goldman sachs

drag2share: Apple’s iPhone Sales Alone Are Bigger Than All Of Procter & Gamble (AAPL, PG)

source: http://feedproxy.google.com/~r/businessinsider/~3/5SUGc51GaOU/apples-iphone-sales-alone-are-bigger-than-all-of-procter-and-gamble-2013-9

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:

iphone sales bloomberg


drag2share – drag and drop RSS news items on your email contacts to share (click SEE DEMO)

Tags: , , , , , , , , ,

Thursday, September 26th, 2013 news No Comments

Advertisers Will Spend Nearly $10 Billion This Week On A Broken TV Model

Source: http://www.businessinsider.com/the-2013-tv-upfronts-2013-5

leslie moonves

This week, advertisers will sit down with the broadcast TV networks and hash out their “upfront” ad buying deals for the year.

The talks are one of advertising’s huge, dramatic set-pieces. As Ad Age describes it, “possibly as few as 40 people from the networks, agencies and brands will go into backrooms and decide how $9 billion of the $62 billion U.S. TV ad market will be spent next year.”

Networks are expecting, again, to see TV ad spending rise. CBS chief Les Moonves is bullish, and analysts expect the network may get 7-9% price increases. Some believe more than $10 billion will get spent.

Oddly, the networks want those increases even as the viewing audience itself dwindles. Goldman Sachs estimates that 17% of the 18-to-49-year-old demographic simply stopped watching broadcast TV in winter 2012-2013, the New York Times notes.

On its face, this doesn’t make sense: Why would advertisers pay more to get less?

The usual explanation is to do with supply and demand. Although TV’s numbers may be dwindling, it still has a massive audience. And with the fragmentation of the audience across thousands of different online and digital venues, there remain very few vehicles who can reliably deliver eyeballs in the millions, night after night. The supply of big audi! ences is getting smaller, in other words, and thus prices increase.

But there are signs that this won’t last, and that broadcast TV may be facing a crisis. The Times said:

“The networks are getting picked at from every direction,” said Jessica Reif Cohen, the senior media analysts at Bank of America Merrill Lynch. “This year was the tipping point,” she said, “when the television ratings really fell apart.”

Put that together with competition from Aereo, which reroutes free, over-the-air broadcast signals onto computers and iPads where people can watch TV without paying for cable. News Corp. has already said it will stop broadcasting Fox TV, and go cable-only, if it cannot extract transmission fees from Aereo. (Most people watch “broadcast” TV on cable or satellite, where stations get fees from subscribers.)

It’s not just Aereo of course. It’s Hulu and YouTube and Netflix and a hundred other alternatives to watching TV.

Think about that: The model is so broken that a major broadcaster has threatened to stop broadcasting in order to save itself.

It begs the question: With declining audiences, and dozens of new ways to watch shows without paying for cable, how long with these $10 billion meetings last?

 

Tags: , , , , , , , , , , , , , , , , , ,

Monday, May 13th, 2013 news No Comments

Yahoo YHOO is Dependent on PC-based Web

And that is rapidly being replaced or displaced by mobile.Source: http://www.businessinsider.com/a-source-met-with-marissa-mayers-acquisitions-team-and-this-is-what-they-said-they-want-to-buy-2013-1

 

Check out this chart from Goldman Sachs (which we hear is working with Yahoo on strategy):

Y ahoo Mobile

Another reason why Yahoo needs mobile help is that it depends on traffic to its Webpages from home PCs, and those are being replaced by tablets.

Death Of The PC

 

 

Tags: , , , , , ,

Friday, January 18th, 2013 news No Comments

Retailers Report September Same-Store Sales

Source: http://www.businessinsider.com/september-same-store-sales-roundup-2012-10

kristen bell target

Same store sales at a few major retailers like Target and Costco came in better than expected today, but a few retailers, like Kohl’s and Macy’s, lagged behind estimates.

