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It's hard to see it now but the mobile phone is a dying product category. Apple in a way acknowledged this when they started their pivot to services and the mar
by birdyrooster 4y ago
It's hard to see it now but the mobile phone is a dying product category. Apple in a way acknowledged this when they started their pivot to services and the market acknowledged this when they became fixated on whether Apple could maintain revenues for iPhone upgrades (they can't). They are capturing the value they can from iPhone before its completely unprofitable because of new paradigms of computing that Apple themselves will be delivering. Nearly every major change or product release in Apple is well gamed out and planned for 5-10 years in advance, some of these moves longer. Withering the iPhone with Ads is a very deliberate decision and done so on a timetable with many other priorities and strategies. Part of maintaining relevancy is cannibalizing your own business with newer, better ways of delivering value. This is a way that Apple can extract the most profit from their cannibalization of iPhone.
- dwallin 4y agoYou are giving Apple way too much credit. All it shows is that the team responsible for driving increases to service revenue has been gaining influence relative to the more user-centric teams. These moves are also very dangerously raising their antitrust profile which seems massively short-sighted. Companies this large behave much more like some sort of octopus / slime mold hybrid than a primate and giving them credit as if all the moves are well thought out top down plans is rarely correct.
- birdyrooster 4y agoYou've not been paying close enough attention to Apple for the last 25 years and are undervaluing Apple's executive team. Planned execution and road mapping have led Apple to where they are. Methodical and steady.