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Apple growing at double market rate. According to the latest research from Omdia, total shipments of desktops, notebooks, and workstations in 1Q26 increased by 3.2% year-over-year to 64.8 million units. Notebooks…
Q2 forecast update BofA raised the firm’s price target on Apple to $325 from $320 and keeps a Buy rating on the shares ahead of fiscal Q2 earnings due after market close on Thursday, April 30. The firm, which sees upside…
Seeing is believing AI is attracting all the attention but one should be careful because if there is one thing about technology is that timing is everything and when attention is concentrated it signals that time is…
Pay attention to the quiet ones Interviewed by Hansen Hsu on 2023-09-20 in Mountain View, CA Serlet joined Xerox PARC’s Computer Science Laboratory in 1984, working in the Cedar/Mesa programming language and development…
Revenues and growth rates for iPhone, Mac, iPad, Services, Wearables, plus Net Sales, Gross Margin, Operating Expense, Other Income and Expense, Tax Rate, Net Income, Share Count and EPS with a comparison to CFO…
· Farshad · Asymetric, Podcast
In this episode of Asymetric Podcast, Horace reminds himself to buy flowers, shares the one product he feels has set Apple apart over the years, and gives us a preview of his latest research. Audio Recording The rest of…
Antler tipping doom denial. The MacBook Neo is turning the whole PC world on its head. Tip o’ the antlers to Horace [Dediu], who says: …a doubling of the Mac user base is certainly a worthy and achievable goal over the…
$3000 makes it low-end The Studio Display XDR’s medical image calibration feature received FDA clearance, which means radiologists are now able to use the display for viewing medical images. Apple marketing chief Greg…
As you know, as we crossed into 2001, the great crash occurred. Ben Thompson • 25:05 Yep. And suddenly a job offer from a big phone company sounds pretty great. Horace Dediu • 25:09 Yeah, but the crash occurred and it…
260 million Mac users? Huge room for growth. It’s a massive untapped opportunity for Apple, whose Mac installed base of 260 million units lags far behind the iPhone installed base of 1.5 billion units. Mohan believes the…
