cross pond high tech
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Where The World’s Ten Most Active Sovereign Wealth Funds Invest In Tech

Where The World’s Ten Most Active Sovereign Wealth Funds Invest In Tech | cross pond high tech | Scoop.it

Over the last seven years, France’s Banque publique d’investissement, or Bpifrance, has been the world’s most active sovereign wealth fund investing in private tech companies. Bpifrance was originally set up as a sovereign investment fund in 2009.

The government of Singapore owns the world’s second and third most active funds. These two funds are Temasek Holdings, which distributes dividends solely to Singapore’s Ministry of Finance, and GIC, the private equity investment arm of the government of Singapore Investment Corporation.

Philippe J DEWOST's insight:

Very proud to see our largest subsidiary deploying the "Investments For The Future" (the €35 Bn plan launched in 2011) funds across the french economy, and proud to see its Mother Company being also part of the ranking in such a prestigious crowd !

Disclosure : I work for Caisse Des Dépôts representing it as the sole LP in the Bpifrance funds managed for the IFF/PIA program.

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Philippe J DEWOST's curator insight, January 26, 5:54 AM

Very proud to see our largest subsidiary deploying the "Investments For The Future" (the €35 Bn plan launched in 2011) funds across the french economy, and proud to see its Mother Company being also part of the ranking in such a prestigious crowd !

Disclosure : I work for Caisse Des Dépôts representing it as the sole LP in the Bpifrance funds managed for the IFF/PIA program.

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Samsung's Mobile Market Share Is Tumbling

Samsung's Mobile Market Share Is Tumbling | cross pond high tech | Scoop.it

Based on IDC data charted for us by BI Intelligence, Samsung’s market share is getting eaten not only by Apple, representing the high-end smartphone market, but most notably from low-end phone makers in China including Lenovo, Huawei, and Xiaomi, which has come out of nowhere to become the biggest smartphone maker in China and the third-biggest in the world.

Philippe J DEWOST's insight:

This chart explains the current shakeup at Samsung, and illustrates how Android FragmentaDominated in a mere 4 years 

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People Spend Over $9,000 On Alibaba Every Second

People Spend Over $9,000 On Alibaba Every Second | cross pond high tech | Scoop.it

In case you hadn’t heard, China’s e-commerce giant Alibaba just had the world's biggest IPO in history. 

But if you thought Alibaba's revenue was explosive, get this: Based on estimates from The Economist charted for us by Business Insider Intelligence, Alibaba shoppers spend an average of $9,368 each second. This is an incredible feat, especially when you consider Amazon shoppers spend less than half of that value ($3,691) each second. Users on eBay, which once tried to compete with Alibaba in China, only spend about $2,775 each second. In other words, Alibaba sells a ton of stuff, and consumers feel very comfortable buying all of it.

Philippe J DEWOST's insight:

Drawning by numbers : Alibaba sales are so huge that they become meaningful when measured every second...

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Yaroslav Writtle's curator insight, September 24, 2014 4:00 AM

Alibaba's is one to follow - they have established a fantastic customer base and are expanding into payments and B2C

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Weird Point About The Video Gaming Console Market

Weird Point About The Video Gaming Console Market | cross pond high tech | Scoop.it

As you can see, the price of a PC has fallen, significantly through the years. And yet, the price of a gaming console has risen. Why is this? Thompson speculates, "Incumbents are driven by their best customers to add more and more features that drive up the price, causing the incumbents’ product to move further and further away from the average customer’s needs."

As the price goes up, it becomes less appealing. One of the great things about Nintendo in the 80s was that it was an affordable computing device. These things are no longer relatively affordable.

Philippe J DEWOST's insight:

Rethinking #shufflepuck with #AppleTV in mind

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Box.net delayed IPO in context : The "Great Cloud Crash" as Business Insider describes it

Box.net delayed IPO in context : The "Great Cloud Crash" as Business Insider describes it | cross pond high tech | Scoop.it

This chart from Bessemer Venture Partners shows how far a basket of "cloud" stocks has fallen from their peak. The cloud index tracks 37 publicly traded companies. 

The cloud companies are still outperforming the broader market since 2012, but the trend doesn't look great.

Philippe J DEWOST's insight:

Fog is clearing yet outlook is shaky

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Twitter Plunges After Earnings On Weak User Growth

Twitter Plunges After Earnings On Weak User Growth | cross pond high tech | Scoop.it

Monthly active users were 241 million. The company added only 9 million more users since the last quarter — that is very weak progress. Only 1 million users were added in the U.S.
Worse, timeline views (a measure of how engaged users are with Twitter) actually declined sequentially.

