horace

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

The Incredible Speed At Which Android Has Destroyed BlackBerry And Windows Phone

Source: http://www.businessinsider.com/behold-the-incredible-speed-at-which-android-has-destroyed-blackberry-and-windows-phone-2013-5

Asymco ‘s Horace Dediu made this wonderful chart depicting the state of smartphone market share in the United States.

Look at how Android and Apple have destroyed BlackBerry’s share and barred Microsoft entry into the market.

Witness also the swift obsolescence of non-smartphones.

Kaboom!

state of the smartphone

 

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Tuesday, May 7th, 2013 digital No Comments

Microsoft Stock Is Up 8% So Far This Year, And Windows Phone Sales Aren’t Horrible (MSFT, NOK)

Source: http://www.businessinsider.com/microsoft-stock-is-up-8-so-far-this-year-and-windows-phone-sales-arent-horrible-2013-4

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.

nokis martphones

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Thursday, April 18th, 2013 news No Comments

Apple Is Suddenly Spending Billions Of Dollars On Secret Projects (AAPL)

Source: http://www.businessinsider.com/apple-is-suddenly-spending-billions-of-dollars-on-secret-projects-2012-12

In the quarter ending June 2011, Apple spent less than $1 billion on property, plants, and equipment.

By March 2012, the number had spiked beyond $2 billion, beyond $3 billion, and approached $4 billion.

Horace Dediu thinks that number will zoom past $4 billion in 2013.

Here’s a chart he made to show what the spike looks like so far:

Apple Spike

Here’s the the interesting part about all this massive spending.

No one outside of Apple knows where it’s going.

“The capital is being deployed almost silently and, though vast in scale, barely gets a mention from analysts,” writes Dediu. “Not even a single question has been raised at any earnings call about this spending.”

His theory is that Apple, which prefers an “integrated” approach in everything it does, will soon make more of the components inside its gadgets, like chips.

That would explain why Apple has been so busy hiring former Texas Instruments employees, for example.

The truth is, Apple is a very secret company and it doesn’t have to say, specifically, where it’s spending that money.

For all we know, it could be building TV set factories.

One thing one know for sure is the Apple is always working on products that would cannibalize its current lineup. 

Maybe Apple is investing billions in a product that could kill the iPhone, like computerized glasses.

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Thursday, December 13th, 2012 news No Comments

Samsung’s Massive Marketing Budget (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-samsungs-massive-marketing-budget-2012-11

Another great chart from Horace Dediu at Asymco. He looks at the advertising budget of Apple, Samsung, HP, Dell, Microsoft, and Coke. Why include Coke? Because it’s a huge advertiser, and its “primary cost of sales is advertising.”

As you can see, Samsung is blowing all the companies away in advertising and marketing.

Not a bad price to pay, if it means you get to become the world’s biggest smartphone company. Certainly HTC wishes it had Samsung’s marketing budget.

chart of the day, samsung's marketing budget in context, november 2012

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Friday, November 30th, 2012 news No Comments

Samsung Now Makes Much More Money On Mobile Than Google Makes Overall (GOOG)

Source: http://www.businessinsider.com/chart-of-the-day-google-vs-samsung-2012-11

Pretty insane chart from Horace Dediu at Asymco. He compares Samsung’s mobile operating income to Google’s overall operating income.

As you can see, Samsung’s mobile operating income will soon be twice as much as Google’s overall operating income. Samsung’s operating income is almost entirely because of Google’s Android.

chart of the day, google vs samsung income from operations, november 2012

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Wednesday, November 14th, 2012 news No Comments

Samsung Now Makes Much More Money On Mobile Than Google Makes Overall (GOOG)

Source: http://www.businessinsider.com/chart-of-the-day-google-vs-samsung-2012-11

Pretty insane chart from Horace Dediu at Asymco. He compares Samsung’s mobile operating income to Google’s overall operating income.

As you can see, Samsung’s mobile operating income will soon be twice as much as Google’s overall operating income. Samsung’s operating income is almost entirely because of Google’s Android.

chart of the day, google vs samsung income from operations, november 2012

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Wednesday, November 14th, 2012 news No Comments

Only Three Smartphone Companies Are Profitable (AAPL, GOOG, MSFT)

Source: http://www.businessinsider.com/only-three-smartphone-companies-are-profitable-2012-11

smartphone profit share

Interesting tweet from analyst Horace Dediu, “Apple’s share of operating profits from global mobile phones dropped to 60% in Q3. Samsung now at 39% HTC 1%. No other companies profitable.”

A couple of thoughts on this:

  • How is this sustainable for all the other phone makers? What happens to Motorola, RIM, Nokia, LG, et al.? Do they go away?
  • If they go under what happens to Android? If you’re wondering why Google is trying to save Motorola, this could be a clue. It doesn’t want to be held hostage by Samsung, the only smartphone maker that’s profitable.
  • What happens to Windows Phone? If Nokia continues to lose money and market share, and HTC is just barely profitable, what happens to Microsoft’s mobile efforts?
  • Is this really a business Microsoft wants to enter? Microsoft is reportedly thinking about doing its own smartphone. Does it really think it can make money like Apple and Samsung, companies with years of manufacturing expertise?

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Wednesday, November 14th, 2012 news No Comments

Apple’s Exploding Capital Expenditures (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-capex-big-spenders-2012-10

Apple’s capital expenditures for the last year were $8.3 billion, which is significantly above its rivals, as this chart from Horace Dediu at Asymco shows.

Dediu believes Apple’s capex is significantly above its peers because Apple is investing in data centers like Google, and process equipment like Intel. As a result, its quarterly spending is closer to Google plus Intel.

chart of the day, capex big spenders, oct 2012

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Wednesday, October 31st, 2012 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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