My Patrix site
Defining the 21st Century
The iPhone is the best selling product ever, making Apple perhaps the best business ever. Because of the iPhone, Apple has managed to survive to a relatively old age. Not only did it build a device base well over 1…
Category
Research
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App Story
The App Store is almost 9 years old. In that time it has generated about $100 billion in revenues, of which about $70 billion has been passed on to developers and $30 billion was kept by Apple. It’s very likely that…
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Predictably Profitable, Unpredictably Valuable
Predicting Apple’s yearly revenues has been fairly easy. The following graph shows the relationship between budgeted spending on Machinery, Equipment, Internal-use software, Land & Buildings and the shipment of iOS…
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Predicting The Second Quarter
The last quarter of 2016 was Apple’s biggest ever. $78.4 billion in revenues. 78.3 million iPhones. Both records. Earnings of $3.36 ((On shares priced at the time around $105 or 3.2% yield quarterly earnings)) and cash…
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Contact Less
In September 2016 Apple Pay came to support the world’s largest public transit system. It happened through the integration with Japan’s FeliCa and gave Apple Pay access to 160 million daily transactions. This, along with…
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iPad Optics
The iPad has an installed base of over 300 million. This is a far larger audience than that of the Mac (which has somewhere between 100 million and 150 million). And whereas the iPad acquired this audience in about 7…
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Gravity
Apple is doomed. So are you. As mortals we are used to the idea of death. We do not dwell on it even though it’s inevitable. We do know that we’ll die but what we don’t know is when we’ll die. That certainty/uncertainty…
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The First Trillion Dollars is Always the Hardest
In its first 10 years, the iPhone will have sold at least 1.2 billion units, ((Includes forecast for first six months of 2017)) making it the most successful product of all time. The iPhone also enabled the iOS empire…
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The Genealogy of the MacBook Pro
I was an early user of the first MacBook Air. When that product was launched I saw in it something different: a dedication to a new measure of performance: thinness and conformability. The key image used to launch the…
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Wherefore art thou Macintosh?
Managing the Mac product line must be one of the most challenging problems at Apple. That may not be obvious given the product’s success. Consider what it has achieved: The contribution of the Mac to Apple’s revenues is…