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.
United States v. Apple
Apple is being sued by the DOJ, but most of the complaints aren’t about the App Store. I think, though, Apple’s approach to the App Store is what led to this case.
Apple Watch Import Ban, Apple v Masimo, Apple’s Response
Apple Watches are facing an import ban; the relevant court cases seem reasonable on all sides, and the Biden administration should let them play out.
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.
Apple’s iPhone Event, Apple and California, Additional Notes
Apple’s iPhone event wasn’t particularly interesting, but that’s a compliment to the iPhone’s power in the market and strength in the market. If only Apple’s platform governance were as good.
Apple’s “Time Flies” Event, Apple One, Fitness+ and Peloton
Reviewing Apple’s “Time Flies” event, including Apple One and Fitness+
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.
Google Buys Fitbit, Why Fitbit is a Good Idea, Why It Isn’t
First some important updates about Stratechery, then Google is seeking to acquire Fitbit. Why the acquisition makes sense, and why it doesn’t.
The Apple Watch Tells Time, Additional Observations on Apple’s Event, Revisiting App Store Search
The “Always-on” Apple Watch update is an important one, additional notes from Apple’s event, and why the company is likely being honest about App Store Search
The iPhone and Apple’s Services Strategy
Apple’s annual iPhone event may have marked Apple’s true shift into being a Services company