FORTUNE -- Of the 10 charts Asymco's Horace Dediu posted Tuesday in a brief item titled Invaluable, the one at right may be the most striking.
It shows the share of operating profits among the top eight vendors from the sale of mobile phones -- all mobile phones, smart and dumb -- starting with the 2007 launch of Apple's (AAPL) iPhone.
Today, he estimates, Apple takes up to 75% of the net profits earned by the big players. "That figure is consistent on an ongoing basis," he adds, "having reached 60% as early as 2011 and remained in a band around that figure since."
In Dediu's global market share charts, by contrast, Apple is dwarfed by Samsung and Other.
Google's $3.2 billion bid for Nest triggers a reevaluation of each company's raison d'être.
FORTUNE -- There's been a lot of commentary -- good and bad -- in the week since Google (GOOG) made its $3.2 billion bid for Tony Fadell's Nest Labs.
Fadell was best known, before he moved into WiFi-connected appliances, for running Apple's (AAPL) iPod division. So last week's news naturally led to a conversation about Apple and Google and what -- MOREPhilip Elmer-DeWitt - Jan 21, 2014 11:34 AM ET
At Microsoft's peak, there were 56 times more Windows PCs sold than Macs.
FORTUNE -- Oranges are being compared with Apples in the attached chart. Or rather, Microsoft (MSFT) Windows PCs with four kinds of Apple (AAPL) devices -- Macs, iPads, iPhones and iPod touches.
But Asymco's Horace Dediu, who posted it Monday, is bending the rules to make a serious point:
In the 1980s and 1990s computing platform decisions were made first by companies MOREPhilip Elmer-DeWitt - Jan 13, 2014 1:49 PM ET
Music downloads are down. Apps are through the roof. Should Hollywood be worried?
FORTUNE -- Asymco's Horace Dediu, who created the attached chart from data Apple (AAPL) released Tuesday, doesn't buy the accepted wisdom about what's going on.
To state the obvious: iTunes music downloads are down while downloads of apps are up sharply: 35% year over year and 50% in December alone.
It's tempting to suggest, Dediu writes in a post called MOREPhilip Elmer-DeWitt - Jan 8, 2014 7:07 AM ET
Asymco's Horace Dediu is taking his data visualization how-to series on a world tour.
FORTUNE -- To appreciate the attached chart -- displaying the rates at which various technologies, from stoves to smartphones, achieved 91% "saturation" in the U.S. -- you have to see it the way Asymco's Horace Dediu presented it at his New York Airshow last month: Unfurled on an Apple (AAPL) iPad like a scroll, one year at a MOREPhilip Elmer-DeWitt - Dec 19, 2013 3:26 PM ET
Asymco's Horace Dediu now expects U.S. smartphone penetration to hit 90% by Dec. 2016.
FORTUNE -- I don't pretend to understand -- even after reading the Wikipedia entry on logistic regression -- the statistics Asymco's Horace Dediu used to draw the chart at right.
But even I can see that the curves representing various smartphone platforms have different shapes:
Orange: Research in Motion (BBRY), headed south
Blue: Microsoft (MSFT), recovering
Yellow: Android (GOOG), leveling off
Conventional wisdom says the chances of Apple laying a sixth are zero.
FORTUNE -- In the fable, the cottagers are too impatient to wait for the goose to lay its golden eggs one at a time. So they open it up, thinking that way they'll get all the gold at once.
Apple (AAPL) is a little like that goose, says Asymco's Horace Dediu.
"Here's the problem," he wrote last summer in The Innovator's Curse. MOREPhilip Elmer-DeWitt - Nov 25, 2013 12:25 PM ET
Steve Jobs was focused on innovative products. His successor is focused on process.
FORTUNE -- At a Business Insider conference Friday, ex-iPod hardware chief Tony Fadell praised Apple (AAPL) CEO Tim Cook as an innovator.
But he wasn't talking about whizzy new products like the iPhone or iPad. Cook's expertise is in operations -- in the supply chain that produces those iPhones and iPads.
"The number of turns he did on the inventory MOREPhilip Elmer-DeWitt - Nov 14, 2013 7:22 AM ET
An active iTunes user generates $48 of revenue per year. A Twitter user, $1.36.
FORTUNE -- Now that Twitter (TWTR) has gone public, we can calculate -- as George Anders has -- that each active Twitter user is worth, by Wall Street's valuation, $110.
So how does Wall Street value Apple's (AAPL) iTunes/iCloud ecosystem? That's harder to say.
"We don't hear much about how Apple is worth so many dollars per user," writes Asymco's MOREPhilip Elmer-DeWitt - Nov 11, 2013 6:59 AM ET
At Apple and HP, ad spending is flat as a percent of sales. The others are spending more.
FORTUNE -- Asymco's Horace Dediu on Monday used last week's release of Apple's (AAPL) fiscal 2013 advertising budget to update the fever chart at left and to add a new chart on the right, one that compares advertising expenses as percent of sales. He notes that although by that measure Coca Cola (KO) outspends MOREPhilip Elmer-DeWitt - Nov 4, 2013 11:58 AM ET
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