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Asymmetric Competition
Thanks to Angel Lamuno for sending me to a dry and boring lecture by Dr. Israel Kirzner from Feburary 1988. It got me thinking again about competition and how confusing it can be. The lecture was in part about how the…
Author
Farshad
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Estimating third and fourth quarter iOS shipments
In the 2011 Annual Report(10K) published October 26th Apple states: The Company anticipates utilizing approximately $8.0 billion for capital expenditures during 2012, including approximately $900 million for retail store…
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Apple's growth scorecard for the third fiscal quarter 2012
As the following revenue growth table shows, the second calendar quarter of 2012 was not like the recent past. The bottom line growth (earnings) is the slowest since Q309 which had a difficult comparison with Q308 when…
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Scoring my performance on the third fiscal quarter forecast
Did I get anything right in last forecast? The table below shows the scores for my various estimates[1] Last quarter I managed a B+ overall but this quarter was a C+. The iPad estimate was a complete failure mitigated…
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Padcast: Reviewing Apple's Third Fiscal Quarter 2012
Here is the second Perspective “padcast” where I discuss: The discussion is an audio presentation with animated, interactive motion charts which can be manipulated by the user. It’s available as an in-app purchase for…
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Cracking the India Code
In my last podcast (Impatient for Growth) I mentioned my frustration at Apple’s slow entry into emerging markets outside of China. I cited Tim Cook’s comments that he did not see an opportunity there in the short term.…
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5by5 | The Critical Path #47: Impatient for Growth
This episode is recorded on the day after Apple’s second quarter earnings release. We go through all the income statement updates and discuss what went wrong (almost everything) and what went right (precious little). We…
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A preview of Apple's performance in Q2
In anticipation of the earnings release tomorrow, I prepared a iPad-enabled audio-visual chart-based discussion of my expectation for product-level performance. I discuss six topics in a historic context and the…
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The Future of Apple: A panel session at Fortune Brainstorm Tech
My thanks to Adam Lashinsky of Fortune for inviting me to Fortune Brainstorm Tech in Aspen this week. I was asked to participate in a panel session with Gene Munster of Piper Jaffray to discuss “The Future of Apple”. The…
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How many Lumia phones were shipped in the US?
The US is a crucial market for both Nokia and Microsoft’s strategies. This importance was highlighted during the launch at CES in January when not one but three CEOs (Microsoft’s Steve Ballmer, Nokia’s Stephen Elop, and…