My Patrix site
Author
Expectations are low due to memory pricing, apparently. Apple has multiple catalysts for strong revenue growth, so investors shouldn’t be spooked by any margin pressure from rising memory… “Memory inflation will pressure…
Neo and Claw incrementals Apple is set to report fiscal second-quarter results on April 30, and investment firm UBS is expecting a “slight” upside to the consensus, based on Mac and iPhone-related strength. “Supply chain…
Share gains in both smartphones and PCs TD Cowen analyst Krish Sankar reiterated a Buy rating and a $325 price target on AAPL stock. He expects Apple to report over 15% year-over-year revenue growth for the March quarter…
Revenue and EPS consensus, year-ago results and my expectations Yahoo Finance Yahoo Finance’s revenue estimate for Apple in Q2 stems from 31 analysts. As of April 25, the average estimate is $109.69 billion, with a low…
“Apple’s new boss needs to restore its magic for the AI era” If Mr Ternus does “nothing but keep the ship on course”, Apple could almost double its number of devices from 2.5bn globally to 4.5bn over the next 15 years,…
Asymco Bulletin is a digest of all the work we have published for the week ending Apr 26, 2026. Office Hours Live Q&A with Horace Dediu: Friday May 1, 2026 → Join Asymco One for an exclusive Office Hours Live Q&A to…
AI makes the strong stronger. That is the opposite of disruption. The iPhone appears stronger than ever despite Apple’s AI struggles, and that’s not a coincidence, says Perplexity CEO Aravind Srinivas. Speaking on the…
EPS: To $2.05 from $1.96 “Our expectations for March-Q (F2Q) earnings include beats on revenue relative to the telegraphed outlook, helped by both better demand for iPhones… as well as better demand for Macs.” — Analyst…
Measuring the future In January this year Apple reported that there were 2.5 billion active Apple devices in use. This figure has been getting updated for years and I’ve been reporting its trajectory and other measures…
· Farshad · Office Hours
Join us live for a comprehensive review of Apple’s FQ2 2026 Earnings Report by Horace Dediu during our May 2026 Asymco Office Hours. What we’ll cover: 📅 Friday, May 1, 2026 · 12:00pm ET / 9:00am PT Asymco One subscribers…
