The iPhone 8 price raise was unexpected and a reminder of how much Apple values margin. Then, the cellular Apple Watch was the real glimpse of the future, and why no one should be surprised Disney didn’t make a deal with Apple.
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?
Disney’s Choice
Cable TV created a world where differentiated content could profit from everyone; that is why it will be hard for Disney to make the choices streaming will force on them.
Apple and the Oak Tree Follow-up, Is HomePod Late?, Apple Earnings
More on Apple’s earnings, China prospects, and HomePod’s potential beyond simply being a speaker.
Apple’s Strengths and Weaknesses
Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
Apple-WeChat Follow-up, Windows 10 S and the Education Market
Apple was never in a position to respond to WeChat, just as Microsoft couldn’t respond to Google. Then, Chromebooks win in education for more reasons than cost.
Apple’s China Problem
Apple had mixed earnings: most of the world was great, but China was bad again. The reason is that in China WeChat matters more than iOS.
ESPN’s Cuts, ESPN’s History, ESPN: From Franchise to Business
ESPN’s cuts are not a surprise if you understand how ESPN has made money in the past, and where it must go in the future
Amazon Shutters Quidsi, Amazon and CPG Companies, Amazon and Wal-Mart
Amazon is shutting down Quidsi, and taking the fight for CPG goods to Wal-Mart.
Apple Announcements, iPhone Strategy vs iPod Strategy, Clips
Apple had several announcements that were relatively boring from a product perspective but very interesting when it comes to strategy. Plus, its new “Clips” app may point to new products in the future.