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Day May 13, 2011

Ascent of the entrants: Taking food from the mouths of giants

Revenues for the eight phone vendors I track increased overall during the last three years. The compounded annual growth was about 13%.  However the growth was not evenly distributed. The following chart shows revenue growth across three time frames: Three year compounded, year/year quarterly and sequential quarterly.

I separated the incumbent companies from the “entrant” smartphone vendors for contrast.

Looking at individual performance, the following chart shows how each vendor performed over time: