Only on Asymco…
Let your fingers do the walking through Apple’s income statements since FQ1 2005. Glide effortlessly through juicy bits of assets and liabilities. Slide your finger through nineteen quarters of financial goodness.
A special bonus: included is a separate visualization of Apple’s liquid assets: cash, cash equivalents, Short-term marketable securities and Long-term marketable securities. $$$$$!
Brilliant to use and look at on both iPhone, iPad and iPod touch:
There is a rush to market a whole new batch of tablets. Here’s another one.
They all bear an outward resemblance to another tablet that was widely panned.
So what strikes me about all of these designs is that they’re basically just shiny rectangular things. There is very little you can do as a vendor to stand out with any particular rendition of a rectangle.
This is also becoming obvious with the mechanical design of smartphones. They are all smaller rectangles with shiny black screens.
Which begs the question: as they are all just screens, shouldn’t what’s on the screen matter more than the screen itself?
It seems only one vendor shows what’s on their screen.
The world’s largest mobile-phone maker’s bonds are trading as if Nokia’s rating has been cut, with spreads over government debt widening as the company strives to develop devices with the same mass appeal as the iPhone, Research In Motion Ltd.’s BlackBerry and devices based on Google Inc.’s Android software.
There’s a “significant amount of risk overall with Nokia’s business model,” said Scott Shiffman, who directs bond research at Chapdelaine Credit Partners in New York. “Credit spreads should move wider over time and ratings will continue to move lower. We think the ratings agencies will play catch-up to the business deterioration.”
via Nokia’s Credit Rating in Jeopardy on Falling Profit, Bonds Show – Bloomberg.
Management response continues to be that Nokia is “by a very wide margin the largest supplier of smartphones and small computers in the world.”
Microsoft executives told Goldberg during a recent visit to company headquarters that the company, carriers, and manufacturing partners, would spend “billions” of dollars in the first year on marketing and development of Windows Phone 7. Another source estimated a $1 billion price tag for the launch, with half of it going to marketing.
via AppleInsider | Microsoft to spend over $500m to catch up to iPhone, Android.
Note the scale of spending here. The number quoted is twice Apple’s yearly ad budget, for all its products.
$500 million is roughly the equivalent of Apple’s entire advertising budget for its 2009 fiscal year. In its 2009 Form 10-K filing to the SEC, the Cupertino, Calif., company listed $501 million in advertising expenses. Microsoft’s fiscal 2009 advertising budget was $1.4 billion.
But beside the unrepentant destruction of Microsoft’s shareholder wealth, one other thing jumps out at me: why are the operators and vendors going along with this?
Following up on the 300k app prediction:
via iPad Apps, iPhone Apps, Deals and Discovery at App Shopper – Popular Recent Changes.
Note the near 24k apps for iPad.
Much of what is published here relies on data, lots of data. It’s important that data be published along with conclusions, but data in spreadsheets is often difficult to read. Spreadsheets are not “productized” so they are hard to explain and therefore impossible to share.
However, I am considering sharing the data I have in a format that is easier to read than a spreadsheet but richer than a screen shot of a chart.
To that end I’ve begun experimenting with a solution based on a service called Roambi. Interested readers can download Asymco authored “roambi” files which I call ADDs (Asymco Data Downloads) will display rich data sets on iOS devices. These representations are interactive and easy on the eyes.
Rather than bore with details, the following images should be sufficiently descriptive.
When I asked members of The Wall Street Journal’s CEO Council, a group of chief executives who meet each year to deliberate on issues of public interest, to name the most influential business book they had read, many cited Clayton Christensen’s “The Innovator’s Dilemma.” That book documents how market-leading companies have missed game-changing transformations in industry after industry—computers (mainframes to PCs), telephony (landline to mobile), photography (film to digital), stock markets (floor to online)—not because of “bad” management, but because they followed the dictates of “good” management. They listened closely to their customers. They carefully studied market trends. They allocated capital to the innovations that promised the largest returns. And in the process, they missed disruptive innovations that opened up new customers and markets for lower-margin, blockbuster products.
via The End of Management – WSJ.com.
Here is the book: http://amzn.to/9jycyp
Next month will be the 24th since the first Android device launched in October 2008. The G1 was followed by another HTC device in February of 2010 and a few others in the spring. The summer of ’09 showed a steady release of up to four new phones every month. Since then the number of Android phone stock keeping units (SKUs, uniquely identifiable stockable products) increased dramatically, with the release rate increasing to 26 per month during July of this year (source: pdadb.net).
Altogether, there are have been Continue reading “The Android SKU paradox”
Smartphones, or Mobile devices, will soon become the dominant computing platform for humanity and supplant the PC which has reigned since Apple ignited the Personal Computer revolution in the late 1970’s.
via The numbers don’t lie: Mobile devices overtaking PCs – Google 24/7 – Fortune Tech.
I guess Gartner didn’t get the memo. By keeping the two categories separate, it implies no overlap in consumption and hence no need to worry if you’re in the PC business.
From a comment in the article below:
I installed HTC’s leaked version of 2.2 on my incredible last month. It has been noticeably faster, has better battery life, and the extra features are nice. As expected, Verizon put a lock down on the wifi tethering feature, and if I want to use it I have to pay an ADDITIONAL $25/month, which is completely ridiculous. Luckily, my phone has been rooted (it was the only way to get froyo on there) and I can use a number of FREE wifi tethering applications that don’t cost anything extra per month either.
It’s pretty sad that the only way to enjoy an android phone is to hack the crap out of it, and doing so requires relative technical expertise.
via Motorola’s Android 2.2 Rollout: What a Mess – PCWorld.
Reminds me of Windows Mobile in another way: the only real fans were those who could play with cooked ROMs. Conversely, imagine if the only iPhone fans were those who jailbroke/unlocked iPhones.
See also: The Android abdication
Asymmetric Competition
