Apple’s earnings were definitely weak in China, but the rest of the world wasn’t great either. No wonder the company is pivoting so strongly into services — and there is upside.
BuzzFeed’s relative scale problem, and why venture capital doesn’t make sense for content, because the future is niche. Plus, important follow-up on Bing and Atlassian.
China blocks Bing, which raises more questions for the most successful foreign service provider in China: Apple. Then, Tencent gets some games approved, and how Atlassian and Netflix are similar.
How much was Apple impacted by the arrest of Huawei’s CFO? Then, Apple’s agreement with DuckDuckGo and its connection with Google, and why WordPress Newspack is so exciting.
Apple’s Errors don’t preclude the idea that prices are too high; meanwhile, the company is meaningfully pivoting to services, at least in terms of content. Then, Samsung’s pain is Apple’s gain.
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.
More on Apple and China, this time because of a patent case with Qualcomm. Then, Microsoft Teams may be catching up with and surpassing Slack; I can understand why.
Huawei’s CEO is arrested, and U.S. companies — including Apple — should be at least a little nervous. Then, Australia passed a terrible law that will compromise the security of Australians — and possibly everyone else.
Happy Thanksgiving! Tencent’s earnings and impressive diversification, and the impact on Apple, plus why MLB’s new deal with Fox shows that sports are as valuable as ever.
Apple’s earnings point towards a disappointing quarter, and there are also clouds on the “services narrative” horizon, particularly in China. Then, Apple’s (ongoing) mistake with the iPad.