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The comScore mobiLens survey for the US ending February 2013 shows continuing rapid expansion of smartphone usage in the US. Even though the 50% penetration threshold was passed seven months earlier, the rate of new…
Although Samsung and Apple are acclaimed as the leaders in profit capture for smart (and otherwise) phones, what is not lauded is how much they spend on capital equipment used in the making of these phones. In 2012…
Today is the iPad’s third birthday. It’s also the mobile (cellular) phone’s 40th birthday. Whereas the launch of the mobile phone was probably an obscure event, the launch of the iPad was greeted with derision. It is…
Thanks to @jtk0621 via twitter I was able to obtain a quarterly view into Samsung’s SG&A expenditures by cost category. The value of this data is in being able to understand why Samsung SG&A as a percent of sales remains…
From the initial product launch until the end of 2012, AT&T has activated 72 million iPhones. Verizon began selling iPhones four years after AT&T and managed to activate 26 million since. Sprint began nine months after…
As part of a continuing series on the iTunes economy I described how iTunes fits within Apple’s overall revenue and cost structure. The operation is a modest contributor accounting for single-digits percent of revenue…
In the last few posts I estimated the iTunes economy in some detail. In absolute figures, the revenues and cost structures of iTunes are substantial: However, as a part of the entire Apple revenue model, iTunes appears…
The following is another excerpt from a report titled “iTunes Business Review” which will soon be available for purchase through the Asymco Store. If you are interested in the product please get in touch. — iTunes store…
An excerpt from a report titled “iTunes Business Review” which I’m currently writing: Revenue Recognition Before proceeding it’s also important to understand one more detail: The company does not report all transactions…
2013 will see two billion phones shipped to over 4 billion consumers. Contrary to the common assumption that larger markets sustain more competitors, this rapidly growing market is profitable for only two device vendors.…