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  • Just in Time

    May 7, 2018, 8:10 am By asymco-admin
    The iMac launched May 6 1998, exactly 20 years ago. It is not the most significant computer to ever exist. It was a clear descendant of the original Mac which established the “all-in-one” desktop computer category. That category, to which it still belongs,…
  • Sponsor: Drive your ITOM towards Digital Transformation with SaaS

    Mar 1, 2018, 2:47 pm By Horace Dediu
    With Enterprises moving towards Digital Transformation, traditional ITOM monitoring solutions have difficulty scaling up to the dynamic environment which encompasses adapting to public and private cloud infrastructure, faster production cycles to name a few.…
  • Determining The Average Apple Device Lifespan

    Mar 1, 2018, 9:51 am By Horace Dediu
    In The Number I provided a model for estimating the number of active Apple devices at any point in time. The relationship between active devices and cumulative devices sold gives us a rule of thumb that says that 2 out of 3 devices ever sold are active. I…
  • The Number

    6:37am By Horace Dediu
    The first number that Tim Cook mentioned in the fourth quarter investor conference call was the number of active Apple devices. The 1.3 billion monthly active devices is the most important measure of the health of Apple’s business. It’s the primary way the…
  • Apple Remarks to Investors in FQ1 2018 Earnings Conference Call, Categorized and Annotated

    Feb 5, 2018, 7:34 am By Horace Dediu
    The following is a transcript of the comments from Tim Cook (CEO) and Luca Maestri (CFO) at Apple’s Q1 2018 Earnings Conference Call February 1, 2018. I color coded my interpretation of the comments into four categories: Grey: Background and promotional…
  • The Apple Cash FAQ

    Jan 17, 2018, 5:16 pm By Horace Dediu
    How much cash does Apple have? To the nearest million, as of the end of September 2017, Apple’s cash and investments totaled $268,895,000,000. Note that this includes investments in the form of short- and long-term marketable securities. Long-term marketable…
  • The iOS Economy, Updated

    Jan 8, 2018, 10:17 am By Horace Dediu
    In its latest update on the App Store Apple reported that iOS developers earned $26.5 billion in 2017. A year ago the figure was $20 billion. The growth rate is then about 33%. The cumulative payments to developers can be calculated as $86.5 billion. This…
  • Sponsor: Clean up your inbox today with SaneBox​

    Dec 14, 2017, 4:41 pm By Horace Dediu
    We’ve partnered up with Asymco to bring you an exclusive $25 credit for new users. Just sign up through this link. SaneBox is a smart email filter that brings sanity back to your inbox by prioritizing what’s important, removing spam & junk, grouping…
  • The Sound of Music

    Dec 14, 2017, 4:33 pm By Horace Dediu
    One of the more common statements out of Apple is that “Music is very important to us.” This is one of those easily dismissed Apple platitudes. Like caring about products or customer privacy or other such nonsense. But if you pay attention you notice music…
  • Organic

    Nov 10, 2017, 11:07 am By Horace Dediu
    This is a good one. Horace and Anders discuss Apple earnings, the iPhone X and take listener questions. 5by5 | The Critical Path #204: Organic