Documentary “Steve Jobs: Man in the Machine” is in theaters and on-demand, starting today. Tagline “Bold. Brilliant. Brutal.” snatched by attention, because it’s so evocative of Apple marketing style under the cofounder’s leadership. I doubted […]
Category: Apple
Storm Warning for Apple and iPhone
On September 9, Apple will hold a media event, where, presumably, the next-generation iPhone(s) will be unveiled. The company announced new handsets the same date last year, the 10th in 2013, and the 12th in 2012. But as the big reveal approaches, shadows rise over iPhone’s future: China’s slowing economy; smartphone saturation in core markets; lower selling prices in growth geographies; the end of cellular carrier subsidies in the United States, and, most serious of all, the “good enough problem”.
iPhone rode a perfect storm of success, raising Apple’s fortunes like a tsunami crashing down on competitors. This fact cannot be emphasized enough to illustrate how the bitten fruit logo company’s fortunes could fall as quickly, and as dramatically, as they rose. All the while, Android grows from swell to monsoon.
Measuring Apple’s Laptop Sales Success
Through the U.S. consumer retail channel, Macs notebooks reached rather shocking milestone during first half 2015, according to data that NPD provided to me today. You can consider this a first, and from lower volume shipments. By operating system: OS X, 49.7 percent; Windows, 48.3 percent; Chrome OS, 1.9 percent. That compares to the same time period in 2014: OS X, 44.8 percent; Windows, 53.1 percent; Chrome OS, 2.1 percent. The data is for U.S. consumer laptops.
While data junkie journalists or analysts often focus on unit shipments, revenues, and subsequently profits, matter much more. Looked at another way, Mac laptop revenues rose by 10.9 percent during the first six months of 2015, year over year, while Windows PCs fell by 9 percent, and Chromebooks contracted by 9.5 percent.
iPhone 6 Plus Review
Sometime within the next few weeks, Apple should announce successors to iPhone 6 and 6 Plus, and my review of the latter device is long overdue. Let’s get to it finally and present the key finding first: If size matters, as in you want a phone with larger screen but that doesn’t feel humongous, the 5.5-inch iPhone 6 Plus is a worthy choice. By measures that matter most—benefits from apps, calling, camera, data, performance, screen, and storage—the phablet is best of class.
As expressed in my iPhone 6 review, I regretted not buying the larger device after handing it. The Plus is big, but not overly large for my tastes. Hell, I bought Motorola-made and Google-branded Nexus 6 in January 2015 to replace iPhone 6; the screen is even bigger than Plus, at whopping 6 inches. I gained great value using either of the larger handsets, but gave up one for the other.
Microsoft’s Hollywood-style Redemption Story
Satya Nadella is a man with a formidable challenge. Microsoft CEO’s predecessor, Steve Ballmer, squandered the company’s mobile fortunes. From smartphone platform leader a decade ago, the software-and-services giant is a category also-ran in 2015. Microsoft has no independent mobile platform future. The war is over. There remains this: Making alliances with old enemies to preserve existing territory, while using the foothold to reach into new frontiers.
Made available August 5th, Outlook for Apple Watch is a very smart move and metaphor for what went wrong on Microsoft mobile platforms and what has to go right to preserve and extend the legacy applications stack. While Windows 10 makes its way to Lumia devices, the future is Android and iOS and how the company supports them with contextually meaningful cloud-connected apps and services.
What I Don’t Like About Apple Watch
About two weeks ago, I shared how Apple Watch tickles my fancy. From likes, we go to dislikes, and keeping with the other I purposely limit the number to five. Quick recap: I bought the aluminum model on June 18, 2015 from the local Apple Store. Seven days later, I exchanged for the stainless steel variant. Except to charge or to shower, I’ve worn it constantly since.
Broadly, my feelings about the smartwatch are mixed. The delivered benefits are excellent, but they aren’t enough to justify the lofty price. If not for using MacBook Pro and iPhone 6 Plus this summer, Android Wear and iOS incompatibilities, or the promise of watchOS 2 coming early autumn, I would not have purchased the device. I’m not dissatisfied with Apple Watch, but want more from it. As I explained on July 18, the measure of success or failure isn’t sales but returns. I kept mine. How many early buyers didn’t?
