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  • Sponsor: Marketcircle

    Thu 2:42pm By asymco-admin
    Marketcircle helps small businesses grow with amazing business apps for the Mac, iPad, iPhone, and Apple Watch. Marketcircle is a Mac-based software company in Toronto that develops award-winning apps to help you work happier. Daylite is a business…
  • Samsung’s profit center

    Thu 1:47pm By Horace Dediu
    Will there come a time when Samsung will earn more profits from the iPhone franchise than from its own Galaxy product line? The problem for Samsung is that although it still sells the most phones[1], and the most smartphones, the price and margins for these…
  • The one where I offer stock tips

    Jul 22, 2015, 11:03 am By Horace Dediu
    Let’s say I offered you the option to invest in a monopoly or in a hit-driven company whose survival depends on always finding the next big thing? Which would you invest in? Before you answer, let’s say I offered you the option to invest in a person who…
  • How iPad Educates

    Jul 17, 2015, 12:50 pm By Horace Dediu
    The fact that the iPhone is contributing over 90% of the operating profits in mobile phone sales has penetrated even as far as the Wall Street Journal. However, it’s not yet commonly known that the Mac captures a majority of personal computer operating…
  • Apple management answers questions on the market performance of Apple Watch

    Jul 17, 2015, 11:38 am By Horace Dediu
    Katy Huberty (Analyst – Morgan Stanley): You’ve said in the past that the watch may take longer to ramp given the new category and new interface to customers. Is that, in fact, playing out? Is the watch ramping slower than past product categories? Tim…
  • Selling Watch Sales Data

    Jul 13, 2015, 2:12 pm By asymco-admin
    There is no reliable information on Apple Watch sales. None of the analysts which follow Apple or the phone, computer or watch markets have any insight into this. The only source of information is Apple itself and they have made it clear that they don’t…
  • Breaking the Law

    Jul 13, 2015, 12:40 pm By asymco-admin
    For the first time in many years I feel that there is some potential uncertainty in the results Apple will announce. After a period of excellent accuracy (shown in graph below), the company’s guidance has begun to diverge dramatically from reality and the…
  • Sponsor: Gaslight

    Jul 10, 2015, 2:38 pm By asymco-admin
    Leap your toughest business problems in a single bound. At Gaslight, we transform businesses with technology. Let’s work together to build custom software that gives your business superpowers. The kind that allow you to boost profits, innovate faster, launch…
  • iOS v. Windows and Immunity to Disruption

    Jul 10, 2015, 1:26 pm By Horace Dediu
    The pattern of Mac growth exceeding Windows PC growth (and overall PC growth which includes the Mac) is old news. It has been observed for at least 40 of the last 42 quarters. It’s a historically interesting contest, but the story of computing has…
  • The Critical Path #154: Come Fly With Me

    Jul 6, 2015, 5:13 pm By Horace Dediu
    Horace and Anders talk about the “Plug Bug”, safety in the aircraft industry and take listener questions. Source: The Critical Path #154
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