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Farshad

  1. Margin Call

    · · Research

    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.…

  2. Coming soon: Asymco 2026 Event

    · · 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…

  3. What Steve Jobs Thought About Cars

    · · Nota Bene

    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,…

  4. Apple Services: Right on Cue

    · · Research

    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…