Post-Apple Earnings Live Q&A with Horace Dediu / Friday July 31, 12pm ET / 9am PT—Office Hours
Invitation Office Hours · 7 comments
by asymco-admin
Friday, July 31 · 12:00pm ET / 9:00am PT
Asymco Office Hours Live Q&A with Horace Dediu takes place today at 12pm ET / 9am PT, the day after Apple’s fiscal Q3 2026 earnings call, Tim Cook’s last as CEO. Horace will review the results and their implications, and we will take Q&A from our live audience.
Topics:
- Results vs. expectations: how consensus and Asymco estimates fared against the actuals
- Segment performance: iPhone, Mac, iPad, Services, and Wearables growth
- Record gross margins and the memory-price question
- September quarter guidance, and why to beware December quarter guidance
- Capital return: buyback pace, share count, and the net cash position
- Tim Cook’s final earnings call and the Ternus transition
- $5 trillion market cap, valuation, and the latest price targets
- China and PC market share dynamics
- ..and your questions, answered live.
You may:
- Participate live if you are an Asymco One member,
- Watch live on asymco.com/live.
For the latest info, always visit asymco.com/live.
Meeting information (Asymco One subscribers)
Recording will be available soon.
Become an Asymco One subscriber.
7 comments
Sacto Joe ·
Thanks! I’ll try to make it…
FredHS ·
Love the cost per day, per hour, per pick-up analysis.
One corollary: The alleged threat from SpaceX or OpenAI/Ives falls to pieces. They can't compete with $1/day, etc.
FredHS ·
I too was a 'fold' skeptic. Then a friend use his Galaxy fold to share some photos. That's it. People love to share pictures in real world social situations. Watching videos on plane trips would delight.
It's not a iPhone/iPad. It's an iPhone with a big beautiful screen.
Yes, it took until last year to make folds reliable and dust/water-proof. That can be done now. No way would Apple release an iPhone before achieving those qualities.
Final: Apps like stock trading, can take advantage of more pixels.
Dan Boerner ·
Subscribed! How soon till recording will be out?
farshad ·
Dan, were you able to get the recording?
farshad ·
How many times you wished you had your iPad with you OR that it was charged. Those times are Fold’s to take.
But also job-to-be-done of showing off. And unlike Vision Pro it doesn’t require eye training.
farshad ·
Still don’t get the OpenAI device “threat”. Will it be a cellular device? If so they’ll have to deal with umpteen companies or MVNO, which is limiting. If not, it’s sustaining to the iPhone.
We may be witnessing some imaginary Dongle Economics: many more people may pay $300 for an Ive-designed gadget than 12 months of OpenAI subscription.