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Asymco Bulletin is a digest of all the work we have published for the week ending Apr 12, 2026. Much more was said of Jobs’ departure signaling the end of Apple than of Gates’ departure signaling the end of Microsoft.…
· Farshad · Office Hours
A lively discsussion of Apple topics such as: The rest of this post is for Asymco members. Continue reading on asymco.com.
Historic growth? The Omdia research group says Mac sales grew 10.7% year-over-year in the first quarter of 2026, while the IDC research system says the growth was 9.1%. Now Gartner says Mac sales grew 12.7%…
AI boosting Mac sales. Mac mini and Mac Studio orders are facing unusually long shipping delays, stretching up to 4-5 months. This could hint at an upcoming M5 refresh or supply constraints. After a few months of delay,…
Build it and they will come? ON September 3, 1821, 37 years after James Watt invented the concept of horsepower and started charging £5/horsepower/year for the use of his steam engine, the first demonstration of the…
Redundant or Post-PC? Today marks the 16th anniversary of when Apple released the first-generation iPad. After Steve Jobs announced the iPad on January 27, 2010, it launched a few months later on April 3, 2010. The…
Run for the hills Morgan Stanley just published survey data that makes a strong case for owning Apple stock. The firm’s AlphaWise Global Smartphone Survey was released March 22. It shows iPhone upgrade intentions hitting…
A tale of two Apples What are the odds of it surviving another year, ten years, 50 years? Companies don’t last long. A recent study that analyzed thousands of European firms yielded a corporate life expectancy figure of…
Apple’s iPhone continued strong sales in February Apple’s iPhone continued strong sales last month, thanks to the popularity of the iPhone 17 line, Bernstein analysts wrote in an investor note on Monday. According to the…
· Farshad · Office Hours
Asymco Office Hours will take place on: Wed April 8 at 12pm ET / 9am PT. Asymco One subscribers can sign up to attend the live Q&A and ask questions. We are now opening the registration to non-subscribers to watch live.…
