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Today’s charts show the amount of profit captured by the top eight public mobile phone companies in two different ways. The first, as a bar chart: The second shows the way they captured it by taking into consideration…
In a recent tally of mobile OS market share estimates from Canalys, the market was organized by OS vendors. The number of devices sold by operating system vendor includes as many OS’s as each vendor may supply. For…
The mobile phone market is growing rapidly. It grew 18% in the last quarter. The smartphone market grew even faster, about 75%. To grow share in this market means growing even faster than the market. What we can see from…
I’m registered as a member of the Press and will be attending the MWC 2011 in Barcelona February 14 through 15th. Please email me if you would like to schedule a meeting.
The following chart shows the units, sales and profit shares for the top eight phone vendors. The fourth quarter did not see change in the ranking of the top eight vendors except for Sony Ericsson dropping in sales rank…
In the earnings Q&A Stephen Elop used the word ‘Platform’ once, ‘Operating System’ three times and ‘Ecosystem’ 15 times. Though they seem interchangeable, the three phrases have significant differences in meaning.…
To me, Apple exists in the spirit of the people that work there, and the sort of philosophies and purpose by which they go about their business. So if Apple just becomes a place where computers are a commodity item and…
Yesterday I made my predictions on Nokia’s new platform strategy. They should be treated as pure guesswork, but they are informed guesses. I based them on public information. That information comes in the form of…
Since reporting on the 18th, I’ve mostly finished going over the the fourth quarter Apple data. Here is a quick summary of the articles that covered the financial and product performance: Subject Article Cash Having…
The smartphone market grew 73% in Q4. Here are the growth rates for vendors which regularly report smartphone sales: Samsung is not consistent in reporting smartphones and we don’t have year-ago data but the following…