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Farshad

  1. The iPhone and Apple's Margins

    · · Research

    As the following graph shows Apple gross margins and its operating margins have both been on a consistent upward slope since early 2006. The reason is that the company has moved to more mobile devices as a percent of…

  2. iPad sales grew 44 percent in Q3

    · · Research

    The iPad grew shipments at 26% y/y but “sales” as measured by sell-through were up 44%. Detail from Tim Cook’s discussion: “The June to September [sequential change] was 17 million to 14 million… as we had talked about…

  3. Apple's Growth Scorecard for third quarter 2012

    · · Research

    In the parlance of developers Apple keeps “throwing exceptions.” This quarter the iPad surprised with a significant decline in sales growth. I placed a table showing the sales growth for this quarter as well as the…

  6. Asymconf 2012 videos now available

    · · Podcast

    The Asymconf 2012 videos are now available for purchase from the new Asymco Store. Watch the video on YouTube The package includes 1080p HD video produced by Kevin Krautle. Multiple camera angles capture all the action.…

  7. Foreshadowing iPhone sales

    · · Research

    AT&T, Verizon and Sprint have all reported the number of iPhone units shipped in Q3 2012. The history of the these sales is shown in the following graph: Read more: Foreshadowing iPhone sales | LinkedIn.

  8. The next 100 million iPads

    · · Research

    Having reached 100 million iPads shipped in 2.5 years the natural question is how long will it take for the next 100 million iPads? The ramp of cumulative units shipped is shown below. I also added the equivalent ramp…

  9. Nokia's price for exclusivity

    · · Research

    Days after Nokia announced the end of life for the Symbian platform I wrote a post titled Who will buy the next 150 million Symbian smartphones? The reference was to claim by management that before there would be a…