I’m pleased to announce the next Apple investor event, taking place on Tuesday, June 10, 2025, timed to coincide with Apple’s Worldwide Developers Conference (WWDC25). ACTIVE: The Apple Investor Conference ACTIVE is an in-depth examination of Apple as a business. The event is designed for individual investors, analysts, developers, and others with a stake in the Apple … Continue reading "Announcing ACTIVE: The Apple Investor Conference, June 10, 2025"| Asymco
Apple Investors are keen observers of metrics of financial performance. We have to track top line, bottom line and many lines in between. Updates to the data are delivered every quarter through official documents such as the 10K and statements made in conference calls. These data are then analyzed and opinions are formed on the … Continue reading "The Trillion Dollar Question Nobody is Asking"| Asymco
It’s Labor Day in the US (and Canada, though not anywhere else where it’s celebrated on May 1st.) This would be a good time to discuss Apple’s primary challenge. Writers whose unfortunate job is to cover Apple inevitably put forward lists of “challenges” faced by the company. It really is not possible to write or … Continue reading "Happy Apple Labor Day"| Asymco
In November of last year I wrote a series of posts regarding the relationship between Google and Apple in light of the antitrust trial that Google was facing. The expected verdict was issued (Google was declared a Monopolist and found to be abusing that position). Many more appeals will follow and a remedy will need … Continue reading "Who lost the antitrust case? Google or Apple?"| Asymco
I’m thrilled to announce the next Apple investor event, September 19, 2024. Henceforth the events will be called the Apple Worldwide Investor Conference (WWIC). WWIC will examine Apple’s business in-depth using the latest data. In addition to financial review, we will also cover technology, externalities, company culture, brand and competitive stance. We’re maintaining the intimate … Continue reading "Announcing WWIC, The Apple Worldwide Investor Conference"| Asymco
The Apple Vision Pro has had a very long gestation period. The first evidence for it emerged in 2015 when Apple acquired Metaio and Mike Rockwell was hired. That’s almost 9 years ago. Even at this time, the product is in many ways incomplete and will take some years to develop into its potential. So … Continue reading "It’s Spacetime"| Asymco
In yesterday’s post, I proposed a way to inspect the Google-Apple distribution deal. It could be understood as a flat-rate deal where default placement of Google search in Safari is paid for with a constant run rate. This was the assumption for a few years with estimates for this run rate ranging widely. Alternatively, it … Continue reading "Google and Apple: The Future"| Asymco