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Tag: Fortune 100

Apple: Where the modern corporation is going

Wednesday, May 30, 2018 11:35 amWednesday, May 30, 20185 Comments

As Apple approaches a market cap of $1 trillion with a return on shareholder’s equity of 36.1 percent in 2017…

Apple as a service: Services offer growth, visibility, and profitability

Tuesday, May 15, 2018 11:10 amTuesday, May 15, 20185 Comments

Apple Services is the 2nd of 4 pillars to our Apple as a Service thesis…

AAPL’s paradigm shift

Friday, May 11, 2018 12:02 pmFriday, May 11, 20188 Comments

About every 10 years, there is a new paradigm that drives Apple….

Apple’s Q218 earnings most important (and impressive) metric

Thursday, May 3, 2018 10:32 am9 Comments

On May 1st, Apple announced its financial results for the last quarter…

Apple: Proving the naysayers wrong

Thursday, November 30, 2017 3:47 pm8 Comments

I find Apple today to be markedly less risky than many of its tech peers…

Apple Services: The nitrous in Cupertino’s profit engine

Monday, November 27, 2017 2:28 pmMonday, November 27, 20171 Comment

If you exclude the iPhone, for every $1 in profit Apple generated in selling all other products…

23 more app developers in China file lawsuit against Apple after App Store cuts 1 million apps

Wednesday, September 6, 2017 4:57 pm32 Comments

Anger is growing in China over Apple’s treatment of developers, with a second group of app designers…

Apple has a surprising new growth engine

Tuesday, August 15, 2017 3:32 pmTuesday, August 15, 20178 Comments

Analyst Toni Sacconaghi of Bernstein Research put out a pointed note Monday about Apple…

Apple’s App Store in China accused of violating local pricing and antitrust laws

Thursday, August 10, 2017 1:44 pmThursday, August 10, 20177 Comments

Apple offers gaming, dining and dating apps in a country where most rivals are locally owned…

Inside Apple’s massive services results

Wednesday, August 9, 2017 5:45 pm3 Comments

Apple’s second largest business last quarter in terms of revenue was its services business, eclipsing its Mac, iPad, and…

Apple’s App Store business model may be in danger in China

Wednesday, August 9, 2017 1:37 pm11 Comments

If Apple Inc. is lucky, a 10-page complaint posted on social media by a Chinese law firm…

Apple’s iOS continues to dominate the mobile enterprise

Tuesday, February 26, 2013 2:00 pmWednesday, March 6, 201315 Comments

The results showed Apple as the clear winner among enterprise users…

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