Asymco

Apple Investors are keen observers of metrics of financial performance. We have to track top line, bottom line and many lines in between. Updates to the data are delivered every quarter through official documents such as the 10K and statements made in…

It’s Labor Day in the US (and Canada, though not anywhere else where it’s celebrated on May 1st.) This would be a good time to discuss Apple’s primary challenge.  Writers whose unfortunate job is to cover Apple inevitably put forward lists of…

In November of last year I wrote a series of posts regarding the relationship between Google and Apple in light of the antitrust trial that Google was facing. The expected verdict was issued (Google was declared a Monopolist and found to be abusing that…

I’m thrilled to announce the next Apple investor event, September 19, 2024. Henceforth the events will be called the Apple Worldwide Investor Conference (WWIC). WWIC will examine Apple’s business in-depth using the latest data. In addition to financial…

The Apple Vision Pro has had a very long gestation period. The first evidence for it emerged in 2015 when Apple acquired Metaio and Mike Rockwell was hired. That’s almost 9 years ago. Even at this time, the product is in many ways incomplete and will take…

In yesterday’s post, I proposed a way to inspect the Google-Apple distribution deal. It could be understood as a flat-rate deal where default placement of Google search in Safari is paid for with a constant run rate. This was the assumption for a few years…

In Google and Apple: The Beginning, we looked at the history of the relationship and the situation which emerged when Mobile Computing rose to such a level of ubiquity that it determined the fate of both companies. Apple today holds firmly in its grasp about…

Speaking of Google and Apple, one aspect where the two companies differ is on the question of privacy. Online privacy isn’t just something you should be hoping for – it’s something you should expect. You should ensure your browsing history stays private…

Are Apple and Google competitors or are they partners? Prior to the launch of the Android operating system, Apple and Google collaborated on many projects. Google Search was predominant on Apple products including the (at the time) new iPhone. The iPhone also…

While preparing for the 2023 Apple Investor Event, I looked at my presentations from the last such event. This was called the Apple Summit NYC and took place in August 2018, about 5 years ago. We will review these graphs at the next event but I would like to…