Saturday, 27 September 2014

How many Series A round will happen in the next 2-3 years?

Just published MAVA, a map of active VCs in Southeast Asia.

It allows entrepreneurs to filter VCs they should talk to based on the amount they are trying to raise.
It also highlights the available capital for investment... through which we find that $1bn is available for investment... Good time to do a startup in the region!

About MAVA

Monday, 22 September 2014

10m iPhone 6 within 3 days

Now that the iPhone 6 is available for 3 days, Apple released the sales number... breaking a new record with 10 million phones sold!

Updating the chart started for the 24 hour sales,  we see that while the growth of sales is still present, it's is not as dramatic as it was for the iPhone 5S.

In $ terms, considering a price of $1,000 and up, it's more than $10 billion of revenues in just 3 days that Apple generated!

Monday, 15 September 2014

How are iPhone 6 first day sales comparing to previous iPhone? Fasten your seat belt...

Curious about the sales numbers Apple just released for iPhone 6, I scrolled through the previous year numbers and charted them.

Open for pre-orders on september 12th, it's 4 million iPhone 6 and iPhone 6 Plus which were bought over 24 hours.

Going through previous launches shows that it's 2x better than iPhone 5 launch in 2012. 
iPhone 6 and 6 Plus sold 2x more within 24 hours than iPhone 5.
2013's iPhone 5S and 5C numbers are not available.

The ratio of 3 day sales over 24 hour sales from 2010 (2.8x) and 2012 (2.5x) leads to believe that 3 day sales will reach 10 to 11.2 million for the iPhone 6 family this year.
How much iPhone 6 and 6 Plus will be sold within 3 days? Probably around 10-11m.

How many iPhone will be sold during the last quarter of the year? It was 48 million in 2012 and 51 million in 2013, with the ratio of sales over Q4 divided by 3 days sales of the new iPhone dropping from 9.6 to 5.7. The range of iPhone 6 family sales would then be 57 to 97 million.
We will get the answer in January!

For those who prefer tables over charts, here are the numbers from Apple's press releases.

Saturday, 13 September 2014

Apple is 50% more valuable than Exxon! That's $200bn

Looking at the biggest companies in the world, I noticed that Apple is $200bn bigger than Exxon, the second on the list.
$200bn... is like 1x IBM valuation .
It's also 3/4 of Apple' cash reserve, which is much bigger than Exxon's one:

Cash: $150bn for Apple, vs. $20bn for Exxon

Other operating metrics for reference:
Revenues: $170bn for Apple, vs. $420bn for Exxon
Net Income: $37bn for Apple, vs. $33bn for Exxon

The extract from our monthly monitoring:

Previous review of listed companies through Google Sheets:
- Some news in the Travel Industry in July:
- Explaining how it's done:

This month we added Media monitoring, which brings us to 8 industries:
Social Media
Mobile Advertising
Global200bn (Companies with a valuation of more than $200bn)

If you're interested to receive any of these, email