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The Essence of Apple’s Decision
“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…
Tag
Theory
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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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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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The Apple Cash FAQ
To the nearest million, as of the end of September 2017, Apple’s cash and investments totaled $268,895,000,000. Note that this includes investments in the form of short- and long-term marketable securities. Long-term…
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Orthogonal Pivots
Microsoft has announced that by the end of the year the Groove music service will be phased out. Users are being offered the option to move their music libraries into Spotify. This brings to an end a long story of…
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S3X Appeal
On July 3rd, Elon Musk handed over the first 30 Model 3s and tweeted “Production grows exponentially, so Aug should be 100 cars and Sept above 1500.” He added, “Looks like we can reach 20,000 Model 3 cars per month in…
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A small-screen iPod, an Internet Communicator and a Phone
Apple is now the biggest watchmaker in the world, overtaking Rolex during the last quarter. This achievement happened less than two and a half years after Apple entered the watch market. Rolex, on the other hand, was…
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How much will the new iPhone cost?
The answer, regardless of when you ask, is: The same as the current iPhone. Of course, this is the answer to the question of what will the average new iPhone cost. The average selling price (which combines the revenues…
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Other Products
From the way Apple reports its revenues you might think that the company has several operating segments. There are the iPhone, the Mac, the iPad for which units and revenues are reported. Then there are Services and…