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There is some confusion with the latest Canalys teaser press release. The implication is that Apple has lost smartphone platform share due to the Android surge. Using the published data, it’s easy to see that Apple has…
In the mobile phone industry, and indeed, in most technology sectors, price decline is a fact of life. Component prices tend to drop while their performance increases. This rapid obsolescence drives prices down…
The following chart shows the third quarter’s profitability of eight top phone vendors as a measure of phones sold multiplied by profit per phone. I’ve added the pie-chart showing the rectangular areas as a percent of…
Based on a reader query, I tried to find out where, by city, my readership is concentrated. I also sought to break this audience down by operating system. Here are some observations: For the last 30 days, here are the…
Change in top mobile phone vendor market, sales and profit shares rank over time:
Pie charts showing 13 quarters of mobile phone market evolution between the largest vendors. Pure play smartphone only vendors are shown with exploded wedges. The disruption continues.
Apple reached fourth place in ranking of top phone vendors by units sold. I guess that makes it a “top tier” vendor. So how did it get there? Here is a chart showing how market share evolved since the quarter when iPhone…
I am dead serious. I am now convinced that we have enough data to determine for a fact that Apple will not only see a dramatic decline in quarter-on-quarter sales in units of the iPhone this January-March quarter (which…
From the Apple 10K: The following graph shows a five−year comparison of cumulative total shareholder return, calculated on a dividend reinvested basis, for the Company, the S&P 500 Composite Index, the S&P Computer…
If estimated warranty expense had remained constant in absolute dollar terms ($150M), GM would have been 38.4% vs 36.9%. If If estimated warranty expense had remained constant in as a percentage of revenue (1%), GM would…