My Patrix site
Apple #1 phone vendor in Europe
Up 7 percent y/y in Q4 Source: Counterpoint NB: Original article suggests bad news on the way … The rest of this post is for Asymco members. Continue reading on asymco.com.
Author
Farshad
-
-
Asymco Bulletin 001 / 22 Feb 2026
Asymco Bulletin is a digest of all the work we have published for the week ending Feb 22, 2026. Latest data indicates 88% of teens own and intend to purchase iPhones, marking a decade-long trend of increasing adoption.…
-
Bankers complain that Apple has a tight grip on mobile payments
it’s not like they [haven’t] fought to keep Canada a very heavily centralized oligopoly The Canadian mobile wallet and payments market, valued at roughly US$1.39 billion in 2024, is projected to reach about US$20.48…
-
The US Supreme Court has ruled against US President Donald Trump’s decision to impose a raft of global tariffs
When do we get our money back? The US Supreme Court has ruled against US President Donald Trump’s decision to impose a raft of global tariffs. Six of the court’s nine judges voted to overturn the signature economic…
-
Estimating 2035 iPhone Users
Surveying multiple sources We have a firm hold on the number of active devices as well as the number of iPhones in use. This is due to Apple reporting the data. The latest active device count was 2.5 billion and the…
-
Introducing Asymco One Early Bird Pricing
· Farshad · Invitation
The all-in-one on Apple In July this of this year Asymco turns 17. In April of this year Apple turns 50. This means that Asymco has been following Apple for one third of its life. I regret that it has not been for longer…
-
iPhone Emergency SOS via Satellite Helped Six Skiers Survive Tahoe Avalanche
From luxury to necessity Six skiers who survived a deadly avalanche near Lake Tahoe stayed connected to rescuers by using Emergency SOS via satellite on iPhone. The group was on a multi-day backcountry trip in the Sierra…
-
Secure the chips, absorb the costs, and grab more market share
If Apple is stressed imagine how the other guys feel. Apple’s latest Wall Street price targets Wedbush: $350 (outperform). Goldman Sachs: $330 (buy). JPMorgan: $325 (overweight). BofA Securities: $325 (buy). Morgan…
-
While big tech burns cash on AI, Apple waits
Bonfire of the Tech Vanities But consider an alternative reading. The foundation model market is beginning to exhibit classic signs of commoditisation. When one company introduces agentic capabilities, the others follow…
-
Dan Ives Says Apple’s AI Alone Could Be Worth $1.5 Trillion
What’s the value of distribution? Dan Ives Says Apple’s AI Alone Could Be Worth $1.5 Trillion — And Almost No One Is Pricing It In Benzinga Apple’s Biggest AI Advantage Is Its Installed Base Unlike most AI companies…