The winners:

  • TJX Cos. (TJX): +6 percent (+4.4 expected)
  • Limited Brands (LTD): +5 percent (+4.3 expected)
  • Ross Stores (ROST): +5 percent (+4.3 expected)
  • Gap (GPS): +6 percent (5.3 expected)
  • Costco (COST): +6 percent (+5.7 expected)
  • Target (TGT): +2.1 percent (+2 expected)

The losers:

  • Kohl’s (KSS): -2.7 percent (+0.1 expected)
  • The Buckle (BKE): -0.8 percent (+1.1 expected)
  • Rite-Aid (RAD): -0.7 percent (-0.1 expected)
  • Macy’s (M): +2.5 percent (+3.3 expected)
  • Wet Seal (WTSLA): -12.7 percent
PRESENTING: An epic Abby Joseph Cohen presentation from Goldman Sachs on the state of the global e! conomy & gt;

Please follow Money Game on Twitter and Facebook.

Join the conversation about this story »

Tags: , , , , , , , , , , , , , , , , , , ,

Thursday, October 4th, 2012 news No Comments

Spotify Is Now The Second Biggest Source Of Revenue For Labels

Source: http://www.businessinsider.com/spotify-revenue-labels-2012-6

sean parker spotify interview

Spotify is now the No. 2 revenue source for the major music labels, a source close to the company tells us.

Spotify is an on-demand music service. There are free and subscription options. 23 million people used the service last month, according to AppData.

The No. 1 revenue source for labels is Apple’s iTunes.

iTunes paid approximately $3.2 billion to record labels in 2011, Business Insider Intelligence estimates.

The gap between Apple and Spotify remains extremely large, our source tells us.

“iTunes is way up here,” our source said, gesturing up high, “and everyone else is way down here.”

At this year’s SXSW conference in Austin, early Spotify investor Sean Parker said: “If we [Spotify] continue growing at our current rate in terms of subscriptions and downloads, we’ll overtake iTunes in terms of contributions to the recorded music business in under two years.”

Spotify, founded in Sweden in 2006, is currently raising $220 million at a $4 billion valuation. Goldman Sachs is investing $100 million in the round, Evelyn Rusli reported in the New York Times.

Spotify raised more than $100 million at a $1 billion valuation in 2011. 

We first heard about Spotify’s latest raise at a massive valuation back in March. Then, investors told us they were very skeptical of the company’s prospects. The reason: Spotify does not own the content it sells to consumers. The labels do. In this view, the music labels will be able to keep a close eye on Spotify’s margins and tax the startup’s (as-of-yet unrealized) profits heavily.

The more optimistic view is that the labels will support Spotify as an alternative to iTunes, which the labels view as too powerful. In this outcome, Spotify will become a revenue source the label come to depend on and it will be able to dictate terms.

Please follow SAI on Twitter and Facebook.

Join the conversation about this story »

Tags: , , , , , , , , , , , , , , , , , , ,

Monday, June 25th, 2012 news No Comments

Apple’s Mind-Blowing Margins In Context (MSFT, AAPL, GOOG)

Source: http://www.businessinsider.com/chart-of-the-day-google-microsoft-apple-operating-margins-2012-4

The most important thing to come out of Apple’s earnings was the fact that its operating margins were so strong, said Goldman Sachs analyst Bill Shope.

As you can see in this chart from the always insightful Horace Dediu of Asymco, Apple’s margins are better than Microsoft, which is a software company, and Google, which is an Internet company.

Apple is a hardware company. The fact that its margins beat software companies and internet companies is mind blowing. 

(The chart below shows margins from 2 quarters ago.)

Want more mind-blowing information on Apple? Then take a look at this >

chart of the day, google, apple, microsoft operating margins

Follow the Chart Of The Day on Twitter: @chartoftheday

Please follow SAI on Twitter and Facebook.

Join the conversation about this story »

Tags: , , , , , , , , , , , , , , , , , , ,

Wednesday, April 25th, 2012 news No Comments

The Capital Network That Runs The World

Source: http://www.businessinsider.com/capitalist-network-runs-the-world-2011-10


There really is a secret capital network that runs the world, according to an analysis published in the esteemed New Scientist (via Patrick.net).

The work revealed a core of 1318 companies with interlocking ownerships. Each of the 1318 had ties to two or more other companies, and on average they were connected to 20. What’s more, although they represented 20 per cent of global operating revenues, the 1318 appeared to collectively own through their shares the majority of the world’s large blue chip and manufacturing firms – the “real” economy – representing a further 60 per cent of global revenues.

