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  • Lasts Longer

    Sep 13, 2018, 11:54 am By Horace Dediu
    I think Lisa Jackson’s presentation at the September 2018 iPhone launch event was perhaps the most interesting and most profound. Lisa Jackson is Apple’s vice president of Environment, Policy and Social Initiatives. Previously, Ms. Jackson served as…
  • Sponsor: ​WebSonar Libraries

    Aug 23, 2018, 3:23 pm By Horace Dediu
    Project Xanadu was the first hypertext project; founded in 1960 by Ted Nelson. Nelson predicted many of the features of today’s hypertext systems. Three of the key requirements were that every Xanadu server can be operated independently or in a network,…
  • Preview of the holiday quarter

    Aug 23, 2018, 3:17 pm By Horace Dediu
    Every October, at the end of its fiscal year, Apple files its Form 10K or annual report. In this report the company includes a section titled “Capital Assets” which details expenditures for capital equipment. This is last year’s entry: The Company’s…
  • Micromobility Summit 2018 September 5, Copenhagen

    Aug 2, 2018, 6:49 am By Horace Dediu
    Last year’s Micromobility Summit was a great success. We had a great turnout and the presenters and audience met to discuss the future of this new modal shift that seemed so imminent. Perhaps partly because of our meeting, the shift has since accelerated.…
  • Sponsor: ​SaneBox

    Jul 27, 2018, 7:37 am 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 like a super-smart assistant who’s been with you for years and knows what’s important to you. It moves unimportant emails from…
  • Apple Summit NYC

    Jul 27, 2018, 7:29 am By Horace Dediu
    We are proud to announce the second investor summit dedicated to the long-term investors in Apple. It’s happening in New York City at The Merceron August 16th from 10am to 10pm. We will host people interested in discussing the fundamentals of Apple as a…
  • Earnings Per Share

    Jul 25, 2018, 11:12 am By Horace Dediu
    Three months ago Apple provided the following guidance: As we move ahead into the June quarter,[…] We expect revenue to be between $51.5 billion and $53.5 billion. We expect gross margin to be between 38% and 38.5%. We expect OpEx to be between $7.7 billion…
  • Asymcar 44: The view from Tokyo with Bertel Schmitt

    Jun 27, 2018, 11:49 am By Horace Dediu
    Bertel Schmitt, industry propagandist, journalist and legend joins us for a rousing conversation on production, low-end cars, Tesla, and the Great ‘Round-the-globe Automotive Factory tour Tour. One of the most fun shows I’ve ever recorded. Highly…
  • Sponsor: OpenBundle and The Commoditization of Google

    Thu 10:06pm By Horace Dediu
    We know the story so far. Newspapers controlled distribution, allowing them to bundle content with ads to form a lucrative business. Then Google modularized and commoditized content and moved the profits elsewhere in the value chain by bundling search results…
  • On knowing the value of everything and the price of nothing

    Thu 5:25pm By Horace Dediu
    At the latest Apple Summit in Los Angeles the question of Apple’s valuation was foremost on many minds. The illustration I used there to discuss valuation is shown below. It shows the history of revenues (by reported segments) and gross margin for the five…