• The race to a billion: Windows, Facebook, Android, Apple's iOS

    Horace Dediu estimates that Apple will sell its billionth iOS device some time in 2014.

    FORTUNE -- One of the great things about the Race to a Billion chart above, posted Friday on Horace Dediu's Asymco blog, is that it suggests that all computing platforms eventually reach a natural limit, where their growth starts to level off.

    PCs running Microsoft (MSFT) Windows were the first reach 1 billion, but because the platform took MORE

    - Sep 7, 2013 8:36 AM ET
  • Chart of the day: Apple and Samsung's mobile phone profits

    Also share of mobile revenues and phones shipped, as estimated by Horace Dediu

    Click to enlarge.

    FORTUNE -- On Wednesday, when we posted Horace Dediu's "fuzzy snapshot" of the worldwide mobile phone market by units shipped, we wondered what the chart would look like if Dediu was graphing instead mobile phone profits.

    We didn't have to wait long for an answer. The next day, Dediu's Asymco website offered a multipart graph of the MORE

    - Aug 22, 2013 7:25 AM ET
  • Horace Dediu: A fuzzy snapshot of the mobile phone market

    Dumb phones in blue, smartphones color-coded by vendor.

    FORTUNE -- "Tracking the mobile phone market hasn't been getting any easier," writes Asmyco's Horace Dediu, who does it as well as anyone. "The lack of published data from many incumbents (including the largest) is compounded by the lack of visibility into entrants."

    Nonetheless Dediu managed Tuesday to publish what he calls a "fuzzy picture" of the market as measured by unit sales.

    If he MORE

    - Aug 21, 2013 6:56 AM ET
  • Bottom line: Apple v. Samsung

    Remember those headlines about Samsung "dethroning" Apple in profits? Forget them.

    FORTUNE -- If anyone can draw a picture that puts to lie Strategy Analytic's claim -- widely reported in the tech press -- that Samsung has become the world's most profitable smartphone vendor, Horace Dediu can.

    The chart above was adapted from That Competition Thing, a post on his blog that compared the top and bottom lines of Apple (AAPL), Amazon MORE

    - Aug 4, 2013 6:20 AM ET
  • The arc of Apple's growth

    Horace Dediu's walks up to Tuesday's earnings report with a dazzling iPad slide show.

    FORTUNE -- Of the nearly five dozen analyst's notes we gathered in advance of Apple's (AAPL) Q3 earnings report this afternoon, none were as colorful as Horace Dediu's.

    The founder of presented his in the form of a "Padcast" -- a miniature, downloadable version of the kind of  iPad-based interactive slide presentations he has been taking on MORE

    - Jul 22, 2013 6:52 PM ET
  • At 60% ownership, is the U.S. smartphone market saturated?

    Technically no, but the dynamics of the market are shifting in interesting ways.

    FORTUNE -- On Wednesday, Asymco's Horace Dediu posted the chart at right in response to a statement by UBS analyst John Hodulik  -- reflecting conventional wisdom on Wall Street -- that "everybody has got a smartphone."

    Using comScore data, Dediu was able to show

    That 40% of U.S. mobile customers still use feature phones and represent an untapped market
    That except for BlackBerry, churn between MORE

    - Jul 18, 2013 8:05 AM ET
  • Samsung tops U.S. list of fastest-growing ad spenders

    Its worldwide ad budget of $4.3 billion was four times Apple's, according to Ad Age.

    FORTUNE -- It will come as no surprise to anyone who watches a lot of television that Samsung has been spending a fortune on advertising -- more, as Asymco's Horace Dediu never tires of reminding us, than Apple (AAPL), HP (HPQ), Dell (DELL) Microsoft (MSFT) and Coca Cola (KO) combined.

    But the report that Ad Age issued Monday MORE

    - Jun 25, 2013 10:20 AM ET
  • The algebra of iTunes

    As the number of accounts grows exponentially, revenue per account is falling. Why?

    FORTUNE -- In a post titled "What's an iTunes user worth?" Asymco's Horace Dediu used the number of iTunes accounts Apple (AAPL) CEO Tim Cook announced Monday -- 575 million -- to draw the graph at right. It shows user accounts growing nearly six fold since 2009 -- a growth rate of nearly half a million per day, or 44% MORE

    - Jun 15, 2013 12:40 PM ET
  • Horace Dediu has four questions for Apple's Tim Cook

    In advance of Cook's appearance at D11 next week, a deep dive into Apple's business.

    FORTUNE -- For the second year in a row, Apple (AAPL) CEO Tim Cook is scheduled to be the opening night speaker at the annual D: All Things Digital conference, an invitation-only event that prides itself in assembling the people that really matter in the world of high tech.

    Asymco's Horace Dediu was not invited.

    More's the pity, MORE

    - May 24, 2013 5:10 PM ET
  • The business wires' new verbal tic: Apple is 'losing steam'

    First Bloomberg, now Reuters, have boiled Apple down to a two-word editorial formula.

    FORTUNE -- How do you describe a company that grew like gangbusters but has entered a patch of slower growth?

    Some desk editors at the business news services have hit on what they seem to think is the perfect phrase: Apple (AAPL) is "losing steam."

    Last week it was Bloomberg News with this headline:

    Harvard Liquidates Apple Stake After IPhone Sales MORE

    - May 14, 2013 11:13 AM ET
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