My Patrix site
The iPad Operating System
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…
Tag
Market
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The Pivot
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.…
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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…
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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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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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Just in Time
The iMac launched May 6 1998, exactly 20 years ago. It is not the most significant computer to ever exist. It was a clear descendant of the original Mac which established the “all-in-one” desktop computer category. That…
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The Number
The first number that Tim Cook mentioned in the fourth quarter investor conference call was the number of active Apple devices. The 1.3 billion monthly active devices is the most important measure of the health of…
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Apple Remarks to Investors in FQ1 2018 Earnings Conference Call, Categorized and Annotated
· Farshad · Conference
The following is a transcript of the comments from Tim Cook (CEO) and Luca Maestri (CFO) at Apple’s Q1 2018 Earnings Conference Call February 1, 2018. I color coded my interpretation of the comments into four categories:…
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The iOS Economy, Updated
In its latest update on the App Store Apple reported that iOS developers earned $26.5 billion in 2017. A year ago the figure was $20 billion. The growth rate is then about 33%. The cumulative payments to developers can…