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In the post reviewing Samsung’s Capital Structure I noted that its component divisions have historically taken 90% of capital investments and that the overall capital intensity for Samsung Electronics has increased in…
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,…
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…
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.…
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:…
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…
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…
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.
Following yesterday’s IBM data, Monetate released a new study showing similar data related to retail browsing but covering a period of dates from Q3 2011 to Q3 2012. This data also shows an acceleration of mobile…
IBM’s Digital Analytics Benchmark reported US Black Friday sales and the news is reasonably good. Overall online sales grew by 17.4% while mobile grew to make up 24% of traffic. The data goes further to show the split…