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The Critical Path #141: Old Dogs
Horace presents the next class in The Critical MBA. Having too much of a fundamental footing could be a disadvantage when evaluating what theory might apply to a given situation. Could this be why so many fail to understand Apple? In the second half of the show, Horace and Anders discuss Amazon as retail goes Continue reading
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The Critical Path #140: Apple Earnings Call
In this special “live” version of The Critical Path, Horace gets the numbers just minutes before Apples January 27th, 2015 earnings call and dissects them live. The show picks up just after the call finishes with a quick recap and discussion of yet another record quarter. via 5by5 | The Critical Path #140: Apple Earnings Continue reading
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The S&P 499
Thomson Reuters reported that excluding Apple, the entire S&P 500 grew profits at a rate of 4.4%. Including Apple the figure is 6.4%. Using one weird trick ((Algebra)) I calculated the value of profits generated by the S&P 499 (i.e.the largest public companies excluding Apple) in Q4 2013 and Q4 2014. Apple therefore accounted for Continue reading
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How many iOS devices did/will Apple ship?
Last August I wrote: It’s therefore reasonable to assume that calendar 2014 will see at least 250 million iOS devices sold The actual figure was 259.5 million. Looking ahead, the capital spending pattern so far shows a distinct rise heading into Q1. This could be partly due to the new campus, the new Watch production Continue reading
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Apple’s Growth Scorecard
Apple’s Net Sales grew at the rate of 30% in the last quarter. Earnings per share grew at 47%. Both of these figures are the highest since 2012. It should be noted that although the rate of growth is extraordinarily high, the company never actually stopped growing in the past three years. As the table Continue reading
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Asymcar 21: Where we’re going, we don’t need roads
Gartner asserts that “connected cars or smart cars are poised to play a pivotal role in the Internet of Things (IoT)”. We say “Hah!” Also, Who levies automotive platform taxes? What in the world could “over serving” transportation mean? Using the Automatic app in a Porsche. BMW’s “sounding the alarm” over tech companies efforts to collect auto Continue reading
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Haunted Empire
The “Stupid manager theory of company failure” (and its corollary, the “Smart manager theory of company success” ((As well as the “Smart/Stupid leader theory of national success/failure”))) remains the most popular, perhaps even the most universally accepted theory of management. Book after book, thoughtful article after article alludes to this theory and whenever a company Continue reading
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The Critical Path #139: The Great Gap
Horace and Anders discuss the current uncertainty in the commodities markets and take a look at the logical segments of the adoption curve. Could the conventional wisdom between invention and product in the market be wrong? via 5by5 | The Critical Path #139: The Great Gap. Continue reading
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Bigger than Hollywood
Apple paid $10 billion to developers in calendar 2014. Additional statistics for the App store are: $500 million spent on iOS apps in first week of January 2015 Billings for apps increased 50% in 2014 Cumulative developer revenues were $25 billion (making 2014 revenues 40% of all app sales since store opened in 2008) 627,000 jobs Continue reading
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The Critical Path #138: The Critical MBA
Horace and Anders discuss this years CES, Apples record $25B in payments to developers as well as the initial installment of the Critical Path MBA. How is business taught in schools? What is a business school graduate optimized to do? Horace explains what one might need to know when considering a business degree. via 5by5 Continue reading
