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Operating profits for the eight vendors I track increased at a compounded 25% over three years. As with revenues, the growth is concentrated. The following chart shows operating profit growth across three time frames:…
When a company is acquired, the price paid is usually higher than what the company is worth. This is because there is a “control premium” that needs to be paid so that the acquiring company can control the destiny of the…
The 200 most popular words used to describe the Asymco audience. The data is obtained from 4.3k twitter bios (approximately 55k total words). Generated using Wordle and a bit of Automator, grep, and BBEdit. Click/tap on…
Revenues for the eight phone vendors I track increased overall during the last three years. The compounded annual growth was about 13%. However the growth was not evenly distributed. The following chart shows revenue…
It’s time to review the mobile phone market at the end of the first quarter of 2011. Before I begin, I’d like to remind that this analysis will span multiple posts and that many details will be published separately due…
Speaking of boats, there were recent claims that the iPhone is “dead in the water“. As someone who has done some sailing I can say that being dead in the water is dangerous. Not only are you not going anywhere but you…
I’ve often said that the smartphone rising tide has lifted many boats. If you were selling smartphones during the last three years, your business was growing, no matter what phones you made. In fact, measuring success…
Any student of organizational theory must struggle with the question of how to assign weight to the influence of the leadership of a company. In the case of Apple, the question is: Is Jobs is the embodiment of Apple or…
During the June 2005 Stanford University commencement speech Steve Jobs famously cited the farewell message placed on the back cover of the 1974 edition of The Whole Earth Catalog: “Stay hungry, stay foolish.” That’s a…
comScore’s latest survey data is in and the news is good. In March an additional 3 million Americans became smartphone users. That translates to 700,000 every week or 100,000 every day switching from a non-smart or…