For Apple 3.0 subscribers, a $300 value. I'm going to be in New York City Wednesday afternoon to spend some quality time with two of my favorite independent…
Read More Discount tickets to the Dediu & Bajarin show in NYC Wednesday
The biggest shocker: Apple's gross margin on services may not be 40%, but closer to 70%. In a multimedia presentation for clients—slide deck, conference call, 64-page note…
Read More Credit Suisse: Wall Street has Apple's profit margins all wrong
Beyond the iTunes music store. With net revenue from services alone of $21.2 billion, Apple is now one of the largest internet services companies on the planet. So…
Results from a study of 2,176 U.S. consumers. Tim Cook, in case you haven't heard, is gay—not that there's anything wrong with that. But it was an…
Read More Does Tim Cook's stance on gay rights help or hurt Apple's sales?
Apple is grossly mispriced
9 years ago
9 years agoIts shares are trading at a 38% discount to the market. "No matter which way you cut it, Apple is grossly mispriced," writes buy-side analyst Erik Bergseng…
I haven't seen lines like this since the iPhone 6. A sampling of the videos posted overnight on YouTube: Dallas, Texas Santa Monica, California Corte Madera,…
Apple Campus 2: First drone flyover of April
9 years ago
9 years agoThis one is from videographer Matthew Roberts. See Duncan Sinfield's March video here.
From Horace Dediu, marking Apple's 40th anniversary in an Asymco post called The Next 40. Note that the Mac (orange line) is the only personal computer whose sales haven't already…
Read More Chart of the day: 40 years of personal computer shipments
Good news for the iPhone SE. In a note to clients Friday, Credit Suisse's Kulbinder Garcha reports on a survey of Apple customers in the so-called emerging…
Read More Apple's customers in poorer countries aren't that different from the rich
Welcome to Apple 3.0
9 years ago
9 years agoAn experiment in ad-free independent business journalism I'm writing this on my last day at Fortune. After more that 36 years writing for Time Inc.—28 years…
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