Google and Microsoft are gaining, says an analyst. Sony, Amazon, Samsung are dark horses
Apple’s AAPL tightly integrated software and content ecosystem is the template by which a UBS team led by Maynard Um judged the key players in the battle they see “brewing among the mega caps to own the consumer” in what they call the global digital living room.
The report goes on to analyze each of the players’ current position using the diagram above as its starting point. Only Apple’s is mostly green (for “strong”). Google’s GOOG and Microsoft’s MSFT have large areas of yellow (needs improvement). Amazon’s AMZN is mostly red (no solution).
Below: The report’s summary of how Apple took the high ground.
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