Folio
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All good. My one critique is: shouldn't you break down market share geographically? Of course most readers here know Apple killing it in US and Japan. Not Europe or China. And insignificant in India, Brasil, etc. Does Huawei woes (and Apple's expan…
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If 60 million of the 80 million additional subscribers predicted by CEO and CFO next year pay $10/month that equals $7.2 Billion a year in added revenue year one. Not too bad-- almost equal to google cloud in its third year. The analysts yesterday t…
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What's perhaps not fully appreciated yet is Apple emphasizing subscriptions will jump at least 20 percent next year. And that's off a sizeable base of 420 million existing subscribers. Someone has confidence that TV and video Arcade will ramp even f…
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Yes, the 75% new to AppleWatch this quarter pretty amazing. But I believe Cook also mentioned something like 50% of iPad buyers were new to ecosystem. If true, that's even more appealing to me. Grows the base, and the iPad is a magnet for services
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Rosenblatt Securities analyst Zhang this morning (Eastern US) told CNBC that Apple could lose market share in China due to aggressive 5G rollout there. He's got lowest target for Apple, which I don't agree with. But I'm ignorant of how fast China ca…
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Excellent call. Conveyed solid results and divulged little to rivals. I half expected Tim Cook, mentioning services plus wearables the size of a FORTUNE 50 company, to add "And you can get that magazine and hundreds of others if you..."
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Oh oh. Does this mean our very own @Soli will need to get a new handle?
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Nice roundup. My only suggestions for iteration next quarter is to include share count and historical dividend increases, perhaps including the yield for holders since dividend began. (Factors that distinguish Apple from many tech firms, and also mi…
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FWIW Apple has its own Apple/In page, touting new things like iPadOS and links to nearest retailers in India. Page I saw was English. Hurray! Hope this is part of big revamp and push.
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There are more serious things with Siri than this Guardian clickbait. I changed Siri's voice on my iphone X to British female. For several months, out of the blue she'll startle me by blurting a repeat of prior day personal response. Often comes whe…
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With more cards in Wallet app, it'd be great if Siri would present the right one before you transact, based on location and habit. At Whole Foods, I prefer to use Amazon Prime Visa. But if distracted at checkout, sometimes I don't flip to their card…
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Apple might look to book fairs and local writers, directors, musicians. Cspan Book TV, while still good, after cutting hours, etc seems to be waning, perhaps due to cordcutters. (Just listened to DTV Now recording of ex Secretary of Defense Ash Cart…
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Research in facial recognition is like machine vision research in "bin picking" many decades earlier-- a challenge, with many useful applications. You need raw actual data, rather than old yearbook pix. This time however the abuse potential should …
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"Nonetheless, the clickbait headline is strong, albeit oddly worded. "Apple reportedly having terminated AR glasses development," it says.".......Maybe so. But maybe that's only earliest one of perhaps a dozen variants. I could see Apple passing on …
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Assembly of non- critical older phones is not too complex for India. I've been inside a small line for androids in US years ago, and doubtless lines are even more automated now. Expect to go shopping in Apple Mumbai store in 2020. Fingers crossed.
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The notch on a full screen absent a home button also helps you orient the phone, quickly tell which end is up, if your hand can't feel the buttons. My guess is they reduce, not eliminate it.
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When I boosted my Move goal (to 800 from 700) Apple burnished my trophy case with a little medal to mark the occasion
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Yes, unlike the other rings, you can change your Move goals. Here's how to change your move goal: Open the Activity app on your Apple Watch. Go to your rings, then firmly press the screen. Tap to increase or decrease the number of active calo…
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Said Koh: "Doh!"
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Apple's skills with aesthetics is still a differentiator, despite the fast followers. You might even say wearables-- those things that don't hide in cases or backpacks-- make fashion nearly as important as function especially as we enter next stages…