My Patrix site
The AMP Index for Q3
The Asymco Mobile Performance (AMP) index is an unweighted average of: For major phone vendors. The raw data for each share is shown in the following charts (note change of vertical scale: each gridline represents 10%).…
Author
Farshad
-
-
Where is Microsoft's growth going to come from?
Microsoft is a stable business. Apple isn’t. The following charts compare the two. The two charts on top show revenues, subdivided into product lines. Microsoft is on the left and Apple on the right. Note that the…
-
Is Innovation Valuable?
I began thinking carefully about Apple in 2005 when the stock was priced at around $55/share. I remember that the events which made me consider Apple in a different light were the launch of the iPod shuffle and the…
-
The Global Smartphone Market Landscape
There is finally enough information to try to give an estimate of the smartphone market as a subset of the overall phone market. The chart to the left shows the overall picture. To sum up: The smartphone market has now…
-
5by5 | The Critical Path #13: The Innovation Anomalies
The Innovation Anomalies Episode #13 • November 16, 2011 at 11:00am Dan and Horace talk about innovations in emerging economies related to mobile service and how they might foreshadow changes in the developed world. We…
-
The end of the dedicated portable device
On October 27th, Nintendo published half year results for the fiscal year ending in March 2012. Management stated that the company lost over $900 million with a negative outlook. Nintendo cited weaker than expected sales…
-
Apple's Guidance Deficits
Every quarter Apple’s management issues a “guidance” or forecast of their own earnings in the following quarter. Over the years, this figure has been nearly useless because not only is it not accurate, the error itself…
-
Pac-Man
I recently posted a comparison between the profit capture of phone vendors in 2007 and the most recent quarter: The idea was to show what a disruption looks like. A phenomenon where an entrant with none of the advantages…
-
How many iPhones are being discarded in the US?
In the recently posted US Smartphone Landscape I used comScore’s data to paint a picture of the growth of smartphones in general and the shape of the mobile platforms in the US. The source was survey data measuring the…
-
Apple's Income Statement at a glance
This is the cascading view of Apple’s financial performance in the third calendar quarter. It only includes information that is already in the income statement but shows the relative growth of the individual product…