It would take a great deal more sourcing effort and risk while dealing with…
Tag: asymco
Asymco’s Horace Dediu’s questions for Tim Cook
Why is the iPhone not sold as a portfolio product?
iTunes Store users spending at the rate of $40 per year
In the latest quarter the iTunes top line grew by 32%…
Why didn’t Apple’s margins improve last quarter?
I expected Apple’s margins to improve last quarter. They didn’t…
iTunes segment revenues in context
As a part of the entire Apple revenue model, iTunes appears to be…
The surprising story about Apple’s Retail Stores
In 2012 Apple opened 41 stores…
Asymco: The job Apple’s iPhone is hired to do
On a re-stated basis, without the extra revenue from accessories…
Asymco: Measuring iPhone 5 vs. iPhone 4S availability
In 2011 Apple increased the availability of the iPhone by adding operators…
The iTunes economy now generates $12 billion in gross revenue per year
On occasion Apple reports the cumulative total downloads and payments
Reasons why Apple is likely instituting a biannual iPhone update cycle
Apple is going through a very significant change now in terms of product cycles…
iPhone 5 twice as popular on launch in China vs. US – but, not really
Apple also announced for the first time this year first weekend sales…
Asymco: The new age of Capital Intensity
In its fiscal year 2012 Apple spent about $10 billion…
Asymco: What is Apple’s realized P/E ratio?
The Price/Earnings ratio is a very simple measure of the “value” a company
Using Capital Expenditures to predict Apple’s share price
It takes money to make money. That’s a cliché. But it’s also true…
Has Apple’s venerable Mac entered a new phase of diminished expectations?
The Mac grew at the extremely low rate of 1.8% over last year’s second quarter…
Piper Jaffray’s Gene Munster and Asymco’s Horace Dediu on Apple post-Steve Jobs
At Fortune’s annual Brainstorm Tech conference in Aspen, Colorado…
Apple on pace to overtake Windows in platform war within two years
Apple now sells one device for every two Windows devices…
A more precise measure of Apple’s device installed base (and device longevity)
Apple announced that the total number of iTunes accounts…
Android sees lowest U.S. user growth in three years
The latest data from comScore showed a few surprises: New smartphone users dropped…
Asymco: Estimates for Apple’s second fiscal 2012 quarter
Apple Inc’s last quarter (fourth calendar 2011, first fiscal 2012) was robust…
Asymco: Tablet units will outsell traditional PCs in autumn 2013
There will come a day that the tablet market in units is larger than the PC market…
How much does it cost to manufacture an iPhone?
An iPhone generates approximately $650 in revenue for Apple…
Apple’s retail stores increased sales by nearly 60% in Christmas 2011 quarter
Apple’s retail stores increased sales by nearly 60% in Q4…
Apple Retail Stores: How much is too much of a good thing?
The challenge for Apple is balance…
Global smartphone penetration still below 10%
At least 90% of the market remains unserved…
Asymco’s Deidu projects record Mac, iPhone, iPad sales for Apple’s Christmas quarter
Here are my fourth calendar quarter forecasts for Apple Inc…
How many iPhones are being discarded in the US?
In the US, the discard rate, i.e. number of phones being discarded over number of new phones, is…
Apple’s huge monetary commitment to iCloud creates barrier of entry for would-be rivals
When Apple committed to the North Carolina data center in mid-2009…
How many iPhones will be upgraded next year?
Tim Cook last week stated that half of all iPhones shipped were iPhone 4…
The case against Amazon Kindle Fire as a low-end tablet disruption
The Fire will not have the opportunity to disrupt the iPad or tablets in general…
Apple’s P/E compression illustrated
In the case of Apple, average growth actually increased…
asymco’s estimates for Apple’s fourth fiscal quarter: Entering the post-P/E era
I’m late with posting my estimates for Apple’s current (fourth fiscal) quarter…
asymco: Apple’s iTunes Store operations now costs $1.3 billion per year
Much of that cost does go into serving the content…
