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Market contraction expected for second half of year. Omdia reports that Europe (ex. Russia) smartphone market grew 2% to 33 million units in 1Q26. Key vendor highlights from 1Q26 include Source: Yahoo Finance “The…
Upgrades keep coming but are they justified? Bank of America upped its price target on the tech giant, citing a potential boost from agentic artificial intelligence. Shares rose 0.5% in premarket trading. “In an agentic…
Why the most common measure for valuation is inadequate in an age of AI Software and services companies like Google, Microsoft, Amazon, Meta are spending on Capital Expenditures at the rate of heavy industry…
The Asahi Shimbun Interview Part 2 Horace Dediu / Takeshi Narabe & Dylan Weir / Asahi Shimbun Interview, April 2026 Takeshi Narabe • 06:41 So you also compared [Apple] with the Japanese companies. Actually Japanese…
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3% growth in a 16% declining market China’s smartphone sales declined 16% year-over-year (YoY) around the May Day holiday, mainly due to higher memory-driven prices dampening upgrade demand, according to new data from…
Just in time for WWDC, hello industrious eurocrats! In 2025, Apple prevented over $2.2 billion in potentially fraudulent transactions, adding to a total of more than $11.2 billion in the past six years. Here are the…
· Farshad · Asymetric, Podcast
Horace speaks carefully and with knowledge about opinions, facts and fantasies, and shares what he thinks John Ternus’s most important job is. Topics include: Listen to Asymetric in your favorite podcast app. The rest of…
30% growth for the Premium segment; entry level (<$150) declining 19%. In a declining market. Apple seems to be booming. Source: Counterpoint Research NB: The “Others” captured a 16% share in Q1 2026, up f… The rest of…
31% growth in a flat market The Latin American smartphone market grew 3% year over year in 1Q 2026 to 34.8 million units, supported by proactive inventory accumulation and the delayed pass-through of rising memory costs.…
