MS is surprisingly well rounded regarding where its revenue comes from. More so than I had assumed reading a lot of the reporting.
>AAPL is one bad iPhone away from getting beaten by Samsung.
Look at how much of Apple's revenue is just iOS. Crazy. I'm not sure that Samsung is the threat, as they are just a hardware vendor like Apple, but without the profitable app and digital goods store (I'm assuming that App Store revenue is falling under iPhone/iPad in chart but could be wrong). I also see Apple more willing to change the business it is in if it needs to than some of its competitors. Apple got a lot of flack for the Maps "debacle," but it was a bold and decisive move. Apple couldn't come to terms with Google so they just built their own global mapping service. With so many eggs in one basket though, the revenue is certainly Apple's to lose or keep, depending on how it executes.
The Google chart is just amazing. Everybody knows why Android is free, but this just hits it home. They're an advertising company plain and simple. Anybody, anywhere, that can build better storefronts (search, email, native apps, etc) is a threat.
Profit-wise, Apple claim that their digital stores only break-even, but revenue-wise, the stores dwarf the Macintosh line, with music alone matching Macs.
In 2011 it was estimated near 300 million. Now in 2013 it is alleged to be making over a billion:
Still small potatoes profit-wise, but if the share of actual revenue is that significant, than this is definitely a nice little trend for Apple. To be clear, I think the iTunes and the App store are more of an advantage/differentiator over Samsung in terms of potential (especially in the context of Apple's willingness to make bold steps in new directions). I think I came off as a little too glowing when I described Apple's digital offerings above.
Remember, this is how Microsoft overtook Novell, DEC and the likes that were the kings of business computing in the 80s/90s.
And Apple isn't just one bad iPhone away from being beaten. They have consistently released good updates to their hardware and software for the past 10 years, and have built up a huge, satisfied customer base because of that.