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.

The iPhone 8 Price Rise, The Cellular Apple Watch, Apple TV 4K and Disney

The iPhone 8 price raise was unexpected and a reminder of how much Apple values margin. Then, the cellular Apple Watch was the real glimpse of the future, and why no one should be surprised Disney didn’t make a deal with Apple.

Apple’s Strengths and Weaknesses

Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.

Apple Announcements, iPhone Strategy vs iPod Strategy, Clips

Apple had several announcements that were relatively boring from a product perspective but very interesting when it comes to strategy. Plus, its new “Clips” app may point to new products in the future.

Spotify to Buy Soundcloud?, Apple Logs iMessage Contacts, Aetna and Apple Watch

Once you understand Spotify’s long-term business model buying Soundcloud makes a lot of sense. Then, Apple didn’t do anything wrong with iMessages, other than show they’re (rightfully) not privacy absolutists. Plus a few quick words on a big deal with Aetna.

Snapchat Spectacles and the Future of Wearables

Creating the future is not just about technology but about creating markets. Right now Snapchat is doing that as well as anyone, which bodes well for Spectacles (but don’t count out Apple).