asymco

This new “mobile computing” use case that smartphones try to serve is not going to be satisfied with solutions that are built from modular components. The reason is simple: as the solutions are not good enough (because it’s early days), they need to be improved. If they are to be improved, competitive pressure will compel [...]

Motorola shipped 13.6 million handsets in the quarter, compared with 25.4 million in the same quarter the year before. Android will not save them. Not least of all because HTC makes better Android devices.

“In fact, as a percentage of revenue, Apple has actually been decreasing its ad spending every year for the past eight, from nearly 5% in 2001 to 1.37% today. That’s about half the 3.6% Research in Motion’s spends advertising BlackBerries.” http://brainstormtech.blogs.fortune.cnn.com/2009/10/28/apples-2009-ad-budget-half-a-billion/

Comparing US sales of iPhones vs. Nokia’s NA device business. AT&T iPhones activated in Q3: 3.2 million Nokia phones sold in North America Q3: 3.1 million (obviously, Nokia’s figures include Canada and Apple might have sold a few more phones in the US than AT&T activated so Apple outsold Nokia by a significant margin in [...]

For reference, some selected current market caps: Microsoft (MSFT) – $236.76B Apple (AAPL) – $183.40B Google (GOOG) – $173.97B IBM (IBM) – $159.93B Cisco (CSCO) – $138.60B Hewlett-Packard (HPQ) – $114.26B Intel (INTC) – $109.85B Disney (DIS) – $54.31B Nokia (NOK) – $48.24B Research In Motion (RIMM) – $37.43B Amazon (AMZN) – $40.34B Dell (DELL) [...]

Apple wiped the floor with Nokia. Twice the net profit and almost on par with gross profit. Nokia spent a whole billion dollars a quarter in R&D. The R&D take is 10.2% of sales.

I’m trying explain the complete lack of interest in Nokia among the US blogging/early adopter audience. If you are an enthusiast, why do you not care about the market leader. The automotive analogy is not quite perfect, but there are brands that are just invisible to the community even though they are quite popular and [...]

Apple’s Q4 2009 conference call revealed that iPod touch sales were up 100% year over year. For the full fiscal year, iPhone grew 78%.