As I mentioned Tuesday, there is still a lot to say, but I wanted to write one more piece that adds some context before digging into the services products themselves.
I’ve always been fond of using the “only Apple” philosophy in much of my analysis of the company. Even Apple’s management likes to throw this phrase out from time to time to highlight things that are in Apple’s sweet spot and something only Apple can do. Apple is the single most integrated consumer tech company in the world, and that integration allows them to do things others can not. That integration starts with the hardware and extends to software and now services.
