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Software is eating the world. But are users consuming software? Every day, the software industry wastes millions of dollars developing flawed software that’s abandoned by users. Yet the industry’s focus continues to be…
IN a recent release, Apple reported that “more than 90% of stores in the US, 85% of stores in the UK, and 99% of stores in Australia accept Apple Pay.” This is encouraging but a very small view for the global Apple Pay…
As a rule, I don’t like to make a forecast for Apple’s performance during quarters where there is no guidance. There is a good reason why there is no guidance. The management does not feel confident that there is enough…
I wrote the initial guide almost exactly six years ago. Also known as “The 10 Commandments of Automotive” it’s time to re-visit it to see how and if anything has changed. The rules listed are empirical observations. The…
App Store spending was $1.8 billion in the last week of 2020, up from $1.42 billion the previous year —an increase of 27% vs. an increase of 16% from the previous year. On 1/1/2021 App Store spending reached $540 vs.…
The Apple product line-up for 2023 is almost completely decided. This is not conjecture but simply an observation of the lead times for developing the types of products that Apple offers. The integration of hardware,…
Recently, I met Farshad Nayeri and Dave Sundahl—formerly of Christensen Institute, now at Disruptive MBA (dx.MBA)—when the topic of M1 Macs came up. The result was a multifaceted conversation where we took a long-lens…
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Remember the Post-PC era? The term Post-PC was first coined by MIT scientist David D. Clark in 1999 and was quickly adopted by both Microsoft’s and Apple’s former CEOs. Jobs popularized the term “post-PC” in 2007 (the…
According to one estimate, in 2019 Apple’s ecosystem was approximately $519 billion. This includes both transactions that Apple handles, such as paid apps, as well as purchases and other economic activity that happened…