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Asymco Bulletin 012 – May 10, 2026
The rest of this post is for Asymco members. Continue reading on asymco.com.
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Integration, culture and market creation
The Asahi Shimbun Interview Part 1 Horace Dediu / Takeshi Narabe & Dylan Weir / Asahi Shimbun Interview, April 2026 Takeshi Narabe On the secret of Apple’s success, you have previously noted that the key to Apple’s…
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Google’s free cash flow will hit zero next year
The commodities strike back Alphabet generated $73.266 billion in free cash flow in FY2025, which sounds enormous until you look at what’s coming. CEO Sundar Pichai has guided for 2026 capital expenditures in the range…
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Is Apple an Enterprise Gatekeeper?
Asked by David Emery Q: What’s the potential legal regulatory risk to the Apple enterprise combining both products and services? You can make a case that services growth over top of the monopoly in hardware is an illegal…
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Margins or revenue: which matters more?
Asked by Dave Emery Q: If you had to choose only between expanding gross margins or gross revenue, which one would you choose? Always top line, always. There’s the only thing that matters. The ultimate measure is the…
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iPhones where first, second, third and sixth most popular phones during the first quarter
Concentration into top 10 now highest ever. Apple’s iPhone 17 was the world’s best-selling smartphone in quarter one of 2026, capturing 6% of global unit sales, according to Counterpoint Research’s latest Global Handset…
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Apple’s R&D investments top 10% of sales as AI race creates ‘sense of urgency’
Don’t confuse R&D with CapEx Apple’s R&D spending hit 10.3% of revenue in the March quarter, as the the tech giant ramps up investments in artificial intelligence. The increase puts Apple closer to the rest of megacap…
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Will Apple preserve iPhone 18 Pro pricing at 17 Pro levels?
History says yes. The global smartphone market is facing structural pressure from rising memory prices. In particular, the spread of AI technology is sharply increasing demand for high-performance memory, tightening…
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Tata Electronics’ workforce expands to 75,000 from 15,000
Measuring how far India will go in production. According to The Economic Times, citing unnamed sources, “Tata Electronics has expanded its workforce to 75,000, surpassing Taiwanese rival Foxconn’s headcount in the…
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Will Apple avoid giving their cash flow to Nvidia?
Asked by Jay Goldberg Q: Do you think Apple will start investing heavily in AI data centers? There’s rumors and actually statements from Apple saying that they’re working on a server chip. Google has a server chip.…
