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Thanks to @jtk0621 via twitter I was able to obtain a quarterly view into Samsung’s SG&A expenditures by cost category. The value of this data is in being able to understand why Samsung SG&A as a percent of sales remains…
Youtubers, BlackBerries and what Facebook is planning with their “Home on Android”. Horace and Moisés discuss how co-branding, strategy, and secret deals intertwine, with illustrations from Intel, Sony-Ericsson, and…
From the initial product launch until the end of 2012, AT&T has activated 72 million iPhones. Verizon began selling iPhones four years after AT&T and managed to activate 26 million since. Sprint began nine months after…
As part of a continuing series on the iTunes economy I described how iTunes fits within Apple’s overall revenue and cost structure. The operation is a modest contributor accounting for single-digits percent of revenue…
In the last few posts I estimated the iTunes economy in some detail. In absolute figures, the revenues and cost structures of iTunes are substantial: However, as a part of the entire Apple revenue model, iTunes appears…
The more we deconstruct and take apart iTunes, the more we come to respect how is cannot exist independent of the system it’s a part of. Its scope and scale and its history and future all indicate that there is more to…
The following is another excerpt from a report titled “iTunes Business Review” which will soon be available for purchase through the Asymco Store. If you are interested in the product please get in touch. — iTunes store…
An excerpt from a report titled “iTunes Business Review” which I’m currently writing: Revenue Recognition Before proceeding it’s also important to understand one more detail: The company does not report all transactions…
Beginning with the data on activations, we traverse the strategic implications of a shift in Android governance and management. Along the way we also cover Samsung’s marketing strategy, budget, and the Galaxy S 4 launch.…
2013 will see two billion phones shipped to over 4 billion consumers. Contrary to the common assumption that larger markets sustain more competitors, this rapidly growing market is profitable for only two device vendors.…