Apologies to readers who complain that I lean too heavily on the work of Asymco‘s Horace Dediu, but this one was too good to resist.
As promised on his Critical Path podcast Wednesday, Dediu has begun comparing Apple (AAPL) in a systematic way to some of its peers, starting with Microsoft (MSFT). On Thursday he posted a pair of charts tracking Microsoft’s revenue streams by segment and Apple’s revenues by product over the past four years. He stacked the charts one on top of the other, but because they use the same horizontal and vertical scales, they can also be shown side by side. (Click the charts above to enlarge them.)
Seen this way, several facts jump out. To name just two:
- Apple gets more revenue from the Mac than Microsoft gets from Windows
- Apple’s iOS devices generate more revenue that all of Microsoft’s products put together
For the rest of Dediu’s findings, click here.