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The following graphs show text messaging volumes, pricing and revenues for SMS in Spain. After peaking at the end of 2008 at about €450/quarter, revenues have fallen by 60% to about €171 million in the third quarter of…
[Kaoru] Kato, president of NTT DoCoMo Inc., said that the firm would want to add the iPhone to its lineup of serviced smartphones if it could form a mutually beneficial contract with Apple, Inc. Apple requires that…
In 2011 Microsoft’s CEO bemoaned that revenue in China was about 5% of what it obtained in the US. Yesterday Apple’s CEO suggested that revenue from China will overtake the US in the near future. The contrast is even…
Nokia announced 4.4 million Lumia smartphones were shipped in Q4. That’s about 14 million since the Lumia line was launched a year earlier. It isn’t however nearly enough to replace the lost sales from Symbian. One year…
Digitimes Research published an estimate of the allocation of production of application processors by Samsung. It suggests that Apple will transition away from Samsung as a processor supplier during 2013 and stop…
How much does it cost to have the world’s best maps? The answer may seem simple: $8.1 billion. That was the cost to Nokia in cash for buying Navteq in October 2007. It would seem that buying that asset (or another one…
In the post reviewing Samsung’s Capital Structure I noted that its component divisions have historically taken 90% of capital investments and that the overall capital intensity for Samsung Electronics has increased in…
Having described the Revenue, Operating Margin and cost structure for Samsung Electronics it’s time to review their investment strategy. The Economist summarized it well: [Samsung’s] businesses look remarkably disparate,…
Two years ago, almost to the day, I wrote a post titled It’s time for Apple to look at owning factories again. What I argued then was that of the problems that Apple had the means to fix, production was what most needed…
Samsung’s recent success in mobile phones has been spectacular. It overtook Nokia for the top spot in overall unit sales. It went from having almost no smartphone sales to selling over 50 million units per quarter in a…