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Samsung's Capital Structure
Having described the Revenue, Operating Margin and cost structure for Samsung Electronics it’s time to review their investment strategy. The Economist summarized it well: [Samsung’s] businesses look remarkably disparate,…
Author
Farshad
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The real threat that Samsung poses to Apple
[The following is a post written by James Allworth. James is the co-author of How Will You Measure Your Life?. He has worked as a Fellow at the Forum for Growth and Innovation at Harvard Business School, at Apple, and…
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Apple's new factories
Two years ago, almost to the day, I wrote a post titled It’s time for Apple to look at owning factories again. What I argued then was that of the problems that Apple had the means to fix, production was what most needed…
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Does S stand for Spring?
John Sculley: “I think they’re going through a very significant change now in terms of product cycles,” Sculley explains. “Traditionally Apple introduces products once a year; now it’s really introducing products twice a…
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The mystery of Samsung Electronics SG&A
Samsung Electronics’ SG&A expenses are curiously high. Consider the following graph: It shows SG&A as reported by Samsung and Apple over the periods 2010, 2011 and the sum of the first three calendar quarters of 2012.…
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Asymconf Program
9:00 to 10:15 Being Back. How California came to disrupt The disruptive history of California is remarkable. Whereas few nations can claim credit to one, California is home to at least four major disruptions:…
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Samsung Electronics Segment Revenues and Operating Income in Context
As first introduced last week, Samsung’s revenues have grown primarily due to the expanding volumes of smartphones. In today’s post I convert the revenues and operating incomes to US Dollars and compare them to a set of…
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The cost of selling Galaxies
In the post “Google vs. Samsung” I compared the profits of Google and Samsung Electronics’ mobile (aka Telecoms) division. It showed how Samsung has grown its mobile business to such a degree that, if sustained, could…
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5by5 | The Critical Path #65: The Shoe Seller's Dilemma
An update on Asymconf California, a discussion of engagement and why Android does not get enough of it, why Amazon likes giving away Fires and the causal hypothesis of Samsung’s success in smartphones. That plus…
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Update on Asymconf
Asymconf is developing well. Workshops are at 75% 90% capacity. I’m also delighted to also announce some of our distinguished guests: More to come.