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Research

  1. Property rights for your living room

    · · Research

    The new Apple TV has created a cottage industry of pundits debating the future ownership of your living room. This topic of to whom your living room belongs has been around since the 90’s when Microsoft sought to plant a…

  2. The race to a billion users

    · · Research

    I took the venerable Consumer Platform Adoption Ramps chart and added Android and the latest data on iTunes, iPod and iOS. To make it more readable (but conceptually more complicated) I put the data on a log chart. The…

  3. September Music Event: Just the numbers

    · · Research

    300 Apple Stores 10 countries with Apple Stores >1 million store visitors some days 80k 1:1 sessions/week 120 million iOS devices sold to date 230k new iOS activations per day 6.5 Billion apps downloaded 200 apps…

  4. Quarterly Earnings Multiples: The new normal?

    · · Research

    Based on the new iOS units numbers released I revised at the numbers for next quarter and it’s very probable that EPS will be over $5.25. As recently as 2007 Apple was priced 50x one year’s earnings. Now it’s priced 47x…

  5. 20 Million iOS devices sold in about 2.5 months

    · · Research

    On June 7th, 2010, at WWDC, Apple announced that they will have sold 100 million iOS devices some time during June 2010. Today, September 1st, Apple announced that 120 million iOS devices have been sold. Assuming that…

  6. Apple unable to keep up with iPhone 4 demand

    · · Research

    $50 billion in cash and Apple execs bawling that they can’t ship enough product. “iPhone 4 demand remains very robust and despite efforts to close the supply-demand imbalance and the continued supply ramp, Apple still…

  7. 22 Million iPads in F2011

    · · Research

    Ghai now estimates that Apple will sell 5.75 million iPads in the quarter that ends Sept. 25, up from an earlier estimate of 5 million, and 22 million in fiscal 2011, up from 19.5 million. via The iPad as Trojan horse –…

  8. ADD this: Apple's P/E punishment

    · · Research

    Apple’s continuing valuation struggle continues to fascinate. While underperforming on a multiple basis both the S&P 500 and its own historic value, Apple is nearing bargain bin pricing. To illustrate this further, get…