Apple’s earnings highlighted the company’s product maturity; will AI drive an upgrade cycle? Plus, why Wearables are slumping, and why Vision Pro isn’t moving the needle.
Apple’s iPhone Event; Innovation and Iteration; Pricing, Inflation, and Services
Apple’s iPhone event was better than it seemed, especially if you ignore a misguided video. Then, the iPhone gets another price cut.
Clubhouse and AirPods; Twitter, Meerkat, and Clubhouse; Clubhouse Monetization
More on Clubhouse, including the importance of AirPods, why it is different than Meerkat, conflict between privacy and competition, and monetization options.
Apple Earnings, Amazon Earnings
Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.
The Future of Tech Conferences; Apple’s Supply Chain, Continued; Remote Work and Zoom
Three potential long-term impacts of COVID-19 on the tech industry might be seen in consumer-focused developer conferences, supply chains, and Zoom’s chances versus Microsoft.
The iPhone and Apple’s Services Strategy
Apple’s annual iPhone event may have marked Apple’s true shift into being a Services company
Apple Event Follow-up, Apple’s Hardware Announcements, Google Stadia
A follow-up to Apple’s Services Event, plus an overview of Apple’s hardware announcements. Then, Google Stadia and it’s potential competition with Apple and Microsoft.
Apple’s Errors
Apple’s management made three errors that led to the restatement of revenue; those errors, though, suggest that the company’s business is in better shape than it appears.
Antitrust, the App Store, and Apple
Apple’s case before the Supreme Court is about standing; Apple has a strong case. That, though, doesn’t mean the App Store isn’t a monopoly — and that Apple isn’t increasingly predicated on rent-seeking.
Apple Follow-Up, Apple Earnings, Sony CEO Kazuo Hirai Steps Down
Is Apple setting itself up for disruption, or will its integration lead to more markets? Its earnings offer evidence in both directions, and worrisome China results. Then, Kazuo Hirai steps down after setting Sony on the only sustainable path.