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Yesterday comScore published survey results for EU5 (France, Germany, Italy, Spain, UK) on smartphone use and installed base. The headline is very similar to what would be written about the US: Android had phenomenal…
After processing more than 1500 data points on the performance of thirteen technology companies, patterns are beginning to emerge. The steps so far: The final step is to plot the changes in the relationship between pre-…
Following the presentation of growth/PE of comparable companies in the previous post, here are charts showing the Growth vs. P/E as a scatter plot. I highlighted the quarters pre-crisis as red dots and the quarters…
The previous article showing the profile of Apple’s growth vs. its P/E prompted a similar review of a set of comparable companies. The cohort is composed of: Apple HP Dell Lenovo Acer Sony Samsung LG Nokia RIM HTC…
The reason we look at valuation is that it offers insight into how innovation is perceived. If a company is a successful innovator it usually creates vast wealth for its owners. However, the timing of that wealth…
CEO resignations often cause share prices to rise. Witness the effect of the latest CEO departure on Yahoo!. This typically happens because CEO replacements are not necessary when companies are successful. In times of…
Occasionally I write articles titled “Why CEO X was fired.” You can read one here, and here and here. These are allegorical stories. I don’t base the opinion on evidence but on perception of what’s wrong with a…
While some mobile platforms are being withdrawn from the market, others are being introduced. The net is that there are more mobile platforms announced for 2012 than ever before. The following chart shows the lifespan of…
As the market continues to exhibit signs of instability, an interesting paper[1] identified a correlation between the U.S. stock market and an index of the U.S. Financial Conditions. This index measures the assessment of…
The latest survey from ComScore breaks down the installed base of specific mobile platforms in the US. Tracing the data over time shows the following charts: In the last month Android gained about 2.9 million users,…