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In the last post, I highlighted the difference between smartphones and non-smart device sales last quarter. The trajectory of share growth for smart devices would appear to have accelerated due to Android. The following…
The smartphone market grew to about 100 million phones last quarter. The volumes grew sequentially and as a result reached a new record share of 27% of total phones shipped. The chart on the left shows how this market…
The challenge with any performance metrics is that there is no single measure of business performance which is conclusive. The last few posts have covered mobile phone vendor performance measured by various methods.…
I produced two alternate views of the primary mobile phone brands in terms of volumes sold and operating profit in Q1. These views[1] allow a comparison by categorized competitors. I grouped dedicated smartphone vendors…
Operating profits for the eight vendors I track increased at a compounded 25% over three years. As with revenues, the growth is concentrated. The following chart shows operating profit growth across three time frames:…
When a company is acquired, the price paid is usually higher than what the company is worth. This is because there is a “control premium” that needs to be paid so that the acquiring company can control the destiny of the…
The 200 most popular words used to describe the Asymco audience. The data is obtained from 4.3k twitter bios (approximately 55k total words). Generated using Wordle and a bit of Automator, grep, and BBEdit. Click/tap on…
Revenues for the eight phone vendors I track increased overall during the last three years. The compounded annual growth was about 13%. However the growth was not evenly distributed. The following chart shows revenue…
It’s time to review the mobile phone market at the end of the first quarter of 2011. Before I begin, I’d like to remind that this analysis will span multiple posts and that many details will be published separately due…
Speaking of boats, there were recent claims that the iPhone is “dead in the water“. As someone who has done some sailing I can say that being dead in the water is dangerous. Not only are you not going anywhere but you…