Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.
First some important updates about Stratechery, then Google is seeking to acquire Fitbit. Why the acquisition makes sense, and why it doesn’t.
The “Always-on” Apple Watch update is an important one, additional notes from Apple’s event, and why the company is likely being honest about App Store Search
Apple’s annual iPhone event may have marked Apple’s true shift into being a Services company
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.