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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…
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…
The latest Apple Watch has a blood oxygen sensor which measures the wearer’s oxygen saturation (SpO2). Oxygen saturation is the fraction of oxygen-saturated hemoglobin relative to total hemoglobins in the blood. If the…
The iPad was launched in April 2010, about three years after the iPhone. Followers of the company will know however that the iPad was designed first, starting sometime in the early 2000s. The iPad was the prototype touch…
In March 2016 Ben Bajarin and I put on an event called SUBSCRIBE where we asked, among other things, Now is a good time to look back on that event. For the keynote I prepared a model which predicted the mobile ecosystems…