Apple 2.0

Covering the business that Steve Jobs built
  • 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
  • Video demos: Microsoft's Office running on Apple's iPad

    Word, Excel and PowerPoint finally landed Thursday on Apple's family of tablets.

    FORTUNE -- For Apple (AAPL) iPad users who -- for whatever reason -- are wedded to Microsoft (MSFT) Office, this is a big deal.

    The official demonstration of Office for iPad started at the 10 minute mark in Microsoft's Thursday press event, right after CEO Satya Nadella, the newly appointed successor to Bill Gates and Steve Balmer, delivered his "mobile-first, cloud-first" marching orders.

    The new apps are available on MORE

    - Mar 27, 2014 6:32 PM ET
  • Chitika: Mavericks is Apple's most popular Mac release yet

    Five months out, users running OS X 10.9 are driving 40% of Chitika's Mac Web traffic.

    FORTUNE -- The report issued Thursday by Chitika Insights calls it "the power of free" -- a reference to the price Apple (AAPL) charged Mac users to upgrade to Mavericks, the latest version its flagship operating system.

    Sampling its ad network last week -- five months after Mavericks' release --  Chitika found that 40% of its clients' page views were coming from Macs MORE

    - Mar 27, 2014 12:26 PM ET
  • The Kremlin drops Apple iPads, buys Samsung Galaxy tablets

    The Russian Ministry of Communication denies it's blowback from the crisis in Ukraine.

    FORTUNE -- Yes, the Russian government has dropped its American-made Apple (AAPL) iPads in favor of Korean-made Samsung tablets.

    But no, the change -- spotted by reporters covering the Kremlin -- has nothing to do with the invasion and annexation of Crimea, the freezing of Russian assets or the threat of further sanctions against Vladimir Putin's government.

    That's the word out of MORE

    - Mar 27, 2014 8:06 AM ET
  • Ahead of second Samsung trial, Apple tosses the press a bone

    Makes Greg Christie, whose name is on the slide-to-unlock patent, available to the Journal.

    FORTUNE -- Apple's (AAPL) rules for dealing with reporters are pretty simple: Say absolutely nothing on the record. And if you have to say something, craft a statement that gives nothing away, then repeat it as often as necessary.

    So you know something is afoot when the company allows the Wall Street Journal -- whose reporters cover Apple like a blanket and MORE

    - Mar 26, 2014 9:46 AM ET
  • What if Apple's so-called iWatch isn't a watch at all?

    The magic, says Benedict Evans, may be not on the wrist, but in the application interface.

    FORTUNE -- Google (GOOG) may have done Apple (AAPL) a favor when it posted two promotional videos (attached below) for what it's calling Android Wear: A new extension to the Android operating system released last week to developers.

    The videos are very good -- both for their production values and for showing what can be done on a wrist-based touchscreen connected wirelessly to a MORE

    - Mar 25, 2014 9:28 AM ET
  • Slo-mo video: Apple's grapples tearing down HP's Cupertino campus

    Clearing the way for Steve Jobs' new "spaceship" headquarters.

    FORTUNE -- Hewlett-Packard's (HPQ) U.S. workforce had shrunk to 304,000 by 2010 when the company announced that it would be shutting down its Cupertino campus -- then only 60% occupied -- and consolidating its operations in Palo Alto.

    The offices it left behind stood vacant for more than two years. Then, in February, they were torn down to make room for Apple's (AAPL) new headquarters, designed to hold MORE

    - Mar 25, 2014 7:28 AM ET
Current Issue
  • Give the gift of Fortune
  • Get the Fortune app
  • Subscribe
Powered by VIP.