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Wednesday, December 15, 2010

USA Mobile Advertising Market Share 2010: Google & Apple Early Leaders (Chart) *Battle for the Future*

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Google has early advantage in USA mobile advertising with 300,000 Android handsets being activated daily


USA Mobile Advertising Market Share 2010: Google & Apple Early Leaders

IDC is reporting that for 2010 estimated, Google and Apple are the early leaders in the booming mobile ad display market. Google leads with 19% followed closely by Apple at 18.8%. Millennial Media is 3rd (15.4%), Yahoo is 4th (10.1%), Jumptap is 5th (8.4%), and Microsoft is 6th (7.8%). "Other" comprises the largest share at 20.5%. There are plenty of competitors in the exponentially growing mobile advertising business.

Google is expected to pull ahead as more Android devices will be sold than Apple iOS devices. Andrew Rubin, Google VP of Engineering, tweeted on December 9 that 300,000 Android phones are being activated daily, which is a blowout number. So even though Apple launched iAd, a mobile advertising platform, in July 2010, the sheer number of Android devices is projected to maintain and even extend Google's lead in both mobile ad display and mobile search.

Google noted during the Q3 earnings call: The excellent Q3 financial results derive from Google operating in the worldwide digital economy which is growing rapidly as the web expands and more people come online. Google's emerging businesses, especially noted and discussed was the open Android operating system, are exploiting this digital economic growth. The mobile platform is experiencing tremendous growth, Google is monetizing this growth, and considers this the future to ultimately exceed the PC platform. New ad formats and the display network are improving revenues. Search is still the Google core business and will continue to be, although both display and applications are considered equally significant for resource and development allocation and ultimately for revenues. Read more at Google Earnings Conference Call.



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Wednesday, December 8, 2010

USA Smartphone Market Share: October 2010 (Chart) *Apple leads RIM, Google*

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Customers lined up to buy the Apple iPhone 4 on launch day in June 2010


USA Smartphone Market Share: Apple Leads RIM, Google

The Nielsen Company is reporting that for October 2010 almost 30% of all USA mobile handsets are smartphones and Apple iPhone leads RIM Blackberry as the top smartphone. Apple (27.9%) narrowly leads RIM (27.4%) in market share, which Nielsen calls a "statistical dead heat". Google Android is third (22.7%) and Microsoft Windows Mobile is fourth (14.0%).





The Nielsen Company Press Release

According to October 2010 data from The Nielsen Company, 29.7 percent of U.S. mobile subscribers now own smartphones that run full operating systems.

The most popular smartphones are the Apple iPhone and RIM Blackberry, which are caught in a statistical dead heat with 27 percent of smartphone market share in the U.S. Twenty-two percent of smartphone owners have devices with the Android operating system.

Most Desired Operating Systems (OS):

When mobile users who planned to upgrade to a smartphone in the next year were asked about their next phone, Apple’s iOS and Android were tied for “most desired” operating system.
* Among users planning to get a new smartphone, current smartphone owners showed a preference for the Apple iPhone (35 percent), while 28 percent of both smartphone and featurephone planned smartphone upgraders indicated they wanted a device with an Android operating system as their next mobile phone.
* Featurephone owners planning to get a smartphone are less likely to have made up their mind about the OS they will choose: 25 percent were “not sure” what their next desired OS might be compared to 13 percent of smartphone owners. Those over 55 were markedly less certain than younger mobile users, with 27.8 saying they weren’t sure what kind of device they wanted next, compared to 12.2 percent of those 18 to 24.
* Apple’s iPhone and devices with the Android operating system were the “most desired” among likely smartphone upgraders, with Apple showing a slight lead among those age 55+ , 18 to 24, and 25 to 34.
* Women planning to get a smartphone are more likely to want an iPhone as their next device, with slightly more males preferring Android.


