Asymco

Asymco

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Horace Dediu’s analysis of business models, disruption, and technology adoption (Apple and beyond).

Here’s Why Demand for Macs Has Spiked
NewsFeb 24, 2026

Here’s Why Demand for Macs Has Spiked

Apple’s Mac lineup is experiencing unprecedented demand, pushing US lead times to two‑four weeks, the longest in years. The Mac Studio now has a 27‑day wait, followed by the M4‑powered MacBook Pro at 23 days and the Mac Mini at...

By Asymco
Apple’s App Store Growth Is Reaccelerating
NewsFeb 23, 2026

Apple’s App Store Growth Is Reaccelerating

Apple’s App Store revenue accelerated in February, posting a 9% year‑over‑year increase, according to Morgan Stanley. The growth represents a 230‑basis‑point acceleration from January and puts quarter‑to‑date revenue up 7.5%, just shy of the firm’s 8% March‑quarter forecast. The boost...

By Asymco
Are Solid State Batteries Finally Here?
NewsFeb 23, 2026

Are Solid State Batteries Finally Here?

Donut Lab has engaged Finland’s VTT Technical Research Centre to independently measure the performance and key characteristics of its solid‑state battery prototype. VTT will conduct the tests, document procedures, and publish full reports alongside detailed video walkthroughs. The results are...

By Asymco
Bankers Complain that Apple Has a Tight Grip on Mobile Payments
NewsFeb 20, 2026

Bankers Complain that Apple Has a Tight Grip on Mobile Payments

Apple Pay, Google Pay and Samsung Pay dominate Canada’s mobile payments, capturing roughly 90% of phone‑based transactions. The Canadian market, valued at about $1.39 billion in 2024, is forecast to surge to $20.48 billion by 2030. Major banks such as RBC, Scotiabank...

By Asymco
Secure the Chips, Absorb the Costs, and Grab More Market Share
NewsFeb 19, 2026

Secure the Chips, Absorb the Costs, and Grab More Market Share

Analyst Mark Newman raised Apple’s price target amid rising memory‑chip costs, noting that component inflation could lift iPhone prices by up to 15 %. Despite higher production expenses, Apple’s strong ecosystem and execution are expected to protect earnings. The analyst also...

By Asymco
Apple in Europe: How Many iPhone Switchers Are Addressable in the Near Term?
NewsFeb 18, 2026

Apple in Europe: How Many iPhone Switchers Are Addressable in the Near Term?

Apple’s Q4 2025 results reveal Europe generated $38.1 billion in net sales, a 12.7 % year‑over‑year rise that now makes the continent a larger revenue source than Greater China. The growth stems largely from the iPhone 17 lineup, yet Apple’s earnings calls continue to...

By Asymco
Apple Adds Video Experience to Apple Podcasts
NewsFeb 17, 2026

Apple Adds Video Experience to Apple Podcasts

Apple announced that its Podcasts app will support full video podcasts using HTTP Live Streaming technology, rolling out in spring 2024. The update adds a seamless viewing experience alongside existing audio features such as playback speed controls, automatic chapter creation...

By Asymco
What Is Apple’s Investment Narrative?
NewsFeb 10, 2026

What Is Apple’s Investment Narrative?

Apple’s latest quarter delivered $143.76 billion in revenue and $42.10 billion net income, propelled by strong iPhone 17 demand and a rebound in China. The company is betting on deeper ecosystem integration through AI‑enhanced features across devices and an expanding services portfolio. A...

By Asymco