My Patrix site
Is this intentionally unintelligible? From a note to KeyBanc clients that landed on my desktop Monday. “We remain SW AAPL. Our KFLD shows Indexed Spending +37% m/m, which is above the three-year average of +12% m/m, and…
3500 users surveyed In surveying roughly 3,500 smartphone users, the average monthly spend of a user has increased to around $13, up from the three-year average of roughly $9, “driven by broader application adoption and…
Cash flow is a fact, earnings are an opinion and share price is a dream. A company’s total worth is the number of outstanding shares multiplied by their value. This product is called the market capitalization or Market…
Not reading this article is probably a wise decision. Shares could perform in line with the S&P 500’s long-term average Investors can follow a straightforward exercise to try and figure out where Apple’s stock price will…
On April 4, 1975, Bill Gates and Paul Allen founded Microsoft, a software company destined to become a tech behemoth (and key Apple frenemy). Perhaps the most interesting thing about Microsoft and Apple is just how…
Asymco Bulletin is a digest of all the work we have published for the week ending Apr 5, 2026. Apple at 50: Ben Thompson of Stratechery interviews Horace Dediu → Horace describes his journey from Romania to becoming a…
· Farshad · Office Hours
The next Asymco Office Hours Live Q&A will be on Wed April 8 at 12pm ET / 9am PT. Asymco One subscribers can sign up to attend the live Q&A. See latest Update Asymco Office Hours Live Q&A with Horace Dediu: April 8, 2026…
Not just the iPhone. Both the Mac and iPad marketshare in China grew year-over-year in 2025, according to new data from the Omdia research group. Apple sold 700,000 Macs in the fourth quarter of 2025 for 6% market share.…
Bucking the Trend Global notebook shipments are showing clear signs of further weakening, according to TrendForce’s latest findings on the notebook industry. Subsequently, TrendForce has revised its 2026 full-year…
Ben Thompson of the Stratechery interviews Horace on the Stratechery Plus Podcast to discuss Horace’s journey to become an influential tech analyst: early career in research, business school under Clayton Christensen,…
