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Farshad

  1. The Triumph of the Walled Garden

    · · Research

    During 2016 Apple services revenues were $25.6 billion. In January 2017, just after the end of that year, Tim Cook said “We feel great about this momentum, and our goal is to double the size of the services business in…

  2. Apple Car(d)

    · · Research

    The old cliche is that we were promised flying cars but ended up with x where x is something trivial or mundane. Perhaps the best “x” is “140 characters”. This statement is meant to de-value the technologies developed in…

  3. The Essence of Apple’s Decision

    · · Research

    “The essence of ultimate decision remains impenetrable to the observer – often, indeed, to the decider himself.” John F. Kennedy The fact that we ourselves don’t know how we make decisions has not stopped us from…

  4. The iPad Operating System

    · · Research

    WWDC 2019 included a vast list of releases and it’s quite difficult to summarize. The focus is always on software updates but this year the list seems more exhaustive than usual. The highlights for me are: If there is…

  5. The Pivot

    · · Research

    The iPhone is the most successful product of all time. Over 1.6 billion have been sold. Including the iOS products it spun off, the total is over 2.2 billion. Of those 2.2 billion sold, 1.5 billion are still in use.…

  6. AiriPods

    · · Research

    The Apple Watch is now bigger than the iPod ever was. As the most popular watch of all time, it’s clear that the watch is a new market success story. However it isn’t a cultural success. It has the ability to signal its…

  7. mini

    · · Research

    We want things to get better. The desire of improvement and an increase in performance is seemingly innate. The old adage goes that using the word “new” is the most effective way to increase sales. “New & Improved” if…

  8. A Billion Users

    · · Research

    In the latest Apple Earnings report, Apple announced a few details that are relevant to the forecast of the business: I added all these data points to the previous reported figures related to installed base,…

  9. Apple’s Unit Economics

    · · Research

    For the last two years I’ve been studying the transportation economy and introducing the idea of Micromobility. Simply, Micromobility promises to have the same effect on mobility as microcomputing had on computing.…