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Another 10% do not provide a rating. Over the past 20(!) years, Apple net income has grown at a compounded annual growth (CAGR) of 26.6%, Revenue growth has compounded at 21.5% and share price has compounded at at 27.7%.…
· Farshad · Office Hours
The next Asymco Office Hours Live Q&A will be on Tuesday June 9th at 12pm ET / 9am PT. Horace will review new Apple announcements and implications, and we will take Q&A from our live audience. Sign up and latest updates…
If it wasn’t for the MacBook Neo the fall would have been much worse. IDC now forecasts global PC shipments will decline 11.3% for the full year, with conditions worsening progressively through Q4, when shipments are…
AI or bust Citi reiterated a Buy rating and a $315 price target on the stock in a research note. The nod of approval comes ahead of Apple’s week-long Worldwide Developers Conference, which begins June 8. Analysts believe…
AI or bust Morgan Stanley analyst Erik Woodring believes Apple’s upcoming Worldwide Developers Conference could begin to change that perception. The 5-star analyst reiterated his Overweight rating and $330 price target,…
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The Asahi Shimbun Interview Part 3 Horace Dediu / Takeshi Narabe & Dylan Weir / Asahi Shimbun Interview, April 2026 Takeshi Narabe • 16:20 [Y]ou also mentioned about the Japanese companies, overshooting, performance…
AI-driven memory shortage continues to hammer sales; Android sales to drop 20% According to analysis firm IDC, smartphone shipments are headed for a 13.9% decline in 2026, a downward revision from the 12.9% decline IDC…
The company “may be on the brink of some real AI sizzle.” Reitzes said people are becoming more comfortable using voice commands, and Apple could benefit from this shift as technology becomes more voice-driven. Reitzes…
Market contraction expected for second half of year. Omdia reports that Europe (ex. Russia) smartphone market grew 2% to 33 million units in 1Q26. Key vendor highlights from 1Q26 include Source: Yahoo Finance “The…
