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Farshad

  1. Apple Investor Event 2023 (Location Update)

    · · Conference

    There are still tickets available for the super-exclusive (max. 25 participants) Apple Investor Event, November 9th. The location is The Metlo, 21st floor, in Boston’s Seaport district. The address is: With location is…

  2. Apple Investor Event 2023

    · · Conference

    I’m super excited to announce the Apple Investor Event 2023. This will be the third Apple Investor Event I’ve hosted but it’s been a long time since the last one. The event will take place November 9th, 2023 in Downtown…

  3. Are Share Buybacks a Waste of Money?

    · · Research

    Apple has so far returned $761.5 billion to shareholders. 143.3 billion in accumulated dividends and $618.2 billion in share buybacks. These are the gray areas in the graph above. The question that often comes up is:…

  4. Apple is Doomed, Revisited

    · · Research

    Before the iPhone launched in late 2007, Apple was trading consistently at a P/E ratio above 30. Here is a table for the P/E ratio on each Friday’s closing price from May to August, 2007. The iPhone launched on June 29,…

  5. The Poetry of Pricing

    · · Research

    iPhone 15 has just been released and, as usual, all the products in the iPhone line-up have received new prices. The following graph shows the current product line-up (US prices before tax) and the historic price points…

  6. Brief Comments on the iPhone 15 Event

    · · Research

    After the Apple iPhone 15 launch event of September 12, 2023 I was a guest on the Claman Countdown show on FOX Business News (FBN) and here is the video. https://www.foxbusiness.com/video/6337041605112 In advance of the…

  7. The Value of a Customer

    · · Research

    As I remember it, at least 10 years ago, I began to hear anecdotes from developers who built apps for both iOS and Android about their economics. The story is that they tended to have twice as many users using Android…

  8. The $2 Trillion Economy

    · · Research

    The App Store ecosystem crossed $1 Trillion in 2022. To be precise, in a report published in May 2023 by the Analysis Group the ecosystem is estimated to have exceeded $1.1 trillion. This ecosystem is defined as the…