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One of the biggest puzzles of my adult life was this question: Why do people pay to attend live events when broadcasts and/or recorded versions are free? Not only do people tend to pay for live events, the costs are…
The data is finally out. Apple Services and perhaps Apple itself can be quantified and predicted as never before. As we shall see this data changes almost everything we know. It is even more shocking that this most…
Almost a year ago, on March 1st, 2021, I tweeted a snapshot of the “FAANG” P/E ratios. They were: Today same companies have the following ratios: What a difference 13 months makes. Microsoft and Apple saw modest falls…
This is a transcript of an Asymetric podcast. It was lightly edited for legibility. Judd Rubin: Three continents, one conversation, this is Asymetric. We are very excited to have Balaji Srinivasan with us today. Balaji,…
I’d like to let everyone know that Asymco is a podcast channel available on Apple Podcasts and Supercast. These podcasts are subscription-only (with a trial period). Join Horace Dediu and Judd Rubin as they strive to ask…
Just recently, the 2 billionth iPhone was sold. Unlike the 1 billionth, there was no announcement, no celebration. Partly this is because Apple stopped reporting unit shipments, but partly it’s because it’s not as…
The last quarter of 2020 was a remarkable quarter for Apple. Every line in the income statement increased by double digits. Net sales up 21%, iPhone sales up 17%, Mac sales up 21%, iPad up 41%, Services up 24% and…
Five years ago I used the Cook Doctrine (put forward 12 years ago) to assess the possibility of Apple’s entry in the car market. That doctrine states, among other things: We believe that we need to own and control the…
The EV car market is booming. The graph below shows the global market for plug-in electric cars (plug-in hybrid (PHEV) and battery (BEV)–BEV are about 70% of total). The data is split between 2019 and 2020 with further…