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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…
Buy:Sell is 15:1 The analyst consensus price target sits at $297.46, with 31 Buy ratings against just 2 Sell ratings across 48 analysts. Both Citi and Morgan Stanley sit above consensus at $315, signaling above-average…
Second call for EPS $2.00 Goldman Sachs is pushing back on negative sentiment surrounding Apple ahead of its second-quarter earnings, arguing that the stock’s recent underperformance reflects fears that do not match the…
April 21, 2040 It’s been 15 years but John Ternus has finally stepped down as Apple CEO. Analysts described the transition as expected rather than disruptive, noting that investors had long anticipated Ternus’ eventual…
The Asahi Shimbun Interview Part 5 Horace Dediu / Takeshi Narabe & Dylan Weir / Asahi Shimbun Interview, April 1, 2026 Dylan Weir • 31:51 There’s been some reports that Tim Cook is on the way out and some speculation…
I keep holding out that this is not a problem Apple’s MacBook Neo has been a huge hit, and it’s still in high demand over a month after it launched. The MacBook Neo is just $599, and with PC makers raising prices…
Counterpoint says 20% and -4% China smartphone shipments fell 3.3% in Q1 2026 to 69M units, with Huawei and Apple driving premium demand despite rising costs and supply constraints. Source: IDC Separately, CounterPoint…
Asymco Bulletin is a digest of all the work we have published for the week ending Apr 19, 2026. Revenues and growth rates for iPhone, Mac, iPad, Services, Wearables, plus Net Sales, Gross Margin, Operating Expense, Other…
Bitchin’ ain’t Switching SellCell’s Smartphone Loyalty Survey 2026 shows iPhone and Android loyalty at record highs, but Android users still switch more. Key findings Source: SellCell.com Blog NB: I did a deep dive into…
Counting satellites and subscribers Amazon said on Tuesday that it’s agreed to acquire satellite company Globalstar, a major step for the e-commerce business as it works to build out a space-based Wi-Fi service through…
