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This is a transcript of a voice interview conducted April 19th 2012. The interview is available as an audio file here. — Jim Zellmer: I thought we’d start by describing your education from the beginning, Horace. Horace…
The Earth’s axis is tilted relative to the orbital plane it follows around the Sun. The angle is about 23.44 degrees. Because of this axial tilt, the intensity of sunlight incident on the northern and southern…
A review of Apple’s performance in the first calendar quarter. Covering the iPhone’s predictability, greater China and international opportunity swamping the US opportunity, the iPad surprise and what mobile means to…
For Apple 2012 started with almost the same growth as 2011 started. Q1 2011 saw earnings growth of 92% and Q1 2012 saw growth of 94%. As the following revenue growth table shows, the pattern for the last twelve months…
In June of last year I wrote a post titled “Does the phone market forgive failure?” It was written on the eve of Nokia’s Q2 2011 report highlighting the historic consequences of a dip into negative operating margins for…
The following charts show Google and Microsoft revenues and operating income: Both companies showed healthy growth. Revenues: Microsoft 6%, Google 24%. Operating Income: Microsoft 12%, Google 48%. Google had a…
Our agreement with Microsoft includes platform support payments from Microsoft to us as well as software royalty payments from us to Microsoft. In the first quarter 2012, we received a quarterly platform support payment…
Nokia reported Q1 results following very closely the warning issued last week. There were few surprises. There is much more detail in terms of regional performance which might be a better indicator of how the smartphone…
Horace and Dan talk about Asymconf 1.0 focusing on the risks taken and rewards obtained. We cover the concept, technical implementation, dynamics and where the show will go from here. Horace describes the fascinating…
Thanks to RetailSails we have some data on retailers in the US which can be used to calibrate the performance of Apple retail. RetailSails compiled a table of the top 20 chains by sales per square foot (annual basis).…