Hardware
-
Apple Earnings, Forecasting the iPhone X, Rising ASP and Services
Apple had a great quarter, and a great forecast that suggests there is more to come. Plus, the company is shifting to making money from its best customers.
-
Apple at Its Best
Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.
-
Google Earnings, TAC and Apple, Google’s Growing Network
Google’s crushed earnings even more than usual, and Network growth may be a big reason why. Plus, why Google continues to pay TAC, plus notes on Google coverage and “innovation” in ads.
-
More Spectacles Mea Culpas; The Athletic in the New York Times; Google, Facebook, Apple, and Subscriptions
More mea culpas about Spectacles, then the CEO of The Athletic gives an explosive interview to the New York Times. Plus, more news about Google and Facebook’s subscriptions offerings, and Apple’s interference.
-
Netflix Follow-up, Sonos + Alexa, MongoDB IPOs
Netflix cancels its non-evergreen content, and isn’t really relevant to Nielsen. Then, a Sonos and Alexa partnership makes sense for both sides, and MongoDB has a thoroughly modern IPO.
-
Google’s Search for the Sweet Spot
Google’s hardware event shows the company’s commitment both to devices and to artificial intelligence; just doing what you are good at, though, is not always enough.
-
Google’s HTC Deal, HTC — and Google’s — Motivations, Apple Watch and Apple Memory
Google has made a rather odd deal with HTC — basically an acquihire. What are the two company’s motivations? Then, Apple Watch news and reviews, and a smartphone-related acquisition that is actually more important than Google’s.
-
The Lessons and Questions of the iPhone X and the iPhone 8
The iPhone X is a quintessential Apple product, because it is the best; is there a market for iPhone 8?
-
Apple and the Oak Tree
Apple’s business, thanks to Services, is growing ever stronger, even as Apple loses the model — and the product — that made the company what it is today.
-
RIP Charles P. Thacker, E3 and the Importance of Clarity, Nintendo’s Differentiation
Charles Thacker invented modern computers and demonstrated how to think differently. Then, E3 is demonstrating the importance of clarity, and Nintendo is the surprising example of the benefits