The traditional personal computer business is shrinking. The tablet is just taking off
FORTUNE -- Asymco's Horace Dediu put this chart together Wednesday after Dell's (DELL) earnings miss -- the first in which management acknowledged the competition from Apple (AAPL) and Google (GOOG). Dediu writes:
"And so, two years later, the impact of the iPad is becoming abundantly clear, even to the incumbents. The resistance and denial was profound. Even on this blog, the agitation MOREPhilip Elmer-DeWitt - May 24, 2012 7:15 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
One hundred and two minutes with Clay Christensen and Horace Dediu
FORTUNE -- About 40 minutes into the interview with Clay Christensen that Asymco's Horace Dediu posted Wednesday on his Critical Path podcast, Dediu brings the conversation around to Apple (AAPL).
Christensen, who was Dediu's mentor at Harvard Business School, is best known as the author of The Innovator's Dilemma -- a book that "deeply influenced" Steve Jobs, according to his biographer. It describes how great MOREPhilip Elmer-DeWitt - May 5, 2012 11:42 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
The latest comScore data suggest that half of iPhone buyers are repeat customers
Here's a lesson from Asymco's Horace Dediu in how to add color and value to raw data.
First he did what comScore should have done when it released its February U.S. mobile phone market report: He graphed the data, showing not only comScore's latest numbers, but the trend lines dating back two years. (See chart at right.)
Then he correlated MOREPhilip Elmer-DeWitt - Apr 7, 2012 11:17 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
The picture is even more striking than it was a month ago
In February, Jonathan Golub at UBS started a new fashion on the Street by publishing two versions of his regular quarterly forecast: one for the S&P 500, and another for what he called the "S&P 500 ex-Apple."
Strategists at Morgan Stanley, Goldman Sachs, Barclays and Wells Fargo soon followed suit.
In Golub's February calculation, the S&P 500's Q1 2012 earnings were on MOREPhilip Elmer-DeWitt - Mar 25, 2012 6:21 PM ET
|American Airlines, US Airways to form largest air carrier Monday|
|Boost for trade as global deal struck|
|Japan's economy looks weaker after GDP revision|
|AMC gives rewards program members insider access to IPO|
|2 million Facebook, Gmail and Twitter passwords stolen in massive hack|