My Patrix site
Category
Apple’s CFO guidance statement: We expect revenue to be about $22 billion, compared to $13.5 billion in the March quarter last year. We expect gross margins to be about 38.5%, reflecting approximately $50 million related…
AT&T does not pay a higher price for iPhone exclusivity | asymco. At the risk of repetition, there are three instances in conference calls that Apple management has stated that the iPhone has a fixed price for all…
Here’s a wonderful chart from The New York Times: Will Apple Put the iPhone on Other Carriers? – NYTimes.com. Although the population of Android users is near in size to the population of iPhone users, the concentration…
The iPhone and iPad generated $15 billion of revenue last quarter. In addition, iPod touch generated about $2.3 billion, implying that iOS based devices were responsible for sales of $17.3 billion. To put that in…
Charles Arthur provides a convincing back-story to the Google exec re-shuffle. Google shuffle: why Eric Schmidt had to be pushed from the top | Technology | guardian.co.uk. There is evidence of execution failure and…
There are many thoughts which are not substantial enough to be posted as blog entries. There are also questions that need to be asked or answered which are not yet ‘baked’ enough to be cast into a permanently linked…
In the last quarter Apple’s top line grew by 70% and the bottom line by 75%. For a historical perspective, the following table shows year-on-year growth for products[1] and sales/earnings color coded with an arbitrary…
The story of amateur out-performance has been getting more attention lately and that’s a good thing. Success emboldens more amateurs to try their hand at financial analysis. Transparency of methods and data demystifies a…
Professional analysts’ first year iPad unit forecasts (sourced from TMO Finance Board) Here are the predictions from Tech Bloggers: Apple sold 14.8 million iPads in 2010. I sometimes use the phrase “unforeseeable growth”…
The following chart shows the value of Apple’s cash and cash equivalents for end of 2010: This represents $64/share (current price per share is about $340, making the enterprise value about $276). The company was trading…