0 comments on “Market Insight: Apple’s China Problem”

Market Insight: Apple’s China Problem

The big story yesterday afternoon was Tim Cook's surprise letter to investors announcing that Apple's Q1 2019 revenue would come in far below the $89 to $93 billion guidance that it issued back on November 1st of 2018.  Tim rattled off numerous factors that promoted Apple to issue a revenue warning one month prior their first earnings call of 2019.  The most prominent factor - China.

0 comments on “Market Insight: Apple’s Not-So-Slow-Moving Coup of The Personal Computing World”

Market Insight: Apple’s Not-So-Slow-Moving Coup of The Personal Computing World

While industry sages prognosticated the diminishing relevance of the tablet device category for the past three years as iPad and tablet sales slowed, Apple quietly amassed an installed base of over 400 million active iPads thanks to extended iOS device support. The newly announced iPad Pro is poised to bring about an inflection point in personal computing by changing the way we think of portable computing.

2 comments on “Market Insight: Holistic Security is Key to Meet the Digital Security Threats of Today & Tomorrow”

Market Insight: Holistic Security is Key to Meet the Digital Security Threats of Today & Tomorrow

On October 4th, 2018, Bloomberg's Businessweek released a report alleging that Chinese spies implanted a "malicious chip" into server motherboards assembled by Super Micro Computer Inc. (Supermicro), a U.S.-based Original Device Manufacturer (ODM) that manufactures servers used in hyperscale data…

0 comments on “Market Insight: iOS 12 Gave Apple a Massive Ecosystem Advantage”

Market Insight: iOS 12 Gave Apple a Massive Ecosystem Advantage

When the latest series of iPhones are released, we love to see how they measure up to the competition.  The comparative evaluations are typically based on specs - number of cores, processor clock speed, RAM, removable storage - and increasingly on performance benchmark scores.  But what about the value that customers receive over the life of the device.  iOS 12 is enabling Apple to do something no other mobile device manufacturer is remotely able to do - keep your six-year old iPhone up to date and relevant.

1 comment on “Market Insight: Apple Ushers in The Next Big Thing in Device Security & Privacy – eSIM”

Market Insight: Apple Ushers in The Next Big Thing in Device Security & Privacy – eSIM

While eSIM's have been used in the Samsung Gear 2 3G, Google Pixel 2, iPad Pro (Apple SIM) and the Series 3 Apple Watch, the iPhone has the potential to accelerate the broader eSIM adoption among carriers across the globe laying the foundation for the next big thing in Internet of Things (IoT) endpoint privacy and security.