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Office Hours question asked by Frederich H. on May 1, 2026. Q: Any thoughts on the breakdown of R&D, with that big jump? It’s hard to tell. I do think they’re buying — that does include some hardware. A lot of hardware.…
An Office Hours question asked by Fred S., May 1, 2026 Q: Ever since Johny Srouji started talking about Apple Silicon and the power consumption for the performance and the unified memory, and now we’ve seen the Mac mini…
An Office Hours question by J.P. answered on May 3, 2026. Q: With the ascension of John Ternus becoming the new CEO — will it lower the criticism from the perennial Apple haters and critics? No, no, of course not. Of…
Asymco Bulletin is a digest of all the work we have published for the week ending May 3, 2026. Editor’s Note: Starting next week, we will be sending Asymco Bulletin to Asymco One subscribers only. You will still receive…
· Farshad · Office Hours
Watch the video A transcript of the May 1, 2026 Asymco One Office Hours, recorded one day after Apple’s Fiscal Q2 2026 earnings call. Horace Dediu presents his analysis of the quarter and takes questions from Asymco One…
· Farshad · Office Hours
Join us live for a comprehensive review of Apple’s FQ2 2026 Earnings Report by Horace Dediu during our May 2026 Asymco Office Hours. What we’ll cover: 📅 Friday, May 1, 2026 · 12:00pm ET / 9:00am PT Asymco One subscribers…
· Farshad · Office Hours
Below are Horace’s live commentary during the release of Apple FQ2 2026 Earnings, lightly edited. For an in-depth look, and a discussion of what turned out to be a record-breaking quarter, join uss at Asymco Office…
Mark Gurman claims Apple dissolved the Vision Products Group in 2025, but that contradicts the fact that this group is still active and hiring new employees as of April 27 2026. Mark Gurman is pretty much the main source…
Why give all your cash to Nvidia? Why not make your own chips? Then why not sell them? Google said that it plans to sell its custom Tensor Processing Units (TPUs) to select customers who will install the chips in their…
Supply disruptions strengthen the strongest Global smartphone system-on-a-chip (SoC) shipments declined 8% year-over-year (YoY) in quarter one (Q1) of 2026, according to Counterpoint Research’s latest Global Smartphone…