When the team further untangled the web of ownership, it found much of it tracked back to a “super-entity” of 147 even more tightly knit companies – all of their ownership was held by other members of the super-entity – that controlled 40 per cent of the total wealth in the network. “In effect, less than 1 per cent of the companies were able to control 40 per cent of the entire network,” says Glattfelder. Most were financial institutions. The top 20 included Barclays Bank, JPMorgan Chase & Co, and The Goldman Sachs Group.

While the existence of a core capitalist network isn’t surprising, this is the first time it has been mapped and quantified.

Here are the 1318 companies that control (60 percent of) world assets, with the really powerful companies in red.

image

And here’s the top fifty:

1. Barclays plc
2. Capital Group Companies Inc
3. FMR Corporation
4. AXA
5. State Street Corporation
6. JP Morgan Chase & Co
7. Legal & General Group plc
8. Vanguard Group Inc
9. UBS AG
10. Merrill Lynch & Co Inc
11. Wellington Management Co LLP
12. Deutsche Bank AG
13. Franklin Resources Inc
14. Credit Suisse Group
15. Walton Enterprises LLC
16. Bank of New York Mellon Corp
17. Natixis
18. Goldman Sachs Group Inc
19. T Rowe Price Group Inc
20. Legg Mason Inc
21. Morgan Stanley
22. Mitsubishi UFJ Financial Group Inc
23. Northern Trust Corporation
24. Société Générale
25. Bank of America Corporation
26. Lloyds TSB Group plc
27. Invesco plc
28. Allianz SE 29. TIAA
30. Old Mutual Public Limited Company
31. Aviva plc
32. Schroders plc
33. Dodge & Cox
34. Lehman Brothers Holdings Inc*
35. Sun Life Financial Inc
36. Standard Life plc
37. CNCE
38. Nomura Holdings Inc
39. The Depository Trust Company
40. Massachusetts Mutual Life Insurance
41. ING Groep NV
42. Brandes Investment Partners LP
43. Unicredito Italiano SPA
44. Deposit Insurance Corporation of Japan
45. Vereniging Aegon
46. BNP Paribas
47. Affiliated Managers Group Inc
48. Resona Holdings Inc
49. Capital Group International Inc
50. China Petrochemical Group Company

* Lehman still existed in the 2007 dataset used

Please follow Business Insider on Twitter and Facebook.

Join the conversation about this story »

See Also:




drag2share – drag and drop RSS news items on your email contacts to share (click SEE DEMO)

Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Friday, October 21st, 2011 news No Comments

On Facebook, A Wal-Mart Employee Is More Valuable Than A Goldman Sachs Employee

Source: http://www.businessinsider.com/chart-of-the-day-facebook-ads-2010-6

button more charts
button chart prev button chart next

In the real world, using salary as a measure, a Goldman Sachs staffer is worth much more than a Wal-Mart employee. An average Goldman Sachs employee is paid a bonus of $500,000, while the average Wal-Mart employee salary is $20,000.

On Facebook, the opposite is true. In the eyes of an advertiser, a Wal-Mart employee is worth nearly twice as much as a Goldman employee, according to Facebook’s suggested advertising bid prices.

Kim-Mai Cutler at VentureBeat looked at Facebook’s suggested advertiser bid price on per category basis. What she found is pretty interesting. 

As you can see in this chart, the most expensive company to target is Facebook. The next most expensive is Wal-Mart. Goldman and Bain employees are duking it out for the cheapest.

chart of the day, suggested bids to reach facebook users employees of companies, june 2010

Follow the Chart Of The Day on Twitter: www.twitter.com/chartoftheday

Join the conversation about this story »

See Also:

Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Monday, July 5th, 2010 news 1 Comment

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.

Augustine Fou portrait
http://twitter.com/acfou
Send Tips: tips@go-digital.net
Digital Strategy Consulting
Dr. Augustine Fou LinkedIn Bio
Digital Marketing Slideshares
The Grand Unified Theory of Marketing