Philippe J DEWOST's insight:

The above chart is the stunning one. Weak growth hammered the stock after hours but engagements metrics have everybody scratching their heads...

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In just three years, we have doubled our time spent on the internet, thanks to smartphones and tablets.

In just three years, we have doubled our time spent on the internet, thanks to smartphones and tablets. | cross pond high tech | Scoop.it
Here's a pretty neat chart from comScore, via...
Philippe J DEWOST's insight:

Mobile now accounts for 20% of web traffic

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There are 11,868 distinct Android devices, up from 3,997 Android devices last year

There are 11,868 distinct Android devices, up from 3,997 Android devices last year | cross pond high tech | Scoop.it

This OpenSignal  chart on the state of Android is based on the last 682,000 downloads of its app.

 

It says there are 11,868 distinct Android devices, up from 3,997 Android devices last year.

Philippe J DEWOST's insight:

This is not a mondrianish postmodern rug pattern : Android fragmentation has just tripled in a year

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Larry's comment, August 1, 2013 3:30 AM
It is not fragmentation (incompatible OS variants), just proof that it is easy to build an Android Smartphone and sell it at least once.
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103% of Smartphone operating Profits are owned by just two vendors

103% of Smartphone operating Profits are owned by just two vendors | cross pond high tech | Scoop.it

According to Canaccord Genuity, Samsung and Apple have 103% of the smartphone market's profits. They are basically the only two companies making money manufacturing phones.

Philippe J DEWOST's insight:

it was "only" 2/3 rd 2 years ago, now almost everyone else is bleeding money.

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One Of The Biggest Stories To Watch In 2013

One Of The Biggest Stories To Watch In 2013 | cross pond high tech | Scoop.it

For years, people have been predicting the death of Microsoft's Windows dominance. And in the last two years, it's finally happened. The rise of iOS and Android have made Microsoft's operating system significantly less important. 

Luckily for Microsoft, this hasn't meant the death of its business overall. Thanks to the strength of its Office franchise and its Servers and Tools business, Microsoft is still very healthy. 

But, there's no escaping that Windows is what drives the whole company. CEOSteve Ballmer calls Windows, "the heart and soul of Microsoft from WindowsPCs to Windows Servers to Windows Phones and Windows Azure." And that heart is beating a little bit more weakly today than it was in say, 2005. 

This chart from Asymco earlier this year illustrates the decline of Microsoft's Windows monopoly as Apple has risen. There are other illustrations of the same thing here and here.

Philippe J DEWOST's insight:

Uncharted territories

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Apple = Google + Intel in Capex. For now.

Apple = Google + Intel in Capex. For now. | cross pond high tech | Scoop.it
Apple's capital expenditures for the last year were $8.3 billion, which is significantly above its rivals, as this chart from Horace Dediu at Asymco shows.
Dediu believes Apple's capex is significantly above its peers because Apple is investing in data centers like Google, and process equipment like Intel. As a result, its quarterly spending is closer to Google plus Intel.
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Apple Has Almost Completely Eliminated The Windows Platform Advantage

Apple Has Almost Completely Eliminated The Windows Platform Advantage | cross pond high tech | Scoop.it

The ratio of Windows PCs sold compared to Macs steadily increased throughout the second half of the 1990s and during the first few years of the 2000s, thanks in part to the success of Windows 95. But as we reported recently, analyst Horace Dediu of Asymco crunched some numbers and found that this ratio has been declining for the past eight years thanks to Apple's resurgence.


According to Dediu, the ratio of Windows PCs to Macs sold dropped to below 20 in 2011, its lowest level since before Windows 95 was launched. But that only tells part of the story.


In a new post, Dediu compares the ratio of Windows units sold to all Apple devices, not just Macs. When you factor in iPhones and iPads, the ratio of Windows units to Apple devices sold has dropped to less than two.


"Seen this way, Post-PC devices wiped out of leverage faster than it was originally built," Dediu writes. "They not only reversed the advantage but cancelled it altogether."

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Interest In Amazon's Kindle Fire Collapses

Interest In Amazon's Kindle Fire Collapses | cross pond high tech | Scoop.it

Apple has only had one tablet that could legitimately be considered a rival: The Kindle Fire.

When it launched, there was great buzz about the product and the price. Well, seven months later, the interest in the Fire is gone.

ChangeWave research released its most recent data on interest in the Kindle Fire, and as you can see, just 8% of people polled say they will buy one in the next three months. That's down from 22% when the Fire launched. The iPad, meanwhile, is at 73%.

