The Curious Engineer

Asymco

2012–2026

1,209 posts

← 2009–2011

2026 354

October 2026

  1. Global Smartphone Shipments Down 20% in 3Q26, regressing to 2013 level
  2. Full Circle on AI
  3. Bank of America finds a way to buy the iPhone Duo
  4. The best worst case scenario
  5. Why do phones have cameras?
  6. iPhone 18 Pro demand jumps nearly 20% in India, rises 12% in China

September 2026

  1. The best selling product of all time
  2. Remember Netflix? Stock Downgraded As YouTube Harvests Viewers
  3. Apple’s Unpretentious Moonshot
  4. Mac sales in Mainland China grew 63% in Q2
  5. John Ternus Defends the Vision Pro
  6. Asymco Bulletin 031 – Sep 20, 2026
  7. Refurbishing the Innovator’s Dilemma
  8. Asymco Office Hours Boston: TODAY at 4pm ET — In Person or Remote
  9. Stairway to the $3200 Heaven
  10. Siri, not a companion, by design.
  11. Duo dollars a day, Duo cents an unlock
  12. The iPhone Duo: theater, not specs
  13. Asymco Office Hours Duo: The First Ternus Keynote – Sunnyvale Session Recording & Transcript, September 11, 2026
  14. Asymco Office Hours Duo: Boston: Friday, 18 September 2026
  15. What happens when smartphones become too good?
  16. The Dawn of Gestural Computing
  17. Asymco Bulletin 030 – Sep 13, 2026
  18. Apple Watch Is Growing in a Shrinking Market
  19. Are iPhones too cheap?
  20. Asymco Office Hours Duo: Sunnyvale and Boston
  21. Is the Stairway to Heaven still working?
  22. Apple iPhone Event First Impressions
  23. IPhone 17 is the best selling iPhone ever with first year revenue for $170 billion
  24. Apple now in third place in US PC market share
  25. Apple acquires Sonera. The next pivot point for interfaces?
  26. Asymco Bulletin 029 – Sep 6, 2026
  27. Deploying Enterprise AI on Apple Hardware is Suddenly a no-Brainer
  28. The first surgical Apple Vision Pro application approved by the FDA

August 2026

  1. IDC lowers smartphone market volume estimates again: Now down 16.7%, lowered from previous estimate of down 13.9%. ASPs to rise 27%.
  2. Asymco Bulletin 028 – Aug 30, 2026
  3. The Freshman Register
  4. One in three phones sold in Europe is now an iPhone
  5. Asymco Bulletin 027 – Aug 23, 2026
  6. Rothschild & Co. Redburn upgrades Apple to ‘Buy’ from ‘Neutral’
  7. AI: a technology in search of a job
  8. What’s Going on with Smartphones?
  9. Apple and memory chips: a flat no, then a quiet maneuver?
  10. A Second Study on the Apple Vision Pro in Surgery is now Published
  11. What’s so special about Apple Upgrade?
  12. Apple TV: content is still king
  13. EU tech policy: playing chess by looking ahead one move
  14. Asymco Bulletin 026 – Aug 16, 2026
  15. Apple passes $10B/yr sales in India
  16. The Economy Chosun Interview Part 2
  17. The Economy Chosun Interview Part 1
  18. The SoC crunch: Apple has had fires and earthquakes too
  19. iPhone unit sales: count users, not phones
  20. Asymetric Podcast: Episode 139 — No Free Lunch
  21. Cook Doctrine’s remedy: floods don’t change architectures
  22. Vision Pro and glasses: the job is seeing, not capturing
  23. Apple Upgrade: down to the penny, up to an algorithm
  24. Asymco Bulletin 025 – August 9, 2026
  25. The foldable iPhone: what will it be good for?
  26. Apple’s guidance: in six months there will be a new set of worries
  27. Apple 2026 FQ3 Review: The Presentation — Asymco Office Hours, 31 July 2026
  28. Apple Vision Pro in Surgery: A New Paper
  29. Asymco Bulletin 024 – August 2, 2026

July 2026

  1. Apple Will ‘Watch Everything Burn’ When AI Bubble Bursts
  2. Post-Apple Earnings Live Q&A with Horace Dediu / Friday July 31, 12pm ET / 9am PT—Office Hours
  3. What to Watch for: Apple’s FQ3 Earnings
  4. Wall Street Predicts Third Quarter Numbers For Apple
  5. Apple reaches $5 trillion market cap for first time
  6. Invitation: Apple Earnings Special: Office Hours Live Q&A with Asymco’s Horace Dediu, Friday July 31.
  7. Goldman Raises Price Target Ahead of Q3 Earnings
  8. Is the Market Overvalued? Four Perspectives
  9. Apple Earnings Consensus for June Quarter
  10. Why is there no Apple Car?
  11. Asymco Bulletin 023 – July 26, 2026
  12. Beware December Quarter Guidance
  13. Preview of Apple’s June Quarter
  14. Time to Buy, Time to Sell.
  15. Why Huawei and Apple Grew While China’s Smartphone Market Fell Again in Q2 2026
  16. Omdia: Global smartphone market down 4% in 2Q26 while Apple and Samsung soared
  17. Asymco Office Hours Live Q&A with Horace Dediu, Friday July 31.
  18. How to maintain a Sell rating on Apple
  19. Asymco Bulletin 022 – July 19, 2026
  20. Why all-in and why all are in
  21. Game Over. Remember Consoles?
  22. Capturing Eyespace: Plotting Apple’s disruption of eyewear
  23. Citi hikes Apple price target by $50 to $365
  24. JP Morgan raises Apple stock price target by $20 to $345
  25. Why doesn’t anybody copy Apple?
  26. Worldwide PC market update Q2 2026: Omdia: overall decline 4%, Apple up 16%. IDC: overall decline of 4.9%, Apple up 10%
  27. No one admits they like or want to buy more AAPL
  28. Asymco Bulletin 021 – July 12, 2025
  29. The portability superpower
  30. Apple destroyed the mid-tier watch market. Now it’s coming for the $200 billion eyewear industry
  31. More than meets the eye
  32. Apple and Broadcom extend deal through 2031
  33. Did a lottery winner become “the company of the future”?
  34. Asymco Bulletin 020 – July 5, 2025
  35. Will agents kill the app economy?
  36. Counterpoint: Apple to Hit Record Market Shares in Smartphones, Laptops, Tablets; Watch Share Also Set to Grow
  37. Why is betting against Apple the extraordinary claim?

June 2026

  1. Memory is a Commodity
  2. Earnings are an opinion, cash flow is a fact
  3. Apple’s Q1 iPhone sales in Africa grew 44%
  4. Asymco Bulletin 019 – June 28, 2026
  5. The Memory Shock: Six Readings from a Supply-Chain Conversation
  6. Why is the most expensive thing you own the dumbest?
  7. Why iPhones prices don’t change
  8. ‘China’s Apple’ is in free-fall
  9. The Puzzle of Sustainable Growth
  10. Only one in eight smartphone users uses a smartwatch. What’s the problem?
  11. Asymco Bulletin 018 – June 21, 2026
  12. Asymetric Podcast: Episode 138 — Watershed
  13. Was Siri just thirteen years too early?
  14. Why is Apple selling hygiene?
  15. Where is the monetization? Follow the compute
  16. The range of options has run out. When will Apple raise prices?
  17. What’s a billion between friends?
  18. TD Cowen and Morgan Stanley increase Price Targets
  19. Asymco Bulletin 017 – June 14, 2026
  20. WWDC Special: Asymco Office Hours – June 2026 – Live Q&A with Horace Dediu: Recording & Transcript
  21. Trendforce: Global Smartphone Production Fell 1.7% YoY in 1Q26; Sharper Decline expected in 2Q26
  22. Apple confirms not using Google models, apps or search in Apple Intelligence
  23. Meet the System Orchestrator: Toward Intent-centric Computing
  24. Asymetric: Deleted Scenes
  25. Intent Computing vs. Spatial Computing
  26. Apple Intelligence: Show me the money!
  27. Counterpoint Research: Apple has shipped over 450 million Apple Intelligence-capable iPhones
  28. How to Measure WWDC
  29. Asymco Bulletin 016 – June 7, 2026
  30. How not to over serve; The machinery of vanity
  31. The Apple Ecosystem Approaches $2 Trillion
  32. 42% of Apple Analysts rate it a Hold or Sell
  33. WWDC Special: Asymco Office Hours Live Q&A with Horace Dediu, Tuesday June 9.
  34. Q4 PC shipments are expected to fall 20% year-over-year, 11.3% for the full year
  35. Citi reiterated a Buy rating and a $315 price target
  36. Morgan Stanley reiterates $330 price target with bull-case $440

