39 posts and columns on Asymco
Apple Bought a Ton of AAPL Last Quarter
“Apple’s greatest acquisition ever.”Plenty of Room Left Yet for Smartphone Growth
“Everybody has got a smartphone.” Really?Apple Retail Stores Rack Up Record Revenue Per Customer
So much for Apple’s “very painful and expensive” retail mistake …iTunes Makes Big Bucks for a “Break-Even” Business
Maybe it’s time to upgrade that stool analogy.iTunes Not Exactly Break-Even Anymore
Since folding its software offerings into iTunes, Apple’s operating margin on the iTunes business has changed. Dramatically.The Whole Product
Apple and Samsung tower over the fortunes for software-only Microsoft or service-oriented Google and Amazon. Although all companies are growing, the value, as defined by the buyer, resides in the whole product.
— From Horace Dediu, writing about hardware and the “value chain evolution” in the tech industry