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 Asymco.com 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 MOREPhilip Elmer-DeWitt - Jul 22, 2013 6:52 PM ET
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
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 MOREPhilip Elmer-DeWitt - Jun 25, 2013 10:20 AM ET
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% MOREPhilip Elmer-DeWitt - Jun 15, 2013 12:40 PM ET
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, MOREPhilip Elmer-DeWitt - May 24, 2013 5:10 PM ET
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 MOREPhilip Elmer-DeWitt - May 14, 2013 11:13 AM ET
In the U.S., it's everybody's but Apple's according to comScore.
FORTUNE -- It's often been said that Android's share of the U.S. smartphone market has come chiefly out of the hides of Research in Motion's (BBRY) BlackBerry and Microsoft's (MSFT) Windows Phone, but nothing shows this quite as clearly as Horace Dediu's charts at Asymco.com.
Not that Apple (AAPL) hasn't been hurt by the success of Google's (GOOG) mobile platform. Some of MOREPhilip Elmer-DeWitt - May 5, 2013 6:56 PM ET
It may not be the price of the iPhone as much as the economics of mobile broadband.
FORTUNE -- Apple (AAPL) made headlines last month on reports that its iPhone shipments to India tripled in the space of six months. Since then it's instituted some aggressive marketing techniques, including an advertising blitz and a buyback scheme, that could propel the company's sales in the country, according to one estimate, to $1 billion MOREPhilip Elmer-DeWitt - May 3, 2013 11:38 AM ET
Ten years later, it's the sprawling digital mall known as the Apple iTunes Store.
FORTUNE -- Asymco's Horace Dediu contributed to the bouquet of articles celebrating the iTunes Store's 10th anniversary with a story for Billboard magazine and the bar chart above, posted with a score of eye-popping data points in Happy Birthday iTunes Store.
What struck me, looking at Apple's most recent SEC Form 10-Q, is that revenue from the iTunes Store MOREPhilip Elmer-DeWitt - Apr 29, 2013 9:02 AM ET
In the last quarter of 2012, Apple had 5% of the global PC market and 45% of the profit.
FORTUNE -- Everybody who follows the computer industry knows that Apple's (AAPL) Mac trails far behind its Microsoft (MSFT) Windows-based competitors -- Hewlett-Packard (HPQ), Dell (DELL), Lenovo and the like -- in terms of worldwide PC shipments.
But who knew what the market looked like in terms of economic value?
Leave it to Asymco MOREPhilip Elmer-DeWitt - Apr 16, 2013 2:53 PM ET
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