For as long as Apple has been selling hundreds of millions of iPhones, it has always been compared to Samsung. That’s because Samsung sells more product than Apple, at least when it comes to smartphones. They certainly don’t beat Apple with tablets and smartwatches. The reason is simple: Apple builds a small number of iPhone […]

So let’s just look at the conventional wisdom that prevailed ahead of Apple’s release, last week, of its financials for the quarter ending September 2017. As usual, industry and financial analysts delivered their estimates, but there were some assumptions that different pundits made in the weeks preceding the official announcements. Take sales of the iPhone […]

Let me get to the basics first: Apple’s fourth fiscal quarter financials were blowout by any reasonable estimate. Up until the announcement, it was believed by many that iPhone 8 sales weren’t so good. Reports that iPhone sales in China were up by a decent margin were taken seriously, however, but regarded as only temporary. […]

So let’s look at what’s going on. Apple claims that demand for the iPhone X, due to ship on Friday, November 3rd, as “off the charts.” But that is typical corporate speak from Apple. True, stocks ran out for preorders within minutes, but just how many units did Apple have on hand to ship? CEO […]