May 2026

  1. Asymco Bulletin 015 – May 31, 2026
  2. Low-end, Game consoles, Secondary Markets, Displays and AI
  3. IDC Forecast: The smartphone market is on track for its worst year ever
  4. Melius’ Ben Reitzes raises price target on Apple to $385
  5. Omdia: Apple grows 9% as European Smartphone Market Grows 2%
  6. Bank of America increases AAPL price target considering agentic and on-device AI
  7. The problem with the P/E ratio
  8. The Story of Japanese Innovation
  9. Asymco Bulletin 014 – May 24, 2026
  10. iPhones sales in China grew 3% year-over-year over the May Day holiday
  11. The App Store Annual Fraud Prevention Analysis
  12. Asymetric Episode 137 — E is Our Friend
  13. Indonesia Smartphone Shipments Fall 9% YoY in Q1 2026; Premium Segment Surges
  14. Apple was fastest growing Latin American smartphone vendor in Q1
  15. Apple Vision Pro gains wheelchair control, on-device speech recognition and vehicle motion cues
  16. Asymco Bulletin 013 – May 17, 2026
  17. iPhone Share of US Big 3 Carriers reaches 75%, 77% with Verizon
  18. What’s wrong with Chromebooks? Market down 11% in Q1, outlook even worse for the year as Neo steps in.
  19. Is a Crash Coming?
  20. The Smartphone Market is Cracking
  21. What Are the Mobility Design Surfaces?
  22. June Quarter Expectations
  23. Will Apple Silicon Tackle Memory?
  24. The great memory panic of 2026
  25. Asymco Bulletin 012 – May 10, 2026
  26. Integration, culture and market creation
  27. Google’s free cash flow will hit zero next year
  28. Is Apple an Enterprise Gatekeeper?
  29. Margins or revenue: which matters more?
  30. iPhones where first, second, third and sixth most popular phones during the first quarter
  31. Apple’s R&D investments top 10% of sales as AI race creates ‘sense of urgency’
  32. Will Apple preserve iPhone 18 Pro pricing at 17 Pro levels?
  33. Tata Electronics’ workforce expands to 75,000 from 15,000
  34. Will Apple avoid giving their cash flow to Nvidia?
  35. Why is Apple’s R&D run rate suddenly $40 billion/yr.?
  36. Why won’t Apple become a cloud company?
  37. Big shoes to fill: will the haters spare John Ternus?
  38. Asymco Bulletin 011 – May 3, 2026
  39. Office Hours — Apple Fiscal Second Quarter 2026 Review: The Presentation
  40. Apple FQ2 2026 Earnings Review

April 2026

  1. Apple FQ2 2026 Earnings Call: Live Commentary by Horace Dediu
  2. The Vision Products Group Expanding
  3. Google to sell TPU chips as Gemini shows returns
  4. Apple share of the smartphone SoC market grew from 15% to 19% in Q1
  5. Is Apple borrowing Samsung’s Market Expansion Strategy?
  6. Morgan Stanley forecasts fiscal second-quarter EPS of $1.74
  7. UBS Raises Price Target from $280 to $287 but Maintains Neutral Rating
  8. TD Cowen: 15% revenue growth, 10% growth guidance
  9. Expectations for the Quarter
  10. The Economist Interview: Hints at the future direction of the company
  11. Asymco Bulletin 010 – Apr 26, 2026
  12. The iPhone is ‘not getting disrupted’ by AI: Perplexity CEO
  13. Apple 3.0: JP Morgan expects that Apple will beat its own guidance next week
  14. The Composition of Active Devices
  15. Apple FQ2 2026 Earnings Review
  16. What’s the consensus on $AAPL?
  17. Goldman forecasts fiscal second-quarter EPS of $2.00
  18. John Ternus has left big shoes to fill
  19. Succession, study of the firm vs. study of the person
  20. MacBook Neo Sold Out Through April
  21. IDC: Apple Grows 33.3% in China as Market Declines 3.3% in Q1 2026
  22. Asymco Bulletin 009 – Apr 19, 2026
  23. iPhone vs Android Switching Rates
  24. Apple and Amazon Partner on Satellite Deal
  25. Omdia releases first estimate for Q1 PC unit shipments
  26. Bank of America raises Apple price target to $325 from $320
  27. The Inevitability of Combining the Digital and Physical Worlds
  28. Computer History Museum interviews Bertrand Serlet
  29. Estimates for Apple’s March Quarter 2026
  30. Asymetric Podcast: Waterloo
  31. All of a sudden, everyone is doomed except Apple
  32. Apple Studio Display XDR Now Cleared for Diagnostic Radiology
  33. Asymco One: Mobile Computing
  34. Monday Notes: Neo still sinking in
  35. Asymco Bulletin 008 – Apr 12, 2026
  36. Asymco One Office Hours Live Q&A with Horace Dediu & Gene Munster: April 8, 2026
  37. Gartner adds their Mac Q1 estimate to the pile
  38. Mac mini and Mac Studio orders booming
  39. AI as Infrastructure
  40. iPad at 16
  41. Morgan Stanley has a stark message for investors in Apple
  42. What are the odds of Apple surviving?
  43. iPhone sales continue to surge into February – Bernstein
  44. Asymco Office Hours Live Q&A with Horace Dediu: April 8, 2026
  45. KeyBanc maintains a lack of clarity of thought
  46. Apple’s services continue to see increased engagement, spending
  47. Valuation in a time of AI
  48. The Motley Fool asks: Where Will Apple Stock Be in 5 Years?
  49. Can a company outlive its founder? Microsoft at 51, Apple at 50 and The Auteur Theory of Business
  50. Asymco Bulletin 007 – Apr 5, 2026
  51. Asymco Office Hours Live Q&A with Horace Dediu: April 8, 2026
  52. Analysis: Mac grew 16% and iPad grow 15% in China in the fourth quarter of 2025
  53. Mac market share to grow from 9% to 12% in 2026
  54. Apple at 50 – Ben Thompson interviews Horace Dediu
  55. Apple Vision Pro users will be able to experience NASA’s Artemis II launch in immersive video
  56. Warren Buffett tries to justify his hypocrisy

