There has been talk over the last couple months about Apple's plans to bring some Mac manufacturing back to the United States. Asymco's Horace Dediu takes a look today at their plans to do the opposite with their new Apple Store builds. Given the growth opportunities for Apple in foreign markets, the build out can't take place soon enough.
Really fascinating stuff.
Asymco's Horace Dediu takes a look at Apple's iTunes & Accessory business in light of their new reporting scheme. It's a big business that only looks small in comparison to Apple's other business. Most every company would kill to own only this revenue.
Horace Dediu writes about Apple's margin on his Asymco site. As always, it's worth a look to see the story he tells with his charts.
Horace Dediu takes an interesting look at the growth of Apple in China. His take on Microsoft's future is also interesting.
An honest post by the always thoughtful Horace Dediu on Apple's first fiscal quarter of 2013. Horace finishes with his estimates, but the real story is in the lead up where he lays out the questions that make the quarter so difficult to predict.
James Allworth has written a very interesting post at Asymco about Apple's choice to use Samsung so extensively as a supplier. He makes an argument that Samsung's emergence as the only profitable Android handset manufacturer may most closely be linked to their relationship with Apple. It's an interesting thought experiment at the very least.
While there’s no doubt that Google has played a key role in Samsung’s success by handing out a free mobile operating system to pretty much anyone who wants to build one — it is actually Apple, more than any other company, that is responsible for Samsung’s present success.
How? By outsourcing as much work to Samsung as they have. And it’s impossible not to wonder whether Tim Cook’s announcement yesterday on bringing back Apple’s manufacturing to the USA is the beginnings of an attempt to rectify the problem.
Horace Dediu takes a look at the history of Apple's stock volatility and the subsequent earnings growth that follows each bear market period since the introduction of the iPod.
I still believe the short lived tenure of John Browett as the head of Apple Retail is the largest black mark on Tim Cook's tenure as CEO of Apple. Horace Dediu takes a look at this situation today in a post on Asymco. His finishing question is the one I'd love to see an explanation to.
I think Asymco's Horace Dediu's work in looking at Apple's CapEx has been very interesting. Today he takes a look at Apple's recent annual report and evaluates what their 2012 and 2013 numbers mean. It does clarify what seemed to be a notably small increase for 2013.
Horace Dediu takes an interesting look at the growth potential of Apple's stock price over at Asymco. What makes this different is his approach. The look is based not on stock speculation, but rather, Apple provided capital expenditure information. Very smart and definitely worth a read.
Full disclosure: I own a very small stake in AAPL stock.