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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…
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…
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…
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.…
Horace and Dan wade into Android Economics expanding on the series of posts on Asymco. We also give an update on The Critical Path Kickstarter project. via 5by5 | The Critical Path #38: Seeking Enlightenment.
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…
One week into this project and the response has been phenomenal. We are at nearly 500% funded. There are 414 backers so far and the average pledge is nearly $34. This means that the vast majority of people (328 so far)…
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…
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…
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…