This is How the Economist Looks on My iPad Air 2
Do you see anything missing? Nothing essential other than most of the content per page. At times like these my paranoia meter rises and I resist, often with difficulty, giving in to conspiracy theories.
This problem started with installation of iOS 9 Beta (second now). The operating system makes changes to the Newsstand, which future role is questionable. Apple is prepping a new Flipboard-like News app and content deals with it. I always wonder who exerts pressure on whom during the licensing negotiations process.
Hey, Apple Music, Glitch or Licensing Change?
Sometimes I need loud power pop to drive my writing. While working on a story about Windows 10 for BetaNews, I selected R5 to stream from Apple Music—and not for the first time. I started with track No. 6, “Smile”, which is among the two highest-rated tracks from album “Sometime Last Night“. But today, rather than the full song, I get a 90-second preview.
What the frak?
Tim Cook Talks a Lot but Doesn’t Say Much About Apple Watch Sales
Today’s question: Is Apple’s CEO hiding weak smartwatch sales or does he demonstrate transcending leadership by positioning for greater platform success—taking the long view? The answer lies perhaps in his comments made during yesterday’s fiscal Q3 2015 earnings conference call.
In data released today, Strategy Analytics puts Apple Watch shipments at 4 million for the April quarter. Yesterday, Canalys gave estimate that is 200,000 units higher. Apple doesn’t share the real numbers that it surely has, although in chief exec Tim Cook’s remarks that follow, there are hints—but little more. Something he says later in the call is quite provocative; genius and contrary-logistics-thinking. Either he’s hiding or abiding.
Apple Fiscal Q3 2015
After the closing bell today, Apple announced results for fiscal third quarter, which largely is congruent with calendar Q2 (End date, April 27). Broadly: $49.6 billion in sales, $10.7 billion net income, and $1.85 earnings per share. Year over year, revenue rose 33 percent and EPS by 45 percent. Apple guidance before the big reveal: Between $46 billion and $48 billion revenue. Wall Street consensus was $49.31 billion sales and $1.81 EPS. The Street’s estimates ranged from $46.9 billion to $53.64 billion.
Gross margin reached 39.7 percent compared to 39.4 percent annually and 40.8 percent sequentially. Company guidance: 38.5 percent to 39.5 percent. Once again, international sales accounted for most of the quarter’s sales: 64 percent, which is up from 59 percent the previous year but down from 69 percent three months earlier.
What I Like About Apple Watch
In another universe, I don’t own Apple Watch. Either LG Watch Urbane or Moto 360 adorns my wrist. But in this one, I not only sold my soul to the bitten-fruit logo company but I grew to enjoy the servitude. Thirty-three days after purchasing the smartwatch, I can express satisfaction, even if sometimes muted, with the user experience.
I prefer Android Wear for its fantastic contextual utility, but find greater overall usability and positive emotional response from living with Apple Watch. As expressed in the previous post, I suspect that returns rates may be high for this device—at least compared to others that Apple produces. The real measure of any product’s success is: 1) Did you keep it?; 2) Do you use it?; 3) Do you enjoy it?
The Measure of Apple Watch Success is Percentage of Returns
Apple announces on Tuesday quarterly results that will for the first time include its wearable. Already, ahead of the big day, speculation soars about Apple Watch sales. Expect drama for sure, as CEO Time Cook explains how supply shortages constrained availability, leaving investors with more questions than answers.
I am more interested in data the company likely won’t reveal: return rates. I took back two. The first: I ordered online but sales started, after long delay, in the retail store before the device arrived. Rather than wait another week, I bought there and later returned the other, which the shop specialist sold seconds afterwards to a family that had come in looking for Apple Watch only to be told the Sport sold out. The second: A week later, I exchanged the aluminum timepiece for stainless steel. How many other people returned one for another because of taste or altogether because of dislike? The measure of Apple Watch success is percentage of returns.