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Tag: Asymco

How do launch numbers for iPhones and Samsung Galaxy S phones compare?

Some rivalries will never die -- chocolate vs peanut butter, Yankees vs Red Sox, and iPhone vs Android, just to name a few. With the announcement of the iPhone 6 and iPhone 6 Plus, many Android users took to the Internet to loudly exclaim how underwhelmed they were by the devices. Its new features...

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If Apple's iTunes division was a standalone company

Delving deep inside Apple's quarterly earnings report, Horace Dediu of Asymco writes that revenue from Apple's iTunes/Software/Services group increased by 34 percent year over year. Indeed, as we pointed out earlier, revenue Apple derived from its iTunes, Software and Services segment was...

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How smartphones mean 'game over' for consoles, portable game systems

If there's one Wall Street analyst who consistently makes sense when it comes to computing and mobility, it's Asymco's Horace Dediu. On a regular basis, Dediu charts the sales and shipping information released by consumer electronics companies like Apple and is able to spot trends that spell...

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Daily Update for June 14, 2013

It's the TUAW Daily Update, your source for Apple news in a convenient audio format. You'll get all the top Apple stories of the day in three to five minutes for a quick review of what's happening in the Apple world. You can listen to today's Apple stories by clicking the inline player (requires...

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Half a million iTunes accounts are created each day

Asymco's Horace Dediu points out that, on average, over half a million iTunes accounts are being created each day. At WWDC this week, Tim Cook announced iTunes has 575 million accounts. Horace Dediu took that figure and calculated it with previous iTunes membership milestones to find the average...

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Daily Update for May 20, 2013

It's the TUAW Daily Update, your source for Apple news in a convenient audio format. You'll get all the top Apple stories of the day in three to five minutes for a quick review of what's happening in the Apple world. You can listen to today's Apple stories by clicking the inline player...

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Asymco's Horace Dediu touts record Apple Store revenues in Q1 2013

Asymco mobile industry analyst Horace Dediu is up to his number-crunching again, this time with numbers showing that Apple Stores continue to have the top retail revenues per visitor of any retailer in the US. The first quarter of 2013 (Apple's second fiscal quarter) saw visitor growth of 7...

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A historical explanation of Apple's recent margin erosion

Apple's share prices have been dipping in recent months as analysts have predicted the company's pace of remarkable growth is starting to slow. At their all time high Apple margins were at 50%, but in the most recent quarter they had shrunk to 37.5%. So why exactly is Apple's margin shrinking?...

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Apple sells 5% of PCs world-wide, makes 45% of the profit

Talk to people who are PC fans and they'll point out that while Apple controls the smartphone market in many respects, the company still only has a small fraction of the global PC market. But as Horace Dediu at Asymco points out, any other PC maker in the world (like Dell, HP or ASUS) would...

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A look at Apple's international retail strategy

Asymco analyst Horace Dediu does a very good job of dissecting the Apple financial data released publicly to discover trends and tidbits of information. Today Dediu looked into Apple's international retail strategy and pulled out some tasty nuggets about Apple Stores. Apple's rate of store...

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Daily Update for January 10, 2013

It's the TUAW Daily Update, your source for Apple news in a convenient audio format. You'll get all the top Apple stories of the day in three to five minutes for a quick review of what's happening in the Apple world. You can listen to today's Apple stories by clicking the inline player...

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Asymco breaks down the App Store numbers, finds iTunes economy is a $12 billion annual business

While corporations -- including Apple -- keep financial information locked away except for those items that require public disclosure, the job of Wall Street analysts like Horace Dediu of Asymco is to take bits of information scattered hither and yon and meld them into a more realistic model of...

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Apple and Samsung earn 99 percent of mobile phone vendor profits

While the two big smartphone vendors, Apple and Samsung, are battling it out in the courtrooms, they're still in total control of operating profits. Horace Dediu of Asymco has just published his analysis of operating profits for the top eight mobile phone vendors and found that Apple and...

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Daily Update for April 3, 2012

It's the TUAW Daily Update, your source for Apple news in a convenient audio format. You'll get all the top Apple stories of the day in three to five minutes for a quick review of what's happening in the Apple world. You can listen to today's Apple stories by clicking the inline player...

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Google reportedly makes more per iOS device than Android device

According to Horace Dediu of Asymco, Google's smartphone revenue per year is on the rise. On the surface, this appears to be good news for Android, but a closer look at the source of the revenue shows that most of this increase is from iOS. In fact, Deidu suggests revenue per device from...

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