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* Data courtesy of The Nielsen Company *


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Thursday, November 18, 2010

SalesForce.com (CRM) Beats on Revenues & Earnings (Financial Performance Charts & Review) *Raises FY 2011 guidance*

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SalesForce.com (CRM) reported earnings on Thursday, November 18


SalesForce.com (CRM) Beats on Revenues & Earnings

Financial performance charts of SalesForce.com (CRM) have been updated on the SalesForce.com Financial Performance page for the latest QE October 2010. The charts are:

SalesForce.com Performance by the Quarters
Earnings per Share and Cash Flow per Share
Total Revenues, Operating Income, Net Income
Gross, Operating, and Net Margins
Return on Assets
Total Revenues and Earnings per Share Growth Rates

Income Statement Fiscal Q3 SalesForce.com (CRM) reported total revenues of $429.1M, net income of $22.4M, and earnings per share of $0.15. From the prior fiscal quarter Q2 2010, total revenues were up +8.8%, net income up +34.9%, and earnings per share up +36.4%. From the prior fiscal Q3 2009, these were up +29.8%, +4.3%, and -6.3%, respectively. For fiscal Q3, gross, operating, and net margins were 80.86%, 8.19%, and 5.21%, respectively. For the prior fiscal Q2, these were 80.27%, 7.53%, and 4.20%, respectively. Cash flow from operations was $0.54 per share. Analyst's estimates for fiscal Q3 were about $410M revenues and $0.11 earnings per share.

Balance Sheet Fiscal Q3 SalesForce.com's (CRM) total assets increased +1.6% to a record $2.74B from the prior quarter of $2.698B. The capital to assets ratio (total stockholders' equity divided by total assets) is 44%, slightly down from the previous quarter of 46.5% but continues strong. The current ratio (current assets divided by total assets) is a very liquid 43.5% and does not include $1.03B in noncurrent marketable securities. SalesForce.com (CRM) is very liquid with strong capital. The return on assets peaked in QE October 2009 at 5.13% and has declined each quarter since to 3.38% in QE October 2010. The $1.8B in cash, cash equivalents, and marketable securities (current and noncurrent), which are 65.8% of the total assets of $2.74B, is pulling down the ROA.

Disclosure We are long CRM.


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Sunday, November 14, 2010

SalesForce.com Financial Performance Review (Charts) *Earnings to be reported November 18* CRM

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SalesForce.com (CRM) reports earnings on Thursday, November 18, after market close


SalesForce.com (CRM) Financial Performance Review

SalesForce.com will be reporting quarterly financial results on Thursday, November 18 after market close. Charts of SalesForce.com financial data have been posted on the SalesForce.com Financial Performance page for previous quarters and will be updated for this next quarterly report. The charts are:

SalesForce.com Performance by the Quarters
Earnings per Share and Cash Flow per Share
Total Revenues, Operating Income, Net Income
Gross, Operating, and Net Margins
Return on Assets
Total Revenues and Earnings per Share Growth Rates



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Thursday, November 11, 2010

Baidu: Google Clone or Innovator? (Video) "China: Baidu succeeds where Google struggles" BIDU GOOG

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Baidu intends on becoming a global brand


Baidu: Google Clone or Innovator?

Kaiser Kuo, Director of International Communications, asserts Baidu is an innovator and moving forward with their own plans and goals. In fact, Robin Li, Co-Founder, Chairman, and CEO of Baidu, filed his patent on hyperlink analysis before Larry Page of Google did! So Baidu is no clone, no "derivative company" of Google. Baidu intends on becoming a "global brand". Robin Li has stated that he hopes in 10 years time Baidu is a household name in half the world's Internet market.

Kuo states there are only 4 markets where Google is present, but not dominant: China, Russia, Czech Republic, and South Korea. He says that in China, Baidu is "more local" and "delivers better relevance in Chinese language search" than Google. Google is the much superior English language search engine, but Baidu is tops in the Chinese language. Baidu has "anticipated the use, the needs of the Chinese internet user and done it very well".

Business Week reported on October 20, 2010 that Baidu had a 72.9% share of the Chinese internet market per iResearch for the third quarter. Google had fallen to a 24.6% share, the lowest since 2007. The Chinese internet market is the largest in the world.

CNN "Baidu Succeeds Where Google Struggles": Is China's biggest search engine a Google clone with a home court advantage, or an innovator in its own right? Kaiser Kuo, Baidu Director of International Communications responds.




About Baidu

The Baidu Story

Many people have asked about the meaning of our name. "Baidu" was inspired by a poem written more than 800 years ago during the Song Dynasty. The poem compares the search for a retreating beauty amid chaotic glamour with the search for one's dream while confronted by life's many obstacles. "…hundreds and thousands of times, for her I searched in chaos, suddenly, I turned by chance, to where the lights were waning, and there she stood." Baidu, whose literal meaning is hundreds of times, represents persistent search for the ideal.

