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Expectations for the Quarter
Revenue and EPS consensus, year-ago results and my expectations Yahoo Finance Yahoo Finance’s revenue estimate for Apple in Q2 stems from 31 analysts. As of April 25, the average estimate is $109.69 billion, with a low…
Category
Research
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The Composition of Active Devices
Measuring the future In January this year Apple reported that there were 2.5 billion active Apple devices in use. This figure has been getting updated for years and I’ve been reporting its trajectory and other measures…
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John Ternus has left big shoes to fill
April 21, 2040 It’s been 15 years but John Ternus has finally stepped down as Apple CEO. Analysts described the transition as expected rather than disruptive, noting that investors had long anticipated Ternus’ eventual…
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Succession, study of the firm vs. study of the person
The Asahi Shimbun Interview Part 5 Horace Dediu / Takeshi Narabe & Dylan Weir / Asahi Shimbun Interview, April 1, 2026 Dylan Weir • 31:51 There’s been some reports that Tim Cook is on the way out and some speculation…
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The Inevitability of Combining the Digital and Physical Worlds
Seeing is believing AI is attracting all the attention but one should be careful because if there is one thing about technology is that timing is everything and when attention is concentrated it signals that time is…
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Estimates for Apple’s March Quarter 2026
Revenues and growth rates for iPhone, Mac, iPad, Services, Wearables, plus Net Sales, Gross Margin, Operating Expense, Other Income and Expense, Tax Rate, Net Income, Share Count and EPS with a comparison to CFO…
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Asymco One: Mobile Computing
As you know, as we crossed into 2001, the great crash occurred. Ben Thompson • 25:05 Yep. And suddenly a job offer from a big phone company sounds pretty great. Horace Dediu • 25:09 Yeah, but the crash occurred and it…
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AI as Infrastructure
Build it and they will come? ON September 3, 1821, 37 years after James Watt invented the concept of horsepower and started charging £5/horsepower/year for the use of his steam engine, the first demonstration of the…
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iPad at 16
Redundant or Post-PC? Today marks the 16th anniversary of when Apple released the first-generation iPad. After Steve Jobs announced the iPad on January 27, 2010, it launched a few months later on April 3, 2010. The…
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What are the odds of Apple surviving?
A tale of two Apples What are the odds of it surviving another year, ten years, 50 years? Companies don’t last long. A recent study that analyzed thousands of European firms yielded a corporate life expectancy figure of…
