Source: http://www.businessinsider.com/chart-of-the-day-steve-jobs-saw-apple-triumph-over-microsoft-2011-10

One of the defining threads that ran through Steve Jobs’ life was his battle with Microsoft and Bill Gates.

Though Steve Jobs was always seen as the cool innovator, for a long time Gates and Microsoft were the winners in business.

Microsoft’s success ate at Jobs. It became the world’s most valuable company, and Gates the world’s richest man, because “Windows just copied the Mac,” as Jobs put it in his 2005 commencement speech at Stanford.

Upon returning to Apple in 1997 he told the faithful, “We have to let go of this notion that for Apple to win, Microsoft has to lose.” Once Jobs and Apple did that, and began focusing on iPods, iPhones, and iPads, the company’s earnings and valuation soared.

After years of fighting as an underdog, Apple’s market cap blew by Microsoft‘s last year, making it the world’s most valuable tech company.

Jobs and Apple had finally and definitively triumphed over Microsoft. It’s fitting Jobs was able to enjoy that in the last year of his life.

Did he need market approval? Probably not. But you know he loved getting it.

In reaction to Jobs’ death, Gates was as gracious as could be. He wrote, “The world rarely sees someone who has had the profound impact Steve has had, the effects of which will be felt for many generations to come. For those of us lucky enough to get to work with him, it’s been an insanely great honor. I will miss Steve immensely.”

chart of the day, apple vs microsoft market capitalization, october 2011

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Source: http://www.businessinsider.com/chart-of-the-day-the-iphone-5s-unprecedented-demand-2011-9

Apple’s reported decision to release a new iPhone in the fall, as opposed to the summer, will deliver massive sales, writes RBC analyst Mike Abramsky in a note.

RBC surveyed 2,200 consumers and found “unprecedented demand,” with 31% of consumers very/somewhat likely to buy an iPhone 5, which is stronger than the 25% of consumers that were very/somewhat likely to buy an iPhone 4, when RBC did the same sort of survey before it launched.

Further, Abramsky says that Apple’s delay could cause a bigger upgrade from existing iPhone owners, since the iPhone 4 is 15 months old. He says 66% of existing iPhone owners are very/somewhat likely to buy a new iPhone.

He’s bumping his estimates for Apple’s 2012 fiscal year as a result. He thinks the company sells 110 million iPhones, generates $140 billion in sales overall, and earns $34.50 per share for fiscal 2012. 

chart of the day rbc iphone 5 demand

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Source: http://www.businessinsider.com/iphone-versus-android-a-state-by-state-comparison-2011-8

We admit that this is not a chart but it is the coolest thing we’ve seen today.

The map below from ad network JumpTap is breaking down which mobile operating system is most popular on a state by state basis. As Dan Frommer at SplatF put it, Android versus iPhone is the new red state versus blue state.

chart of the day, android, iphone, blackberry state by state, aug 2011

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Source: http://www.businessinsider.com/apple-made-twice-as-much-profit-on-phones-as-everybody-else-combined-2011-7

Apple is now the leading phone manufacturer by market share. It passed Nokia for the first time last quarter.

But more impressive: it captured two-thirds of all profits in the mobile phone business last quarter, according to statistics from Asymco.

Another way of looking at it: Apple made about twice as much profit on mobile phones as Samsung, RIM, and HTC did — combined. Nokia, Motorola, Sony-Ericsson, and LG all saw losses.

chart of the day, operating profit, mobile companies, july  2011

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Source: http://www.engadget.com/2011/07/25/netflix-rises-to-25-million-subscribers-in-q2-thinks-dvd-busine/

If you were still wondering why Netflix chose right now to split apart its unlimited DVD and streaming movie plans you need look no further than the just released Q2 financial report. According to the numbers, 75 percent of new subscribers were picking streaming only plans, while the total number of people on the hybrid DVD / streaming plan had actually decreased slightly, even as it breached 25 million subscribers worldwide. Of course, it did notice the intense backlash to the new rates, but predicts that after the hit of cancellations by the end of the third quarter it will still have 22 million people subscribed to streaming, 15 million total subscribed to DVDs, and about 12 million customers with both. Waiting on that Facebook integration? Don’t hold your breath, while the new features are due to launch soon in Canada and Latin America, it claims ambiguous wording in the Video Privacy Protection Act is holding things back domestically.

