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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


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Thursday, September 26th, 2013 news No Comments

Microsoft’s Surface 2: New tablet, same problems

Source: http://www.engadget.com/2013/09/23/microsoft-surface-2-same-problems/

Microsoft Surface 2 Same Problems

What’s the definition of insanity? Trying the same thing several times and expecting a different outcome. While we wouldn’t suggest that Microsoft’s finest minds are in need of urgent medical care, it does seem as if the company’s executives have failed to heed the lessons doled out this summer. After all, it was only a few months ago that Microsoft had to admit that very few Surface RT tablets had been sold, and booked a $900 million loss on inventory that remains rotting in warehouses.

At today’s launch of Microsoft’s second Windows RT-running slate, Surface chief Panos Panay opened his remarks by saying that the “Surface 2 is not subtle, but is a revamp. It is not the simple changes that everybody wants, but it’s the changes people need.” Unfortunately, the changes that he then went on to describe involved making the device thinner, faster and giving it a full-HD display — criticisms that few had leveled at the first generation of the hardware. No, the problems that every critic had were the limitations of the Surface’s operating system: Windows RT. Not that you’d know it from today’s event. In fact, Microsoft went out of its way to downplay the fact that the Surface 2 runs RT, mentioning the ambitious Windows-on-ARM project only three times in an hour. But why was the star of the show reduced to such a bit-part role?

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Monday, September 23rd, 2013 news No Comments

Following An Uproar Over Privacy, Microsoft Now Says The Next Xbox’s Kinect Motion Sensor Won’t Need To Be On For The Console To Work (MSFT)

Source: http://www.businessinsider.com/xbox-one-works-with-kinect-unplugged-2013-8

xbox one

Microsoft’s new video game console, the Xbox One, will not require users to keep the Kinect sensor plugged in for the system to work.

The news comes out of a Q&A session with the Xbox One’s chief product officer Marc Whitten on video game news site IGN. Whitten said:

…like online, the console will still function if Kinect isn’t plugged in, although you won’t be able to use any feature or experience that explicitly uses the sensor.

When Microsoft first announced the Xbox One in May, it said the Kinect, which includes cameras and microphones that are always on and listening for commands, needed to be plugged in and switched on in order for the console to work. However, users would still have the option to disable the Kinect in the console’s settings menu.

But Microsoft still said the Kinect sensor had to be plugged in for the console to work, even if it was disabled, fueling concerns that the device could be used to spy into people’s living rooms. It now appears Microsoft has changed its mind and will allow you to use the Xbox One if the Kinect is unplugged from the console.

This isn’t the first 180 Microsoft has made since announcing the Xbox One. Originally, Microsoft said the console required an Internet connection to work in order to check whether or not users were playing pirated games. Microsoft also said it would allow game publishers to essentially “lock” a purchased game to one Xbox, making it difficult to trade in or buy used games. After a huge user backlash, Microsoft reversed both policies.

 

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Monday, August 12th, 2013 news No Comments

drag2share: Microsoft Only Generated $853 Million In Revenue From Its Surface Tablet Last Year

source: http://feedproxy.google.com/~r/businessinsider/~3/uR2sgV59sVc/microsoft-only-generated-853-million-in-revenue-from-its-surface-tablet-2013-7

surface

Here’s another discouraging bit of news about Microsoft’s Surface tablet.

According to the company’s 10-k, it only did $853 million in sales from the Surface between October of last year and June of this year.

It’s not exactly a fair comparison, but over the same time frame Apple did ~$25 billion in iPad sales.

Microsoft’s Surface was an attempt to create a strong Windows brand, while at the same time combating the rise of the iPad.

It has failed on both counts.

Microsoft had to slash the price of the Surface RT by 30%, which led to a $900 million charge.

We don’t know how many units of the Surface Microsoft has sold. We can do our best to guess, though. If the average selling price is $650, then Microsoft sold 1.3 million units. Over the same period, Apple sold 56.8 million iPad units.

Microsoft is not giving up on the Surface, though. It says it remains committed to the tablet, and is likely to introduce a next generation version of the product in the coming months.


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Tuesday, July 30th, 2013 news No Comments

drag2share: Android Tablets Zoom Past The iPad (AAPL, GOOG)

source: http://feedproxy.google.com/~r/businessinsider/~3/SKolZAmRqqM/chart-of-the-day-android-tablet-market-share-2013-7

t appears Google’s Android is blowing past Apple not just in smartphone market share, but also tablet market share.