March 2026

  1. We know that Macs last longer in use. How much longer?
  2. The iPhone 50 years from now – and why Apple won’t have AI execs
  3. Melius highlights FCF while reiterating buy on Apple
  4. Apple’s Business Strategy
  5. Survey shows iPhone improved retention, purchase intent, growth in services, service pricing, product mix, foldable upside
  6. Apple Maps Is Getting Ads. It’s Apple’s Riskiest Bet Yet
  7. Asymco Bulletin 006 – Mar 28, 2026
  8. The Biggest Bundle?
  9. People don’t like wearing things on their faces and don’t trust those who do
  10. MacBook Neo Market Impact: Analysts weigh in
  11. Survey shows record upgrade interest for iPhones
  12. Apple turns component crisis into competitive advantage
  13. Apple’s Custom Silicon Opens up Potential for a Cellular MacBook
  14. The Next 50
  15. Apple TV is a categorization failure
  16. How to read the MacBook Neo as bad news for the stock
  17. Asymco Bulletin 005 – Mar 22, 2026
  18. Forget Streetview, Immersion hints at what’s to come
  19. Mac fastest growing PC brand in India in Q4 2025
  20. Amazon developing a new phone more than a decade after its first
  21. “There’s So Much Left” in iPhone: Tim Cook
  22. Apple’s China smartphone sales jump 23% as overall market fell 4% to start 2026
  23. Running a data-center AI model on a MacBook
  24. Tim Cook: Apple just had best launch week ever for first-time Mac customers
  25. Apple, Samsung Dominate 2025 List of Highest-shipping Models Across Regions
  26. Apple Is Way Behind in AI—and Still Making a Fortune From It: WSJ
  27. Lobster Boil
  28. Apple lost more than 20,000 talented staff in 2025
  29. The biggest surprise of the MacBook Neo
  30. ‘No Near-Term Catalyst,’ KeyBanc on Apple Stock
  31. Tim Cook squashes retirement rumors, says he ‘can’t imagine life without Apple’
  32. NVIDIA’s Language Processing Units Shipments Swell 10x+ vs Previous Yr (but how do they compare to Apple Silicon volumes?)
  33. Harmful chemicals found in popular headphones
  34. When does Apple split its stock?
  35. Asymco Bulletin 004 – Mar 15, 2026
  36. Rosenblatt Lifts Price Target on Apple by $1, Maintains Netural Rating
  37. How many employees does Apple have? What do they do?
  38. First footage of X-Plane 12 on Vision Pro
  39. iPhone production in India increases by 53% in 2025
  40. Qualcomm faces loss of Apple business, rated ‘Underperform’ by Bank of America
  41. The most brilliant move in corporate history?
  42. MacBook Neo May Boost Revenue By 0.5% While Expanding Into Student Market – Gene Munster
  43. Apple’s AI Hardware Blitz Could Send The Stock 33% Higher, Says Wedbush’s Dan Ives
  44. China’s Android shipments plunge as inventory builds in contrast to iPhones: Jefferies
  45. Is Apple Pivoting?
  46. Asymco Bulletin 003 – Mar 8, 2026
  47. Apple Q&A: Horace & Ben Bajarin discuss implications Apple’s March 4, 2026 rollout in the first Asymco One Office Hours
  48. Apple’s strategy is actually genius if you think about it
  49. Say hello to MacBook Neo
  50. Apple unveils new Studio Display and all-new Studio Display XDR
  51. Apple announces new MacBook Air with M5 and MacBook Pro with M5 Pro and M5 Max
  52. Apple Q&A, Live: Horace & Ben Bajarin discuss implications of this week’s release
  53. Apple introduces the new iPad Air, powered by M4
  54. Apple introduces iPhone 17e
  55. Stairway Update
  56. Apple Services in Europe: Scale and Growth
  57. Asymco Bulletin 002 / March 1, 2026

February 2026

  1. DRAM Shortage Will Cause ‘Seismic Shift’ in Smartphone Market, But Apple Will Be Less Affected
  2. Eddy Cue says Brazil is Apple TV’s second-largest market, talks Netflix-Warner merger
  3. iPhone and iPad approved to handle classified NATO information
  4. Apple March 4 Special Event – Q&A with Horace Dediu & Ben Bajarin
  5. How many Apple users are in China?
  6. Apple Pay Aiming Launch in India This Year
  7. Apple to Start Assembling Mac mini in the United States This Year
  8. A resource for AVP news
  9. Here’s why demand for Macs has spiked
  10. Apple’s App Store growth is reaccelerating
  11. iPhone becomes India’s top single export item
  12. Are Solid State Batteries Finally Here?
  13. Apple #1 phone vendor in Europe
  14. Asymco Bulletin 001 / 22 Feb 2026
  15. Bankers complain that Apple has a tight grip on mobile payments
  16. The US Supreme Court has ruled against US President Donald Trump’s decision to impose a raft of global tariffs
  17. Estimating 2035 iPhone Users
  18. Introducing Asymco One Early Bird Pricing
  19. iPhone Emergency SOS via Satellite Helped Six Skiers Survive Tahoe Avalanche
  20. Secure the chips, absorb the costs, and grab more market share
  21. While big tech burns cash on AI, Apple waits
  22. Dan Ives Says Apple’s AI Alone Could Be Worth $1.5 Trillion
  23. Apple in Europe: How many iPhone switchers are addressable in the near term?
  24. Introducing Asymco One
  25. Why not maroon? The Macalope ponders the power of color
  26. Apple adds video experience to Apple Podcasts
  27. Apple Announces Special Event in New York, London, and Shanghai on March 4
  28. Teen Survey Update: What happens when teens grow up?
  29. Introducing: Asymco One Office Hours
  30. All Asymco Podcasts. All in One: Asymco One.
  31. Apple at 50
  32. Goldman Sachs: App Store spending accelerates 7% YoY in January 2026
  33. Apple Repeats Release Date for New Version of Siri
  34. Apple Acquires full rights to Severance
  35. YouTube Finally Releases an App for the Apple Vision Pro
  36. iPhone only Smartphone to Grow in China this January
  37. BofA Analysis Suggests Low Impact on Apple of Higher Component Prices
  38. Does Apple’s AI Opportunity Outweigh Component Cost Inflation?
  39. Supply Chain Checks Show Non-Doom Scenario has Legs
  40. A Look Into Apple Inc’s Price Over Earnings – Benzinga
  41. The Apple Car lives through the Ferrari Luce (It most certainly does not)
  42. It’s over. The iPad won
  43. How Many Songs Does Apple Music Have?
  44. What is Apple’s Investment Narrative?
  45. Jony Ive Advises Ferrari on the Luce
  46. Goldman Reiterates Buy and Bernstein Reiterates Outperform
  47. A Retro Video Game Arcade in your Home on Apple Vision Pro
  48. Flight Sight: Pilot Training
  49. When Will Apple Halve?
  50. 1.7 Billion Customers
  51. JPMorgan Says Apple’s Results Should Calm Investor Nerves
  52. Apple gets key win as India allows foreign firms to fund equipment without tax risk
  53. Margin Call
  54. Review of Predictions for Apple’s Biggest Quarter Ever & Estimates for the Next Quarter

January 2026

  1. Coming soon: Asymco 2026 Event
  2. Apple Earnings Smackdown: Final estimates Q1 2026
  3. What Steve Jobs Thought About Cars
  4. Apple dominated 2025 best-selling smartphone rankings
  5. Apple Services: Right on Cue
  6. Strong iPhone sales expected to power record Christmas quarter for Apple
  7. Apple stock price today: AAPL climbs at the open as $315 target meets earnings week – TechStock
  8. A columnist fed years of Apple Watch health data to ChatGPT — with disastrous results
  9. Morgan Stanley resets Apple stock forecast ahead of earnings – thestreet.com
  10. JPMorgan boosts Apple price target to $315 ahead of earnings, citing strong iPhone 17 demand
  11. Predicting Apple’s Biggest Quarter Ever

2025 7

September 2025

  1. Hyper Tension

August 2025

  1. The Joy of (new) Numbers

June 2025

  1. The Purpose of the App Store
  2. The Apple Production System

May 2025

  1. Contrabrand
  2. Thoughts and Prayers

April 2025

  1. Announcing ACTIVE: The Apple Investor Conference, June 10, 2025

2024 5

September 2024

  1. The Trillion Dollar Question Nobody is Asking
  2. Happy Apple Labor Day

August 2024

  1. Who lost the antitrust case? Google or Apple?
  2. Announcing WWIC, The Apple Worldwide Investor Conference

March 2024

  1. It’s Spacetime

2023 17

November 2023

  1. Google and Apple: The Future
  2. Google and Apple: The Deal
  3. Magic Lasso Adblock: Incredibly Private and Secure Safari Web Browsing
  4. Google and Apple, The Beginning

October 2023

  1. The Apple Investor’s Dilemma
  2. Magic Lasso Adblock: 2.0x Faster Web Browsing in Safari
  3. Forecast for Apple’s Earnings for Fiscal Fourth Quarter 2023
  4. Apple Investor Event 2023 (Location Update)

September 2023

  1. Apple Investor Event 2023
  2. Are Share Buybacks a Waste of Money?
  3. Apple is Doomed, Revisited
  4. The Poetry of Pricing
  5. Brief Comments on the iPhone 15 Event
  6. The Value of a Customer
  7. The $2 Trillion Economy

August 2023

  1. How Vision Services Subscriptions Reach $3000/yr
  2. Predicting Apple Services

2022 3

April 2022

  1. Movies and the Internet

January 2022

  1. The lifespans of technological adoptions in the US
  2. Asymetric: The Crypto Plan for World Domination. An Interview with Balaji Srinivasan

