Horace Dediu

@asymco

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Platform shares of mobile shopping (source: Monetate data)

Retail website smartphone visits by platform:

Retail website tablet visits by Platform:

Retail website visits by device type (data from Monetate):

30 days' visits to asymco.com by mobile operating system.

That's labeled Android Phones not Android. Full picture would be:

How much does it cost to sponsor the Olympics? My guess is $1.8 billion cc:

Mobile OS percent of online Black Friday shopping traffic

Share of traffic sources: US online shopping during Thanksgiving/Black Friday 2012 (v 2.0)

Share of traffic sources: US online shopping during Thanksgiving/Black Friday 2012

I don't think so. You can see the reporting method here:

Filling in the pieces. Who really spends the most on advertising?

Top tablets ranked by pct. of ad impressions. (via adfonic http://blog.adfonic.com/wp-content/uploads/2012/11/Q3_admetrics_final.pdf)

Coming soon: a new show on 5by5

China Mobile has over 700 million subs. Others in comparison:

Chinese 3G penetration by operator

Apple's product-level gross margins. Estimated since late 2005.

. Anomalous.

It's coming.