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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 · 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…
Surgical Experience, Efficiency, and Cost It was an honor to collaborate with Dr. Bobby Korn of USCD, Dr. Tommy Korn of Sharp Healthcare, and Nahia Jalbout, Rolika Bansal, Marissa Shoji, Sarah Cheng, Alessia D’Urso,…
Data, data everywhere but not a conclusion in sight. Is the market overvalued? Two measures to consider are P/E and EV/FCF. Here are those measures for 10 of the largest companies in terms of market capitalization and…
Yahoo, TipRanks and my estimates The graph below is a summary of estimates for revenues and EPS for the June quarter along with the estimates and actual results from the most recent quarter (March). Final results will be…
