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· Farshad · Office Hours, Research
An Office Hours question asked by Jeff S., July 31, 2026. Q: On the SoC supply shortage: what are Apple’s options? They could increase prices, which reduces demand — but what else can they do to capture this demand? What…
· Farshad · Office Hours, Research
An Office Hours question asked by Ian H., July 31, 2026. Q: We’re used to remarkably flat Apple pricing over the years — a pound a day, the stairway to heaven. Generally, increasing revenues have correlated with…
· Farshad · Asymetric, Podcast
Horace not having long arms, shares his thoughts the un/bundling of LLMs, and opines on Korean stock market turmoil. Available to Asymco One subscribers at asymco.com/podcasts/. The rest of this post is for Asymco…
· Farshad · Office Hours, Research
An Office Hours question asked by Craig D., July 31, 2026. Q: Cook’s moat was built by being the biggest buyer in a market where consumer electronics set the bid; hyperscalers set it now. Is he handing Ternus a…
· Farshad · Office Hours, Research
An Office Hours question asked by Jared P., July 31, 2026. Q: Will Apple continue developing the Vision Pro? Hopefully there’s a growing community. Absolutely. The more time goes by, the more I think it’s evident that…
· Farshad · Office Hours, Research
An Office Hours question asked by Bob V., July 31, 2026. Q: Is there any “message” in the short-term versus long-term lease price difference between the iPhone and the iPad? I recall the iPhone being about 1:1.5 and the…
Asymco Bulletin is a digest of all the work we have published for the week ending Aug 9, 2026. It was an honor to collaborate with the UC San Diego Shiley Eye Institute team on a new paper in AJO International evaluating…
· Farshad · Office Hours, Research
An Office Hours question asked by Frederick H., July 31, 2026. Q: What job does a foldable iPhone accomplish? Aren’t iPads suitable for a decent screen experience, and iPhones for what they do, with plenty good screens?…
· Farshad · Office Hours, Research
An Office Hours question asked by Joseph B., July 31, 2026. Q: What’s up with the guidance? And why does this seem to be news to Mr. Market? Start by not getting emotional about this, because I’ve seen so many times…
· Farshad · Office Hours
Apple’s best quarter in years, albeit with a warning label. July 31, 2026 Asymco One Office Hours, recorded day after Apple’s Fiscal Q3 2026 earnings call, Tim Cook’s last as CEO. Horace Dediu presents his analysis of…
