Horace Dediu

@asymco

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iOS product ramps

Sprint sold 1.5 million iPhones. Here is the split between operators. Orange represents 247 or so global operators.

Which company has the highest P/E ratio?

Which business has the best margins: hardware, software or internet services?

Simply breathtaking. Apple's margins.

Current estimate for iPhone activations in the US by operator as of Q1:

This is what a Microsoft home run looks like: Latest quarterly revenues by segment.

Nokia's regional device unit volume shipments in Q1 '11 and Q1 '12. (Putting US volumes in perspective)

Preliminary calendar Q1 estimates of smartphone shipments by vendor.

How soon will Smartphones saturate the US market?

Non-smart phones becoming extinct in the US. Note the time frame.

What Disruption looks like. Changes in market capitalization for select companies Jan 1, 2008 to Mar 28, 2012.

Nintendo portable shipments vs. iPod touch and iPad. Post to follow out on Monday.

This is without normalizing by country count

Launch performance by iOS product.

Winners and Losers. Monthly net user gains in the US phone market by mobile operating system.

China & US iPhone Addressable Markets and Opportunity

Fourth Quarter 2012 PC Unit Shipment Market Shares

Comparing mobile OS adoption ramps.