Sure.
In a recent All Things D article, Arik Hesseldahl reflects upon analyst Chris Whitmore of Deutsche Bank Securities review of sales trends over the last 10 quarters at printer companies including Canon, Epson, Lexmark, Xerox and Hewlett-Packard.
Deutsche Bank calls the combined sales for equipment and supplies down 6 percent year on year.
Huh.
Let me outline a few of the high-points from Arik's retelling of the Deutsche Bank report:
Credit: Deutsche Bank
Supplies and equipment sales are down 6%, year to year
Six percent is significant
Sales of printer paper, A3/A4, fell 6% in the
2nd quarter to levels that are 20 percent below the 2006 peak
Interesting how paper sales peaked a year before the copier/MFP revenue peak of 2007(Lyra).
Read the rest ...