Wednesday, January 27, 2016




Apple's monster 2015 holiday quarter and the turbulent world overseas










With China weakening, Apple turns to India






Learning the hard way?

Apple was already taking steps to correct this in late 2015.

We now know what percentage of Apple customers have opted to stick with smaller iPhones






Apple set revenue records yet again, but guidance still made this a strangely negative conference call with analysts







Currency was something out of Apple's control, but was a major factor: 

Strong Dollar hurts Apple earnings (supplemental material)







Apple sees growth in China amid currency headwinds, contraction in US and Japan

Carolina Milanesi, chief of research at Kantar further noted in her report that: "Apple loyalty in the U.S. is at its highest since 2012, reinforcing the fact that customer retention is not an issue." This was a specific point that was hammered home yesterday afternoon in Apple's CEO opening statement.







Flat YOY, basically.

Apple's earnings in 5 charts






Apple's slow-growth quarter: What the analysts are saying






Apple Watch beats Rolex in luxury brands survey ranking






Apple & Samsung were the Top Semiconductor Buyers in 2015






FCC to move on set-top box regulations, could open door for expanded Apple TV






There really is no other tablet that remotely compares to the iPad, nor its profits.

Apple Retains its Title as King of Tablets for 2015






There are now 1 billion active Apple devices in the wild






Apple is preparing for a future where individual iPhone sales don't matter





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