Office Hours #Q&A #WWDC #transcript
Recording and transcript of the June 9, 2026 Asymco One Office Hours, recorded the day after Apple's WWDC 2026 keynote. Horace Dediu shares his impressions of the event and takes questions from Asymco One subscribers.
Subscribe to Asymco One to listen to the recording and read the transcript.
Sign up and latest updates at asymco.com/live.
Join us live for a comprehensive review of Apple's FQ2 2026 Earnings Report by Horace Dediu during our May 2026 Asymco Office Hours.
What we’ll cover:
📅 Friday, May 1, 2026 · 12:00pm ET / 9:00am PT
Asymco One subscribers can participate live:
Not an Asymco One subscriber: Subscribe today & attend live.
Still not sure? Watch asymco.com/live for a livecast link.
The series so far:
Office Hours is a benefit of Asymco One. Recordings and transcripts are archived for Asymco One subscribers only.
Join us live for a comprehensive review of Apple's FQ2 2026 Earnings Report by Horace Dediu during our May 2026 Asymco Office Hours.
What we’ll cover:
📅 Friday, May 1, 2026 · 12:00pm ET / 9:00am PT
Asymco One subscribers can participate live:
Have a question? Drop it in the comments below — we’ll prioritize subscriber questions submitted in advance, or email events@asymco.com.
Not an Asymco One subscriber: Subscribe today & attend live.
Still not sure? Watch a livecast on asymco.com/live .
The series so far:
Office Hours is a benefit of Asymco One. Recordings and transcripts are archived for Asymco One subscribers only.
A lively discsussion of Apple topics such as:
Contact us at events@asysmco.com if you have any questions.
For most up-to-date information, see
Asymco Bulletin is a digest of all the work we have published for the week ending Mar 8, 2026.
It's been about a month since we launched Asymco One, and we are elated with the response from the community. Most recently, we held our first Office Hour, where we discussed the impact of Apple's latest products and answered questions in front of a live, Asymco One subscribers. We'd like to thank you for your support.
We continue to make improvements in how we create and deliver our content. Please bear with us while we renovate our infrastructure. Should you have any issues or have questions, please reach us at contact@asymco.com.
Finally, if you are on the fence about committing to Asymco One for a whole year, we've introduced the Asymco One monthly subscription. Try it today!
Since October 2023, Apple has been transparently reporting App Store user metrics across 27 EU nations, updating these figures biannually. This initiative spans a population over 450 million, offering a granular yet rounded down to the nearest million, potentially skewing figures slightly downward. To mitigate this undercounting bias, adjustments are factored into trend analyses.
Through three sampling intervals from 2023 through July 2024, a market landscape emerges. The aggregated data hints at subtle shifts and growth patterns. →
The iPhone 17e emerges as an incremental refinement—"the new low end, same as the old low end, but better." Apple has streamlined its lineup by axing the mid-memory "e" model, leaving us with two price points. This simplification might appear reductive, yet it strategically consolidates offerings while enhancing value. Notably, the base model's memory has doubled, a move that defies the prevailing DRAM scarcity narrative, suggesting Apple's adept supply chain management and perhaps a bit of market leverage.
By trimming excess and boosting core features, the 17e exemplifies a nuanced approach to product evolution. →
Apple introduces iPhone 17e → Apple's iPhone 17e offers double storage at the same $599 price, boosting profit margins. →
Apple introduces the new iPad Air, powered by M4 → Apple's new iPad Air with M4 chip and increased memory boosts performance, enhancing versatility. →
Apple announces new MacBook Air with M5 and MacBook Pro with M5 Pro and M5 Max → Apple's latest MacBook lineup offers the affordable, efficient M5-powered Air, the mid-range balanced performer, and the high-end, powerhouse M5 Pro and Max models for demanding professionals. →
Apple unveils new Studio Display and all-new Studio Display XDR → Apple's Studio Display XDR boasts a 27-inch 5K Retina screen with mini-LED, 2000 nits brightness, and 120Hz refresh, ideal for professionals. →
Say hello to MacBook Neo → Apple launched the MacBook Neo, a budget-friendly laptop with premium features, priced at $599, amid concerns over shrinking margins in the Windows laptop market. →
Apple’s strategy is actually genius if you think about it → "Apple's strategic pivot to on-device AI could dismantle the AI boom by making models redundant and controlling the distribution gateway." →
Apple Q&A: Horace Dediu & Ben Bajarin discuss implications of Apple’s March 4, 2026 rollout →
We convened our first Office Hours on March 4 to review Apple's latest releases, where we answered questions from a live audience of subscribers, and dissected Apple's latest and strategies. Topics covered:
Full recording and transcript is available to Asymco One subscribers.
Asymco One gives you full access to our research, analysis, and commentary. Subscribe with code BULLETIN for a discount.
Feedback: Have questions or comments? Reach out to us at contact@asymco.com. We’d love to hear from you.
The first Asymco One Office Hours, was a live Q&A session with Horace Dediu and Ben Bajarin, where they discussed Apple's newly released products and other strategic implications, and answered questions live. The session went splendid, thanks to those who participated, and Horace and Ben.
