Hardware
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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.
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Apple Music on Amazon Echo, The Implications, Apple-Amazon Quid Pro Quos
Apple Music is coming to the Amazon Echo, a development that I find absolutely fascinating: what does this mean for Apple, and Spotify? Plus, this isn’t the first time Apple and Amazon have made a deal.
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Google Data Issue Follow-Up, Battle for the Home Follow-Up, Apple’s Device Business Model
Follow-up Thursday: more on Google’s data exposure, then the The Battle for the Home rages on. Plus, Apple’s business model strikes again.
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iPhone Classes; iPhone Growth Drivers, and Limiters; The Apple Watch
Will the iPhone XS slump like the iPhone 6S? Probably not, because theories about the iPhone 6S slump are probably wrong. Plus, the Apple Watch.
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The iPhone Franchise
The iPhone is a franchise, a product that will make money in well-defined ways; Apple understands that and is exploiting it more than ever before with the iPhones XS and XR.
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Amazon Buys Ring, Ring’s Exit, Amazon’s Strategy and the Integration of the Home
Amazon is buying Ring: it makes sense for the latter to sell, and while the reasons for the former to buy are less obvious, they are equally compelling.