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Horace Dediu

Lexington
As seen in: Apple Podcasts, LinkedIn, CNN, Medium, Yahoo Finance, Harvard Business Review, Quartz, SAGE Publishing, Cult of Mac, RealClear Markets and
Asymco One www.asymco.com
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Articles

Microcars and New Urban Form Factors with Horace Dediu

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By Horace Dediu
| The Micromobility Podcast
For more than a century, the car has been treated as a universal solution. One vehicle was expected to handle rural roads, highways, family trips, city centers, parking garages, and everything in between. As cities densified and trips became shorter, the form factor barely changed. Cars grew heavier, wider, and more complex, even as the average urban journey shrank.
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The Joy of (new) Numbers

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By Horace Dediu
| asymco.com
In the latest, (Fiscal Q3, Calendar Q2 2025) conference call, Tim Cook made a welcome announcement: “We also recently marked a significant milestone. We shipped the 3 billionth iPhone since its launch in 2007.” This was welcome because the company has not been providing iPhone unit shipment numbers since Q4 2018. What it has meant is that the number of iPhones sold and their average selling price had to be estimated. Active iPhones were occasionally provided but quite rarely.
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The Purpose of the App Store

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By Horace Dediu
| asymco.com
According to JP Morgan analyst Samik Chatterjee, citing Sensor Tower, Apple’s App Store revenue for May 2025, increased by 4.9% month-over-month (which compares to an average sequential increase of 2.3%) and an acceleration of year-over-year revenue to 13.0% in May versus up 11.8% in April. On a year-over-year basis, the App Store downloads increased by 3.1% in May (versus +5.8% in April) according to Chatterjee.
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