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Apple is losing the tablet market it created with the iPad

Apple is losing the tablet market it created with the iPad | cross pond high tech | Scoop.it
Global tablet shipments are rising, but a new report from Strategy Analytics says Apple's tablet market share continues to slip, despite its utter dominance just a few years ago. Based on Strategy Analytics data charted for us by BI Intelligence, the iPad's global market share dropped 20%, from a 32.6% share in 2013 to 26.1% in 2014.

Strategy Analytics says the leading tablet makers can no longer "rely on inertia alone" as other smaller players are beginning to offer cheaper tablets with competitive features. But Apple CEO Tim Cook is still confident in the iPad, especially in businesses: Last month, he said the company's partnership with IBM could help "move the dial" with sales, and the rumored 12-inch iPad could certainly improve Apple's tablet market share, especially if it offers businesspeople more features for advanced productivity.
Philippe J DEWOST's insight:

Apple may be losing the tablet market in volume, but how would this #ChartOfTheDay look like in value ?

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FOSS Patents: Analysis of 222 smartphone patent assertions: more than 90% go nowhere, rest lacks impact

FOSS Patents: Analysis of 222 smartphone patent assertions: more than 90% go nowhere, rest lacks impact | cross pond high tech | Scoop.it

Based on where things stand now, more than 90% of 222 smartphone patent infringement assertions by major players against other large organizations have gone nowhere, with 109 assertions (49%) having failed (so far) and 93 assertions (42%) having been dropped outside the context of a comprehensive settlement or having suffered a comparably negative fate

 

Out of the 9% of cases (20 of the 222 assertions) in which liability was established (and not reversed so far, or not before a settlement), only 10 -- 4.5% -- resulted in lasting injunctive relief. And that number would most likely be closer to 3% if, for example, the patents underlying Nokia's German injunctions against HTC had come to judgment in the Federal Patent Court. What's more important than alternative scenarios is that none of the injunctions against the Android operating system itself (including its key apps) had enough impact to force someone into a settlement.

Philippe J DEWOST's insight:

Interesting chart on patent wars (in)efficiency : in most cases only the lawyers win. Even if Microsoft received more than $1bn from Samsung in patent fees in 2013 for using a technology of the company in Samsung phones, as has been recently revealed.

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PayPal Could Soon Be eBay's Biggest Source Of Revenue

PayPal Could Soon Be eBay's Biggest Source Of Revenue | cross pond high tech | Scoop.it

Thanks to strong growth of its online payments business, eBay reported better-than-expected second quarter results yesterday. Net income increased to $676 million from $640 million in the same quarter a year ago. Overall revenue climbed 13% to $4.37 billion, as eBay's payments business once again outgrew the company's core business, the marketplace, by a wide margin.

The PayPal unit now accounts for 45% of eBay's net revenue and is on track to become the company's main revenue source in the near future. eBay's marketplace business was hurt by a severe security breach in the past quarter, as a cyberattack left the company no choice but to ask its 145 million users to change their passwords.


Philippe J DEWOST's insight:

AirBnB re-logoing seems to have triggered some laughter. Shall eBay follow and rebrand into PayPal ?

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Infographic: YouTube and Facebook Account for a Third of Mobile Web Traffic

Infographic: YouTube and Facebook Account for a Third of Mobile Web Traffic | cross pond high tech | Scoop.it

According to a new report from Sandvine, YouTube and Facebook account for roughly one third of mobile traffic in North America during peak periods. HTTP, the protocol used for simple web browsing, is ranked third, accounting for 12.6% of mobile traffic. 

The Top 10 are comprised of many popular apps/services and account for a combined total of 77%. The remaining 23% percent are accounted for the huge long tail of mobile apps available.

Philippe J DEWOST's insight:

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Apple's Impressive Market Share Gains In The U.S.

Apple's Impressive Market Share Gains In The U.S. | cross pond high tech | Scoop.it

If there's one negative thing you've heard about the iPhone in past few years, it's that it's getting walloped in market share battle with Android. 

Around the world, that's certainly true, but in the U.S., the iPhone is doing pretty well. As you can see in this chart from Statista based on data from comScore, Android is actually falling while the iPhone continues to take share.

Philippe J DEWOST's insight:

Who remembers Palm ? Symbian ? BlackBerry ? Welcome to the two horse race (US only)

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Paid Apps Are Dead

Paid Apps Are Dead | cross pond high tech | Scoop.it
Philippe J DEWOST's insight:

In-app may be the only path unless you have a massive audience and can sustain ads

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Interesting chart about "dumbphone" vendors evolution

Interesting chart about "dumbphone" vendors evolution | cross pond high tech | Scoop.it
The evolution of the non-smart phone market. Who will be around in 3 years to still make them?
Philippe J DEWOST's insight:

It took Nokia only 5 years to lose its software sovereignty and become irrelevant in thsmartphone market. What about the dumbphone one?

