Welcome to the weekly Tech.pinions podcast. This week Bob O’Donnell, Ben Bajarin, and Jan Dawson chat about the recent quarterly earnings announcements from Apple, Microsoft, Amazon and Google.
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Bob discounts the Apple results and discounts the impact of iPhone sales. Both were huge and hugely higher than anyone predicted. Taking credit for iPad sales? Meh.
For the record, I did not discount the iPhone sales…they were incredibly impressive. I just said they weren’t a surprise, but the Mac sales surge and the ongoing iPad issues were more surprising.
Apple sales clobbered all predictions due to the iPhone. But that’s not a surprise?
The future looks extremely bright for Apple. The increasing synergy between Apple categories (Mac/Phone/Tablets) make Apple products better the more you own, so I think that plays into Apple not caring how you enter the ecosystem. Once you enter, the benefits and likely-hood of other category Apple purchases increasing. In that sense all their categories are Halo products for the rest of their lineup. I don’t think anyone has anywhere near this kind of strength across categories and Synergy between them. Nearly unstoppable unless Apple were to somehow implode. I think tablets are saturated for everyone, but who cares. Apple might settle in around 50-60 million year. That isn’t exactly hurting.
Agreed except tablets. Their quick initial uptake may have saturated the early-adopter market, I’d buy that, but I’m convinced there are additional tiers of adoption still to come.