"The legal and regulatory actions spanning two of Apple’s biggest markets represent the biggest threat to the company’s business in years."
Read More DOJ investigation of App Store now 'firing on all cylinders'
"The retail onboarding looks onerous. To me the whole corrective lenses problem is a massive road bump." — Asymco's Horace Dediu
From Aaron Tilley and Meghan Bobrowsky's "Apple, Google Get Billions From Their App Stores. That’s Now Under Threat." in Wednesday's Wall Street Journal.
Read More WSJ: Google ruling an 'unprecedented challenge' to Apple services
"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
Horace Dediu is speaking, I'm capturing what I can.
Read More Live from the Asymco Apple Investor Conference 2023
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 "Apple's 'somewhat underwhelming' iPhone event isn't new to Wall Street: Horace Dediu" which aired Tuesday on Fox Business.
Read More Horace Dediu tries to lift Fox Business' dumb Wonderlust coverage (video)
New data from the EU allow Horace to recalculate a dusty, decade-old estimate. Like much of human behavior, he reports, spending on services is skewed.
Read More Horace Dediu: The juggernaut that is Apple Services
11 Comments