According to Strategy Analytics, Android tablets now make up 67% of all devices in the category. Apple’s iOS, which powers the iPad, accounted for 28% of tablets. Other operating systems like Microsoft’s Windows 8 still barely register, but they’re gaining a little momentum.

This mirrors what we’ve seen with smartphone operating systems. Since Google gives its Android OS away for free, manufacturers are able to pump out as many devices running it as they can. As a result, it’s pretty easy for Android to flood the market.

But what’s really interesting is how the gap in tablet platform market share has widened over the past year. Here’s the breakdown.

Chart of the day shows iOS and Android tablet marketshare for Q2 '12 and Q2 '13, july 2013


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Monday, July 29th, 2013 news No Comments

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

drag2share: Microsoft Is Down 8 Percent As The World Realizes The Windows Business Has Collapsed (And Probably Isn’t Coming Back)

source: http://feedproxy.google.com/~r/businessinsider/~3/NG6Rf44mtTA/microsoft-stock-2013-7

Steve Ballmer waving

Microsoft is down 8% pre-market this morning.

The stock has been doing worse and worse since the company released earnings. Initial reaction to the release sent the stock down 2.5%. Then it was 5%, then 6% … and now it’s down 8%.

Microsoft’s Windows business is finally feeling the effect of the collapse of the PC industry, and the failure of Windows 8 to slow the iPad.


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Friday, July 19th, 2013 news No Comments

Apple ‘in talks’ to buy motion control specialist (and Kinect maker) PrimeSense

Source: http://www.engadget.com/2013/07/16/apple-primesense-acquisition-rumor/

Apple reportedly looking to buy Kinectmaker PrimeSense

Israeli news source Calcalist has a decent track record when it comes to acquisition gossip, even if the gossip itself sometimes comes to nothing. Bearing that in mind, the latest rumor is that Apple is “in talks” to buy PrimeSense, the company that worked with Microsoft to create the first-generation Kinect (but not Kinect 2.0) and which could potentially help Cupertino with new projects that require natural interfaces. The value of the acquisition is said to “probably” be around $280 million, although the source makes it clear that these talks are in very early stages. Whichever way things go, the immediate effect of a report like this is to add to the impression that PrimeSense has a future beyond the Xbox 360 — but, frankly, we already believed it did.

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Tuesday, July 16th, 2013 news No Comments

Google and Microsoft agree to US guidelines for fighting ads on pirate sites

Source: http://www.engadget.com/2013/07/15/us-guidelines-fight-ads-on-pirate-sites/

Google and Microsoft agree to US guidelines for fighting ads on pirate sites

The White House isn’t happy that many counterfeiters and pirates lean on internet advertising to support their sketchy ways. Accordingly, it just teamed up with Google, Microsoft and other ad providers to create a voluntary set of best practices for cutting off funding to digital bootleggers. An ad network operator following these guidelines agrees to either warn customers or kick them out of ad programs if they’re found to be dealing primarily in ill-gotten goods. Thankfully, the accused also have a say: they can issue counter-notices and otherwise make a case for their innocence. It’s doubtful that the US guidelines will stop copyright violation overnight, but they should streamline an ad removal process that hasn’t been consistent.

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Monday, July 15th, 2013 news No Comments

Android Halts iPhone’s Advance In The U.S. Smartphone Market

Source: https://intelligence.businessinsider.com/welcome

For the first time since October 2012, the iPhone failed to notch a monthly gain in U.S. smartphone market share, standing unchanged at 39% at the end of May, according to comScore. That’s up from 32% a year prior.

Android eked out a minor gain, finishing May with a 52% share of the U.S. smartphone market, up slightly from 51% a year prior.

Despite the relatively flat market share growth, the broader expansion of the U.S. smartphone market means Android still has 17 million more U.S. users than it did a year before. The iPhone picked up 19 million users in the 12-month period.

Windows Phone continues to show no growth in the U.S. market, with only a 3% share. It actually has less users than it did a year ago, and that was before the release of Windows Phone 8, Microsoft’s latest attempt to launch a popular mobile operating system.

Click here to download chart and data in Excel.

u.s. smartphone market share

Overall, U.S. smartphone penetration tipped past 60% for the first time, with 141 million Americans owning smartphone at the end of May.

U.S. smartphone penetration

 

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Tuesday, July 2nd, 2013 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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