When we started Tech.pinions in 2010, we wrote numerous articles a week on the topic of trying to counter terrible articles written about Apple every week. During that moment in time, writing about Apple drove page views, and being cynical or negative drove even more page views. I had just come off a stretch of … Continue reading Are Investors Beginning to Understand Apple?
Apple Glasses My note yesterday got quite long digging into the data we have on AppleTV+, but I was going to talk about the Apple Glasses rumor that has gained some traction since so many readers emailed or messaged me on Twitter about it. As far as the details go, any educated guess could have … Continue reading Apple Glasses, Facebook Shops, Social Commerce’s Time?
Bloomberg had a report yesterday that got widespread attention around AppleTV+ and Apple looking to build a broader catalog of content. The report also consisted of a user number that is likely low and more representative of a paying base of customers vs. active users. As luck would have it, we at Creative Strategies did … Continue reading A Report on Recent Apple Reports
This week’s Techpinions podcast features Carolina Milanesi and Bob O’Donnell discussing the IBM Think conference as well as a number of different PC, OS and chip announcements from major vendors in the PC business and analyzing what it means for the state of the PC category moving forward.
The deeper we go with COVID-19, the more I’m thinking about what the future looks like post-virus. About a month ago, I saw articles that sought to look at the world post the 1918 flu pandemic. Authors seemed to insist that because you could not find much-published material, in newspapers and other media, about the … Continue reading The Importance of Apple and Google’s Contact Tracing Collaboration
This week’s Techpinions podcast features Carolina Milanesi and Bob O’Donnell analyzing this week’s big tech quarterly earnings reports from Facebook, Google’s parent company Alphabet, Microsoft, Amazon and Apple, with a focus on what the numbers mean for each of the companies individually and for the tech industry as a whole.
Apple Earnings Over the last few weeks, I had been reading numerous sell-side research reports from investment banks, and all of them were in union with low-expectations for the quarter for Apple, especially around iPhone. Apple, overall, beat the lowered expectations, which post-earnings commentary indicates, is positive. What was quite interesting was the commentary from … Continue reading Earnings Insights: Apple, Facebook, Microsoft, Tech Resiliency
I have so many thoughts about the iPad and the new Magic Keyboard. Since 2010, outside of the role smartphones are playing on our daily computing lives, iPad has been one of the hardware products I have spent the most time thinking about. I go back to the day Steve Jobs launched iPad. It was … Continue reading Apple’s Most Versatile Computer = iPad Pro and Magic Keyboard
This week’s Techpinions podcast features Carolina Milanesi and Bob O’Donnell analyzing the surprising announcement from Apple and Google to work together on creating a smartphone-based system for tracking those who have been exposed to people with COVID-19, and discussing the launch of several new moderately priced smartphones and what they mean to the overall smartphone … Continue reading Podcast: Apple Google Contact Tracing, iPhone SE, OnePlus 8, Samsung 10 Lite
This week Apple announced the launch of the second-generation iPhone SE, a brand new, $399 device with a design and feature set that runs counter to just about every current trend in the smartphone industry. And Apple is likely to sell a ton of them, as this may turn out to be the right product, … Continue reading iPhone SE: Apple’s Most Important Product Launch of 2020?
