Here’s a chart from Dan Frommer that he calls “the entire Internet in one chart.” It shows AOL‘s declining dial-up business compared to Netflix‘s rising streaming business, which Frommer uses a proxy for the broadband market. Frommer has more analysis which is well worth checking out, but one great point: Netflix now has more users than AOL ever had.
BlackBerry CEO Thorsten Heins said, “In five years I don’t think there’ll be a reason to have a tablet anymore.”
He believes we’re going to carry around a single device that powers all our other screens. That since device is going to be a smartphone in his opinion, and therefore tablets are going to be totally irrelevant.
He also says, “Tablets themselves are not a good business model.”
Perhaps the wheels fall off this thing, and it disappears from existence in five years. We doubt it.
The reason the iPad sells well, despite being slightly redundant, is that people like to have dedicated gadgets. People don’t want one device to power everything.
Mac shipments dropped 22 percent during the December 2012 quarter, marking their biggest decline in about 10 years, Dan Frommer of SplatF reports.
Apple shipped 778,000 fewer Macs in 2012 than it did in 2011, while it had 43 million more iPhones and 25 million more iPads, respectively.
CEO Tim Cook attributes the slowdown of Mac shipments to the release of the new iMacs late in the quarter and low inventory, but the drop could also be explained by the overall decline of the PC market and the rise of tablets.
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.
Here’s an interesting chart from Dan Frommer at ReadWriteWeb on Verizon’s business.
The amount of money it brings in from data plans will soon equal the amount of money it brings in from data plans. This is because smartphones and connected devices like tablets are increasingly important.
As smartphone sales continue to grow, this chart will be flipped with voice just a tiny portion of revenue.
Best Buy’s annual revenue growth has hit a wall, and Amazon’s is on a tear. It’s about to blow past Best Buy for the first time ever, notes Dan Frommer who made this chart for Read Write Web.
This chart from Dan Frommer at SplatF shows what he calls its “sexy growth.” The company is now processing about $11 million worth of transactions daily basis, up from just $1 million a day last year.
We love this chart from Dan Frommer at SplatF.
He calls it the “Eggs In One Basket” index, because it charts out the largest source of revenue as a percentage for all the major tech companies. (Profits would be a different story altogether.)
Google gets over 90% of its revenue from one source: Advertising. The next closest is Amazon with product sales. But, Amazon’s product sales are a mix of goods, so it’s not exactly the same as relying on just advertising.
For now, this isn’t a big problem for Google. The online ad market is still growing, and Google can capture a lot of the market. But, if things were to change, or advertising were to slow down, then look out.
What’s incredible about this chart is how diverse Microsoft is from a sales perspective. Its most dominant business group, Office, only accounts for 30% of sales. Read more on the chart from Frommer here →
As you can see in the chart below, digital streaming/sales only accounted for 19% of the home entertainment market in the third quarter. The rest of sales comes from DVD/Blu-ray discs.
- THE APPLE INVESTOR: The iPhone Will Dominate In China
- Yes, Apple’s Building A TV — And It Will Be Powered By Siri
- THE GOOGLE INVESTOR: The TV Race Is On!
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.
Collaborators – Digital Profs
- Netflix vs Blockbuster - Perfect example of an industry replaced by a more efficient version of itself
- Try On New Glasses in Warby Parker's Virtual Booth
- The JKWeddingDance video was real; the viral effect was MANUFACTURED - Post 1 of 2
- Marketing Costs Normalized to CPM Basis for Comparison
- Coke vs Pepsi vs Dr Pepper
- Samsung 52 inch HDTV $9.99 at BestBuy - purchase receipt below (6:21a eastern time August 12, 2009)
- What is Web 3.0? Characteristics of Web 3.0
- Facebook Is Running Out Of Time To Figure Out Its Mobile Advertising Strategy (FB)
- The Grand Unified Theory of Marketing(tm) - Digital String Theory
- Brand Advertisers: Escaping an Ecosystem of Digital Advertising Fraud
- #SESNY: Toward a Performance Mindset for All Advertising
- Tips for Marketers Selecting a Digital Agency
- Context Is Not King or Queen; It's Just Necessary
- 2013 New Year's Digital Marketing Resolutions
- The Good, Bad, and Ugly of Online Campaign Ratings and eGRPs
- Why You Should Banish the Net Promoter Score Immediately
- Digital Strategy To-MAY-to vs. To-MAH-to
- The Agency-Client Relationship is Forever Changed
- Targeting vs. Privacy - Who Will Win?
- 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 (23)
- 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)