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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5 thoughts on “Earnings Season: Apple, Microsoft, Amazon and Google”
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.