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The new king of Apple analysts – Apple 2.0 – Fortune Tech. My thanks to Philip Elmer-DeWitt but I think he is not right in proclaiming a King. Credit is due to all the other blogger analysts who inspire and push analysis…
The iPad outsold the Mac after two quarters in the market. It’s important to understand the effect the iPad is having on PCs. Data is trickling in that potential notebook buyers are “postponing” purchases due to the…
Oppenheimer on the concall: We expect revenue to be about $23 billion compared to $15.7 billion in the December quarter last year. We expect gross margins to be about 36%. We expect OpEx to be about $2.325 billion. We…
[AT&T] activated 5.2 million iPhones in the wake of the iPhone 4 launch, or about a 62.5 percent leap over an already record spring via AT&T blows past records, activates 5.2m iPhones in summer | Electronista. This means…
So far Apple has sold 7.458 million iPads and there is still a quarter remaining in the calendar year. The highest forecast immediately after the launch of the product was 7 million. For the record, in January I forecast…
Comprehensive and thoughtful review of the performance of the analyst cohorts in predicting Apple’s quarter: Deagol’s AAPL Model: Fiscal 4Q ’10 actual results vs. estimates. By Daniel Tello’s ranking I was first in Q2…
Another chart that speaks for itself. The iPod has been quite resilient as a product line but with both the iPhone and iPad embedding an iPod, cannibalization is happening. The iPhone is now the new volume leader among…
In last year’s third calendar quarter earnings call (October 20, 2009) Tim Cook was asked: “So when you go from exclusive to multiple, you don’t change the charge to the carrier?” Cook answered: “Correct.” In this year’s…
Apple’s “Back to the Mac” was a clever play on words. Everyone expected it to mean that the event was going to focus back on new Mac products. As we had been so steeped in iDevice news the Mac was feeling neglected. It…
The iPad was announced to a loud chorus of disapproval and disdain. It’s easy to forget the overwhelming scorn and insult poured on the product for months before and after sales start. Analyst forecasts were comical. At…