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Can Apple Transition From Dependence Upon 'Hit' Products To A Sustained-Growth Focus?
Monday, May 15, 2017 - 2:12pm | 457UBS's Steven Milunovich hosted a chat with two notable Apple Inc. (NASDAQ: AAPL) experts, Horace Dediu of Asymco and Neil Cybart of AboveAvalon.com last week to talk about iPhone expectations and the longer-term opportunity in transportation. In a new research report on Monday, the analyst held...
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Analysts Say Apple's Future Is In Transportation, Not Just A Car But An 'Experience'
Thursday, May 11, 2017 - 8:43am | 441UBS's Steven Milunovich consulted with two notable Apple Inc. (NASDAQ: AAPL) experts to gain further perspective on the company's outlook. The analyst met with Asymco's Horace Dediu and Above Avalon's Neil Cybart, both of whom are positive on Apple's business. Dediu explained to the analyst that...
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Competition Only Helps Apple Ripen, An Advantage Over The FANG Stocks
Thursday, March 9, 2017 - 12:17pm | 472Based on views from Apple Inc. (NASDAQ: AAPL) observer Horace Dediu, UBS said in a note competition only helps, which gives it an edge over the FANG stocks, namely Facebook Inc (NASDAQ: FB), Netflix, Inc. (NASDAQ: NFLX), Amazon.com, Inc. (NASDAQ: AMZN) and Alphabet Inc (NASDAQ: GOOGL). 3...
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Apple May Have Wasted $2 Billion Trying to Save Sharp
Wednesday, November 7, 2012 - 12:25pm | 496When Apple (NASDAQ: AAPL) quietly revealed that it wanted to stop using Samsung supplies, many wondered if the company could survive without its South Korean partner. According to Horace Dediu, the analyst behind the Asymco blog, Apple may have increased its 2012 expenditures by more than $2...