My Patrix site
Category
In yesterday’s talk Tim Cook described the opportunity he felt Apple faced. To readers of this blog this opportunity has been regularly illustrated, at least on a quarterly basis. Here is the iPhone opportunity relative…
Q: 37 million units of iPhones shipped. When do we run into the Law of Large Numbers? What are the growth opportunities coming up? A: 37 million is a big number. It was a decent quarter. It was 37 million — more than…
Last year we began offering revenue and operating income comparisons between Apple and Microsoft. It was becoming evident that the iOS franchise was beginning to overtake both in revenue and profitability the Windows…
Apple’s valuation since October 2008 has been very highly correlated to its cash (R-squared of 0.91). This tight relationship to Apple’s value is shown in the chart below: (The chart shows weekly, ending each Friday,…
Apple’s retail stores increased sales by nearly 60% in Q4. This is a dramatic though not unprecedented change from Q3’s 1% growth rate. The growth rate faithfully tracks iPhone releases as demonstrated in a post last…
Sprint reported its first iPhone quarter sales at 1.8 million. You may recall my analysis of Sprint’s “gamble” where I estimated that Sprint will easily sell the 31 million iPhone which they committed to buy from Apple.…
It’s perhaps fitting that an industry that produces illusions is in itself an illusion. The absence of public scrutiny of its finances and business model leads to a lot of myths or misconceptions. Some of these are…
I’ve been publishing my estimates for Apple’s business performance for a few quarters (see here, here and here). My estimates have been collected along with those of dozens of others by Philip Elmer-DeWitt at the Fortune…
Apple retained its top rank in profitability and regained the top spot in mobile phone revenues. The relative shares of revenues and profits are shown below: Individually, Apple’s share of units, revenues and profits is…
Apple reached the third place rank in total units shipped during last quarter. The following chart shows the ascent in rank. Apple achieved this with a total market share of about 9%. Second place Samsung has 22.6% so…