A simple bar graph can say so much.
The man who brought disruption theory to smartphones explains -- among other things -- how Apple gets out of the innovator's dilemma.
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'
"The failure of initial efforts... have caused resets and reboots and pivots which means no entry is visible in the near future."
Read More Horace Dediu has seen Apple's automotive future. It's called CarPlay.
The writer who popularized disruption theory takes all questions in this subscriber-only video. To join, go to ped30.com and click “subscribe.”
Read More Apple 3.0 exclusive: Ask me anything with Horace Dediu (video)
Apple revenues excluding the iPhone, Dediu points out, are at the level of total Apple revenues in 2012.
Read More Here is Horace Dediu's snapshot of Apple's business as of fiscal Q1 2021
Six years later, Horace Dediu says it may take closer to 10.
Read More He predicted it would take 6 years for Apple Pay to grow into a $1 billion business
For the first time in a year, the once and future king of Apple analysts is publishing quarterly estimates.
Read More Horace Dediu is back in the Apple earnings estimates game
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