Apple’s earnings not only held true to form, but actually had an upside surprise in ASP. Plus, what an interview with Steve Jobs reveals about differentiation and integration.
Apple Maps is getting a reset; what is more encouraging is the company inviting competition. Then, Disney gets approval for its purchase of 21st Century Fox, and it raises questions about the entire process.
Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store.
Apple’s earnings were less interesting than the expectations game. Facebook’s F8 conference, meanwhile, again cast Zuckerberg’s vision of technology in stark contrast to Steve Jobs. Plus, why Facebook Dating will likely flop.
Apple has long defeated disruption by focusing on the user experience; Jeff Bezos and Amazon, though, show that user expectations for their experience are ever-changing.
Is Apple setting itself up for disruption, or will its integration lead to more markets? Its earnings offer evidence in both directions, and worrisome China results. Then, Kazuo Hirai steps down after setting Sony on the only sustainable path.
For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
Facebook is accused of abetting age discrimination, which raises many of 2017’s most prominent themes. So does the news that Apple slows down iPhones.
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’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.