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 MOREPhilip Elmer-DeWitt - Mar 15, 2013 12:00 PM ET
And that still leaves most of Samsung's estimated $4 billion ad budget unaccounted for
FORTUNE -- The Wall Street Journal's report Tuesday that Samsung outspent Apple (AAPL) in U.S. smartphone advertising caught some readers by surprise.
The surprise for those who've been followed Horace Dediu's work on Asmyco is that Samsung spent only $401 million promoting its smartphones in the U.S. last year. According to his estimate, that leaves unaccounted for nearly $3.6 MOREPhilip Elmer-DeWitt - Mar 13, 2013 12:43 PM ET
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
1) iPhone sales are soft. 2) Yields improved. 3) Apple is clearing the way for a new model
FORTUNE -- At least five analysts lowered their Apple (AAPL) price targets in the past few days based on reports that the company reduced some iPhone supply chain orders for early 2013: UBS' Steve Milunovich (to $700 from $775), Citi's Glen Yeung ($575 from $675), Canaccord's T. Michael Walkley ($750 from $800), Mizuho's Abbey Lamba ($600 MOREPhilip Elmer-DeWitt - Dec 17, 2012 11:06 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
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
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