"Volume is Vanity, Profit is Sanity"

Primeiro recordar "Volume is Vanity, Profit is Sanity"
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Depois, ler "A Samsung é líder, mas sofre forte quebra nos lucros".
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Por fim, até que ponto esta situação da Samsung está retratada no postal "Porque não somos plankton (parte III)", como sendo uma vítima da "armadilha da proliferação"? Tal como a P&G.

Risco estratégico

Relacionar esta reflexão abstracta em "The Lesson of Lost Value":

"We decided to study the biggest losers: companies that, in one way or another, had seen their fortunes go south over a 10-year period.
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we surveyed thousands of public companies and determined that, contrary to prevailing wisdom, it was not compliance issues that were most responsible for destroying shareholder value. That distinction went to the mismanagement of strategic risks — those risks embedded in the top-level decisions made by the executive team, such as what products and services to offer, whether to outsource manufacturing, or what acquisitions to make.
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Our 2012 survey revealed the same culprit, and suggested that it still leads to significant value destruction. Making matters worse, the sources of strategic risk have increased.
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For example, an enterprise risk management team can call attention to risks associated with doing business with manufacturers in Southeast Asia, but it can’t evaluate whether the company should be outsourcing to the region in the first place. This responsibility gap can be costly."

Com esta outra sobre a decisão da Apple voltar a produzir nos EUA em "The real threat that Samsung poses to Apple":

"it is actually Apple, more than any other company, that is responsible for Samsung’s present success.
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How? By outsourcing as much work to Samsung as they have. And it’s impossible not to wonder whether Tim Cook’s announcement yesterday on bringing back Apple’s manufacturing to the USA is the beginnings of an attempt to rectify the problem."

E a sua empresa, que riscos estratégicos corre?

"Volume is Vanity, Profit is Sanity"

Não sou, nunca fui um incondicional da Apple.
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Desde uma relação de quasi-desprezo, dos tempos em que só uma certa classe tinha, ou podia ter, um Macintosh, a coisa evoluiu até aos dias de hoje em que sinto sobretudo respeito e admiração.
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Um dos meus dizeres favoritos é:
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"Volume is Vanity, Profit is Sanity"
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Várias vezes cito aqui Hermann Simon e o seu "Manage for Profit, Not for Market Share"
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Inúmeras vezes discuto nas empresas contra a paranóia da quantidade em detrimento da concentração na margem, no lucro, na rentabilidade.
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Assim, não podia estar mais em desacordo com este título do FT "Samsung beats Apple in mobile stakes"
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Por que é que o jornal optou por este título?
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"UK-based Strategy Analytics, a market research firm that follows the smartphone market closely, on Friday said Samsung shipped 27.8m smartphones in the last quarter, taking 23.8 per cent of the market, compared with Apple’s 17.1m shipments and 14.6 per cent market share."
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Não deixa de ser um desempenho notável da Samsung, sublinhe-se. Contudo, o meu ponto é este:
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"Samsung’s handset profit margin stood at 16.9 per cent. The company is the world’s second most profitable handset maker after Apple, whose operating margin was 30.8 per cent in the third quarter."