From Dediu's "Who lost the antitrust case? Google or Apple?" posted Tuesday by Asymco.
"The idea that Google being found guilty of anti-competitive behavior would result in a 'hit to Apple earnings' is preposterous and fails on first inspection. The exact opposite is the likely outcome."
Read More Horace Dediu: A new Apple-Google deal could be worth $41 billion a year
Apple 3.0 subscribers have been offered $100 discounts. E-mail me at ped@ped30.com with "asymco event" in the subject line for the code.
Read More Horace Dediu's Nov. 9 Apple Investor Event: Venue update
Friend-of-the-blog Horace Dediu is offering $100 discounts to Apple 3.0 subscribers.
Read More Join me at Asymco's Apple investor event in Boston — Nov. 9, 2023
A thought experiment by friend-of-the-blog Paul Campbell.
From Dediu's "Prediciting Apple Services" posted Monday by Asymco.
Read More Horace Dediu: New Apple data 'changes almost everything we know'
From Horace Dediu's "How Vision Services Subscriptions Reach $3000/yr" posted Tuesday by Asymco.
Read More How much would you pay for an Apple Vision Live season pass?
Inviting friends of the blog to a post-Q4-earnings Zoom for Apple 3.0 subscribers and a podcast for Asymco subscribers.
Read More Coming Oct. 30: A joint Horace Dediu/Elmer-DeWitt event
"What makes the iPhone and perhaps Apple special is that it seems to deliver things that nobody asks for but then everybody wants."
Read More Horace Dediu: Apple's solution to the innovator's dilemma
The wizard of Helsinki anticipates March quarter revenue growth of 15% and EPS growth of 11%.
Read More Horace Dediu's forecast for Apple's fiscal Q2: 'A goldilocks quarter'
6 Comments