Handy Charts On The Apple Quality Problem

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In the post “how big is iCloud,” Asymco doesn’t actually tell us, but does offer up several charts on Apple’s “services” revenues.

These are really really huge.

“Services” will therefore encompass a massive amount of revenue. The reported revenues for the fiscal 2014 were $18 billion. Including all billings, the turnover in sales is over $28 billion. For next year, assuming that Apple Pay, which is just getting started, is unlikely to contribute greatly to revenues, Services turnover will top over $35 billion. That figure would make Apple Services alone one of the top 90 companies in the Fortune 500.

He offers charts to illustrate the product mix in this $28 billion line of business.

Not addressed, is the direct impact of this on Apple’s hardware — and its quality. We can pretend that Apple is “integrated” and each part makes the whole better. This is probably a PR assertion and is certainly suspect with respect to hardware quality.

Tim Cook must spend time dealing with this massive services business. Eddy Cue, focused on iCloud and services, must focus on this line of business. Marketing, accounting and other groups as well. There is an entire sector at Apple now focused on many, many things that are not hardware quality.

I think some Android vendor, Sony would be best, should seize this opportunity and focus on building the best quality devices in the world.

Apple Watch Bigger Than The Beatles!

This Asymco post on the soon-to-exist Apple Watch had me nearly laughing out loud:

The market for Apple Watch is not the Swiss (or Chinese) watch market. The market for Apple Watch is the number of wrists in the world.

Blah blah. Blah blah blah. Blah. It’s fucking brilliant!

Get Your App Off My Lawn!

A lot of developers are not pleased with Apple’s many app restrictions — which includes content Apple may deem unsuitable. Per Apple:

“We view Apps different than books or songs, which we do not curate. If you want to criticize a religion, write a book. If you want to describe sex, write a book or a song, or create a medical App. It can get complicated, but we have decided to not allow certain kinds of content in the App Store.”

What can you do about this?

Really, not much. Probably best to follow this sage advice, from The Next Web:

If the controversial or political content is not essential to your app, maybe you should just leave it on the cutting room floor. Satire is cool, but a rejection from Apple isn’t. If you’re not entirely sure about your choice of content, turn to experts for advice.

If you want to be inside Apple’s walled garden, you can’t think too different.

Look For The Apple Label

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Apple has a lot of money. Hundreds of billions of American dollars worth, in fact.

It’s contractors and temps want their cut.

Rev. Jesse Jackson, whose Rainbow PUSH Coalition helped prompt Apple and other tech companies to share diversity statistics earlier this year, wrote a letter to Apple CEO Tim Cook this month raising concerns about how the company’s security guards are treated by the contractor, Security Industry Specialists. Applauding Cook’s leadership on issues like the environment and gay rights, Jackson urged him to take a stand for service workers.

“Part of the narrative of their firm is equitable and first-class leadership,” Jackson said in an interview. “As they grow at such a rapid pace, they should have world-class working conditions for their workers from the bottom up.”

Apple Is Street

I don’t know about you, but when I think Apple, I think street.

Joking aside, as much as Apple’s ads have been so dull these past few years, this ad from their Beats division is fine. A bit, er, colors of Benneton-like, but fun.

Apple At $1 Trillion

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Apple at $1,000,000,000,000? Jay Yarow is on it!

Apple’s stock is once again on a tear.

It’s up 48% this year, surging past a $700 billion valuation.

It’s a stunning reversal for the company. In April 2013, Wall Street had given up on Apple. The stock was less than half what it trades for today.

People thought the iPhone was done. They thought Apple was doomed. The New York Times was comparing Tim Cook to Steve Ballmer.

I know, I know. The proto-typical Business Insider pose: the bluster, pretending they knew and you knew and damn the haters.

Ignore it. Pageview journalism requires such nonsense.

Here’s the thing about Apple at a trillion: the iPhone was the perfect product at the perfect time. That’s why all of Apple’s “innovation” the past 7 years has been, Microsoft-like, to do everything they can to extend the iPhone ecosystem. iPhone prints money. The Steve Ballmer – Windows playbook is exactly what Tim Cook is doing with iPhone.

This is very smart.

The second bit about Apple at a trillion is this: stop the whole lie about “Apple doesn’t think about profits or sales or making money. Apple is only interested in building great products. If Apple builds great products the money will take care of itself.”

This is not how the world’s biggest corporations ever think. This is not how Apple thinks. Apple did not Willy Wonka its way to a $700 billion valuation. Mock those who suggest otherwise.

Bang Bang

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Apple designer, Marc Newson, is designing beautiful shotguns for Beretta.

The main focus for my design of the 486 was to simplify and rationalize all the surfaces.

Oh, if it matters to you: I expect Apple’s lead designer, Jony Ive, to be out at Apple by (no later than) May 2015. The same for Apple’s marketing VP, Phil Schiller. This is Tim Cook’s Apple and Ive and Schiller are far too Jobsian for Cook.

iPhone Bling

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Sam Colt gives us the rundown of all the gold, diamonds and bling you can get for your iPhone — if you have way more money than taste.

Tim Cook hired Angela Ahrendts in no small part because she knows how to turn such desires into billions in profit.

Death To Pandora!

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While the Apple Echo Chamber cheers Apple for its plan to embed Beats onto all new iPhones, I cannot join in the festivities. Partly, because I’m not a fan of the Beats service. Mostly, because I love Pandora. It’s a great service that leads the music streaming industry.

And it actually earns a profit. Yes, a meager one but a profit nonetheless.

That’s about to go bye-bye. Apple has billions to grind Pandora to dust, and controls the gateway — and the steep toll — that Pandora must pay to enter. Sad, but I don’t see how Pandora can survive once Big Apple moves in.