2021 10

October 2021

  1. How to listen to Asymco: The Asymco Podcast Channel

September 2021

  1. The Most Important iPhone Ever

April 2021

  1. Forecasting The Past

February 2021

  1. Significant Contribution Again

January 2021

  1. The Car Bundle Paradox
  2. A Jobs to be Done diet for your Software with IGEN
  3. Apple Pay’s Pay Day
  4. Apple’s Fourth Calendar Quarter 2020
  5. The Entrant’s Guide to Automotive Industry (updated)
  6. App Story

2020 32

December 2020

  1. Apple in mid-2023
  2. A Long-Lens Look at Apple and Disruption—Part 1: Is Apple Disruptive?

November 2020

  1. Organize Your Inbox (and Never Waste Time on Email Again) With SaneBox [Sponsor]
  2. Post PC

September 2020

  1. Apple’s Ecosystem+
  2. Apple Watch at 5
  3. The iPad at 10

June 2020

  1. Subscribe Again

May 2020

  1. Covid-19 US Dashboard May 11 Including Mobility Data
  2. Covid-19 International Dashboard May 11; 25% Pink
  3. Covid-19 US Dashboard May 5th; Now with Deaths Data
  4. Covid-19 International Dashboard May 5; 55% Green or Blue
  5. Covid-19 International Dashboard May 2; 52% Green or Blue

April 2020

  1. Covid-19 US Dashboard April 29
  2. Covid-19 International Dashboard April 29; 46% Green
  3. Covid-19 International Dashboard April 28; Now 100 Countries
  4. Covid-19 International Dashboard April 27; 19% of countries are Pink
  5. Covid-19 International Dashboard April 26
  6. Covid-19 International Dashboard April 25
  7. Covid-19 US Dashboard April 24
  8. Covid-19 International Dashboard April 24
  9. Covid-19 US Dashboard April 23
  10. Covid-19 International Dashboard April 23
  11. Covid-19 US Dashboard April 22
  12. Covid-19 International Dashboard April 22
  13. Covid-19 US Dashboard April 21
  14. Covid-19 International Dashboard April 21
  15. Covid-19 US Dashboard April 20 (Updated)
  16. Covid-19 International Dashboard April 20

March 2020

  1. Lasts Longer (2.0)

February 2020

  1. Carry On

January 2020

  1. Analyst, analyze yourself

2019 12

December 2019

  1. [Sponsor] IVPN: Your Trustworthy VPN

September 2019

  1. Boxy Suite: A Better Gmail Experience For Mac [Sponsor]
  2. The Triumph of the Walled Garden

August 2019

  1. Instant Domains: The Essential Instant Domain Name Search Tool [Sponsor]
  2. Apple Car(d)

June 2019

  1. The Essence of Apple’s Decision
  2. The iPad Operating System

May 2019

  1. The Pivot

March 2019

  1. AiriPods
  2. Mini

January 2019

  1. A Billion Users
  2. Apple’s Unit Economics

2018 15

October 2018

  1. Traffic Acquisition Costs

September 2018

  1. Lasts Longer

August 2018

  1. Preview of the holiday quarter
  2. Micromobility Summit 2018 September 5, Copenhagen

July 2018

  1. Apple Summit NYC
  2. Earnings Per Share

June 2018

  1. Asymcar 44: The view from Tokyo with Bertel Schmitt
  2. On knowing the value of everything and the price of nothing
  3. Apple Summit, Los Angeles

May 2018

  1. Just in Time

March 2018

  1. Determining The Average Apple Device Lifespan

February 2018

  1. The Number
  2. Apple Remarks to Investors in FQ1 2018 Earnings Conference Call, Categorized and Annotated

January 2018

  1. The Apple Cash FAQ
  2. The iOS Economy, Updated

2017 24

December 2017

  1. The Sound of Music

November 2017

  1. Organic
  2. When Watch surpassed iPod

October 2017

  1. Does the iPhone 8 have what it takes to be a success?
  2. Orthogonal Pivots
  3. S3X Appeal
  4. Silicon Valley

September 2017

  1. Micromobility Podcast with Henrik Føhns
  2. Face Time
  3. A small-screen iPod, an Internet Communicator and a Phone
  4. Good, Better, Best

July 2017

  1. How much will the new iPhone cost?
  2. Estimating Apple’s Second Calendar Quarter
  3. Other Products
  4. Join the Micromobility Summit in Copenhagen September 6

June 2017

  1. Defining the 21st Century
  2. The Critical Path #201: Like a Costco Pickle Jar
  3. App Story

May 2017

  1. Predictably Profitable, Unpredictably Valuable

April 2017

  1. Predicting The Second Quarter
  2. Contact Less

March 2017

  1. iPad Optics
  2. Gravity

January 2017

  1. The First Trillion Dollars is Always the Hardest

2016 35

November 2016

  1. The Genealogy of the MacBook Pro
  2. Wherefore art thou Macintosh?

August 2016

  1. Post-keynote Apple event San Francisco – September 8
  2. Mini Me
  3. The Critical Path #185: Lithium Iron Phosphate
  4. Counting Apple’s Customers
  5. Asymcar #35: We Are Germans
  6. The Critical Path #183

July 2016

  1. The most popular product of all time
  2. My favorite questions

June 2016

  1. The Critical Path #180: Asking the right questions
  2. Tesla and SolarCity: Straddling the modular/integrated divide
  3. Missing the boat in music
  4. Listen to “Is the shine off (the) Apple?” – Podcast
  5. State of the Ecosystem
  6. The Critical Path #178: The Luxurious Internet Experience

May 2016

  1. The Critical Path #176 The Over-Under Service Dichotomy
  2. Asymcar #33 Concept, Outcome and Pivot
  3. Asymcar 32: Tesla: the Numbers
  4. The Critical Path #175: There Is No Such Thing As A Free Service

April 2016

  1. Announcing Airshow 2.0
  2. Asymcar #31 Serenity Now
  3. The Critical Path #173 iPod, iPhone, iPad, i3?
  4. The Critical Path #172 This is an iPad Pro and This is an iPad Pro

March 2016

  1. Asymcar 30: The Big Bang Theory
  2. Dialogue with Sviatoslav Rosov for CFA Institute Magazine
  3. The Next 40
  4. Significant Digits #3
  5. Asymcar #29

February 2016

  1. Priorities in a time of plenty
  2. SUBSCRIBE: The future of online services

January 2016

  1. Asymcar #28 Meaningful
  2. The Critical Path #166: Glance
  3. The Critical Path #165: Audio Port
  4. Significant Contribution

2015 93

December 2015

  1. Asymcar #27
  2. The Critical Path #164: Rocky II
  3. My Favorite Apple Watch Myths

November 2015

  1. Apple Watch Keeps Top Gift Spot Ahead Of Black Friday
  2. The Critical Path #163: You Say You Want a Revolution
  3. My review of the Apple Pencil
  4. Glance: A Deep Look at Apple Watch
  5. Desktop Computer
  6. Asymcar 26: The iPod

October 2015

  1. Why does Apple TV deserve to exist?
  2. The Critical Path #162: Nerd Culture
  3. The Critical Path #161: Who’s Jack Dorsey
  4. Metamorphosis: The Critical Path #160
  5. Ep. 27 – Horace Dediu on The Disruptive Nature of Apple TV and Apple Car by The Eric Jackson Podcast
  6. Asymcar 25: Cars Online, The Selfie Experience with Mathew Desmond of Capgemini

September 2015

  1. The Modularity Revolution. How markets are created
  2. What it means to be great
  3. Meaningful Contribution
  4. Critical Path #159: The Appification of TV, Revisited
  5. Soft Underbelly
  6. How quickly will ads disappear from the Internet?
  7. Apple Assurance
  8. Asymcar 24: Get rid of the Model T men
  9. The Critical Path #158

August 2015

  1. Fluid Coupling
  2. Influencer Insights Podcast | Kea Company’s Influencer Insights
  3. The Critical Path #157
  4. The Critical Path #156
  5. (Much) Bigger than Hollywood
  6. Impetus | Transcribing Asymcar
  7. Podcast: The New Industry Analysts, Who Are They? (Part Two)
  8. Podcast: The New Industry Analysts, Who Are They? (Part One)
  9. The Alphabet of Google A and Google B
  10. The new switchers
  11. The Critical Path #155: The New Production Method

