Has Been Copying Everyone Forever
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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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