Baidu chose a poetic Chinese name because it wants the world to remember its heritage. As a native speaker of the Chinese language and a talented engineer, Baidu focuses on what it knows best - Chinese language search. Applying avant-garde technology to the world's most ancient and complex language is as challenging as it is exciting. At least people here at Baidu think so. As having diligently disclosed in the Prospectus of our recent Initial Public Offering, we believe there are at least 38 ways of saying "I" in Chinese. It is important that we master all the ways of addressing oneself in Chinese because our users depend on us to address every one of their daily queries. And trust us, pin pointing queries in the Chinese language is an art rather than a science.

Our mission is to provide the best way for people to find information. To do this we listen carefully to our users' needs and wants. Have we collected all the Chinese web pages they want to see? Are the pages current and up to date? Are the search results closely related to their queries? Did we return those search results instantly? To improve user experience, we constantly make improvements to our products and services. For example, we introduced "phonetic" or "pin-yin" search which allows our users to type in Chinese keywords using English alphabets. This feature is designed to skip the switching from English inputting to Chinese inputting and for when the user is not sure of the written form of a keyword. Our users definitely notice the many little things that we do differently to ensure a simple and reliable search experience every time.

In addition to serving individual users, we also serve as a media platform for online marketing customers. We not only provide our customers easy access to one of the largest online audiences in China but also targeted groups with defined interests as indicated by queries. Unlike traditional online advertising services which charge by flat fee, our marketing products and services are performance based. Our Pay for Performance model has taken the market by storm because it is cost effective and measurable.

We know that a lot of interesting things are going on in the Internet space, but we don't want to lose focus. China's Internet search industry is only a newly discovered territory. We see vast untapped grounds in our home base and we believe there are still plenty of prizes to be claimed by the best players.


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Thursday, November 4, 2010

Microsoft an Underpriced Tech Stock (Video, Charts) *Comparison with Apple & Google* AAPL GOOG MSFT

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Microsoft reported earnings on October 28


Microsoft an Underpriced Tech Stock

Microsoft reported strong earnings and margins for calendar Q3 2010, which are reviewed at the Microsoft Financial Performance page, yet the PE (ttm) is only 12.1 at a $28.00 stock price. By comparison,
* Apple (AAPL) trades at a PE (ttm) of 20.8 at a $315.00 stock price
* Google (GOOG) trades at a PE (ttm) of 25.4 at a $625.00 stock price

Microsoft's gross and net margins for calendar Q3 2010 were 80.6% and 33.4%, on total revenues of $16.2B and a net income of $5.4B. By comparison,
* Apple (AAPL) gross margin 36.9%, net margin 21.2%, total revenues $20.3B, net income $4.3B
* Google (GOOG) gross margin 65.0%, net margin 29.7%, total revenues $7.3B, net income $2.2B

Microsoft is a financial outperformer with incredible margins, yet the PE does not indicate such. Based on the PE (ttm), investor expectations are higher for Apple and Google earnings per share growth. AAPL and GOOG are popular stocks currently.

Microsoft is old news, yet continues as a cash flow machine that has accumulated over $44B in cash, cash equivalents, and marketable securities. Current assets are $59.6B with total assets of $91.5B. By comparison,
* Apple (AAPL) has over $25B liquid assets, current assets $41.7B, total assets $75.2B
* Google (GOOG) has over $33B liquid assets, current assets $39.4B, total assets 53.3B

The latest Microsoft financial data and related commentary have been updated on the Microsoft Financial Performance page for the September Q3 2010 financial results reported by Microsoft. The charts are:
Microsoft Financial Performance by the Quarters
Earnings per Share and Cash Flow per Share
Total Revenues, Operating Income, and Net Income
Gross, Operating, & Net Margins
Return on Assets


Thumps Up for Microsoft

(Barron's) Thumbs Up for Microsoft 11/2/2010: Why Microsoft is the cheapest stock in the tech universe. Clare McKeen reports for Barron's.



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Monday, November 1, 2010

USA Smartphone Sales in Q3 2010 (Charts) *Market Share: Google Android top OS, Apple iPhone top smartphone*

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Google Android was top OS in Q3 2010 USA consumer smartphone sales


USA Consumer Smartphone Sales by OS in Q3 2010

The NPD Group is reporting Google Android was 44% of the Q3 2010 market share of USA consumer smartphone sales, up from 33% in Q2 2010. Apple iOS was second at 23%, up from 22%. These gains were at the expense of Research in Motion and Other (Microsoft in particular).


