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The Asahi Shimbun Interview Part 4 Horace Dediu / Takeshi Narabe & Dylan Weir / Asahi Shimbun Interview, April 2026 Takeshi Narabe • 22:44 Japanese companies always follow and concentrate on seeking additional functions…
The iPhone maker is trading at 2.5x its ecosystem value and 1.5x its economic impact Apple today announced the global App Store ecosystem facilitated over $1.4 trillion in developer billings and sales in 2025, according…
Another 10% do not provide a rating. Over the past 20(!) years, Apple net income has grown at a compounded annual growth (CAGR) of 26.6%, Revenue growth has compounded at 21.5% and share price has compounded at at 27.7%.…
The Asahi Shimbun Interview Part 3 Horace Dediu / Takeshi Narabe & Dylan Weir / Asahi Shimbun Interview, April 2026 Takeshi Narabe • 16:20 [Y]ou also mentioned about the Japanese companies, overshooting, performance…
Market contraction expected for second half of year. Omdia reports that Europe (ex. Russia) smartphone market grew 2% to 33 million units in 1Q26. Key vendor highlights from 1Q26 include Source: Yahoo Finance “The…
Why the most common measure for valuation is inadequate in an age of AI Software and services companies like Google, Microsoft, Amazon, Meta are spending on Capital Expenditures at the rate of heavy industry…
The Asahi Shimbun Interview Part 2 Horace Dediu / Takeshi Narabe & Dylan Weir / Asahi Shimbun Interview, April 2026 Takeshi Narabe • 06:41 So you also compared [Apple] with the Japanese companies. Actually Japanese…
31% growth in a flat market The Latin American smartphone market grew 3% year over year in 1Q 2026 to 34.8 million units, supported by proactive inventory accumulation and the delayed pass-through of rising memory costs.…
A Series on Valuation in the age of AI Apple recently hit an all-time high. Today the stock is trading at a P/E of 35. The P/E ratio is the current share price P divided by the last four quarters’ net earnings per share…
An Office Hours question asked by Darcy B., May 1, 2026 Q: Will Apple do more in transportation than CarPlay Ultra? Not just cars — transportation in general. Well, there’s a lot of modes out there, and I apologize I…
