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Fortune 130
The increase in net sales of iTunes, Software and Services in the first quarter of 2014 compared to the first quarter of 2013 was due to growth in net sales from the iTunes Store, AppleCare and licensing. The iTunes…
Author
Farshad
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Renaissance Session: Opportunities
Horace Dediu is an analyst with a focus on the mobile phone industry and especially Apple. Blogging at asymco.com, he often posts surprising facts that confront the conventional “wisdom” of other analysts, who are often…
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Apple’s Growth Scorecard
Apple revenues grew at the rate of about 6% in Q4, while earnings grew at 5%. These were improvements over Q3 and Q2 but the rate of top line growth is has not been this low since 2009. The bottom line is also slower…
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The Critical Path #110: The Profit Algorithm
I go on and on about Google. via 5by5 | The Critical Path #110: The Profit Algorithm.
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The Critical Path #109: Google Ventures
Horace builds on his discussion of Google from the previous episode in light of the Nest acquisition news. We also look at the relatively unreported news regarding China lifting its 13-year ban on game consoles and the…
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Invulnerable
On a recent podcast I noted that Google was perceived as invulnerable. In contrast, Apple is seen as temporarily enjoying a stay of execution. ((The list of Apple Achilles’ Heels is so long and creatively composed that…
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But Apple does not pursue profits either!
In my essay on Google’s absence of profit (or income or business) motives questions were raised on the stated absence of hunger for profits from Apple and what difference there might be from Google’s philosophy. Indeed,…
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The Birth of Silicon Valley
A short anecdote about the history of Silicon Valley told at Asymconf California last year using techniques taught at Airshow workshop. Next workshop is in San Jose on Jan 30, 2014. via The Birth of Silicon Valley —…
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Google’s three Ps
A company is nothing more (and nothing less) than three things: people, processes and purposes. In the language of the software engineer these would be inputs, algorithms and specifications. In the language of classical…
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Apple Fourth Quarter Estimates
As Philip Elmer-DeWitt is still interested in my estimates I provided the following: Revenues ($B) 57.8 EPS ($) 14 (908m shares) iPhone (units) 56.4 million iPod (units) 7.6 million Mac (units) 4.14 million iPad (units)…