July 2015

  1. Samsung’s profit center
  2. The one where I offer stock tips
  3. How iPad Educates
  4. Apple management answers questions on the market performance of Apple Watch
  5. Selling Watch Sales Data
  6. Breaking the Law
  7. iOS v. Windows and Immunity to Disruption
  8. The Critical Path #154: Come Fly With Me
  9. The Eric Jackson Podcast Ep. 6 – Horace Dediu on If/When The iPhone Will Be Disrupted

June 2015

  1. John Gruber’s The Talk Show: ‘THEY BUY A HOLE IN THE WALL’, WITH GUEST HORACE DEDIU
  2. The Critical Path #153
  3. What next for iPad?
  4. Where are Maps going?
  5. The Critical Path #152
  6. The Critical Path #151

May 2015

  1. Is Tesla Disruptive?
  2. The Asymco Trilogy with Horace Dediu Part 3 – The Asian Cars Edition – Analyse Asia with Bernard Leong
  3. The Critical Path #150: Circling Back
  4. The Asymco Trilogy with Horace Dediu Part 2 – Apple in Asia & Luxury – Analyse Asia with Bernard Leong
  5. Schiller’s Law
  6. The Asymco Trilogy With Horace Dediu 1 – New Market Disruption by analyseasia
  7. Unicornia
  8. iPhone, killer
  9. Winning Against Non-consumption
  10. The Instrument Makers | The Christensen Institute
  11. How many iOS devices will Apple Ship in the next six months?
  12. The Critical Path #149: Whippersnapper

April 2015

  1. Debug 64: Horace Dediu of Asymco (live from Ull) | iMore
  2. The Critical Path #147: Attracting the Mind
  3. The Battle for The Wrist
  4. The Watch
  5. Personal Computer
  6. The Critical Path #146: Bob Moesta
  7. How will we measure Apple’s Watch success?

March 2015

  1. Luxurious
  2. The Critical Path #145: Arbitrage
  3. Asymcar 22: The Goddess
  4. Peak Cable
  5. The Critical Path #144: The Hookup
  6. The Critical Path #143: Moving Parts
  7. Conversations with Apple’s brand
  8. The Critical Path #142: The Great Insufficiency
  9. The Analyst’s Guide to Apple Category Entry

February 2015

  1. The Entrant’s Guide to The Automobile Industry
  2. The Critical Path #141: Old Dogs
  3. The Critical Path #140: Apple Earnings Call
  4. The S&P 499
  5. How many iOS devices did/will Apple ship?
  6. Apple’s Growth Scorecard
  7. Asymcar 21: Where we’re going, we don’t need roads

January 2015

  1. Haunted Empire
  2. The Critical Path #139: The Great Gap
  3. Bigger than Hollywood
  4. The Critical Path #138: The Critical MBA
  5. The Critical Path #137: The Inception
  6. The Critical Path #136: An Interview about The Interview
  7. The Monopolist
  8. The 2015 “Sleeper Ideas” List: Trends, Stocks, And Private Companies To Watch – Forbes

2014 129

December 2014

  1. Biggest news of 2014
  2. Asymcar 20: Iconic Design
  3. The Critical Path #135: Fruit Fly Analysis
  4. The Innovator’s Stopwatch. Part 2
  5. The Innovator’s Stopwatch. Part 1
  6. The Critical Path #134: Chief Jobs Officer
  7. Airshow 12 coming to Boston December 18th
  8. Retail in 2020

November 2014

  1. Yet another billion dollar business
  2. The Critical Path #133: Transcendental Valuation
  3. How The Magic Happens
  4. The Critical Path #132: The Worlds PIN Code
  5. The Critical Path #131: How Big is iCloud?
  6. How big is iCloud?
  7. Asymcar 19: About that Ferrari SUV…
  8. The Critical Path #130: Determinism vs. Probabilism
  9. The Critical Path #129: The Right Incentives

October 2014

  1. Measuring the Apple Watch opportunity
  2. Tech.pinions Podcast: Discussing Disruption Theory
  3. Faster Followed
  4. How many iOS devices will be produced in 2015?
  5. The Critical Path #128: The Upper End of Guidance
  6. One billion sold
  7. The new iPad. Is it better?
  8. The Critical Path #127: Cupertino to San Francisco on 280
  9. Next Airshow: Seattle, Nov 8
  10. Padcast: Apple Financial Review and Forecast
  11. What next, Samsung?
  12. The Critical Path #126: Making the world go round
  13. The Critical Path #125: War of Attrition
  14. On the trajectory of successful companies
  15. The Critical Path #124: Big in Japan

September 2014

  1. The Process of Theory Building
  2. The Critical Path #123: Salubrious
  3. iPhone Launch Patterns
  4. Electric Shadow 14: Orson Welles of the Genre
  5. Asymcar 18: Cars of the People
  6. The Critical Path #122: Where the Money is
  7. Tentpoles
  8. Revolutionary User Interfaces, Part 2
  9. The Critical Path #121: There’s a lot more to say
  10. The Critical Path #120: I wish I could say Less
  11. Going where the money is

August 2014

  1. Apparel is next
  2. Interview With Horace Dediu: What To Expect When Apple’s Expecting
  3. Asymcar 17: 27 Quadrillion BTUs
  4. The Critical Path #119: Creativity and Engineering
  5. Cash exceptionalism
  6. Beleaguered
  7. On Capital Allocation
  8. Best guess for how many iOS devices will ship in 2014
  9. Open always wins

July 2014

  1. How big is Apple’s Ecosystem?
  2. A Dollar a Day
  3. Is the PC back?
  4. IBM and Apple: Catharsis
  5. Airshow is coming to Tokyo
  6. Innovation and the Future of Mobile, with Horace Dediu
  7. The Critical Path #118: The Cook Doctrine
  8. Late late majority
  9. Competing effectively against your most potent competitor
  10. Apple: Lessons in Self-Destruction. Richard Gutjahr’s blog

June 2014

  1. The Disruption FAQ
  2. Ten years ago: Clayton Christensen on Capturing the Upside
  3. ▶ Horace Dediu: “Transformation of Business and Society through Technology”
  4. Asymcar 15: Sunray Sedan
  5. Twenty Questions from Catalin Stelian Andrei
  6. Asymcar 14: Grand Prix. An interview with Ossi Oikarinen
  7. The greatest show on earth
  8. Pragmatic Episode 22: Core Business

May 2014

  1. The Critical Path #117: Why Did Apple Buy Beats?
  2. Questions for Eddy Cue and Craig Federighi
  3. Who Solved the Capitalist’s Dilemma?
  4. Asymcar 13: Pilgrimages and Fundamental Evil
  5. Teenager stores
  6. Categorizing technologies
  7. Think local, act global
  8. Postmodern Computing (Summit)
  9. The Critical Path #116: Freshwater/Seawater
  10. Measuring Not Getting the Cloud
  11. How close is the UK to smartphone saturation?
  12. How close to saturation is the smartphone?

April 2014

  1. The iPad discontinuity
  2. Monthly Apple Users
  3. Innovation Talk: Overuse of word innovation has blurred its true meaning – Business News | Latest News Stories | The Irish Times – Mon, Apr 28, 2014
  4. Surprise
  5. On the future of Google. Part 2
  6. Ruby on Rails Podcast #146: Horace Dediu of Asymco – Open Source Software
  7. CMD+Space #92: A New Lingua Franca, with Horace Dediu
  8. Innoveracy: Misunderstanding Innovation
  9. Asymcar 12: Cycle Times
  10. Significant Digits Episode 1 Part 1
  11. The Critical Path #115: The Canvas of Pixels
  12. Inventive Teens
  13. Postmodern computing

March 2014

  1. The Critical Path #114: Veronica’s Dilemma
  2. Airshow Vancouver, Wed March 26, 2014
  3. Invaluable
  4. The Thin Red Line | Asymcar
  5. On Google’s Future. Part 1
  6. The Critical Path #113: Takt Time
  7. Tim Cook’s outburst [Updated]
  8. Review: Jony Ive by Leander Kahney
  9. The billion dollar hobby

