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· 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…
· 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…
· Farshad · Invitation, Office Hours
Asymco Office Hours Live Q&A with Horace Dediu takes place today at 12pm ET / 9am PT, the day after Apple’s fiscal Q3 2026 earnings call, Tim Cook’s last as CEO. Horace will review the results and their implications, and…
· Farshad · Office Hours
The next Asymco Office Hours Live Q&A will be on this Friday July 31st at 12pm ET / 9am PT, the day after Apple’s fiscal Q3 2026 earnings call on Thursday. Horace will review the results and their implications, and we…
· Farshad · Invitation, Office Hours
The next Asymco Office Hours Live Q&A will be on Friday, July 31st at 12pm ET / 9am PT, the day after Apple’s fiscal Q3 2026 Earnings Call on Thursday. Horace will review the results and their implications, and we will…
· Farshad · Office Hours
An Office Hours question asked by Fred S, June 9, 2026. Q: With MLX, you can write for Apple Silicon and then migrate to Nvidia’s chips — a kind of reverse Trojan horse, since people usually build tools to migrate the…
