Recent Articles By John Martellaro [RSS]
Gene Munster is a Senior Research Analyst at Piper Jaffray, an investment bank in Minneapolis. One of his assignments is to research Apple and provide investment reports to clients. We started the show with Gene filling us in on his early life, and how he was obsessed with business. The youngest of four boys who were all technically oriented, Gene tells how technology and mathematics were a big part of growing up. In the second half of the show, Gene talks about how he does his job and the daily life of an analyst who also covers Google. We finish with his insights into the iPhone, Apple Watch and even the rumored Apple Car. Don't miss the part when I spring the question on Gene about how he came to believe Apple would build a TV set.
Apple is, of course, a very large company. It's so big that it's impossible to quantify the company as a whole. Only specific elements of Apple can be characterized—or critiqued. This leads to business rule #1 for a large company. John Martellaro explains.
Apple has struggled to become a major player in the delivery of video entertainment. Unlike music, Apple has run into a complex, sophisticated industry that connects studios, networks, and carriers. Now, it appears that Hulu is going to do what Apple wanted to do but could not. It punctuates the question: what should Apple really be trying to do for customers?
The scuttlebutt on the internet is that the Apple Watch isn't selling very well. Add to that the voices of some people who haven't taken a liking to the Apple Watch, and one might fall into the trap of thinking that it's a failure. But it isn't, and Apple's wise choice to not reveal sales numbers and roll it out slowly is turning out to be incredibly clever. John Martellaro explains.
Comcast Executive Vice President of Consumer Services Marcien Jenckes has posted a note about the emerging company philosophy regarding data caps. In a company announcement, he wrote: "We have learned that our customers want the peace of mind to stream, surf, game, download, or do whatever they want online. So, we have created a new data plan that is so high that most of our customers will never have to think about how much data they use...." That turns out to be a trial one terabyte in selected cities, and no promises were made about the future. But it appears the company is ready to put onerous data caps in the past. It's all on page 2 of Particle Debris.
Bruce Horn started his career at the Xerox Palo Alto Research Center working with the Smalltalk language and Alan Kay. That's where he was in the early 1980s when Steve Jobs visited PARC to take a look at their Xerox Star, and Bruce was there watching Mr. Jobs react to the demo of this magical research computer with revolutionary new features: a mouse, windows and file icons. Soon after, Mr. Jobs recruited Bruce to work on the original Macintosh team along with Andy Hertzfeld and others. I asked Bruce to talk about the challenges of designing the original Mac operating system. Later in the show, we talk about some exciting projects that Bruce is working on at Intel. Take a trip down Macintosh memory lane with me in this interview.
Surely we won't have to wait until 2019 for The Next Big Thing from Apple. John Martellaro ponders what goodies Apple might give us in the years leading up to the Apple Car. After all, it's all about the product pipeline. (Just don't call him Shirley.)
When Apple introduced the new MacBook in early 2015, with USB-C, the legendary MagSafe power connector had to go. Instead of innovating a replacement magnetic connector, Apple left the job to Griffin. It's called the BreakSafe, and it restores the MagSafe-like functionality to a MacBook. John Martellaro was impressed. Almost.
Apple's quarterly results announced on April 26 weren't as rosy as some would have liked. But there isn't a company on the planet who who wouldn't trade places with Apple in a heartbeat: US$10 billion in profits gained against global economic headwinds. John Martellaro provides some practical perspective.
Despite Apple's efforts to boost iPad sales, those efforts aren't showing up in sales numbers. The iPad Pro (12.9-inch), discounting the typical exuberance of the holiday quarter (Apple's Q1), didn't seem to create much of an uptick. But CEO Tim Cook seems to have his hopes up for the next quarter's revenue, at least, when the iPad Pro line's sales make their mark.