My Patrix site
Up to eleven
During my talk at the first Apple Investor Conference in January I said that I would pay very close attention to the Machinery, equipment and internal use software line item from its PP&E during the next quarterly report…
Category
Research
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Interview with Bruno Ferrari of Exame magazine Brazil
My thanks to Bruno Ferrari of Exame magazine Brazil for asking the following questions. My answers were written two weeks ago on April 2nd. Based on financial data of the first fiscal quarter, it is possible to confirm…
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An interview with Chris Brennan for MacUser magazine UK
Chris Brennan asked a few important questions regarding potential saturation of the iPhone market. Is the iPhone anywhere near saturation? Can Apple continue to shift iPhones in ever increasing numbers or is a sales…
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An interview with Kenney Ho of The Chosun Daily of Korea
Kenney Ho, a staff reporter from Korean newspaper The Chosunilbo (The Chosun Daily) sent me a set of delightful questions. According to Kenney, The Chosunilbo “has a history of 90 years, has been the most dominant, and…
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Calculating Google's contribution to iPhone profitability
In the iPhone cost structure analysis I showed how revenues and costs for iPhone are probably allocated. The revenue per iPhone was shown to include $29 for revenue items “above” the price of the phone to the channel.…
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Android’s contribution to Google
Yesterday I presented the estimated Android income statement vis-à-vis Apple’s income statement. In this post I’ll compare Android as a part of Google’s overall business. Recall that Google has already been compared in…
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Android Revenues in Perspective
Data is useful only when put in perspective. Yesterday’s post on the Android Income Statement showed how sales and revenues are captured and how costs are paid for that revenue. The data was shown for the entire calendar…
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The Android Income Statement
This is a continuation of the “Android Economics” series of posts. It deals with how revenues and costs are categorized for Android. The following diagram shows an approximate representation of what Android’s “Income…
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Android economics: An introduction
Android has had unprecedented growth. Based on activation announcements, it’s possible to estimate that thus far, about 370 million Android devices have been activated. The total number of devices in use is a lower…
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Apple's Strategic Balance Sheet: A live presentation
My talk from the 2012 Apple Investor Summit is available on Vimeo. The password is h42Rtz8HJ. Check out the cool iPad app used for presenting interactively and wirelessly–a foreshadowing of Asymconf.