Announcing ACTIVE: The Apple Investor Conference, June 10, 2025

ACTIVE: The Apple Investor Conference

I’m pleased to announce the next Apple investor event, taking place on Tuesday, June 10, 2025, timed to coincide with Apple’s Worldwide Developers Conference (WWDC25).


ACTIVE: The Apple Investor Conference

ACTIVE is an in-depth examination of Apple as a business. The event is designed for individual investors, analysts, developers, and others with a stake in the Apple ecosystem. We move beyond the headlines to analyze the company’s operating model, portfolio of products and services, competitive position, and strategic trajectories. We will examine how Apple may navigate emerging macroeconomic volatility, evolving AI dynamics, and a shifting regulatory environment. Participants will also get a sneak peek at a new predictive modeling for Apple’s performance.

Topics we’ll cover:

  • Financial Performance: Trends in revenue, margin, and customer value
  • Valuation Logic: From users to markets to multiples
  • Platform Dynamics: Hardware, software, and services in sync
  • Global Levers: Tariffs, China, supply chains, and macro forces
  • Strategic Maps: The next S-curves and adoption inflection points
  • Externalities: Regulation, risk, and reputational capital
  • Competition: Platforms, partners, and substitutes

We’re preserving the tight-knit format that makes the event special—limited in-person seats and deep interaction. For those unable to attend in person, we have arranged for a worldwide livestream. Remote participants will be able to view live presentations, pose questions, and engage in discussions in real time.

We hope you’ll join us—in-person or via livestream.


ACTIVE: The Apple Investor Conference

Tuesday, June 10, 2025 (the day after the WWDC25 keynote)
Silicon Valley & Worldwide via Livestream

Learn more and register at ACTIVEconf.com.
Early bird tickets are now available.
Use code asym27 for an additional discount.

Announcing WWIC, The Apple Worldwide Investor Conference

I’m thrilled to announce the next Apple investor event, September 19, 2024. Henceforth the events will be called the Apple Worldwide Investor Conference (WWIC). WWIC will examine Apple’s business in-depth using the latest data. In addition to financial review, we will also cover technology, externalities, company culture, brand and competitive stance.

  • Focus: Apple Intelligence.
  • State of the Union
  • Products & Services: Financial performance and market overview
  • Valuation: Measuring customer creation and retention
  • Growth: Opportunities in Products, Services, and Geographies
  • Externalities
  • Legal and Regulatory Review
  • Competition
  • Macro
  • China
  • Big Picture: Adoption Rates, Sustaining and Disruptive roadmaps
  • Wild Card: Reading the Buffett portfolio decision

We’re maintaining the intimate atmosphere of last year: same venue in Boston and limited in-person seating allowing for seamless interaction and enquiry. In addition, we would like to address a wider, global audience. So, for the first time, we will also be offering remote participation where you can watch the livestream, ask questions, and discuss topics live.

Apple Worldwide Investor Conference - WWIC 24 - September 19, 2024

Tickets are available now. Asymco followers can get an additional discount using code asc24.

See you at the event—in person or online!