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Horace Dediu
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Horace Dediu

@asymco
Asymco One asymco.com
asymco.com
Joined February 2010
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  • Pinned
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    Horace Dediu
    @asymco
    Jul 30
    Apple reports 2026 Q3 Earnings at 4:30pm today. $AAPL's market cap touched $5T this week, 5x what it was just 8y ago. Still, half of Wall Street doesn't buy it. What to do? Analysis in 9 Q&As ↓↓↓
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  • user avatar
    Horace Dediu
    @asymco
    7h
    Apple Earnings Consensus for June Quarter
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    Apple Earnings Consensus for June Quarter
    From asymco.com
  • user avatar
    Horace Dediu
    @asymco
    Aug 14
    Cook Doctrine’s remedy: floods don’t change architectures
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    Cook Doctrine’s remedy: floods don’t change architectures
    From asymco.com
  • user avatar
    Horace Dediu
    @asymco
    Aug 13
    US Q2 smartphone market update: Overall: -5% Top 4 OEMs: -4% All others: -45% Prepaid: -11% Sub $100: -64% Apple reported N. American sales +11%.
  • user avatar
    Horace Dediu
    @asymco
    Aug 13
    Asymetric Podcast: Episode 139 — No Free Lunch
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    Asymetric Podcast: Episode 139 — No Free Lunch
    From asymco.com

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