Only on Asymco… Let your fingers do the walking through Apple’s income statements since FQ1 2005. Glide effortlessly through juicy bits of assets and liabilities. Slide your finger through nineteen quarters of financial goodness. A special bonus: included is a separate visualization of Apple’s liquid assets: cash, cash equivalents, Short-term marketable securities and Long-term marketable … Continue reading “ADD this: Apple's Balance Sheet”
Much of what is published here relies on data, lots of data. It’s important that data be published along with conclusions, but data in spreadsheets is often difficult to read. Spreadsheets are not “productized” so they are hard to explain and therefore impossible to share. However, I am considering sharing the data I have in … Continue reading “Announcing Asymco Data Downloads”
The OS market in the mobile space is dominated by other players. Is that a cause of worry? I think it’s a temporary issue. I don’t put a lot of face and snapshot and time into what is going on. On a global basis, I see what is growing and what is shrinking. Text messaging … Continue reading “Microsoft CIO on Android vs. iPhone: Windows Phone will dominate”
In the last mobile market update series I wrote of the evolution of market share, the shift in where dollars are spent, the tale of ASP erosion, profitability ratios over time and EBIT share over time. I did not include all vendors for various good reasons. The first survey (market share) did include an “others” category that made … Continue reading “HTC: How They Compare”
The mobile phone market is intertwined with the telecommunications industry which is vast and there are numerous competitors which are much more dynamic and better capitalized than the moribund PC or music player vendors. It’s also a regulated and fragmented global market with 1.2 billion units and 5 billion consumers—far greater than any of the … Continue reading “Android's Pursuit of the Biggest Losers”
This weblog could be read as a diary of the disruption of the mobile industry. There is lots of topical analysis and opinion, but sometimes I’ll post on the “theory” which describes what’s going on in a more abstract, and long-term, level. Theory is like a bullion cube: savory, but too concentrated to be enjoyed … Continue reading “The parable of the transistor”
According to Canalys: Usual disclaimers apply: Only sell-through (i.e. not exact numbers that companies report as sold, i.e. excluding inventory in the channel) Other includes Symbian devices not sold by Nokia, Microsoft Windows Mobile and various Linux, WebOS iOS includes only phones, no iPads, no iPod touch, similarly Android includes only phones Some of these … Continue reading “Canalys: Android global share rises to 16% of smartphones in Q1 [Updated]”
During the last quarter, the company added $4.1 billion in cash to reach a total of $45.839 billion or $49.43 per fully diluted share. This is divided into three types of holdings (long- and short-term marketable securities and cash equivalents). Some (most?) financial reporting services do not include long-term marketable securities in their databases. This … Continue reading “Apple's Cash Update”
The iPod touch increased sales 48% year-over-year. The continuing mix shift toward iPod touch resulted in an overall iPod ASP increase of 12% to $164 (up from $143) generating total iPod revenue growth of 4%. Units declined 7.9%, inline with my expectations of -8%. I had forecast 9.40 and the actuals was 9.406 million. I … Continue reading “3Q review: The iPod revenues increase again”
RIMM shares dropped more than 5% after hours after company reported “light” units and a 20% rise in profit with a 24% rise in revenue. RIMM sold 11.2 million units (of which 4.9 million were new subscribers and the rest replacement units–a deterioration in replacement rate). This represents 43% growth. The unit growth is nearly … Continue reading “RIMM near 52 week low”
