Asymco
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Chart of the day: The ebb and flow of Apple's billions
Asymco's Horace Dediu has a new way to illustrate Apple's profit-making machinery.
FORTUNE -- The chart above, created on an iPad, may be Horace Dediu's the best graphical representation yet of Apple's (AAPL) business model circa 2012. According to his footnotes, the height of the light blue rectangle representing payments to developers (Dev Payments, lower right) equals $1 billion. When zoomed in on a retina iPad, each pixel equals $50 million.
The chart MORE
Philip Elmer-DeWitt - Mar 27, 2013 8:29 AM ET -
Chart of the day: Apple's new $13.5 billion revenue stream
A "break even" line item is suddenly generating more than $2 billion in profits per year.
FORTUNE -- Most analysts skipped over it, but ever since January Asymco's Horace Dediu has been trying to wrap his mind around a change in the way Apple reports certain line items. For example, what used to be called "Other related music products and services" is now called "iTunes, Software and Services" and consolidates, for MORE
Philip Elmer-DeWitt - Mar 25, 2013 7:25 AM ET -
Chart of the day: Can Apple regain the smartphone lead?
Apple owned the market for two fleeting quarters, and it may never own it again.
FORTUNE -- In an interview about the impact of Samsung's Galaxy S4 on Apple (AAPL), Anouch Seydtaghi, deputy economics editor for the Swiss newspaper Le Temps, asked Asymco's Horace Dediu what seemed like a perfectly reasonable question:
Q: Can Apple regain the lead in the smartphone market? If yes, how?
Dediu responded, characteristically, with a chart:
A: Apple had leadership in the MORE
Philip Elmer-DeWitt - Mar 15, 2013 12:00 PM ET -
We know why Apple makes computers. But why Google?
Chart of the week: Horace Dediu follows the money
FORTUNE -- Asymco's Horace Dediu, the master of the tech industry informational graphic, outdid himself with the set of bar charts he posted Friday comparing the revenue and operating income of Google (GOOG), Microsoft (MSFT), Apple (AAPL), Samsung and Amazon (AMZN).
The impetus for "Bits v. Bytes: Follow the money" was the announcement last week of Google's first fully branded hardware product, a MORE
Philip Elmer-DeWitt - Feb 24, 2013 8:00 AM ET -
Tim Cook's Prozac: The Apple Store in three charts
How special are Apple Inc.'s retail outlets?
FORTUNE -- "I don't have very many bad days," Apple (AAPL) CEO Tim Cook told the audience at Goldman Sachs' technology conference Tuesday. "But if I ever feel that I'm dropping down from an excited level, I go and visit a store. It's like a Prozac."
Cook's point was that Apple's retail outlets are not like ordinary stores. "I'm not even sure 'store' is the right MORE
Philip Elmer-DeWitt - Feb 13, 2013 8:17 AM ET -
The iPhone has room to grow
Apple's most popular product is not for sale to half the world's 6 billion mobile users
FORTUNE -- The next time someone tells you that the market for Apple's (AAPL) iPhone is saturated, think of the chart at right posted Wednesday by Asymco's Horace Dediu.
At last count, he writes, the iPhone was being sold by only 30% of the world's 816 mobile phone operators. Some of those carriers are bigger than MORE
Philip Elmer-DeWitt - Nov 22, 2012 8:15 AM ET -
Chart of the Day: The half-life of a cellphone vendor
Can the collapse of RIM, Nokia and LG be predicted down to the quarter?
FORTUNE -- Updating a chart he first posted last year (see here and here), Asymco's Horace Dediu on Monday tried to estimate how long three badly wounded veterans of the smartphone wars -- Research in Motion (RIMM), Nokia (NOK) and LG -- might survive.
He defines what he calls the "post-traumatic period" of a phone manufacturer's life as beginning with MORE
Philip Elmer-DeWitt - May 29, 2012 10:58 AM ET -
Google's Android profits: '40% of a little is a lot less'
An eye-opening comparison of Android's income statement with Apple's
FORTUNE -- As part of an extended look at what he calls Google's (GOOG) "Android economics," Asymco's Horace Dediu on Monday published what may be the first independent estimate of the company's Android income statement.
As the chart at right shows, Android generates revenue for Google through three kinds of ad sales (Google's Search, AdSense and AdMob). After costs and revenue sharing are MORE
Philip Elmer-DeWitt - May 15, 2012 9:10 AM ET -
The market values Apple's earnings growth at $0.00
The only thing that seems to matter to Wall Street is how much cash it has in the bank
FORTUNE -- It's been a year since Asymco's Horace Dediu -- mystified by the apparent decoupling of Apple's (AAPL) share price from its earnings growth -- first spotted the correlation between the company's valuation and its holdings in cash and marketable securities.
"As far as the market is concerned," he wrote at the MORE
Philip Elmer-DeWitt - May 7, 2012 8:04 AM ET -
With 8.8% market share, Apple has 73% of cell phone profits
Among the major vendors, Samsung captured 26%, HTC took 1%, and the rest lost money
FORTUNE -- Asymco's Horace Dediu on Thursday updated his quarterly review of mobile phone profits, and the news for everyone but Apple (AAPL) and Samsung is not good.
Apple is in roughly the same position it was last quarter, with an 8.8% share of the market in terms of units shipped (according to IDC) and a share MORE
Philip Elmer-DeWitt - May 3, 2012 7:48 AM ET
