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 MOREPhilip Elmer-DeWitt - Feb 24, 2013 8:00 AM ET
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 MOREPhilip Elmer-DeWitt - Feb 13, 2013 8:17 AM ET
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 MOREPhilip Elmer-DeWitt - Nov 22, 2012 8:15 AM ET
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 MOREPhilip Elmer-DeWitt - May 29, 2012 10:58 AM ET
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 MOREPhilip Elmer-DeWitt - May 15, 2012 9:10 AM ET
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 MOREPhilip Elmer-DeWitt - May 7, 2012 8:04 AM ET
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 MOREPhilip Elmer-DeWitt - May 3, 2012 7:48 AM ET
Visualizing Apple's growth in earnings, revenue and margins
FORTUNE -- Asymco's Horace Dediu has posted a couple of charts that show better than I could tell the significance of Apple's (AAPL) quarterly results.
The first graphs the rise in Apple's growth- and operating-margin percentages. Dediu's two-word TwitPic comment: "Simply breathtaking."
Below, an up-to-date version of the chart with which Dediu tracks Apple's quarterly net sales and earnings growth rates.
Click here to read his commentary.Philip Elmer-DeWitt - Apr 25, 2012 12:50 PM ET
In dollars per sq. ft., the stores are 17 times more efficient than the average mall outlet
For more on Apple's (AAPL) retail efficiency, see Horace Dediu's analysts at Asymco.com.Philip Elmer-DeWitt - Apr 18, 2012 6:28 AM ET
Apple, by contrast, generated more than $575 for every iOS device it sold last year
"In terms of returns, Android is sustainable," writes Asymco's Horace Dediu at the end of a long analytical piece posted Monday. "However, in relative terms the value created leaves much to be desired."
That's quite an understatement, especially when you consider how much Apple (AAPL) makes on its mobile devices. According to Dediu, Apple generated $576.30 per MOREPhilip Elmer-DeWitt - Apr 2, 2012 2:34 PM ET
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