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The Asymmetric Weekly Friday 11 September, Time TBD. We are holding an in-real-life Office Hours, either in Boston or the Bay Area, open to Asymco One subscribers. We will be broadcasting the event live. If you would be…
Apple’s AI angle in the enterprise There was a time when Apple’s point to the Enterprise buyer was that Apple products were ultimately more cost effective and productive. The total cost of ownership was lower as the…
Surgical Precision Stryker recently announced the successful completion of the first hip arthroscopy procedure using its SportSuite Vision application on Apple Vision Pro at Duke Health. The milestone follows the FDA’s…
The era of the cheap smartphone has ended Highly anticipated foldable launches from Apple and Huawei Technologies next week are expected to offer a much-needed lifeline to a subdued global smartphone market, which is…
The Asymmetric Weekly We are considering an in-real-life Office Hours this fall, either in Boston or the Bay Area, open to Asymco One subscribers. If you would be interested in attending, write to events@asymco.com. One…
Social media is no longer social. What now? In 2004, a frenzy spread across Harvard Yard in days. Four billion users later, we are only just catching up. Harvard itself had planned to publish a college-wide digital…
As the market shrinks, Apple now has 34% of Europe’s smartphone market Europe’s smartphone market took a further tumble in quarter two (Q2) of 2026 with shipments falling 10% year-over-year (YoY) to 35 million units, the…
Summary of Week 34, 2026. We are considering an in-real-life Office Hours this fall, either in Boston or the Bay Area, open to Asymco One subscribers. If you would be interested in attending, write to events@asymco.com.…
Raised the price target to $400 from $260 Schulze-Melander expects Apple to launch the iPhone Ultra in September, giving it a new product category to tap while potentially lifting the average selling price of its broader…
· Farshad · Office Hours, Research
An Office Hours question asked by Bob V., July 31, 2026. Q: I’ve seen mostly positive reviews from the press about the AI features in Apple’s public betas. How well do you think Apple is doing in pushing back against the…
