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The Pipeline #52: Horace Dediu – 5by5
My thanks to Dan Benjamin for taking the time to chat and for preparing this program: The Pipeline #52: Horace Dediu – 5by5.
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Farshad
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The Apple Growth Scorecard
Apple’s revenue for the first quarter was $24.7 billion, which at 83% was the largest quarterly revenue growth they ever experienced. Operating margin was an all-time high of almost $7.9 billion, representing 31.9% of…
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If Cash is King, Apple's is an Emperor [Updated]
Apple’s cash for short-term and long-term marketable securities totaled $65.8 billion at the end of the March quarter. Cash increased by $6.1 billion. The increase in cash is net of approximately $900 million for…
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The iPad slowdown and impact from the Japanese disaster
Tim Cook explains that there was no material impact from the Japanese disaster: “Regarding our global supply chain, as a result of outstanding teamwork and unprecedented resilience of our partners, we did not have any…
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Estimates for Apple's third fiscal quarter (ending June)
Apple’s CFO guidance statement: We expect revenue to be about $23 billion compared to $15.7 billion in the June quarter last year. We expect gross margin to be about 38%, reflecting approximately $55 million related to…
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A new era is only a new state of mind
The following interview was conducted by Bruno Ferrari a writer about technology for EPOCA, the weekly magazine of Organizações GLOBO, the largest Brazilian media company on March 30 2011. The article (published in…
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Is Android responsible for Apple's deep market discount?
At last night’s closing price Apple was trading at a P/E of 16.3. Excluding cash that ratio was at 13. On a conservative forward basis (my estimates) the stock is priced at less than 10 times next twelve months’…
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Apple Earnings: Evaluating my performance
As chronicled here, this quarter I went through three sets of estimates. This is a departure from my standard practice of sticking with one forecast made three months in advance. I felt last quarter was filled with…
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Review of Apple's unit numbers released in legal filing prior to earnings
Thanks to Nilay Patel at This is My Next for posting the complaint filed on April 15th against Samsung by Apple which revealed some potentially material data about its performance in the last quarter (which won’t be…
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iOS vs. Android: the tale as told by Wall Street
Yesterday I wrote about the growth in Android vs. iOS. The two platforms’ can be said to be enjoying healthy growth, though in markedly different patterns. The consequences of this growth are being felt across the…