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.
Apple generated more than $35 billion in revenue during the last quarter. Here’s where Apple got all that money from. Also: ready for the annual December spike?
The reason Facebook tanked after its IPO is that revenue growth decelerated for the past several quarters.
That’s not good for a story with Facebook’s revenue and profit multiples. It needs to be growing very fast.
So it was very good news for Facebook today, when it reported earnings that showed the company has finally stabilized revenue growth – 32% last quarter and 32% this quarter. You can see this in the chart below.
What this chart doesn’t show is the even better news that Facebook has actually re-accelerated its advertising revenues – up to 32% y/y this quarter from 28% y/y last quarter.
Mobile almost doubled its share of the U.S. digital ad market through the first six months of the year. According to IAB, U.S. mobile ad revenues were $1.2 billion in the first half of the year and 7 percent of total U.S. digital ad revenues, up from 4 percent a year prior.
Total 2011 U.S. mobile ad revenues were $1.6 billion, according to IAB. Half-year revenues of $596 million were about 38 percent of the year-end total. Holding all else equal, if the U.S. market grew at the same rate this year, 2012 mobile ad revenues would be $3.2 billion.
Facebook CEO Mark Zuckerberg bought Instagram swiftly over a weekend, seemingly on a whim. But it has proven to be a wise investment. According to ComScore, Instagram accounts for one in five of the monthly active mobile users Facebook now controls. (Note: These numbers do not take into account duplication between people who use both Facebook and Instagram.)
Online ad spending for the world’s largest media companies is closing in on TV ad spending according to this chart from BI Intelligence on the State of the Internet.
It’s important to note in this chart that TV’s share of the ad spend has actually grown, though only slightly, over the last six years. Online is taking share from print, radio, and outdoor spending.
It shows the number of times different convention-related videos have been viewed on YouTube.
- Barack Obama’s convention speech has been viewed 5 times as many times as Mitt Romney’s convention speech.
- Mitt Romney’s “47%” video has been viewed 2 million times more than his convention speech.
- Clint Eastwood’s convention speech has been viewed 2 million times more than Mitt Romney’s convention speech
- Michelle Obama’s convention speech has been viewed 3-times as many times as Romney’s convention speech–and 6-times as often as Ann Romney’s
This Mind-Boggling Visualization Is The Best Explanation We’ve Seen About How Offshore Tax Shelters Work
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
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