Danger lurks…
Tag: Horace Dediu
Enter the Apple Car
Former GM CEO Dan Akerson’s latest mistake is failing to understand…
Apple will be a supplier to the car industry, not a competitor
When it comes to the “Apple Car,” some have their doubts…
The S&P 499
Excluding Apple, the entire S&P 500 grew profits at a rate of 4.4%…
Apple’s apps economy ‘as big as Hollywood’
Apple’s app developers earned as much collectively as Hollywood did…
Horace Dediu: Sapphire will become a signature feature across many Apple products
The scope of the plant they are building with GT implies that they will have massive volume…
Apple: Lessons in self-disruption
Concerns are raising: Without Steve Jobs, has Apple indeed lost its Mojo?
WWDC 2014: The most significant event Apple ever staged
WWDC had a great deal of meat…
Why Apple’s stock price could keep on climbing
The financial story at Apple is underappreciated…
Apple Inc.: The S&P 500’s top dividend payer
Last week was a particularly bountiful one for investors…
Apple approaching fundamental and technical harmony
With an earnings beat, Tim Cook has put Apple stock in a position to succeed sooner than…
Q214: The best and worst Apple analysts
The amateurs beat the pros again this quarter, but not by much…
Surprise, surprise, surprise! Apple can still shock Wall Street
Apple surprised with sales performance that was 3.74% above the top of their guidance…
Tim Cook’s outburst
Perhaps he was mis-quoted or he mis-spoke but the real question isn’t…
Apple TV sales topped $1 bilion in 2013, becoming Apple’s fastest growing hardware
Sales of the Apple TV have increased by 80 percent year over year…
Apple’s iTunes empire alone would be ranked number 130 in Fortune 500
Apple’s iTunes total reported revenues increased to a new record…
Apple’s iTunes division is now nearly half the size of Google’s core business
iTunes is nearly half of Google’s core business and growing slightly faster…
Apple’s growth scorecard
Apple revenues grew at the rate of about…
Asymco: Apple Q114 estimate
As Philip Elmer-DeWitt is still interested in my estimates…
How and why Apple is beating Microsoft to a pulp
Microsoft, as we know it, is doomed…
Apple is like the goose that laid five golden eggs; naysayers claim a sixth is impossible
Like golden-egg laying, making innovative products is a process…
Asymco: The value of zero-priced software
Apple’s latest product launch…
Morgan Stanley, UBS estimates concur: Apple’s iPhone 5C to be priced at $399
Apple rumored upcoming iPhone announcement with updated models and estimates…
Android usage in the U.S. declines for the first time
iPhone usage over the last six months is up by 11 million users vs. 6.6 million for Android…
The Anti-Apple
Building a successful business is hard…
The latest performance figures for Apple Retail Stores
When looking at the latest performance figures for Apple’s Retail Stores…
Apple’s biggest acquisition
Apple has made what amounts to its biggest acquisition ever…
Do you remember RAM upgrades?
The top-selling MacBook Air dominates the thin and light notebook market…
Asymco: U.S. smartphone market not saturated, rate of adoption not slowing in any perceptible way
Not only is there no saturation, but there is no slowing of adoption…
Apple’s iTunes Store holds 75% share of worldwide digital music market
The total spending per iTunes account is $43 per year across all media…
Apple is valued at $440 for each of its users
This week Apple announced that iTunes has 575 million accounts…
Apple Inc. is spending billions of dollars, but on what?
Apple spent some some $8 billion in 2012 alone on…
Asymco’s Horace Dediu: Tim Cook’s answer to my first question
It would take a great deal more sourcing effort and risk while dealing with…
Asymco’s Horace Dediu’s questions for Tim Cook
Why is the iPhone not sold as a portfolio product?
Apple retail revenues per visitor reach new record
Apple Retail Stores showed a 7% growth in visitors and a new record revenue…
iTunes Store users spending at the rate of $40 per year
In the latest quarter the iTunes top line grew by 32%…
Horace Dediu: Investors should expect a 40% drop in Apple shares at any time and for no reason
There are too many institutional owners, and hence too much concentration of homogeneous thought…
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…
