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Friday, July 27, 2012

Samsung Revenues

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Samsung posts record $5.9 billion profit on smartphones
rampant sales of its smartphones .... Apple shipped 26 million iPhones in the June quarter .... Samsung is estimated to have increased sales to around 50 million.
The next iPhone is going to have a bigger screen. Apple learned that from Samsung. The next iPad is going to be smaller. Apple learned that from Nexus 7.

Samsung Galaxy S III is the new standard for smartphones.

These court battles are nonsensical.
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No Facebook Phone

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Image via CrunchBase
Coming straight from the horse's mouth.

Zuckerberg: It Wouldn't Make Sense For Us To Make A Phone
Facebook is the most-used app on all platforms, so there's little need to get into hardware.
Iterating on the app, keep building a better app, encouraging the use of Facebook Connect as the way people sign into apps: those are better things to be doing.

It is better to be the top app on all platforms than to descend into hardware.

But this might not be Facebook's last word on the topic.


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Thursday, July 26, 2012

Facebook's Money Problem

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Image via CrunchBase
Facebook's Earnings Report Underscores Its Challenges
the decelerating growth of its advertising business, which accounted for 85 percent of its $3.7 billion in revenue ..... in the last quarter, Facebook got $1.28 in revenue from each of its users, which is barely changed from the same time last year. .... the average revenue per user in the U.S. and Canada jumped to $3.20 from $2.84 a year ago
There is no relationship at Facebook between user growth and revenue growth. And that seems to be the problem. Long term I am not worried. There are several ways to monetize Facebook. Facebook has to figure out Facebook-unique ways to make money.
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