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.
More on Jony Ive’s exit, and why blaming Tim Cook misses the broader changes that are an inevitable by-product of success. Than, clarifying Jeff Williams role as CEO-in-waiting.
Why a better name for Apple’s Audacity was “The First Post-iPhone Keynote”; then, why a broad focus on tech by antitrust authorities is good for Google, and the implications of the Supreme Court getting *Pepper* wrong.
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.
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.
Follow-up Thursday: more on Google’s data exposure, then the The Battle for the Home rages on. Plus, Apple’s business model strikes again.
Will the iPhone XS slump like the iPhone 6S? Probably not, because theories about the iPhone 6S slump are probably wrong. Plus, the Apple Watch.
An overview of the WWDC keynote, including Apple’s transition away from touch, how the Apple Watch is reaching its potential, and why Apple’s approach to screen time is so refreshing.
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.