I have been impressed by Tim Cook, long before he took over from Steve Jobs as CEO at Apple, In fact when we look back at his seventeen years at Apple, Cook has been responsible for much of the success.
Nuts and Bolts: When Cook arrived at Apple in 1998, the company's supply-chain was a mess. It was Cook who worked on their supplier list and reforming how the company purchased components. One of the major challenges for a company such as Blackberry and Samsung in 2015 is how Apple have locked up the supply of essential components. Take the Touch ID fingerprint sensor on the iPhone and iPad; you can be sure that Samsung would like to have something equal to Touch ID, but they have locked in many of the parts required, making it hard for competitors to compete. Others have to settle to second best.
Focus: Steve Jobs mentioned this as a reason for Apple's revival on many occasions, but Tim Cook is the essence of focus. One of the ways that Apple makes such huge profits from their large revenue is that Cook has led the drive to eliminate waste and streamline expenditure. The company is notorious for driving a hard bargain with suppliers and his focus on detail means that Apple are not left with stockpiles of old products. Apple's supply chain is lean, something which is frequently mentioned at the financial analysts call at the end of each quarter. In the 90's, Apple were left with old Macs in the chain, most of which they could not sell. Today Apple is lean and supply is normally constrained, much to the frustration of many would-be buyers! Ask Amazon about being left with $170m Fire phones or Blackberry about their $1bn write-down. Apple tend to hit the 6 week mark on inventory- always selling manufactured products in that timeframe.
Leadership: although this will probably be proved one way or another over the next few years, Cook appears to have a great touch in placing people in the right posts. The press will quote John Browett who came from Dixons to head up Apple Retail; and then left within a few months. But most of the appointments have been good- with Cook's focus on trusting long-term Apple employees such as Craig Federighi, Jonny Ive and Eddie Cue. Cook is a team player, less interested in leading from the front, which was a trademark of Jobs' early years as Apple's CEO. Jobs' led the team-building towards the end of his leadership and Cook has embraced this role. He introduces keynotes at Apple events, but is happy to hand over to is team to make of the big announcements.
So when it comes to Apple's record breaking results, they can be traced back to the early days of Tim Cook at Apple and how he reformed Apple's supply chain and partner relationships, a model which has been the bedrock to the company's success in recent years.
Apple will announce its results for Q1 2015 tomorrow and there will be a number of items we will be looking out for:
1/ iPhone numbers: we expect these to be big and likely to set a record. Q1 covers the Christmas period and so sales of iPhone always hit a high watermark in this part of the year. But the iPhone 6 and 6 Plus have been a runaway success so we expect to see all-time records for the iPhone.
2/ Apple Watch: we are unlikely to get a launch date tomorrow- this will probably come later in March. But we will be watching out for hints from Cook as to which part of the next quarter they are looking to.
3/ iPad: iPad sales have flattened and so it will be interesting to see what happened in the Christmas market. Did the iPad Air 2 help to boost numbers or are people waiting for the next big thing in the segment before upgrading? The iPad Air 2 was not a huge change from the first iPad Air and nor was the new iPad mini that different to the previous model. We expect relatively flat numbers and for the media to over exaggerate the "deflation of the iPad bubble."
4/ iPod numbers- watch these dwindle. It has been nearly two and a half years since Apple revised this segment and do you know anyone who bought one as a present this Christmas?? The iPod feels like Apple history.
5/ Mac figures on the rise: these have been rising at a strong and steady pace in recent years and we expect this to continue. The new MacBooks Pros and Airs along with the new retina Display iMacs mean that this should be a strong segment in Q1.
Apple have released the fifth version of the 10.10.2 beta to developers, with a focus on WiFi and Mail.
We have held off giving our full recommendation to Yosemite until now due to the WiFi bug, but hopefully this next update will mean that 10.10 becomes a more stable OS.
Jason Snell is right in his analysis of a possible stylus for the iPad. It may appeal to some customers, but is likely to be an extra option and not something that the majority of iPad users would go for:
I admit that I have a difficult time ginning up enthusiasm for this particular tech unicorn. While I’m sure that artists and other pen-oriented niches would love an iPad that was better at accepting pen input, I’m not sure how large those niches really are.
Macworld UK ran an article this week discussing the possibility of a stylus with a new 12" iPad "Pro".
The article is entirely based on rumours. There is no evidence for this iPad or the stylus right now. They mention patents filed by Apple, something that is notoriously misleading as Apple file lots of these patent applications, the vast majority of which do not turn out as direct products.
But it should be noted that if Apple ever did produce a stylus, it would be no great shock, despite the article's tag line which suggests this is a change of direction to the Jobs era. Apple regularly change their mind, or more accurately, redefine an area that it had fought against. One classic example is large screen phones. Remember the iPhone 5 adverts poking fun at large screens and pointing out how our thumb reaches from "here to here"? The iPhone 5's screen size was a "dazzling display of common sense" according to the commercial, only for Apple to launch the iPhone 6 Plus two years later [Link to advert via iSpot]
Seems like a completely odd proposal, with no prospect of success in its current form. "BBC3" cannot be sold off. They could sell off some of the shows and possibly some of the infrastructure, but by its nature, the brand "BBC" cannot be sold to a company outside the main BBC? Right?
At one time I subscribed to both Macworld UK and MacUser, but like man I cancelled my subscription a number of years ago.
Just seems odd to buy a printed magazine when everything is online. But still sad to see its demise, even if for sentimental reasons:
Interesting move by Google- to offer domain registration so you can use Google as your one stop shop for all things web. I can see a lot of small companies loving this, especially if Google focus on simplifying the process, and focusing in education so people don't need web experts to get up and running.