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Apple's iTunes business is bigger than Yahoo!, Netflix and Facebook combined

Apple's iTunes business is bigger than Yahoo!, Netflix and Facebook combined | cross pond high tech | Scoop.it

Apple's iTunes business exceeded $4 billion revenue last quarter. Horace Dediu broke down where all the sales are coming from on his site, Asymco. As you can see, it's mostly a mix of content and app sales.

Philippe J DEWOST's insight:

and enjoying a steady 25% + quarterly growth despite competition heating up

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BlackBerry Investors Might Want To Take A Look At This Palm(RIP) Pre Chart

BlackBerry Investors Might Want To Take A Look At This Palm(RIP) Pre Chart | cross pond high tech | Scoop.it

BlackBerry was up 15% on Feb 4th after it got a ringing endorsement from Bernstein Research. Bernstein slapped a $22 price target on the stock based mostly on the notion that investors don't fully appreciate how big the BlackBerry 10 launch will be.

 

The 15% jump is the just the latest in a series of big days for BlackBerry which was trading close to $6 at its lowest point recently.

 

But before people get too excited about Bernstein's note, or BlackBerry in general, take a look at this chart of Palm when it tried to resurrect its fortunes.

Philippe J DEWOST's insight:

Call it a "Pre"cedent as we say in french. BB aware !

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Samsung spends approx.15x more than Apple in marketing

Samsung spends approx.15x more than Apple in marketing | cross pond high tech | Scoop.it

According to Asymco's Horace Dediu, Samsung is blowing all the companies away in advertising.

 

But advertising isn't Samsung's only marketing expense. It also has big, crazy launch parties and promotional discounts.

 

If you look at Samsung's full marketing expenses, you get a better idea about the incredible amount it cost Samsung to become the world's biggest smartphone company.

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Peixin hu's comment, August 17, 2013 5:03 AM
I think the reason why Samsung's success in recent years partly because they establish a good brand image. First of all, Samsung have Stylish appearance compare with other brands also attracting the attention of young people. Second, we can see Samsung show up in a variety of activities, newspapers even all kinds of ball games, so that the different age’s group and different interests of the people can concern them.
Min Li's comment, August 22, 2013 3:58 AM
From this chart, we could see that the tendency of Samsung’s budget increases greatly year by year, now Samsung has been the largest company of investing in marketing advertising. Despite its successful advertising, Samsung also spend a lot of money on promotional campaign to attract customers. As for Samsung, it is an admirable company, its products are popular in Asia and Europe countries. In my personal opinion, advertising is like a dialogue between the company and the consumers, and it can be a good method for communicating the features of a product or service in a way that will motivate customers to purchase it. In the intensely competitive market, to be closer to the consumers to figure out their desires and interests are critical for the smartphone company. This is one of the reasons for Samsung’s big success. Thanks.
Abbey 's curator insight, April 7, 2014 5:36 PM

As shown in the digram Samsung's Marketing expenses are far, far higher than any of the of the other brands shown. Considering Samsung is one of the largest smart phone companies in the world, large marketing campaigns and promotional parties etc contribute immensely to the success and impression of the brand received by consumers. Considering Coca Cola is such a huge brand and marketed hugely worldwide, yet is still way behind what Samsung is spending, really shows in comparison to other developed brands how huge Samsung's Marketing really is. 

 

I am quite surprised at how large the gap is between Apple and Samsung as i always considered them reasonably close competitors in the smart phone industry. 

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Google Is Activating 1.3 Million Android Devices On A Daily Basis

Google Is Activating 1.3 Million Android Devices On A Daily Basis | cross pond high tech | Scoop.it

Google Chairman Eric Schmidt revealed the company is now activating 1.3 million Android devices on a daily basis, up from 900,000 in July.

 

For some context, Apple sold ~46.4 million iOS devices last quarter, or 515,500 per day.

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The Ratio Of PCs To Macs Sold Has Fallen To Levels Not Seen Since The 1990s

The Ratio Of PCs To Macs Sold Has Fallen To Levels Not Seen Since The 1990s | cross pond high tech | Scoop.it

It's important to note that this chart only shows PCs vs. Macs--full-fledged computers that Apple actually doesn't sell that many of. (Mac sales are growing nicely, in stark contrast to the PC market, but they aren't blowing any doors off).

 

If the chart included sales of iPhones and iPads, the ratio of PCs sold to Apple products sold would look quite different. And given that the distinction between "a PC" and a tablet or smartphone is becoming ever more blurred, the latter chart would actually be more meaningful.

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