February 2014

  1. Horace Dediu drops in to chat on MWC 2014
  2. The Critical Path #112: Business Model Diversification
  3. Nokia welcomes Android developers
  4. Asymcar 10: Asleep at the switch
  5. The price is right
  6. Airshow London, Wednesday Feb 26, 2014
  7. A margin of error
  8. Electric Shadow 1: Bicycle for the Mind
  9. The Critical Path #111: Man of Arts and Letters and Science
  10. Fortune 130
  11. Renaissance Session: Opportunities
  12. Apple’s Growth Scorecard

January 2014

  1. The Critical Path #110: The Profit Algorithm
  2. The Critical Path #109: Google Ventures
  3. Invulnerable
  4. But Apple does not pursue profits either!
  5. The Birth of Silicon Valley
  6. Google’s three Ps
  7. Apple Fourth Quarter Estimates
  8. When Apple reached parity with Windows
  9. Asymcar 9. Stasis: Depreciation, Brands, Information Intransigence
  10. Of bits and big bucks
  11. When will smartphones saturate?
  12. The Critical Path #108: Chief Magical Officer
  13. On the future of the Internet and everything

2013 204

December 2013

  1. ניהול אחר אפל: צבא התפוחים הסודי: An article on Apple in Calcalist
  2. The China Mobile iPhone MOQ
  3. Screen Time #49: The Next Stage
  4. The Critical Path #106: Can Bitcoin Be Money?
  5. Airshow 2014 World Tour: Coming to a City Near You
  6. Moonshot
  7. Bundling and Pricing Innovation
  8. The Critical Path #105: Subsidize This
  9. The Critical Path #104: Cinematic Presentations
  10. The EcoV
  11. The US Auto Industry Summarized
  12. How many Americans will be using an iPhone when the US smartphone market saturates?
  13. Updated US Smartphone Saturation Forecast
  14. Apple Success All About Customer Loyalty: Dediu: Video – Bloomberg
  15. The Numbers Behind the Apple vs. Samsung Rivalry: Video – Bloomberg
  16. The Critical Path #103: The Amazon Electric Car
  17. The Critical Path #102: The Advertiser’s Dilemma
  18. When will the migration from PCs be complete?

November 2013

  1. When will there be one billion iOS devices in use?
  2. Cubed Episode 010: The Process of Innovation
  3. Dark Matter
  4. A way to measure one’s life
  5. Seeing What’s Next
  6. The Critical Path #101: The Genie is Out
  7. Asymcar 7: The Transportationist
  8. A yardstick for capex
  9. What’s an Active User worth?
  10. The Critical Path #100: Fin de siècle
  11. How many years does Apple have?
  12. The diffusion of iPhones as a learning process
  13. Do ads work? The ad budgets of various companies
  14. Owing how much to how few?

October 2013

  1. The Quantum Leap in Retail
  2. How many iOS devices will be produced in the next 12 months?
  3. My guest appearance on 350 Third podcast Episode #62 – Rocket Science
  4. The Critical Path #99: Grand Unified Theory
  5. The newly integrated company
  6. The value of zero-priced software
  7. How many mobile platforms can a market sustain?
  8. Asymcar 6: Peak Horse
  9. Cinematic
  10. The iPhone company
  11. The Critical Path #98: Kicking and Streaming
  12. When will the European Union Five reach smartphone saturation?
  13. Announcing Next Airshows: Boston, New York and Helsinki
  14. Asymcar 5: A Faster Horse
  15. The Five Year Plan
  16. How many smartphone users will there be in the US?
  17. When will the US reach smartphone saturation?
  18. Estimating HTC's post-traumatic life expectancy
  19. Competing with a Mac

September 2013

  1. The Critical Path #97: Squealing in Delight
  2. My Comments on Tablets on Bloomberg Surveillance
  3. The figurative sales of iPhones and BlackBerries
  4. iPhones 5c and 5s launch performance illustrated
  5. An interview with Niaz Uddin at eTalks
  6. Asymcar 4: Death of a salesman
  7. Think local, act global
  8. An Interview by Eric Jackson: On Blogging, Apple And What's Next
  9. The Critical Path #96: P is for Personal
  10. M is for Mystery
  11. A new platform classification
  12. S is for Service
  13. C is for Cognitive Illusion
  14. 5by5 Specials #22: Apple Event: iPhone 5c and 5s
  15. My interview with Chloe Cho on CNBC Asia's Cash Flow show
  16. Game over
  17. The Critical Path #95: Catharsis or Anticlimax?
  18. Third to a billion
  19. Who's next?
  20. Who's buying whom?
  21. Unforgiven, Continued
  22. The Critical Path #94: The Limits of Executive Power

August 2013

  1. The rear view mirror
  2. High Density #3: Staying hungry with Ben Thompson
  3. Asymcar 3: Road Trip
  4. Steve Ballmer and The Innovator's Curse
  5. The Innovator's Curse
  6. The Revenue Table (imperial units edition)
  7. AMP Index update
  8. The last frontier
  9. The Critical Path #93: The Innovator's Curse
  10. The Meanings of Appleiness
  11. Airshow coming to New York
  12. It's a wonder
  13. How will iPhones 5S and 5C be priced?
  14. Signs of US Android net user decline
  15. The Anti-Apple
  16. iTunes Update
  17. Asymcar 2: Is Tesla Disruptive? Also Segway, Multiair, Winglet, Organ Donors & Regulation

July 2013

  1. That Competition Thing
  2. The iPhone Stores
  3. Apple's biggest acquisition
  4. Apple’s 3Q FY13 Review (Padcast)
  5. Introducing Asymcar
  6. Apple's 3Q FY13 Preview (Padcast)
  7. Switcher
  8. High Density #2: Tim Bajarin
  9. What's an Android user worth?
  10. The PC Calamity
  11. "Everybody has got a smartphone"
  12. The Critical Path #92: Microsoft's Critical Path
  13. Understanding Apple's Organizational Structure
  14. The Critical Path #91: Apple's Douglas MacArthur
  15. What's a BlackBerry user worth?
  16. Screen Time #40: The Puck

June 2013

  1. The end of the projector
  2. The Critical Path #90: The Praetorian Guard
  3. Preempting the Praetorian Guard
  4. The Critical Path #89: Not Bad for a Hobby
  5. Measuring the iTunes video store
  6. Next Airshow: Chicago, July 13th
  7. The Critical Path #88: Siri in the Driver's Seat
  8. The Critical Path #87: De Gustibus
  9. What's an Apple user worth?
  10. Measuring the latest iOS accessory market
  11. Measuring US Mobile Platform Shares: Kantar vs. comScore
  12. Forecasting Windows market share

May 2013

  1. 100 billion App downloads
  2. In the weeds
  3. Tim Cook's answer to my first question
  4. The Critical Path #86: Staying Foolish
  5. My questions for Tim Cook
  6. The Critical Path #85: Achilles' Heel
  7. Apple retail revenues per visitor reach new record
  8. The allure of iTunes
  9. The Critical Path #84: Blessed Are the Apps
  10. iTunes users spending at the rate of $40/yr.
  11. The next Asymco Workshop: Airshow. June 9th, WWDC, San Francisco
  12. The Critical Path #83: The Analyst Taxonomy
  13. Measuring Platform Churn
  14. Martin Bryant of The Next Web Interview
  15. Surface Tension: The effect of Surface on Windows revenues

April 2013

  1. The Critical Path #82: Adding Rows
  2. Happy Birthday iTunes Store
  3. Margin call update: About those changes in service policies
  4. Margin Call 2
  5. Asymco Workshops Australia 2013
  6. The Critical Path #81: Continuous Flow
  7. The job the iPhone is hired to do, part II
  8. Interview with Chosun Daily of Korea about Apple
  9. Lumia: Is the light visible?
  10. Horace Dediu Interview – Why Businesses are more Fragile than People
  11. The Critical Path #80: Functional Structure
  12. Escaping PCs
  13. Spaceship
  14. Happy Birthday iPad
  15. Making rain
  16. The Critical Path #79: Make It Rain
  17. Samsung vs. Google: an Interview with Rafael Barbosa Barifouse of Redacao Epoca
  18. Reasons for iOS outperformance in the US
  19. The cost of building Galaxies (and iPhones)
  20. Happy Birthdays
  21. The cost of selling Galaxies, updated
  22. The Critical Path #78: Facebook Inside

