Last quarter, 65% came from products that did not exist three and a half years ago
We've been waiting for Asymco's Horace Dediu to post the latest version of his lovely Apple (AAPL) quarterly sales chart because it's the one that shows most clearly how the company's various business lines are growing. You can read his analysis here.
[Follow Philip Elmer-DeWitt on Twitter @philiped]Philip Elmer-DeWitt - Jan 21, 2011 7:21 AM ET
Google reports earnings after the closing bell tomorrow and analysts weigh in on that they expect.
Sorry for the jargon, folks, but the analysts following Google aren't really the literary type. Reading through, there's not too much surprising here-- analysts are all expecting a blowout quarter for Google, due in large part to the holiday season. Let's check in on how much they see Google pulling in and what that'll do MORESeth Weintraub - Jan 19, 2011 3:46 PM ET
Four years ago, Microsoft (MSFT) pulled in nearly $6 billion more in sales than Apple (AAPL). Now Apple's is total revenue is $4.1 billion bigger than Microsoft's.
Meanwhile, Apple's market cap, which overtook Microsoft's in May, continues to outpace Redmond's. The total value of its shares now stands at $279.6 billion, compared with Microsoft's $227.4 billion.
It's still a Windows world
Ballmer's is still bigger than Jobs'
[Follow Philip Elmer-DeWitt on Twitter MOREPhilip Elmer-DeWitt - Oct 29, 2010 6:12 AM ET
The blogger-analysts say damn straight. The Street isn't far behind
Wall Street was more than a little skeptical in July when Apple (AAPL) CFO Peter Oppenheimer offered his revenue guidance for the quarter that ended two weeks ago: $18 billion -- a 47% increase from Sept. 2009.
"We hadn't girded ourselves for a mammoth revenue forecast," wrote Oppenheimer's Yair Reiner the next day, "and neither, we believe, had the Street."
Like MOREPhilip Elmer-DeWitt - Oct 9, 2010 10:50 AM ET
Anonymous analysts who spoke to the New York Times think so.
It is hard to discern whether YouTube is making a profit, because Google (GOOG) doesn't break its numbers out separately from its other ad-driven properties, at least not yet. It is also hard to quantify what is a YouTube sale and what is a Doubleclick sale because Google uses one unit of the company to make money off another.
So how are spots that advertise MORESeth Weintraub - Sep 3, 2010 6:54 PM ET
The law of large numbers says it must. Not anytime soon, says Robert Paul Leitao.
The law of large numbers as applied to finance (as opposed to flipping a coin) says that as a company grows, its chances of sustaining large percentage revenue gains diminish. That's because an expanding enterprise must grow faster and faster just to maintain a constant percentage growth rate. Indeed, a company growing 30% to 50% a MOREPhilip Elmer-DeWitt - Aug 5, 2010 8:49 AM ET
But four years ago Microsoft's quarterly revenue was 2.7 times Apple's. Now it's 2.2% larger.
When Apple (AAPL) reported quarterly revenue of $15.7 billion on Tuesday, there was a lot of speculation that this would be the quarter that it finally overtook its long-time rival.
But it was not to be -- at least not yet. Microsoft (MSFT) reported its fourth quarter earnings after the markets closed on Thursday and it easily MOREPhilip Elmer-DeWitt - Jul 22, 2010 5:09 PM ET
In the spirit of transparency and perhaps a shot across the bow to Apple's iAds, Google released their revenue sharing for Adsense today.
In a post this morning on the official Inside Adsense blog, Google (GOOG) finally revealed on of the ratio of ingredients to its advertising 'special sauce'.
Content publisher revenue share is 68% Worldwide and Google notes that the figure hasn't changed since it began in 2003. Google says its 32% share of the revenue MORESeth Weintraub - May 24, 2010 10:51 AM ET
The fourth in a series of previews of Apple's results for fiscal Q2 2010
Over the past week we've sampled analysts' expectation for Apple's (AAPL) iPhone, Mac and iPod sales over the fiscal quarter that ended March 27.
Today we look at the bottom line -- revenue and earnings per share -- for what should be the company's best second quarter ever, especially given how depressed the computer market was in the MOREPhilip Elmer-DeWitt - Apr 17, 2010 8:26 AM ET
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