Topics
Apple — Financial & Strategy
- Services 143
- earnings 94
- ASP 60
- gross margin 43
- guidance 31
- installed base 22
- capex 21
- operating margin 20
- active device 19
- Wearables 18
- Apple Mobility 14
- WWDC 12
- AAPL 10
- supply chain 9
- keynote 3
Apple — People & Org
- Tim Cook 27
- Steve Jobs 24
- John Ternus 12
- Lisa Jackson 3
- Jony Ive 2
Apple — Products & Platforms
- iPhone 505
- iPad 240
- Mac 157
- iOS 150
- iPod 78
- iTunes 72
- App Store 58
- Watch 33
- Neo 26
- Apple TV 25
- Apple Vision Pro 20
- iPod touch 19
- Apple Watch 18
- OS X 15
- Siri 14
- iCloud 10
- Apple Pay 9
- iTunes Store 9
- Apple Music 8
- subsidy 8
- AirPods 7
- Mac mini 6
- MacBook 6
- Apple Intelligence 5
- HomePod 5
- M4 5
- Other Products 5
- Apple News 4
- Greater China 4
- Kevan Parekh 4
- virtual reality 4
- Eddy Cue 3
- Goldman Sachs 3
- MacBook Air 3
- OpenAI 3
- iMac 3
- macOS 3
- Apple II 2
- Apple Silicon 2
- Compaq 2
- FaceTime 2
- M1 2
- Mac App Store 2
- MacBook Pro 2
- Maemo 2
- Oppo 2
- Retina 2
- S-curve 2
- accelerator 2
- gross profit 2
- iMessage 2
- iPadOS 2
- innovator's dilemma 2
- marketplace 2
- switching cost 2
- visionOS 2
- A18 1
- AMD 1
- Anthropic 1
- Apple Card 1
- Apple Event 1
- Asus 1
- Balaji 1
- Chrome OS 1
- Cisco 1
- Craig Federighi 1
- Cupertino 1
- FX 1
- Foxconn 1
- Gene Munster 1
- Jim Zellmer 1
- John Sculley 1
- LTE 1
- Luca Maestri 1
- M3 1
- Mac Studio 1
- New York Times 1
- Newton 1
- OLED 1
- SoftBank 1
- Uber 1
- Vivo 1
- Wall Street 1
- augmented reality 1
- currency 1
- e-commerce 1
- first mover 1
- moat 1
- social network 1
- supercomputer 1
- sustaining innovation 1
Asymco — In-house & Voices
- Horace Dediu 62
- Asymco 54
- Office Hours 32
- Asymco One 25
- Asymcar 21
- Ben Bajarin 21
- Critical Path 21
- Airshow 15
- Asymconf 11
- Farshad Nayeri 8
- Ben Thompson 4
- Internet of Things 1
Computing industry — Companies
- Google 188
- Microsoft 183
- Amazon 52
- HP 31
- Facebook 23
- Dell 20
- IBM 18
- Intel 16
- Nvidia 12
- Tesla 11
- Kindle 10
- Netflix 10
- Nintendo 8
- Xbox 8
- Meta 7
- Twitter 7
- Adobe 6
- Yahoo 6
- Fujitsu 4
- Lenovo 4
- Spotify 4
- Toshiba 4
- SoC 3
- ARM 1
- Financial Times 1
- asymmetric competition 1
Computing industry — Platforms & Concepts
- PC 146
- Windows 79
- advertising 54
- search engine 44
- internet 32
- subscription 32
- laptop 22
- web 22
- desktop 16
- server 13
- browser 12
- Unix 9
- Linux 8
- notebook 8
- Edge 7
- Chromebook 6
- Safari 5
- API 4
- GPU 4
- mainframe 4
- social media 4
- Acer 3
- Chrome 2
- Johny Srouji 2
Finance — Metrics & Concepts
- revenue 489
- share 330
- estimate 149
- profit 116
- forecast 94
- analyst 93
- cash 79
- stock 59
- P/E 54
- net income 53
- investor 42
- EPS 35
- asset 35
- loss 28
- consensus 19
- cash flow 18
- dollar 15
- recession 15
- shareholder 15
- market cap 13
- equity 12
- free cash flow 12
- dividend 11
- enterprise value 10
- Morgan Stanley 9
- operating income 9
- balance sheet 8
- ACTIVE 6
- tariff 6
- Alphabet 5
- Ericsson 5
- buyback 5
- Bitcoin 4
- ZTE 4
- share buyback 4
- JPMorgan 3
- Yahoo Finance 3
- inflation 3
- liability 3
- sensor 3
- NTT DoCoMo 2
- Oracle 2
- PlayStation 2
- workstation 2
- EBITDA 1
- LCD 1
- Peter Oppenheimer 1
- SDK 1
- Strategy Analytics 1
- unicorn 1
Innovation — Theory & Frameworks
- platform 251
- ecosystem 74
- disruption 58
- good enough 36
- integration 24
- Clayton Christensen 14
- jobs-to-be-done 11
- modularity 9
- low-end disruption 6
- new-market disruption 5
- disruptive innovation 4
- fast follower 2
- lock-in 2
- network effect 2
Mobile industry — Companies
- Nokia 169
- Samsung 104
- RIM 92
- BlackBerry 55
- Motorola 50
- HTC 49
- Palm 35
- LG 31
- AT&T 29
- Verizon 25
- Sony Ericsson 24
- Sony 15
- Sprint 9
- Huawei 7
- Qualcomm 6
- Xiaomi 5
- Vodafone 1
Mobile industry — Platforms & Concepts
- Android 272
- smartphone 270
- app 205
- tablet 73
- operator 65
- Symbian 60
- Windows Phone 53
- Windows Mobile 47
- carrier 25
- handset 18
- feature phone 12
- unlocked 8
- Bada 7
- T-Mobile 7
- Canalys 6
- MeeGo 6
- WebOS 6
- mobile broadband 6
- Nielsen 4
- China Mobile 2
- mobile app 2
- MediaTek 1
- Reuters 1
Research & Press
- Gartner 31
- comScore 23
- IDC 20
- Counterpoint Research 8
- Fortune 8
- Wall Street Journal 8
- Bloomberg 7
- Harvard 4
- Harvard Business Review 4
Startups & Venture
- valuation 37
- acquisition 36
- founder 10
- exit 7
- startup 7
- pivot 5
- venture capital 5
Technology — General
- software 141
- hardware 98
- artificial intelligence 73
- operating system 39
- chip 24
- cloud computing 17
- display 17
- data center 14
- processor 14
- camera 13
- open source 10
- semiconductor 10
- silicon 10
- battery 9
- spatial computing 7
- CPU 6
- lens 5
- transistor 4
- 4G 3
- 5G 1