iPhone
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Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.
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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.
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The iPhone X is a quintessential Apple product, because it is the best; is there a market for iPhone 8?
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Divine Discontent: Disruption’s Antidote
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.
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Apple Follow-Up, Apple Earnings, Sony CEO Kazuo Hirai Steps Down
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.
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Apple’s Middle Age
For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.
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Apple Earnings, Forecasting the iPhone X, Rising ASP and Services
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.
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Apple at Its Best
Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.
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iPhone X Review Drama, Microsoft Earnings, Microsoft’s Hybrid Strategy
The question of who reviewed the iPhone X shows how power is changing in media. Then, Microsoft crushes earnings with a strategy the company has used before.
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The Kinect and Face ID, Face ID Production Problems, The iPhone X Timeline
The Kinect is to Face ID as Windows Mobile was to the iPhone: new technologies often need new paradigms. Then, when it come to reported Face ID production delays there is a lot of smoke for there not to be fire.
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Google’s Search for the Sweet Spot
Google’s hardware event shows the company’s commitment both to devices and to artificial intelligence; just doing what you are good at, though, is not always enough.



