Nokia regained top spot in operating profit. I’ll leave net profit assumptions aside this time, but Apple is sure to have beat by having far lower R&D as percent of sales. Nokia Smartphones had a good quarter due to new launches. I attached share and ASP comparisons for smartphones in both companies. Much of Nokia’s growth is [...] Full story...
Here is a table of the iPhone business so far (click on the table for larger view):
1. ASP has been increasing.
When asked about the company’s recent acquisitions of Quattro and Lala after the recent earnings report, Apple’s chief financial officer Peter Openheimer answered, “In terms of Quattro and Lala we acquired Quattro because we wanted to offer a seamless way for developers to make more money on their apps, especially free apps.
I think it’s a logical evolution of mobile computing. A hop along the trajectory. When the iPhone first rolled out as an embodiment of the new touch-based UI–a disruptive technology, I said it was far too good as a phone.
Anonymous posting from inside MSFT:
“E&D is going through the biggest re-org the division has ever had.
Sony Ericsson shipped 14.6 million phones at an average selling price of EUR120 in the fourth quarter, down from 24.
Noted this in a business week article – not surprising:
Even if it’s consummated, an Apple-Bing deal may prove short-lived.
Profit Capture of Incumbents. See the graph under the link provided (source: Morgan Stanley). In 5 years, Incumbent operating profits from the mobile phone industry went from 100% share to 39% share.
On account of Apple having cash of nearly $35 billion(*) while Google has about $22b, Google still retains a lead in terms of Enterprise Value ($165b vs.
Rob Glaser left Real Networks which prompted me to do some thinking. Let’s take a stroll down memory lane of Glaser quotes:
In 2003: “It’s absolutely clear now why five years from now, Apple will have 3 (percent) to 5 percent of the player market.