mastodon 4.8.0-nightly.2026-10-06Asymmetric Competition.
Google’s free cash flow will hit zero next year
Computer History Museum interviews Bertrand Serlet https://asymco.com/2026/04/16/computer-history-museum-interviews-bertrand-serlet/
Finally completed this. It required many data sets to compile. Very confident in the accuracy. Yearly resolution, forecast now is much more detailed. Results to be published on asymco.com
MacBook Neo is: A18 Pro chip, $599, four colors. A watershed event. First Mac with a mobile processor and the end of the disruptive arc of mobile computing. From Motorola to Intel to Apple silicon M, now personal computing is an accessory to mobile computing. A sharp punctuation point.
A little sad that nobody celebrated the 400 millionth Mac sold. Somebody out there is using it right now.
People don’t like wearing things on their faces and don’t trust those who do
Says Neal Stephenson who first coined the term “metaverse” This revelation came soon after Meta canceled the Metaverse. My thought was immediately, will Meta rename itself back to Facebook? We'll get to that soon, but first let's look into Neal Stephenson's mea culpa: When I was working at Magic Leap, and people asked me why I thought that was a good idea, I would ask the rhetorical question:…
The Inevitability of Combining the Digital and Physical Worlds
Seeing is believing AI is attracting all the attention but one should be careful because if there is one thing about technology is that timing is everything and when attention is concentrated it signals that time is distorted. In a recent interview Apple management was asked about AI, which is perceived as an area where Apple has been struggling. Greg Joswiak replied:
The most brilliant move in corporate history?
https://asymco.com/2026/03/10/the-most-brilliant-move-in-corporate-history/
Computer History Museum interviews Bertrand Serlet
Pay attention to the quiet ones Interviewed by Hansen Hsu on 2023-09-20 in Mountain View
Bank of America raises Apple price target to $325 from $320
Q2 forecast update BofA raised the firm’s price target on Apple to $325 from $320 and keeps a Buy rating on the shares ahead of fiscal Q2 earnings due after market close on Thursday, April 30. The firm, which sees upside to Street estimates given continued strong sales of iPhone and double-digit growth in Services revenue, forecasts Q2 revenue and EPS of $113B and $2.00, respectively.
The Motley Fool asks: Where Will Apple Stock Be in 5 Years?
Not reading this article is probably a wise decision. Shares could perform in line with the S&P 500's long-term average Investors can follow a straightforward exercise to try and figure out where Apple's stock price will be in late March 2031. It's important to consider both the valuation and profit gains. We just released a brand-new report with the full story and the company’s name.
Estimates for Apple’s March Quarter 2026
Revenues and growth rates for iPhone, Mac, iPad, Services, Wearables, plus Net Sales, Gross Margin, Operating Expense, Other Income and Expense, Tax Rate, Net Income, Share Count and EPS with a comparison to CFO guidance. Kevan Parekh, Apple CFO: As we move ahead into March, I would like to review our outlook, […]. We expect our March total company revenue to grow by 13% to 16% year over year, which comprehends our best…
Forget Streetview, Immersion hints at what’s to come https://asymco.com/2026/03/22/forget-streetview-immersion-hints-at-whats-to-come/
The Inevitability of Combining the Digital and Physical Worlds https://asymco.com/2026/04/17/the-inevitability-of-combining-the-digital-and-physical-worlds/
Estimates for Apple’s March Quarter 2026 https://asymco.com/2026/04/16/estimates-for-apples-march-quarter-2026/
