Jon Stewart on Tim Cook’s Congressional testimony
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Tag Archives: Apple
Market share v. profits
John Kirk has posted a terrific piece describing how large swaths of tech reporters seem unable to focus their “analysis” on anything other than market share. While Android’s world-wide market share is larger than Apple’s iOS, the higher market share is meaningless if the much higher profitability of iOS continues. After all, profits are the goal of businesses.
The article is worth a full read.
Disclosure: I am long AAPL.
Related articles
- On market share (ben-evans.com)
Apple quote of the day
What I really wanted to ask is why the hell do I have to keep updating apps on my iPhone all the time?
– John McCain, at yesterday’s hearing about Apple’s tax planning.
Rand Paul strongly defends Apple
At this morning’s hearing on Apple, and before Apple representatives even testified, Senator Ran Paul blasted the efforts of other senators, who appear to be shaming Apple.
Good for him. Of course, Tim Cook and the other representatives from Apple were extremely gracious.
Apple tweet of the day
In 2012, “Apple paid $6B in federal corporate income taxes: 1/40th of all corporate income taxes collected by the US” bloomberg.com/news/2013-05-0…
— Daniel Eran Dilger (@DanielEran) May 3, 2013
Apple quote of the day
Apple took a major step forward by issuing debt and announcing it will return $100 billion to shareholders over the next three years. This is a vastly more shareholder-friendly capital allocation policy then where Apple stood a few months ago. We have added to our Apple position. Now we just wait for the release of Apple’s next blockbuster product.
– David Einhorn, CEO of Greenlight Capital, who last month pressured Apple to free more of its cash hoard for investors.
Disclosure: I am long Apple.
Related articles
- Einhorn’s Greenlight Capital Waiting for Next Apple Blockbuster (allthingsd.com)
- Einhorn Boosts Apple Stake, Praises Capital-Return Plan (bloomberg.com)
Apple breaks into Fortune 500 top 10
For the first time, Apple is now one of the top 10 companies in the annual Fortune 500 listing. Apple is number 6. Last year, Apple was number 17.
Apple is number one in the US smartphone market
A new study from comScore shows that, during the first quarter, Apple is the number one manufacturer in the US, with a 39% share. Samsung is second, with a 27% share.
Related articles
- Apple’s U.S. Smartphone Usage Share Approaches 40% (macrumors.com)
- Comscore: Apple continues to gain share in US market (electronista.com)
- Apple Leads Samsung in U.S. Smartphones (allthingsd.com)
Should Apple acquire Intel?
Perhaps in a fantasy, according to Jean-Louis Gassée. If they did, one benefit would be that Apple could completely drop Samsung as a component provider.
The value of a technology ecosystem
Apple has painstakingly built out a full-featured ecosystem for its iPhone and iPad iOS devices. Why is this important? It seems that Apple is successfully luring more and more customers who buy into its ecosystem and will likely stay, once they have begun to purchase media and apps that run on the iOS operating system.
John Paczkowski, writing in All Things D, notes that, at least in the United States, this lock-in is increasing over time. The entire piece is worth a full read, but here is a taste.
So, Android’s seemingly inexorable ascension over the iPhone? Not quite so inexorable anymore. Apple’s smartphone continues to gain share over devices running Google’s mobile OS in the U.S.; so much so that, according to the Yankee Group, iPhone ownership in the U.S. will exceed Android ownership by 2015. The reason: Platform loyalty.
Related articles
Happy birthday iTunes
Apple’s iTunes Store will be 10 years old this Sunday. The Verge has a comprehensive history of the store’s development.
New iPhone ad airs
This new ad from Apple is effective even with very limited dialog.
Apple in perspective
If you follow Apple stock, you should read this essay by John Kirk. He does an admirable job of dissecting the true current and future performance of the company.
His bottom line:
If you look at Apple’s numbers for this quarter and the next, you might think you see a company in decline. But if you look at Apple’s numbers over the fiscal or annual year, you see anything but decline. Let’s put this in perspective: Would you rather have Apple’s profits or those of Google, Amazon, Microsoft or Samsung? Once you put it that way, the answer as to how Apple is doing becomes clear.
Apple dominates the most dominant tech sectors of our times. And unless I’m gravely mistaken, that’s a good thing. A very good thing.
Disclosure: I am long AAPL.
The best performing Windows laptop
According to a new study, it is the 13 inch MacBook Pro.
Tim Cook at Steve Jobs’ grave
Check out this important story from The Onion.