Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.
The iPad is 10, and while it remains a useful device, it is ultimately a disappointment. Apple lost the vision for what the iPad could be, and never gave space for developers to figure it out for them.
The “Always-on” Apple Watch update is an important one, additional notes from Apple’s event, and why the company is likely being honest about App Store Search
Google’s cloud numbers are probably much worse than they appear. Then Apple delivered post-iPhone earnings that were impressive in what they said about Apple’s future.
A follow-up to Apple’s Services Event, plus an overview of Apple’s hardware announcements. Then, Google Stadia and it’s potential competition with Apple and Microsoft.
Apple’s case before the Supreme Court is about standing; Apple has a strong case. That, though, doesn’t mean the App Store isn’t a monopoly — and that Apple isn’t increasingly predicated on rent-seeking.
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.
Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.
Paul Allen helped create Microsoft, but it didn’t define him. Then, Photoshop for the iPad is announced; it has a chance because it’s from a big company.
Amazon’s rumored move into Switches is being framed as being about Cisco, but I suspect it’s about Microsoft. Then, Adobe is making Photoshop for iPad, which benefits from subscriptions.