Asymco

iPhone 15 has just been released and, as usual, all the products in the iPhone line-up have received new prices. The following graph shows the current product line-up (US prices before tax) and the historic price points for all the previous versions of iPhones…

After the Apple iPhone 15 launch event of September 12, 2023 I was a guest on the Claman Countdown show on FOX Business News (FBN) and here is the video. https://www.foxbusiness.com/video/6337041605112 In advance of the event I was asked for a few thoughts…

As I remember it, at least 10 years ago, I began to hear anecdotes from developers who built apps for both iOS and Android about their economics. The story is that they tended to have twice as many users using Android but that iPhone App Store revenues were…

The App Store ecosystem crossed $1 Trillion in 2022. To be precise, in a report published in May 2023 by the Analysis Group the ecosystem is estimated to have exceeded $1.1 trillion. This ecosystem is defined as the total transactional value of the sale or…

One of the biggest puzzles of my adult life was this question: Why do people pay to attend live events when broadcasts and/or recorded versions are free? Not only do people tend to pay for live events, the costs are extraordinarily high. Earlier this year, 32%…

The data is finally out. Apple Services and perhaps Apple itself can be quantified and predicted as never before. As we shall see this data changes almost everything we know. It is even more shocking that this most important data set has been released by Apple…

Almost a year ago, on March 1st, 2021, I tweeted a snapshot of the “FAANG” P/E ratios. They were: Netflix: 88.63 Amazon: 73.94 Microsoft: 34.65 Google: 34.75 Apple: 32.89 Facebook: 25.53 Today same companies have the following ratios: Netflix: 19.34…

This is a transcript of an Asymetric podcast. It was lightly edited for legibility. Judd Rubin:  Three continents, one conversation, this is Asymetric. We are very excited to have Balaji Srinivasan with us today. Balaji, you’re a busy man, Horace you’re…

I’d like to let everyone know that Asymco is a podcast channel available on Apple Podcasts and Supercast. These podcasts are subscription-only (with a trial period). Join Horace Dediu and Judd Rubin as they strive to ask the right questions on the purpose of…