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According to Canalys: Usual disclaimers apply: Data used to build charts: Overall the market grew 64% last Q, with Apple maintaining share y/y even though transitioning to a new model and draining channel during several…
Updating the graph showing daily P, P/E and (P-$)/E since October 2006. (P-$)/E is the same now as it was in August 2009 and shows no consideration for 75% average earnings growth since then. As guidance and analysis…
The following chart shows the value of sales per quarter (in $million) since the beginning of 2005. What’s interesting to note is that more than half of sales is contributed by products which did not exist three years…
asymco | Apple’s Valuation Struggle. As despondency over Apple’s 75% earnings growth rate continues, it’s time to revisit the historic P/E in contrast to growth for the company’s earnings. The latest chart (below) shows…
Following up on last quarter’s “asymco | Apple’s Growth Scorecard.” June quarter showed a significant increase in sales growth (due to the iPad) while the iPhone growth moderated to 74%. Overall earnings growth is a…
Historic Apple stock price vs. earnings (in green), and 20x earnings (in red) and 30x earnings (in purple). Earnings are restated according to current financial reports from the company.
Recent commentary in financial press (e.g. FT Alphaville » Lost in correlation fatigue and The Herd Instinct Takes Over, Amber Waves of Pain) points out how the markets have become insensitive to fundamentals or…
During the last quarter, the company added $4.1 billion in cash to reach a total of $45.839 billion or $49.43 per fully diluted share. This is divided into three types of holdings (long- and short-term marketable…
We expect revenue to be about $18 billion compared to $12.2 billion in the September quarter last year. We expect gross margins to be about 35%… We are targeting EPS of about $3.44. via Apple Inc. AAPL Q3 2010 Earnings…
The iPod touch increased sales 48% year-over-year. The continuing mix shift toward iPod touch resulted in an overall iPod ASP increase of 12% to $164 (up from $143) generating total iPod revenue growth of 4%. Units…