At the beginning of this year – January 2nd to be exact – Apple revised its earnings guidance, downward. It was the first time in 15 years that the company had to do this. Tim Cook’s letter to shareholders, which can be found here, focuses… Read More
In 2011, Apple owned 584 acres of land. As of this year, and according to the Financial Times, the company now owns about 7,376 acres. Apple uses its “facilities and land for corporate functions, R&D and data centres.” The latter would include server farms for its… Read More
At the beginning of this month, Interbrand released its annual ranking of the world’s best global brands. This year’s 2018 report marks the 19th year of the study. If you’d like to download a free copy of the report, you can do that here. But… Read More
This past July, the Apple Piazza Liberty opened in Milan. Above is a photo from the opening via Apple. There’s a band playing in the middle of the piazza. The store is central to Apple’s vision of transforming its retail locations into “town squares.” And in… Read More
This morning I came across two news item that are interesting in their own right, but also have a noteworthy relationship. $AAPL now has a market cap that exceeds $1 trillion. And not surprisingly, everyone, from the New York Times to Bloomberg (photo essay), is talking… Read More
This is an interesting post on the size of “the iOS economy.” About 70% of customer spending on Apple’s App Store goes to developers. The remaining ~30% is kept by Apple. In 2017, iOS developers earned $26.5 billion. This is up about 33% from the year… Read More
Below is a chart from Benedict Evans comparing annual revenue from the Wintel era (Microsoft + Intel) to the current GAFA era (Google, Apple, Facebook, and Amazon). His argument is that, today, “the scale of tech winners” is about 10x what it was during the… Read More
Earlier this week the WSJ announced that Sidewalk Labs (Alphabet Inc.’s urban innovation organization) is close to a deal with Waterfront Toronto to develop a new 12-acre section of the eastern waterfront. Sidewalk Labs would be their innovation and funding partner. It’s not final yet… Read More
Over the past few weeks, I have heard a number of people say that Apple AirPods are hands down the best wireless headphones on the market. Yes, they look like mini hair dryers. But everyone kept telling me that they are simply indispensable if you… Read More
Earlier this week, Apple let us know that it is now calling its stores “town squares.” Not surprisingly, this elicited more than a few reactions. The Verge called it a “pretentious farce.” Others called it arrogant. Who is Apple to think that its stores could ever… Read More
