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· Farshad · Office Hours
Apple’s best quarter in years, albeit with a warning label. July 31, 2026 Asymco One Office Hours, recorded day after Apple’s Fiscal Q3 2026 earnings call, Tim Cook’s last as CEO. Horace Dediu presents his analysis of…
Surgical Experience, Efficiency, and Cost It was an honor to collaborate with Dr. Bobby Korn of USCD, Dr. Tommy Korn of Sharp Healthcare, and Nahia Jalbout, Rolika Bansal, Marissa Shoji, Sarah Cheng, Alessia D’Urso,…
Asymco Bulletin is a digest of all the work we have published for the week ending Aug 2, 2026. Apple Earnings Special: Office Hours Live Q&A → The Apple Earnings Special took place on Friday, July 31, the day after…
I would say they will simply collect all the available profits MacRumors interviewed AI critic Ed Zitron, author of the Where’s Your Ed At newsletter and host of the Better Offline podcast, about what could happen to…
· Farshad · Invitation, Office Hours
Asymco Office Hours Live Q&A with Horace Dediu takes place today at 12pm ET / 9am PT, the day after Apple’s fiscal Q3 2026 earnings call, Tim Cook’s last as CEO. Horace will review the results and their implications, and…
· Farshad · Invitation
Capping off a historic last week of a historic quarter for Apple: Today (Thursday, 30 July) 4:00p ET – Market closes. Skim Quarter in Review. 4:15p ET – Watch Horace live on The Close on Bloomberg TV. 4:30p ET – Apple…
final earnings call for Tim Cook as chief executive officer Financial experts expect the brand to post very strong numbers for the quarter. Data from Yahoo Finance shows an average revenue estimate of 108.9 billion…
Apple reached $1 trillion market capitalization on August 2nd, 2018, almost exactly eight years ago. Let’s recall what the consensus looked like. The jockeying between Apple and Nvidia reflects a debate about the future…
· Farshad · Office Hours
The next Asymco Office Hours Live Q&A will be on this Friday July 31st at 12pm ET / 9am PT, the day after Apple’s fiscal Q3 2026 earnings call on Thursday. Horace will review the results and their implications, and we…
Goldman Sachs reiterated a Buy rating on AAPL stock and raised its price target ahead of Q3 FY26 earnings. The analyst raised his price target for AAPL stock to $370 from $330, increasing his valuation multiple to…
