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.
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.
Apple’s Social Network
Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.
The Problem with Facebook and Virtual Reality
Virtual reality has always been destined to be less important than augmented reality, and Facebook taking a stake has never made much sense.
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.
The Battle for the Home
Amazon, Google, Apple, and Facebook are battling for the home; what are their strengths, weaknesses, go-to-market strategies, and business models, and who is the favorite? Or does it matter?
The iPhone XR Delay, India, and China; Discriminatory Job Ads on Facebook; EU Versus Internet Follow-Up
More follow-up on the iPhone, then how discriminatory job ads on Facebook demonstrate how to police bad behavior on platforms with zero marginal costs. Plus, follow-up on The European Union Versus the Internet.
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.
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.
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.