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iPhone

  • Daily Update (2014-04-24): Apple Earnings, Capital Structure; Facebook Earnings


  • Two Bears, Revisited

    One of the more annoying aspects of the late great PC area was how review sites treated Macs: for all intents and purposes, they were just another PC. Consider this CNET review of the 2007 MacBook Pro:1 The good: Updated CPUs and graphics without an updated price; LED-backlit display for better battery life; 802.11n support. […]


  • Apple reportedly building two big screen iPhones

    From the WSJ: Facing competition from rivals offering smartphones with bigger screens, Apple Inc. is planning larger displays on a pair of iPhones due for release this year, people familiar with the situation said. The people said Apple plans an iPhone model with a screen larger than 4½ inches measured diagonally, and a second version […]


  • The China Mobile iPhone is specific to China Mobile

    The China Mobile iPhone deal is official. From Apple’s press release: Apple® and China Mobile today announced they have entered into a multi-year agreement to bring iPhone® to the world’s largest mobile network. As part of the agreement, iPhone 5s and iPhone 5c will be available from China Mobile’s expansive network of retail stores as […]


  • Misunderstood

    Apple just posted their holiday iPhone commercial: This is what I’m talking about. It’s not about specs, it’s not about thinness, it’s about what those physical properties make possible for real people. Now please do the same for the iPad (which has always been harder to advertise). Previously: Whither Liberal Arts link The Magical iPad […]


  • China Mobile Adds the iPhone Follow-up

    I received some really interesting feedback from several readers to yesterday’s piece about China Mobile finally adding the iPhone: China Mobile may not need its own iPhone. I updated yesterday’s post with this point, but in case you missed it, Naren Balaji pointed out this Forbes post: Apple AAPL new iPhone 5s and 5c support […]


  • Apple, China Mobile Sign Deal to Offer iPhone

    From the WSJ China Mobile Ltd. has signed a long-awaited deal with Apple Inc. to offer iPhones on its network, a person familiar with the situation said, an arrangement that would give the U.S. technology giant a big boost in the world’s largest mobile market. The rollout of iPhones on the world’s largest mobile carrier […]


  • WSJ: Apple Finds Surprising Growth Market in Japan

    Oh boy. Where to start? I suppose at the beginning: In the past two years, Japan has emerged as Apple’s fastest-growing region, far outpacing its home market and the booming economies of Greater China and the rest of Asia. Japan is also home to Apple’s biggest profit margins, and the only one of Apple’s five […]


  • So the 5S is (allegedly) killing the 5C. Why is this bad news?

    John Koetsier, writing at VetureBeat: Apple has the prototypical good-news, bad-news scenario on its hands, with soaring sales of its flagship iPhone 5S contrasting sharply with souring sales of its “for the colorful” iPhone 5C. “Our latest channel checks confirm that Apple indeed has cut back 5C production by 35 percent and increased 5S production […]


  • An Interview with Eric Jackson at Forbes

    Eric Jackson recently interviewed me for his column at Forbes. I’m cross-posting here my answers to the tech industry related questions. Check out the full interview to read more about me personally and the background of stratechery. Q: Where is Apple at right now as a company in this post-Steve Jobs period? A: I think, […]