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Research

  1. Covid-19 International Dashboard April 20

    · · Research

    The Covid-19 case rate for 55 selected countries and the EU including Apple Mobility Trends for driving. All data is 7-day average. Red line is case rate in cases/day starting at 30 cases/day. Black line is Stringency…

  2. Lasts Longer (2.0)

    · · Research

    About a year and a half ago in Lasts Longer I noted that “keeping iPhones in use” became a top priority for Apple’s design for sustainability. I considered this provocative because it prioritizes usage and users over…

  3. Carry On

    · · Research

    Exactly one month ago Apple reported their highest quarterly revenue ever. They also guided to growth of between 8.6% and 15.5% into the current (1st calendar) quarter. This guidance is illustrated as the right-most bar…

  4. Analyst, analyze yourself

    · · Research

    It’s common knowledge that sell-side analyst price targets for stocks are not taken seriously. The evidence is simply that no public accounting exists for their historic performance. It would be trivial to grade…

  5. iPods Pro

    · · Research

    At time of writing (December 12, 2019) AirPods Pro delivery wait time is over 4 weeks. It’s been like this since they shipped. I tried stores in several countries and although units can make an appearance on a shelf,…

  6. 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…

  7. 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…

  8. 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…

  9. 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…

  10. 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.…