Horace Dediu

@asymco

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Nokia's 5 year track record of market shares.

Scoring Gartner's mobile platform forecast from 2009.

Last Five years' Apple Store Income and Cost structure.

Employee time spent with each Apple store visitor, over time.

Apple store visitors vs employees

Today's data on a log scale. Double arrow line segment represents 8 quarters

Operating margins from phone sales.

In context of all major branded vendors:

Motorola vs. Nokia phone operating profits (quarterly since Q1 2007)

Yes, added the last quarter:

Mobile OS adoption ramps. Note product cycle time overlay.

Platform adoption ramps (log scale)

Platform adoption ramps (updated)

Average Price per App Download vs. Monthly Payout Rate to Developers

Previous estimate based on latest reported Android daily activation rate of 900k/day. History is here: