Apple 2.0

Covering the business that Steve Jobs built
  • Wall Street's biggest believer in an Apple TV set is losing his faith

    "Each month that passes," writes Piper Jaffray's Gene Munster, "reduces our confidence."

    FORTUNE -- Pity Gene Munster.

    It's been five years since Piper Jaffray's chief Apple (AAPL) watcher first alerted investors that Steve Jobs' "hobby" -- the Apple TV set-top box that launched in 2007 -- was merely a precursor to a more ambitious project: a full-blown Apple television set.

    "While Apple downplays the possibility," he wrote in a February 2008 note to clients, "we expect the MORE

    - Apr 2, 2014 10:55 PM ET
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  • Charlie Wolf: Apple's Mac is a river that flows upstream

    It defies the laws of economics, writes Needham's Apple analyst. The iPhone, not so much.

    FORTUNE -- Apple's (AAPL) computers cost more than its competitors' -- an average of $700, according to Needham's Charlie Wolf. Yet its market share, as indicated by Figure 1, has grown in 10 out of the last 11 years.

    iPhones also cost more than the competition. Yet Apple's worldwide smartphone market share peaked at 23.8% in December 2011 and has been bouncing MORE

    - Apr 1, 2014 7:17 PM ET
  • Apple buys iFixit

    A critic of hard-to-repair electronics is purchased by the biggest target of its criticism.

    UPDATE: April Fools.

    FORTUNE --The gadget-repair company iFixit, a persistent critic of Apple (AAPL) products for their low "repairability," announced Tuesday that it has been purchased by Apple for an undisclosed price.

    iFixit is best known for its "teardown" photos of disassembled iPhones and iPads, posted shortly after they go on sale and later used to illustrate free online repair guides (parts and tools for sale).

    iFixit founder MORE

    - Apr 1, 2014 5:27 AM ET
    Posted in: , ,
  • Apple's financial results for fiscal Q2 2014 due out April 23

    The conference call with analysts will be webcast live at 5 p.m. Eastern.

    FORTUNE -- Apple's (AAPL) Monday posted the date and time of the company's earnings report for the second fiscal quarter of 2014 on its Investor Relations website.

    Date: Wednesday April 23
    Time: 2 p.m. PT, 5 p.m. ET

    I'll be traveling around Europe for most of April, but will be covering the news from Paris, the gods of Wi-Fi permitting.

    - Mar 31, 2014 6:46 PM ET
  • Apple v. Samsung II: How to follow the case on Twitter

    Get up-to-the-minute developments from any screen connected to the Internet.

    FORTUNE -- Couldn't make it to San Jose for the second "trial of the century"? Made it to San Jose, but couldn't get into U.S. District Judge Lucy Koh's courtroom to watch Apple (AAPL) do battle, once again, with Samsung?

    Not to fear, Twitter is here.

    Tweeting from courtroom are some of the best tech and legal reporters in the business (although expertise in one area doesn't guarantee it in the MORE

    - Mar 31, 2014 4:59 PM ET
  • Apple v. Samsung II: What the pundits are saying

    Jury selection for the second "patent trial of the century" starts Monday.

    FORTUNE -- A multibillion dollar Apple (AAPL) patent infringement claim against Samsung -- its second in two years -- goes to trial Monday.

    In the grand tradition of print journalism -- where your story had to hold up even as it was outpaced by events -- reporters planning to cover the proceedings filed their "walk-ups" over the weekend.

    For a subject as arcane as U.S. patent law, a surprisingly wide range MORE

    - Mar 31, 2014 11:03 AM ET
  • Apple chart of the day: From 66% revenue growth to 9.2%

    Without a new product, says a prominent amateur analyst, Apple may be stuck below 10%.

    FORTUNE -- Robert Paul Leitao manages a Los Angeles Catholic Church by day, but his real devotion is to Apple (AAPL).

    When I first met him, Leitao was running The Mac Observer's Apple Finance Board, which he moved to LinkedIn a few years ago and renamed AAPL Independent Analysts. He also founded the Braeburn Group, and every quarter he pulls together his members' estimates for Fortune's Apple MORE

    - Mar 30, 2014 1:15 PM ET
  • Apple ends Q2 down 3.5%

    The Street is looking for 0.4% earnings growth with revenues off -0.1% from last year.

    FORTUNE -- A ho-hum three months.

    That was the consensus of Apple (AAPL) analysts Saturday, the last day of the company's second fiscal quarter of 2014. (See Yahoo snapshot, attached.)

    Ho-hum also describes the performance of Apple's share price for the quarter -- down about $20 (-3.5%) while the broader market was scoring modest gains (S&P 500 up 0.8%).

    That's a bit out of character, given Apple's past and its future prospects.

    The spreadsheet below shows the MORE

    - Mar 29, 2014 1:16 PM ET
  • Video: In 84 seconds, the best of Macworld/iWorld 2014

    Soundbites from an all-star cast of Apple watchers.

    FORTUNE -- For my money, the best thing these days about Macworld/iWorld (the event) is the panel of writers and editors Macworld (the magazine) pulls together each year to discuss the future of Apple (AAPL).

    If, like me, you couldn't make it to this week's expo, the attached video from Thursday's panel may have to do.

    It's a compilation of soundbites from some of the smartest Apple watchers in the business: Jason MORE

    - Mar 28, 2014 9:37 AM ET
  • Report: Android apps are more stable than Apple's iOS apps

    Apps crash more frequently on iPads and iPhones than on Samsung's Android devices.

    FORTUNE -- Quentin Hardy may be forgiven for looking at the attached charts and seeing what he expected to see.

    Summarizing a new report on the failure rate of mobile apps, he wrote in Friday's New York Times that apps running on Google's (GOOG) Android operating system crash more frequently than apps running on Apple's (AAPL) iOS.

    "iOS 7.1 has the fewest crashes," he adds, "most likely thanks MORE

    - Mar 28, 2014 8:40 AM ET
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