March 2013

  1. How many iPhones will T-Mobile USA sell?
  2. Apple retail vs. Amazon retail
  3. iTunes Segment Revenues in Context
  4. The Critical Path #77: Making Sausages
  5. So long, break-even
  6. The Conundrum of iTunes' Recognition of Revenues
  7. 5by5 | The Critical Path #76: Google vs. Android
  8. New Padcast: The Ecosystem Wars and the Factory
  9. Interview with Anouch Seydtaghia of Le Temps regarding the Galaxy S4
  10. An update on Android activations
  11. Where are the Android users?
  12. Reminder: Giving a talk at Harvard Business School this week
  13. The Critical Path #75: Bigger Than US Steel

February 2013

  1. Measuring the iBook market
  2. LG's new Tele-vision
  3. The iTunes Value Structure
  4. Panel Discussion with Horace Dediu, Devin Hunt, and Marko Taipale @Tampere Goes Agile 2012
  5. 5by5 | The Critical Path #74: Pixelated
  6. My interview at iCON Prague with Digit.cz
  7. Apple's International Retail Strategy
  8. Bits v. Bytes: Follow the money
  9. Are the ecosystem wars won on the factory floor?
  10. Why doesn't anybody copy Apple?
  11. 5by5 | The Critical Path #73: The Best Single Invention of Life
  12. A short interview with Jasna Sykorova
  13. Tim Cook's comments on Apple Stores, illustrated
  14. Right on Cue
  15. Counting stool legs
  16. 5by5 | The Critical Path #72: Bingewatch
  17. Margin Call
  18. Apple's Calendar Fourth Quarter 2012 Growth Scorecard
  19. It's a wrap. Asymconf California

January 2013

  1. The job the iPhone is hired to do
  2. Asymconf, reminder
  3. What's up with text messaging?
  4. 5by5 | The Critical Path #71: Max Headroom
  5. The iPhone MOQ
  6. The race to a billion—2012 Update
  7. Measuring iPhone 5 vs. iPhone 4S availability
  8. 5by5 | The Critical Path #70: Harvesting Talent
  9. Cracking the China code: Microsoft vs. Apple
  10. Getting to know the meaning of sisu
  11. A more complete picture of the iTunes economy
  12. App Store Download Rate Forecast
  13. Estimates for Apple’s first fiscal 2013 quarter
  14. When will smartphones reach saturation?
  15. The last feature phone
  16. 5by5 | The Critical Path #69: The Concentration of Power
  17. 5by5 | High Density #1: Glenn Fleishman

2012 269

December 2012

  1. In search of Apple's microprocessor
  2. 5by5 | The Critical Path #68: On Very Large Scale Integrated Companies
  3. Call for Volunteers for Asymconf
  4. Accommodations for Asymconf [Updated]
  5. The uncanny similarity between EU and US smartphone markets
  6. 5by5 | The Critical Path #67: Manufacturing Flying Cars
  7. How much do maps cost and what are they worth?
  8. Calibrating launch performance for the iPhone in China
  9. Below the Surface
  10. The new age of Capital Intensity
  11. Samsung's Capital Structure
  12. The real threat that Samsung poses to Apple
  13. Apple's new factories
  14. Does S stand for Spring?
  15. The mystery of Samsung Electronics SG&A
  16. Asymconf Program
  17. Samsung Electronics Segment Revenues and Operating Income in Context

November 2012

  1. The cost of selling Galaxies
  2. 5by5 | The Critical Path #65: The Shoe Seller's Dilemma
  3. Update on Asymconf
  4. Validating the Android engagement paradox
  5. The Android engagement paradox
  6. 5by5 | The Critical Path #64: Mano a Mano
  7. The iPhone Addressable Market
  8. The cost of mobile clicks
  9. 5by5 | The Critical Path #63: In Orbit
  10. Asymconf California
  11. Google vs. Samsung
  12. On not being boring: A dramatic reading of Apple's share price
  13. Minding the store
  14. ReCapEx now available for iPad, iPhone and iPod touch
  15. 5by5 | The Critical Path #62: The New Chess Game
  16. ReCapEx: The curious case of Apple's 2012 and 2013 Capital Expenditures
  17. On Capital Spending's Transformation of the Electronics Industry – YouTube
  18. The policymaker's dilemma
  19. 5by5 | The Critical Path #61: Testing the App Supernova: An interview with Maxwell Wessel
  20. The late smartphone adopter paradox
  21. The App Revolution (in Filmmaking)

October 2012

  1. Hey Big Spender
  2. The beloved hobbies of Google and Amazon
  3. The iPhone and Apple's Margins
  4. iPad sales grew 44 percent in Q3
  5. Apple's Growth Scorecard for third quarter 2012
  6. A limited number of The Critical Path The First Year print editions are available for purchase
  7. The Critical Path #60: Innovation Anxiety
  8. Asymconf 2012 videos now available
  9. Foreshadowing iPhone sales
  10. The next 100 million iPads
  11. Nokia's price for exclusivity
  12. Appocalypse Now: If app developers can sell direct why can't everybody else?
  13. Nokia's Lumia brand strategy for the US
  14. iOS portfolio price distribution
  15. The omnivorous app
  16. 5by5 | The Critical Path #59: Gut-level Affection, An interview with Jean-Louis Gassée
  17. My talk at Tampere Goes Agile
  18. What is Apple's Realized P/E ratio?
  19. 5by5 | The Critical Path #58: Going Commando
  20. Why are tablets and smartphones insulated from tough economic conditions?
  21. What are books hired to do?
  22. A talk on Manufacturing Miracles
  23. Swipe Conference 2012 Keynote (Updated with audio track)
  24. Using Capital Expenditures to predict Apple’s share price
  25. The Critical Path #57: There Were Too Many Newspapers in New York
  26. The Crucible of the Phone Market
  27. Speaking at TOC Frankfurt October 9 about publishing
  28. How Did the Mobile Industry Get Disrupted?
  29. Why iPhone 5? | LinkedIn
  30. Reverting to the mean

September 2012

  1. The Critical Path #56: Strategic Disadvantages: A discussion with James Allworth
  2. On how not to be evil
  3. Measuring iPhone demand
  4. 5by5 | The Critical Path #55: Gravity Well
  5. Estimates for Apple's fourth fiscal 2012 quarter [Updated]
  6. Kindle Fire vs iPad: “Good enough” will not disrupt – Tools of Change for Publishing
  7. An interview with Matteo Fumagalli
  8. Is the iPhone good enough?
  9. Projecting iOS devices sales through iTunes account growth
  10. 5by5 | The Critical Path #54: Moving the Ball Forward
  11. Are iPhone Average Sales Prices Increasing?
  12. How many iPhone 5's will sell in the opening weekend?
  13. 5by5 | The Critical Path #53: To Be First and Loudest
  14. How many new Kindles will Amazon sell?
  15. Swipe Conference 2012 Keynote
  16. MacTalk Podcast Special | Horace Dediu
  17. Positioning Lumia
  18. 5
  19. An interview about Microsoft's Surface
  20. 5by5 | The Critical Path #52: The Art of Making Money

August 2012

  1. How many Kindle Fires were sold?
  2. Deus ex Machina
  3. Using Perspective
  4. 5by5 | The Critical Path #51: Product Portfolio Theory
  5. Asymconf: The Introduction
  6. Think small
  7. The Interlopers
  8. It’s costly and has unpredictable consequences
  9. International Tablet of Mystery
  10. Are Apple stores overstaffed?
  11. 5by5 | The Critical Path #50: From Impossible to Inevitable
  12. American exceptionalism
  13. How many smartphones did Samsung ship in Q2?
  14. Samsung's basis of competition
  15. Apple Store Operational Economics
  16. 5by5 | The Critical Path #49: Fly me to the Moon
  17. Exclusive interview with Asymco's Horace Dediu | The Tech Block
  18. Measuring iOS as a gaming platform
  19. How many iPhone “5''s will be sold?
  20. The biggest loser
  21. Perspective and Context in Personal Computing
  22. 5by5 | The Critical Path #48: Asymmetric Competition

