Ed Bott read the 2011 SEC filings for Apple, Google, and Microsoft and put together these handy pie charts to understand what drives each companies business.
Three companies are at the forefront of modern personal computing: Microsoft, Apple, and Google.
After reading through the most recent SEC-mandated financial reports for each company, I was inspired to put together these three pie charts. The data paints a vivid picture of where each company’s revenue comes from.
Microsoft is a software company. Apple’s a hardware company. But what business is Google in?
Riffing on Ed’s charts, MG Siegler pointed out that:
Last quarter, Microsoft brought in $20.89 billion in revenue. Apple brought in $46.33 billion.
Put another way: Apple’s iPhone business alone is larger than all of Microsoft’s businesses combined.
And — just as remarkably — if you took away Apple’s iPhone business from the chart, the remaining Apple businesses would still be larger than Microsoft’s total business. And Apple’s earnings would look a lot more evenly distributed then.