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Traffic Acquisition Costs
In June of this year Apple reported that it had paid a total of $100 billion to developers. That is the 18th such figure given in the 10 year history of App Store, making the progress of payments and hence revenue and…
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Farshad
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Lasts Longer
I think Lisa Jackson’s presentation at the September 2018 iPhone launch event was perhaps the most interesting and most profound. Lisa Jackson is Apple’s vice president of Environment, Policy and Social Initiatives.…
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Preview of the holiday quarter
Every October, at the end of its fiscal year, Apple files its Form 10K or annual report. In this report the company includes a section titled “Capital Assets” which details expenditures for capital equipment. This is…
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Micromobility Summit 2018 September 5, Copenhagen
Last year’s Micromobility Summit was a great success. We had a great turnout and the presenters and audience met to discuss the future of this new modal shift that seemed so imminent. Perhaps partly because of our…
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Apple Summit NYC
We are proud to announce the second investor summit dedicated to the long-term investors in Apple. It’s happening in New York City at The Merceron August 16th from 10am to 10pm. We will host people interested in…
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Earnings Per Share
Three months ago Apple provided the following guidance: As we move ahead into the June quarter,[…] We expect revenue to be between $51.5 billion and $53.5 billion. We expect gross margin to be between 38% and 38.5%. We…
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Asymcar 44: The view from Tokyo with Bertel Schmitt
Bertel Schmitt, industry propagandist, journalist and legend joins us for a rousing conversation on production, low-end cars, Tesla, and the Great ‘Round-the-globe Automotive Factory tour Tour. One of the most fun shows…
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On knowing the value of everything and the price of nothing
At the latest Apple Summit in Los Angeles the question of Apple’s valuation was foremost on many minds. The illustration I used there to discuss valuation is shown below. It shows the history of revenues (by reported…
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Apple Summit, Los Angeles
· Farshad · Conference
Technorati and I are proud to announce the first investor summit dedicated to the long-term investors in Apple. We will host folks interested in discussing the fundamentals of Apple as a business and how it operates as a…
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Just in Time
The iMac launched May 6 1998, exactly 20 years ago. It is not the most significant computer to ever exist. It was a clear descendant of the original Mac which established the “all-in-one” desktop computer category. That…