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In The Number I provided a model for estimating the number of active Apple devices at any point in time. The relationship between active devices and cumulative devices sold gives us a rule of thumb that says that 2 out…
The first number that Tim Cook mentioned in the fourth quarter investor conference call was the number of active Apple devices. The 1.3 billion monthly active devices is the most important measure of the health of…
· Farshad · Conference
The following is a transcript of the comments from Tim Cook (CEO) and Luca Maestri (CFO) at Apple’s Q1 2018 Earnings Conference Call February 1, 2018. I color coded my interpretation of the comments into four categories:…
To the nearest million, as of the end of September 2017, Apple’s cash and investments totaled $268,895,000,000. Note that this includes investments in the form of short- and long-term marketable securities. Long-term…
In its latest update on the App Store Apple reported that iOS developers earned $26.5 billion in 2017. A year ago the figure was $20 billion. The growth rate is then about 33%. The cumulative payments to developers can…
One of the more common statements out of Apple is that “Music is very important to us.” This is one of those easily dismissed Apple platitudes. Like caring about products or customer privacy or other such nonsense. But…
This is a good one. Horace and Anders discuss Apple earnings, the iPhone X and take listener questions. 5by5 | The Critical Path #204: Organic
The last time Apple reported iPod unit and revenues was for the third quarter of 2014. Thereafter the product segment called “Other Products” was used to include what was formerly the iPod segment and the “Accessories”…
Source: ¿El iPhone 8 tiene lo que se necesita para ser un éxito? The above interview was conducted October 17 with Carlos Morales Editor en Jefe, Forbes Digital (Mexico). The source questions and my answers in English…
Microsoft has announced that by the end of the year the Groove music service will be phased out. Users are being offered the option to move their music libraries into Spotify. This brings to an end a long story of…