I’m going to come right out and say it. In the last few years, Apple has been enticing its competition onto battlefields where they can’t compete, and their competition keeps taking the bait. What has to be appreciated about this strategy at a high-level is only Samsung has the development and manufacturing capital to zig … Continue reading The iPhone SE and Apple’s Art of War
In a move that caught many off guard—in part because of its release on the notoriously slow news day of Good Friday—Apple and Google announced an effort to create a standardized means of sharing information about the spread of the COVID-19 virus. Utilizing the Bluetooth Low Energy (LE) technology that’s been built into smartphones for … Continue reading Apple Google Contact Tracing Effort Raises Fascinating New Questions
Amazon and Apple Some interesting news dropped yesterday with Amazon enabling Prime video rentals and purchases to now take place inside the Amazon Prime Video App. As of a few days ago, I know because I tried, you still had to go out of the Prime video app and to Amazon’s website to buy or … Continue reading Amazon and Apple: When a 30% Cut is Justified and When it Isn’t
As I wrote the other day, I like to look at things in the big picture. As I do that, one thing I’m certain of is something like this will happen again, and it will likely happen sooner than people think. Which got me to thinking, how can health-related technology help play a role in … Continue reading Apple Watch and Other Health Tech During Pandemics
This week’s Techpinions podcast features Carolina Milanesi and Bob O’Donnell analyzing Apple’s surprise launch of their new iPad Pro, Magic Keyboard, and updated Macbook Air and Mac Mini, discussing the product spec reveal this week of the forthcoming AMD-powered PS5 and Xbox X gaming consoles, and chatting about the innovations enabled with Intel’s latest neuromorphic … Continue reading Podcast: Apple Product Launch, Sony PS5 and Microsoft Xbox X, Intel Neuromorphic Chip
Apple skipped the virtual press event and launched its latest updates to the iPad Pro, MacBook Air, and Mac Mini via press release. Without executives on stage, it may have felt like a quiet launch, but Apple is delivering some key updates here that should make some serious noise in the market. iPad Pro with … Continue reading Apple’s Quiet Launch Brings Welcome Updates
A few weeks ago, it seems like a year ago now, I wrote about how the rumors of iPad getting a mouse/trackpad would be a pivot from the iPad’s original positioning. I still believe that is true. However, there is a better point to make now that we have seen the new iPad Pro and … Continue reading The iPad Pivot, Apple Slaying Sacred Cows
The rumors about an Apple event in March had been mounting since the start of 2020. Still, the string of cancellations of every live tech event and conference from February to July had people believing Apple would pivot to an online event to launch what was expected to be a low-cost iPhone, a new iPad … Continue reading Apple In The Time of Coronavirus
Now that we are several months into assessing the full impact of COVID-19 on the global economy and the tech industry as a whole, one narrative has continued to stand out. Remote working may have its inflection point. One of my takeaways from Zoomtopia, Zoom’s annual customer conference, was discussions with executives of companies who … Continue reading Remote Work’s Tipping Point, Apple Arm Mac Rumors, Unified Operating Systems
As the impact of the coronavirus spreads, Apple issued a rare statement yesterday related to the coronavirus’ impact on its quarterly earnings guidance and that announcement is now reverberating throughout the tech industry as well. The company reported that its current quarter’s earnings will likely be negatively affected by several factors related to the virus, … Continue reading Apple Coronavirus Warnings Highlight Complexities of Tech Supply Chains
EU Antitrust Push The EU looks like it is stepping up its anti-trust efforts and is going after Google (over ad-click), Facebook (over its data practices, and Qualcomm (over anti-competitive practices). None of this is shocking, as the EU sees plenty of opportunities to pursue given some of the FTC’s initial work in these areas … Continue reading EU Antitrust Push, Apple Watch vs. Swiss Industry, Chinese OEMs vs. Google
Apple had a very good holiday quarter, lead by strong sales of the iPhone and continued growth in its services business. But one of the key takeaways from this week’s earnings call was the expansion of its wearables business, which set new company records with 44% growth in the quarter. I’ve been saying for years … Continue reading Apple’s Wearables Juggernaut
Apple had a stellar holiday quarter. There are several things that stood out, which contributed to their record quarter, which showcases the incredible foundation Apple has laid as a global business. Revenue grew in nearly all geographies. Apple reported all-time revenue records in the Americas, Europe and Asia Pacific, and a return to growth in … Continue reading Apple and Defying Gravity
I have been going to China for four decades and learned early on how important Chinese New Year is to them. The custom is for just about everybody to go home for a week during Chinese New Year and spend time with families and do things that honor their ancestors. Millions of people head home … Continue reading Apple’s Happy Chinese New Year’s
Apple is off to a strong 2020 and for a good reason. iPhone sales have stabilized, and the brief worry investors had that iPhone sale would continue to decline is over. Many of us fought this narrative, explaining the dip would not be as bad as imagined, and the bigger question was where annual iPhone … Continue reading Apple in 2020
