Margin Call
While the commentariat assumes the worst, Apple delivers the best. Last quarter Apple delivered a gross margin of 48.2%. This was above the high end of their guidance range and up 100 basis points sequentially.…
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While the commentariat assumes the worst, Apple delivers the best. Last quarter Apple delivered a gross margin of 48.2%. This was above the high end of their guidance range and up 100 basis points sequentially.…
Shocking over-performance. On January 23rd, I provided the following estimates for the quarter: My predicted growth is in the light blue column, the reported growth is in the grey column and my errors are in the last…
· Farshad · Conference
We plan to hold our annual event on or around the first week in June 2026. Stay tuned for details. If you have any requests or comments, feel free to reach out. Use comments below or email contact (at) asymco.com Hope to…
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s September quarter results. Source: Apple 3.0. NB: Yours truly is in the running this quarter.
Tony Fadell: “When Steve Jobs and I would walk around the Apple campus back in 2008/9, we talked about the Apple Car and he thought we need to do it.” Fadell says that Jobs’s vision for the project was a people’s car,…
Counterpoint Research published its latest market estimates for best selling phones in 2025. The list is: What’s notable, however, is that the base model iPhone 17 took 7th place. This contrasts with the iPhone 16…
On January 12, Eddie Cue dropped a few significant digits on us: The App Store alone saw over 850 million average weekly users globally. Developers earned over $550 billion on Apple platform since 2008. Apple Pay…
Apple is set to report its strongest iPhone sales growth in four years on Thursday – and likely the company’s best quarterly revenue to date… Strong iPhone sales expected to power record Christmas quarter for Apple…
Apple stock price today: AAPL climbs at the open as $315 target meets earnings week TechStock JPMorgan analyst Samik Chatterjee bumped his Apple price target to $315 from $305, according to MarketScreener. Keep in mind,…
A tech columnist finds the Apple Health ChatGPT integration raises major red flags after feeding the AI bot a decade of Apple Watch data. ChatGPT launched its ability to integrate Apple Health data on January 7, 2026. So…