Other details include confirmation it will not look into purchasing Hulu Plus, and that it’s still negotiating a renewal of its deal with Starz. While the DVD business may have peaked, it’s not quite dead yet and Netflix indicated it will start marketing that feature again in the fourth quarter. Click the source link to paw through the PDF yourself, we’ll be keeping an ear tuned to the investor call later to find out exactly what the company’s executives are thinking.

Netflix rises to 25 million subscribers in Q2, thinks DVD business has already peaked originally appeared on Engadget on Mon, 25 Jul 2011 16:19:00 EDT. Please see our terms for use of feeds.

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Source: http://www.businessinsider.com/chart-of-the-day-us-search-market-share-2011-7

After spending billions of dollars over the last two years fighting Google with Bing, what does Microsoft have to show for it?

Not much from a marketshare perspective. The latest comScore data shows Bing’s share is at 14.4%, and it’s not exactly growing like a weed. 

If you’re looking for something positive in here from Microsoft’s perspective, it’s that Google’s share has been stalled at 65% in the U.S.

Don’t Miss: Can We Stop Pretending Bing Is Doing Well?

chart of the day, search market share, july 2011

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Source: http://www.businessinsider.com/chart-of-the-day-ios-vs-android-2011-7

According to mobile analytics firm Flurry, developer support for Android has been waning despite its incredible growth.

Flurry tracks the activity of 45,000 developers who have built 90,000 different applications. Every time a developer starts a new project, Flurry knows which platform the developer is working on. 

As you can see below, a smaller share of developers started Android projects in the second quarter of the year than the first. Flurry speculates the change was driven by the Verizon iPhone and the popularity of the iPad 2.

Whatever the reason, it’s good news for Apple.

chart of the day, new project starts, ios vs android, july 2011

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Source: http://www.businessinsider.com/chart-of-the-day-cost-of-an-app-2011-7

Last week Apple announced that its 200 million iOS users have downloaded 15 billion applications.

How much money money is Apple making from those 15 billion downloads? Apple wasn’t so forthcoming about that, so we’ll have to rely on this estimate from Piper Jaffray analyst Gene Munster.

Munster says the average selling price of an app in the App Store is $1.44. Of that Apple nets $0.18 after you account for credit card fees and storage/delivery costs.

Since the App Store launched, Apple has earned a net profit of $538 million on paid app sales, estimates Munster. It has spent an additional $246 million on storing and delivering free apps, says Munster, suggesting Apple’s true profit is just $292 million.

Of course, that’s the narrow way of looking how much Apple is making from the App Store. Apple’s vibrant app ecosystem has helped it sell millions of iPhones, iPads, and iPod Touches, helping it earn billions in profits.

chart of the day, cost of an app, july 2011

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Source: http://www.businessinsider.com/chart-of-the-day-smartphone-platforms-2011-7

Android’s share of the smartphone market is still blowing away all competitors in the U.S. according to new data from comScore. The only company that’s hanging on is Apple, which saw its share of the market tick up ever so slightly.

chart of the day, smartphone platforms, july 2011

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Source: http://www.businessinsider.com/chart-of-the-day-hulu-plus-2011-7

Hulu Plus now has 875,000 paying subscribers according to CEO Jason Kilar. It pales in comparison to Netflix’s 23 million subscribers, but considering Hulu is primarily a free ad-supported video site it’s not too bad.

In a blog post revealing the data Kilar says,”we proudly and profitably pay the content community approximately $8 per subscriber per month for the content offering you see today on Hulu Plus. A portion of the $8 payment to the content community comes from our $7.99 subscription fee; the balance comes from the revenue we generate through advertising.”

This is good news for Hulu, but it comes at an uncertain time for the site.  Disney CEO Bob Iger said today Hulu’s owners are committed to selling the site, and it was just reported that Kilar is not under contract.

chart of the day, hulu plus subscribers, july 2011

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