Source: http://www.businessinsider.com/chart-of-the-day-rim-htc-2011-6

When Steve Jobs unveiled the iPhone on Jan. 9, 2007, the mobile industry changed forever. All of a sudden, software and user interfaces mattered on mobile devices. It was a turning point for many companies.

Some, like Palm and Motorola, started to crash almost immediately. Others, like Nokia, took longer.

Research In Motion, which makes BlackBerry devices, actually did very well for a long time, capturing a lot of the market with email- and messaging-focused phones, strong carrier promotion, and a solid corporate base.

But RIM has suffered recently as it has been unable to compete with Apple and Google Android in the lucrative high end of the smartphone market. Its growth has been coming from selling cheaper phones overseas, and U.S. carriers aren’t promoting RIM devices like they used to.

Meanwhile, Taiwan-based HTC has been one of the more exciting stories in the industry. It made an early bet on Google Android and has been riding it to success. Earlier this year, HTC passed RIM in market cap. (Data courtesy Capital IQ.)

Continued success isn’t guaranteed for HTC, of course. Samsung has been rising fast in the Android market, and HTC still hasn’t shown it’s going to be a threat in the tablet business.

But it seems to be in much better shape than RIM, which is struggling to stay relevant in the early stages of a big, risky platform change — as it moves away from the old BlackBerry software to a new OS called QNX.

RIM HTC market cap since January 2007

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Source: http://www.businessinsider.com/chart-of-the-day-ben-horowitz-tech-valuations-2011-6

The valuations of internet-based companies have significant room for growth in the next decade, argues venture capitalist Ben Horowitz for the Economist.

To understand why, Horowitz produced the three charts below. As you can see, the “Internet Cycle” is due for a massive explosion in the next ten years based on historical trends. 

He says that major technology cycles generally last 25 years, with the “bulk of the purchases” happening the last 5-10 years as late adopters sign on. Using this as a frame of reference he says we are “poised to hit the major adoption wave for the Internet technology platform over the next 8 years.”

This isn’t just idle chatter from Horowitz, either. His VC firm Andreessen Horowitz raised almost $1 billion to invest in this next wave.

chart of the day, tech valuations, june 2011

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Source: http://www.businessinsider.com/chart-of-the-day-google-is-still-much-bigger-than-facebook-for-purchasing-decisions-2011-6

As Facebook grows, one concern for Google is that users could eventually turn away from traditional search and instead ask their friends for advice and answers.

So far, that’s not happening according to the chart below from Bank Of America Merrill Lynch.

When consumers want to research buying something, Google is still the primary option. Only 1% of 418 people surveyed say they ask friends on Facebook about the product.

It’s not in this chart, but BofA also says only 3% of Facebook users say they use Google less thanks to Facebook. (17% say they’re using it more thanks to Facebook.)

Of course, the real long term risk to Google is that Facebook has a trove of important data which it can not access. But, for these other concerns the data from BofA provides some relief for Google.

And for Facebook, this chart isn’t bad news, either. It’s still a place where users hang out and can be influenced by display advertising.

Related: The TRUTH About Facebook: 18 Charts Reveal Everything

chart of the day facebook google

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Source: http://www.businessinsider.com/chart-of-the-day-the-ipad-is-more-popular-than-the-kindle-in-the-bathroom-2011-5

The Nielsen company decided to take a look at how and where people are using their smartphones, tablets, and eReaders. 

Turns out tablets, like the iPad, spend more time in the bathroom than eReaders, like the Kindle. Another interesting finding: people are using their iPads while watching TV more than anything else.

chart of the day, mobile device usage by loaction, may 2011

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Source: http://www.businessinsider.com/chart-of-the-day-startup-founders-age-repeat-founders-2011-5

Who is going to be a successful entrepreneur?

Prolific early stage investor Ron Conway’s firm SV Angel gathered responses from 300 founders to try to answer that question. It’s not an exact science, but it seems young co-founders doing their second startup tend to produce better results than older sole founders on their first company.

Or as Michael Arrington put it today, “Old people suck at startups.”

Why is it that younger people have a tendency to succeed? Conway speculated that older founders are more cautious and will take earlier, cheaper exits for security, whereas a younger founder will let their company brew for a while, gaining value.

chart of the day, myths about founders, may 2011

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Source: http://www.businessinsider.com/chart-of-the-day-startup-founders-age-repeat-founders-2011-5

Who is going to be a successful entrepreneur?

Prolific early stage investor Ron Conway’s firm SV Angel gathered responses from 300 founders to try to answer that question. It’s not an exact science, but it seems young co-founders doing their second startup tend to produce better results than older sole founders on their first company.

Or as Michael Arrington put it today, “Old people suck at startups.”

Why is it that younger people have a tendency to succeed? Conway speculated that older founders are more cautious and will take earlier, cheaper exits for security, whereas a younger founder will let their company brew for a while, gaining value.

chart of the day, myths about founders, may 2011

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Source: http://www.businessinsider.com/chart-of-the-day-netflix-cable-subscribers-2011-5

Netflix now has more subscribers than any U.S. cable or satellite provider, and it’s the only one really growing.

Netflix finished Q1 with 22.80 million subscribers, just squeaking past Comcast, the biggest cable provider, which had 22.76 million subscribers. The big difference is their growth: Netflix added almost 9 million subscribers over the last year, while Comcast lost about 700,000 video subs.

This isn’t to say that the cable companies should immediately be freaking out about Netflix — it’s still more of a complementary service to cable than a replacement.

But that could change, especially as Netflix continues to grow, and can start writing bigger checks to content companies — the sorts of checks that they could only get from the Comcasts of the world just a few years ago.

Don’t miss: Our exclusive interview with Reed Hastings, Netflix CEO

SAI chart Netflix cable subscribers

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Source: http://www.businessinsider.com/chart-of-the-day-video-conversion-2011-5

While there’s not a lot to brag about for AOL, here’s one thing it has done incredibly well. It has the second most video views across the web, according to data from comScore.

Considering how small its overall audience is compared to the rest of the web, it’s an impressive feat.

In this chart we take a look at how many unique video views are garnered in relation to the amount of unique visitors to a site. As you can see AOL is getting more of its visitors to look at video than anyone other than Google, which has YouTube.

chart of the day, video conversion, march 2011

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Source: http://www.businessinsider.com/chart-of-the-day-netflixs-growing-popularity-in-context-2011-5

Here’s an interesting look at Netflix’s growing popularity from Canaccord Genuity analyst, Heath Terry.

He shows uniques to Netflix have been growing at an impressive rate in the last few quarters. Impressively, they’re above Hulu which is primarily a free service.

As uniques grow, it follows that subscribers are growing. Terry estimates that subscriber a 70% increase in subscribers for Q2 2011 as compared to the same period a year ago based on looking at the data.

chart of the day, netflix vs hulu uniques, may 2011

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Source: http://techcrunch.com/2011/05/11/alpine-data-labs-scores-7-5-million-to-help-companies-analyze-troves-of-data/

Incubated within big data company Greenplum (acquired by EMC in 2010) and following 15 months of product development, Silicon Valley-based Alpine Data Labs launches its solution for “Big Data Predictive Insight” in the United States today.

The company is also announcing that it has landed $7.5 million in Series A funding from Sierra Ventures, Mission Ventures and Sumitomo Corporation Equity Asia. The company is also backed by Stanford University.


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