My Patrix site
AiriPods
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…
Category
Research
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mini
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…
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A Billion Users
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,…
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Apple’s Unit Economics
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.…
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Traffic Acquisition Costs
In June of this year Apple reported that it had paid a total of $100 billion to developers. That is the 18th such figure given in the 10 year history of App Store, making the progress of payments and hence revenue and…
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Lasts Longer
I think Lisa Jackson’s presentation at the September 2018 iPhone launch event was perhaps the most interesting and most profound. Lisa Jackson is Apple’s vice president of Environment, Policy and Social Initiatives.…
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Preview of the holiday quarter
Every October, at the end of its fiscal year, Apple files its Form 10K or annual report. In this report the company includes a section titled “Capital Assets” which details expenditures for capital equipment. This is…
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Micromobility Summit 2018 September 5, Copenhagen
Last year’s Micromobility Summit was a great success. We had a great turnout and the presenters and audience met to discuss the future of this new modal shift that seemed so imminent. Perhaps partly because of our…
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Apple Summit NYC
We are proud to announce the second investor summit dedicated to the long-term investors in Apple. It’s happening in New York City at The Merceron August 16th from 10am to 10pm. We will host people interested in…
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Earnings Per Share
Three months ago Apple provided the following guidance: As we move ahead into the June quarter,[…] We expect revenue to be between $51.5 billion and $53.5 billion. We expect gross margin to be between 38% and 38.5%. We…