Apple’s Errors

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.

Antitrust, the App Store, and Apple

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 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.

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.