July 2012

  1. Asymmetric Competition
  2. Estimating third and fourth quarter iOS shipments
  3. Apple's growth scorecard for the third fiscal quarter 2012
  4. Scoring my performance on the third fiscal quarter forecast
  5. Padcast: Reviewing Apple's Third Fiscal Quarter 2012
  6. Cracking the India Code
  7. 5by5 | The Critical Path #47: Impatient for Growth
  8. A preview of Apple's performance in Q2
  9. The Future of Apple: A panel session at Fortune Brainstorm Tech
  10. How many Lumia phones were shipped in the US?
  11. 5by5 | The Critical Path #46: The Next Victim
  12. From bad to worse and from good to great
  13. How many Lumia phones were sold in the US?
  14. Waiting for Godot
  15. 5by5 | The Critical Path #45: Management vs. Leadership
  16. The poetry of Steve Ballmer
  17. Why the iPhone matters: 8 questions for Horace Dediu
  18. Building and dismantling the Windows advantage
  19. At 50% penetration the US smartphone market is not showing signs of saturation
  20. RIM's tailspin

June 2012

  1. Activating 5.6 million units per day
  2. 5by5 | The Critical Path #44: White Knights and White Nights
  3. Horace Dediu on HTML5 vs. native apps « uniform zulu zero zero
  4. 5by5 | The Web Ahead #24: Jobs the Web Does with Horace Dediu
  5. What will happen to Nokia?
  6. The face and the brand
  7. MacDirectory: Exclusive | Apple's iOS Market Analysis
  8. 5by5 | The Critical Path #43: We'll take it from here
  9. Who will be Microsoft's Tim Cook?
  10. The evolution of the computing value chain
  11. Taking requests for The Critical Path
  12. A more precise measure of Apple's device installed base (and device longevity)
  13. Update on Android growth
  14. Are revenues per app decreasing?
  15. 5by5 | The Critical Path #42: Full Circle
  16. The iOS App market sales run rate is $4 billion per year
  17. The Critical Path: The First Year by Horace Dediu — Kickstarter Funding Successful
  18. Estimates for Apple's third fiscal 2012 quarter
  19. 5by5 | The Critical Path #41: Contextual Inquiry
  20. Asymmetric competition | Horace Dediu | Mobilism 2012 on Vimeo
  21. Trouble with the robot?
  22. The highway to hell

May 2012

  1. 5by5 | The Critical Path #40: Awaiting the Big Bang
  2. Beneath contempt: The Apple TV business model
  3. Post-traumatic life expectancy of phone vendors
  4. Shipped and sold: A brief introduction
  5. 5by5 | The Critical Path #39: The Locus of Power
  6. The PC market overview for Q1
  7. Up to eleven
  8. Interview with Bruno Ferrari of Exame magazine Brazil
  9. An interview with Chris Brennan for MacUser magazine UK
  10. An interview with Kenney Ho of The Chosun Daily of Korea
  11. Calculating Google's contribution to iPhone profitability
  12. 5by5 | The Critical Path #38: Seeking Enlightenment
  13. Android’s contribution to Google
  14. The Critical Path: The First Year » What I've learned so far on Kickstarter
  15. Android Revenues in Perspective
  16. The Android Income Statement
  17. Android economics: An introduction
  18. 5by5 | The Critical Path #37: Pathfinder I
  19. The Critical Path: The First Year by Horace Dediu — Kickstarter
  20. Apple's Strategic Balance Sheet: A live presentation
  21. Back to the balance sheet
  22. What retail is hired to do: Apple vs. IKEA
  23. The phone market in 2012: a tale of two disruptions
  24. 5by5 | The Critical Path #36: An Interview with Clayton Christensen
  25. 400 million phones per quarter and everything's topsy turvy
  26. Which is best: hardware, software or services?

April 2012

  1. What did I get right and wrong about the first quarter?
  2. Jim Zellmer interviews me about my life
  3. Why was Wall Street surprised by Apple's performance?
  4. 5by5 | The Critical Path #35: Joys and Sorrows
  5. Apple's Growth Scorecard for the first quarter of 2012
  6. Unforgiven: The consequences of profit failure in mobile phones
  7. Google and Microsoft speak volumes with silence
  8. Forecasting Nokia's Windows Phone sales and Microsoft's mobile customer acquisition cost
  9. Nokia's evaporating brand value
  10. 5by5 | The Critical Path #34: Climax and Anti-climax
  11. Apple Stores have seventeen times better performance than the average retailer
  12. Asymconf 1.0
  13. How Samsung beat Nokia
  14. 5by5 | The Critical Path #33: The Futility of Machinations
  15. When will smartphones reach saturation in the US?
  16. Did the dividend decision affect Apple's share price?
  17. Take the money and run
  18. Half of US iPhones are repeat purchases
  19. 5by5 | The Critical Path #32: Mockumentary
  20. Weighing the share of value created
  21. The role of capital [1]
  22. Reminder: Asymconf. It's coming
  23. Android Economics

March 2012

  1. RIM to give up
  2. Top-down vs. bottom-up: Which market analysis method is appropriate when disruption is knocking
  3. 5by5 | The Critical Path #31: Greenlighting
  4. Apple at $600. Who knew?
  5. The parable of Nintendo
  6. 5by5 | The Critical Path #30: Jetlag
  7. Estimates for Apple's second fiscal 2012 quarter
  8. Tim Cook's latest promise to Apple's employees
  9. Apple's dividend and share re-purchase plan: the impact on cash growth
  10. 5by5 | The Critical Path #29: The Consequences of Disruption
  11. [Asymconf] What are the jobs that the entertainment industry is hired to do?
  12. What is disruption and how can it be harnessed?[1]
  13. Reception and workshop at the Apple Investor Summit: Registration now open
  14. The new feeds and speeds: iPad vs. MacBook Air and iMac
  15. 5by5 | 5by5 Specials #5: Fat Wireless: iPad 3rd Generation
  16. 5by5 | The Critical Path #28: False Profit
  17. The unrelenting trends in the US smartphone market
  18. Reception and workshop at the Apple Investor Summit
  19. Segmenting the iPhone opportunity
  20. 5BY5 | The Critical Path #27: Supernova
  21. When will tablets outsell traditional PCs?
  22. Why total net profits are not conserved

February 2012

  1. On principles of good analysis
  2. When will Android reach one billion users?
  3. The value of the OS X monopoly
  4. iPhone sine qua non
  5. A three year view of Apple's fourth quarter
  6. Update on Asymconf
  7. 5by5 | The Critical Path #26: Zeitgeist
  8. How much does it cost to manufacture an iPhone?
  9. The opportunity cost of Windows Phone
  10. App developers receive $12 for each iOS device sold
  11. 5by5 | The Critical Path #25: Only the freshest Mountain Dew
  12. Apple sold more iOS devices in 2011 than all the Macs it sold in 28 years
  13. The iPhone opportunity: a visual update
  14. Tim Cook on the "Law of Large Numbers"
  15. The world's biggest startup
  16. [Updated] Following up: When will Apple's share price reach $500
  17. Apple retail growth data
  18. The US temporarily regains relevance for Apple's iPhone
  19. Hollywood by the numbers
  20. What did I get right (and wrong) about the fourth quarter?
  21. 5by5 | The Critical Path #24: Spidey Sense
  22. First: Apple's rank in mobile phone profitability and revenues
  23. Third

January 2012

  1. Pricing Paradox
  2. You cannot buy innovation
  3. Apple's Fourth quarter 2011 Growth Scorecard
  4. 5by5 | The Critical Path #23: Auteur Theory
  5. The year of the iPad for the second year in a row
  6. Price competition
  7. Apple added $38 billion in cash last year
  8. The story of Fernforest and Petro Dale
  9. My thoughts on iBook Author
  10. 5by5 | The Critical Path #22: Asymconf
  11. Introducing Asymconf
  12. The conditions for survival and prosperity
  13. [Updated] The rise and fall of personal computing
  14. Apple as top personal computer vendor
  15. Is the iPad a PC?
  16. 5by5 | The Critical Path #21: Negative Costs
  17. Enter, Prise
  18. The effect of smartphone growth on share prices
  19. Predictions for 2012
  20. Estimating iPhone sales in the US during Q4
  21. 5by5 | The Critical Path #20: Below the (belt)line
  22. Apple's commoditization discount
  23. Interactive Apple Analyst Data

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