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Using interactive graphics and narration, this latest Apple Earnings Review discusses Apple’s performance in relation of its historic performance as well as to expectations (published in the Preview) on the following…
If Apple can have a hobby then so can Asymco. Jim Zellmer and I were having fun talking about cars and thought why not record our conversations and put them up for others to listen. That’s how Asymcar got started.…
Anders Brownworth and I got together on a Perspective airshow and recorded our conversation about Apple’s performance this quarter. We packaged it as a downloadable Padcast which you can listen to while looking at the…
Nokia’s Windows (Smart)Phone performance was drowned out last week by Microsoft’s big announcement of the Surface inventory write-off. They are pieces of the same puzzle however. First, a look at Nokia. There were 7.4…
High Density is an interview show where we try to articulate what it means to be great. My guests offer observations and insights into the transformation of business and society through technology. Episode 2: Tim Bajarin…
Excluding Motorola, Google’s gross margins have dropped for six out of the last nine quarters. They peaked at 65.8% in early 2011 but have now dropped to 60.4%. Including the drag from Motorola they are down to 57%.…
As Intel has improved its products, their demand has decreased. Enormous efforts put into improvements are neither valued nor absorbed. The problem is not with the processors themselves but with the systems within which…
… says UBS analyst John Hodulik, as quoted by the Wall Street Journal. No they haven’t. According to the latest comScore survey data, 98 million Americans above the age of 13 don’t use a smartphone as their primary…
Horace talks about Microsofts reorganization from Divisional to Functional, and the implications on their Windows and Mobile OS roadmaps. In doing so, he and Moisés touch briefly on the subject of last episode, Scott…
Apple has hired a new VP who will report directly to Tim Cook. Paul Deneve is cited as having responsibility for “special projects” and will report directly to Tim Cook. The previous roles as a manager in luxury brand…