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As the chart below shows, the last quarter (third calendar, fourth fiscal 2011) was slow with only 52% earnings growth. The discussion centered on the (surprisingly) disruptive effect of the iPhone transition. Surprising…
Apple publishes data about its “retail segment” which ifoAppleStore.com catalogs. Here are some statistics I was able to compute from the data: The combination of these two metrics are shown in the following chart:
Before diving into the answer to the question in the title, there is some new data to digest. The latest from comScore shows consistency with the previous months of smartphone growth in the US. The following chart shows…
It has no price and hence there are no ways markets can signal demand or value creation. Furthermore, Android is not being offered to users like the iPhone. Android’s “customers” are phone vendors who package the…
In last week’s discussion of Apple’s (historically low) valuation, comments arose that perhaps the company’s discount is not unique. Can we look at comparable companies and determine whether the relationship between…
HP’s CEO Meg Whitman admitted that, when iPads are included, Apple will overtake HP as the world’s leader in computer shipments. “We need to improve our game and our products to take over the leadership position. Apple…
Andy Zaky at Bullish Cross wrote a great post on Apple’s valuation, showing the deep discount of Apple’s earnings vs. an average company. It essentially states that Apple’s money is not green. Felix Salmon took it…
Warning: This requires Flash. This is a data set that shows Apple’s product-level performance according to Units sold, Average Selling Prices, Cost of Sales, Gross Margin, Unit Growth, Revenues, Revenue Growth and Gross…
Warning: This requires Flash. Try the following settings: Click here for a larger version. [hang2column foo=”bar”] Open the embedded document [/hang2column]
Warning: This requires Flash. Try the following settings: Note the “Vendor data” tab where you can see the source data and options for different chart types (upper right of chart). Click here for a larger version.…