Management Consultant Scenario
Edgar Foo (04)
Trevor Tan (19)
Wang Boran (20)
Market Share
Google
 Search Engine Market – 67% as of last quarter 2012
 Android takes up 68% of Global Smartphone Market in 3rd
quarter of 2012
 Android takes up 44.2% of US smartphone market as of last
quarter of 2012
Apple
 51.2% of US Smartphone market as of last quarter of 2012
 15% of Global Smartphone market as of 3rd quarter 2012
 5.5% of global mobile phone market as of 3rd quarter 2012
Lenovo
 15.7% of Global PC Market as of 3rd quarter 2012
 35.3% of Market Share in China
Latest Profit Figures
for Google, Apple & Lenovo
Edgar Foo (04)
Trevor Tan (19)
Wang Boran (20)
 Google announced its earnings for the last quarter of 2012 on
22/1/2013
Revenue and Net Profit
 $14.42 billion
 36% increase from the same period last year
 $2.89 billion
 6.64% increase from the same period last year
Composition of Revenue
Q4 2012
27%
Google Sites
Google Network
Other
67%
6%
 Apple announced its earnings for the first quarter of fiscal year
2013 on 23/1/2013
Revenue and Net Profit
 $54.5 billion
 17.71% increase from last quarter
 $13.1 billion
 No significant change from last quarter
Composition of Earnings
 Lenovo announced its earnings for the second quarter of fiscal
year 2013 on 08/11/2012
Revenue and Net Profit
 $8.67 billion
 11% increase from same period the previous year
 $162.1 million
 12.65% increase from same period the previous year
Composition of Earnings
5%
5%
FY 2012
Notebook
Desktop
Others
MIDH
33%
57%
Google
Apple
Lenovo
Looking at Lenovo
Fun Fact 5
 Bento box.
Fun Fact 4
 How they got inspired to call it ThinkPad.
Fun Fact 3
 Fan blades of cooling system modeled after owls.
Fun Fact 2
 09’s ThinkPad TouchPad texture based Tenji block systems.
Fun Fact 1
 Bottom rubber padding like a cat’s paw.
What they can continue tapping on:
 1) ThinkPad itself.
 2) IBM’s advanced technology.
 3) IBM’s international resources.
 4) Creative talent.
 5) Stellar customer service.
In this order:
 1) Creative talent.
 2) IBM’s advanced technology.
 3) ThinkPad itself.
 4) Stellar customer service.
 5) IBM’s international resources.
References
 Google
Google Investor Relations
http://investor.google.com/earnings/2012/Q4_google_earnings.html
NASDAQ Stock Exchange
http://www.google.com/finance?chdnp=1&chdd=1&chds=1&chdv=1&chvs=maximized&chdeh=0&chfdeh=0&chdet
=1359381506319&chddm=1173&chls=IntervalBasedLine&q=NASDAQ%3AGOOG&ntsp=0&fct=big&ei=44MGUZ
CkDo2-kgX06QE
References
 Apple
Apple Press Info
http://www.apple.com/pr/library/2013/01/23Apple-Reports-Record-Results.html
The Atlantic
http://cdn.theatlantic.com/static/mt/assets/business/Screen%20Shot%202013-0123%20at%205.09.54%20PM.png
NASDAQ Stock Exchange
http://www.google.com/finance?chdnp=1&chdd=1&chds=1&chdv=1&chvs=maximized&chdeh=0&chf
deh=0&chdet=1359406800000&chddm=1955&chls=IntervalBasedLine&q=NASDAQ%3AAAPL&ntsp=
0&fct=big&ei=SZMGUfjPAoKPkAWfJA
References
 Lenovo
The Wall Street Journal
http://online.wsj.com/article/SB10001424127887323894704578105912233735122.html
Lenovo 2011/2012 Annual Report
http://www.lenovo.com/ww/lenovo/pdf/report/E_099220120531d.pdf
 NASDAQ Stock Exchange

http://www.nasdaq.com/symbol/lnvgy/stockchart?intraday=off&timeframe=6m&splits=off&earnings=off&movingaverage=20day&lowerstudy=volu
me&comparison=&index=&drilldown=off#.UQaVHr9vC6M
Sources
http://searchenginewatch.com/article/2232359/Google-Takes-67-Search-EngineMarket-Share
http://dawn.com/2013/01/23/google-2012-revenue-hits-50-billion-profits-up/
http://money.cnn.com/2012/08/08/technology/smartphone-market-share/index.html
http://appadvice.com/appnn/2013/01/apples-share-of-the-u-s-smartphone-marketdrops-but-still-remains-above-50-percent