The NPD Group Press Release

iPhone 4 was the top-selling mobile phone in the third quarter; RIM falls to third place among operating systems
The NPD Group: Android Extends its Smartphone Market Share in the Third Quarter of 2010
PORT WASHINGTON, NEW YORK, November 1, 2010 - Thanks to continued high-profile handset introductions, the Android smartphone operating system (OS) significantly grew its lead in the U.S. consumer smartphone market in the third quarter (Q3). According to The NPD Group, a leading market research company, Android's OS was installed in 44 percent of all smartphones purchased in Q3, an increase of 11 percentage points since Q2; Apple iOS held relatively steady versus last quarter, rising one percentage point to 23 percent; RIM OS, fell to third position, declining from 28 percent to 22 percent.

"Much of Android's quarterly share growth came at the expense of RIM, rather than Apple," said Ross Rubin, executive director of industry analysis for NPD. "The HTC EVO 4G, Motorola Droid X, and other new high-end Android devices have been gaining momentum at carriers that traditionally have been strong RIM distributors, and the recent introduction of the BlackBerry Torch has done little to stem the tide."

According to NPD's Mobile Phone Track, when OS unit share for the third quarter of 2010 is compared to the third quarter of 2009, the declines among Android competitors were as follows: RIM OS share declined by 53 percent; Apple iOS share declined 21 percent. "There has not been much share left to grab from the other operating systems," said Rubin. "The iPhone has held its own at AT&T, but Apple faces challenges in further expanding its domestic market share, while still retaining exclusivity."

Based on U.S. consumer purchases of mobile phones in Q3, four of the top five handset models were smartphones, as follows:
1.Apple iPhone 4 (smartphone)
2.BlackBerry Curve 8500 series (smartphone)
3.LG Cosmos (messaging phone)
4.Motorola Droid X (smartphone)
5.HTC EVO 4G (smartphone)


Smartphone Sales Q3 2010 (Chart)

Below is a chart of USA consumer smartphone sales by OS in the third quarter ending September 30, 2010.

* Other includes Microsoft, Palm, Linux, Symbian


Smartphone Sales Q2 2010 (Chart)

Below is a chart of USA consumer smartphon sales by OS in the second quarter ending June 30, 2010.

* Other includes Microsoft, Palm, Linux, Symbian


Apple iPhone 4 was top handset in Q3 2010 USA consumer smartphone sales


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*Data courtesy of The NPD Group*


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Thursday, October 28, 2010

Microsoft Reports Strong Earnings & Margins (Financial Performance Charts & Review) *Q3 Revenues $16.2B, EPS $0.62* MSFT

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Microsoft reported earnings on October 28


Microsoft Reports Strong Q3 Earnings & Margins

Financial charts of Microsoft data and related commentary have been updated on the Microsoft Financial Performance page for the September Q3 2010 financial results reported by Microsoft. The charts are:

Microsoft Financial Performance by the Quarters
Earnings per Share and Cash Flow per Share
Total Revenues, Operating Income, and Net Income
Gross, Operating, & Net Margins
Return on Assets

Income Statement Q3 Microsoft reported total revenues of $16,195M, net income of $5.410M, and earnings per share of $0.62. From the prior calendar quarter Q2 2010, total revenues were up +0.97%, net income up +19.8%, and earnings per share up +21.6%. From the prior calendar year Q3 2009, these were up +25.4%, +51.4%, and +55.0%, respectively. For calendar Q3, gross, operating, and net margins were a continued strong 80.62%, 43.94%, and 33.41%, respectively. For the prior calendar Q2, these were 80.24%, 36.97%, and 28.17%, respectively. Cash flow from operations was an excellent $0.94 per share. The strong calendar Q3 results set up a very strong calendar Q4 holiday quarter.

Balance Sheet Q3 Total assets increased +6.3% to a record $91.5B from the prior quarter of $86.1B. The capital to assets ratio (total stockholders' equity divided by total assets) is 51%, slightly down from previous quarters of 53% but continues strong. The current ratio (current assets divided by total assets) is a very liquid 65%, slightly higher than prior quarters. Microsoft is very liquid with strong capital.


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