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Data, data everywhere but not a conclusion in sight. Is the market overvalued? Two measures to consider are P/E and EV/FCF. Here are those measures for 10 of the largest companies in terms of market capitalization and…
Yahoo, TipRanks and my estimates The graph below is a summary of estimates for revenues and EPS for the June quarter along with the estimates and actual results from the most recent quarter (March). Final results will be…
There are some industries that can’t change. Yesterday, Tesla reported its second quarter earnings and there were few surprises. The company’s automotive business is as structurally unsound as ever. Despite automotive…
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The March quarter will also be diverging Rumor has it that Apple will split the launch of the latest iPhone models across two quarters. The high-end iPhones will be announced as always, in September, but the base models…
Memory prices won’t have had a big impact As we move ahead into the June quarter, I’d like to review our outlook, […]. Importantly, the color we’re providing assumes that global tariff rates, policies, and their…
One flipped to Buy, one flipped to Sell. By my count 28 say Buy and 20 say Hold or Sell. Apple stock inched lower in pre-market trading on Friday even after HSBC analyst Nicolas Cote Colisson upgraded the iPhone maker to…
Apple gaining share in China China’s smartphone shipments came in at roughly 66 million units in the second quarter of 2026, down 4.3% year over year and the fifth straight quarter of decline. Rising memory and component…
Counterpoint estimating total market sales fell 11% Apple delivered its best second-quarter performance ever, capturing a record-high 20% market share during what traditionally is its slowest quarter of the year. The…
· Farshad · Invitation, Office Hours
The next Asymco Office Hours Live Q&A will be on 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 will…