Full Audio Recording and Transcript is now available to Asymco One subscribers, below.
hello
Apple today unveiled MacBook Neo, an all-new laptop that delivers the magic of the Mac at a breakthrough price. Apple’s all-new MacBook features a durable aluminum design, a stunning 13-inch Liquid Retina display, the power of Apple silicon, and all-day battery life — all for the breakthrough starting price of just $599.
"While many Chromebooks start lower than the Neo's $599 starting price point, there have been reports that disappearing margins could drive the cheap Windows laptop market into extinction by 2028." -Tom's Hardware
Source: Apple Newsroom
NB: The choice of a neo generation. MacBook Neo is a watershed event. First Mac with a…
Don't ask me, my only monitor is an Apple Vision Pro
Studio Display XDR is the world’s best pro display, featuring a 27-inch 5K Retina XDR display with a mini-LED backlight, 2000 nits of peak HDR brightness, and a 120Hz refresh rate
Source: Apple Newsroom
NB: These numbers are not for most people. They certainly are...
Following Apple Event on March 4, will be broadcasting the inaugural Office Hours as a live Q&A session with Horace Dediu to discuss the implications of Apple's new announcements. We are elated to have Ben Bajarin join us as well.
We've scheduled the session for 3pm ET / 12pm PT to allow time for reflection and analysis. Our focus will be on on business implications. Following some initial thoughts by Horace and Ben, we will answer questions from our live audience.
Send us your questions, or post as comments! See you there!
Sign-Up Sheet
Please provide your information. We will notify you of the event details prior to the event.
Due to high demand and limited capacity for the live event, we are prioritizing Asymco One subscribers. To guarantee your spot on the live Q&A, subscribe to Asymco One.
Following the Apple Event on March 4, we will be broadcasting the inaugural Asymco One Office Hours as a live Q&A session with Horace Dediu & Ben Bajarin.
We've scheduled the session for 3pm ET / 12pm PT to allow time for reflection and analysis. Our focus will be on on business implications. Horace will frame learnings from the event, followed by live Q&A.
March 4 Office Hours Sign-Up
Please provide your information below. We will notify you of the participation details before the event.
Due to high demand and limited capacity for the live event, we are prioritizing Asymco One subscribers. To guarantee your spot on the live Q&A, subscribe to Asymco One.
If you would like to review the proceedings, sign up for Asymco Bulletin.
Apple Investors are keen observers of metrics of financial performance. We have to track top line, bottom line and many lines in between. Updates to the data are delivered every quarter through official documents such as the 10K and statements made in conference calls. These data are then analyzed and opinions are formed on the viability, sustainability, and prospects for the company.
The community of investors changes rapidly, with shareholders able to enter and exit with a click of a button. All it takes is capital. Therefore many critics of shareholders as stakeholders point out how fleeting the commitment can be. Though there is skin in the game in the form of committed capital, there is no requirement for staying committed.
This is not the case for another set of stakeholders. In a previous post I pointed out how important employees are to the company and my belief that their commitment is probably management’s greatest concern.
But if one were to sum up the total population of a stakeholder group multiplied by its required level of commitment, there is a case to be made that the most vested community is that of Apple’s developers.
This group numbering in the millions makes an enormous contribution to the prosperity of the company and indeed of the other stakeholders. And they do so through tremendous personal risk. If you are a developer you know this, but perhaps other stakeholders do not. So let me elaborate.
An Apple developer must spend years becoming versed in the developer tools, purchase membership and equipment, navigate getting their software accepted and hope that someone, anyone buys the result. Afterwards, they need to maintain the code and update it frequently as the underlying software and hardware changes.
This adds up to enormous personal opportunity costs. Developing means not doing something else and developing for Apple means (typically) not developing for some other platform.
The benefits can be significant however. Apple publishes the amounts paid to developers. That is part of the graph shown below.
The dark blue area shown as “App Store Billings” includes about 70% paid to developers which I would estimate at about 100 billion in 2023.
But these are direct payments based on App Store transactions. A great number of transactions and economic activity takes place outside the App Store. That is over $1.1 trillion in 2023. It should grow to over $1.3 trillion this year.
And then there is AI. As Ben Bajarin and I discussed recently, the integration of AI is shifting the risk/reward equation for developers to include capital spending or monetization of computation itself.
A lot is at stake. Not only in terms of upside but also downside. Developers need to understand the “state of the union” for Apple as a platform and ecosystem from a financial point of view. Conversely, investors need to understand the degree of dependence and commitment being made by the developers.
There has been no forum for this to happen. Until now.
At the first Apple Worldwide Investor Conference ( WWIC ), we will bring together individuals with a stake in Apple's future—investors, analysts, and developers—to foster a meaningful conversation about Apple's ecosystem, and a better understanding of Apple as a business.
The event will take place on September 19th, in-person in Boston with limited seating, and via remote livestream globally, where you can watch, ask questions, and discuss, live.
Tickets are available now. Asymco followers can get an additional discount using code asc24.
See you at WWIC—in person or online!
