Apple's Public Billboard at CES: 'What Happens on Your iPhone, Stays on Your iPhone'

I heart this so much. There aren’t enough emojis in the world to describe how much I love Apple’s giant message to CES: “What happens on your iPhone, stays on your iPhone.” It’s on a massive outdoor sign hanging on the side of a ::checks notes:: Marriott…wait, is Apple trolling Marriott, too? Fitting, if so. Whatever, the target is ostensibly Google, Facebook, Amazon, Android, and the myriad of companies whose customers are the product. And that message is being delivered to CES in Las Vegas, a show Apple doesn’t bother to attend. Chris Velazco of Engadget tweeted the first image I could find (below), and Mashable‘s Adam Rosenberg pitched it as, “Apple spent money to publicly troll everyone else’s privacy issues at CES.” Again with the feels, Apple. Thanks for brightening my day.

A Deeper Analysis of Apple's Mini Crisis

Sometimes, well almost always, it’s good to wait awhile after Apple encounters a crisis of some sort and not get swept up in the venting, rage and fury. Later, cooler, experienced heads weigh in. This time it’s Ben Thompson at Stratechery. “As rare as last week’s Apple revenue warning from CEO Tim Cook may have been — the company last issued a revenue warning in June 2002 — the company has had other bad quarters in the iPhone era.” This is great analysis, worth reading.

Apple is Better Placed than Most to Ride Out a Tech Downturn

Despite the events of this week, in which Apple offered a revenue warning and saw its share price take a hit, the company is better placed than most other tech firms to ride out an economic storm. That’s the view of Tim Culpan, who ran the numbers for Bloomberg News. While we’ve heard warnings about the tech bubble bursting for years now, the piece certainly helps give some useful context to recent events.

When I first ran the numbers on a selection of nine companies — a mix of branded electronics, product assemblers and chipmakers — I concluded that the decade-long tech party looked headed for a nasty hangover. I’ve now added September-quarter figures to the same analysis, which includes inventory levels, turnover and cash conversion cycles. The situation is even uglier than four months ago. Apple’s warning this week that it won’t meet revenue guidance proves the initial concerns to be true, but it’s only a small part of the industry’s woes.

Apple Services are Where the Growth is Now

After some rough financial news, Tim Cook is reassuring investors that Apple isn’t done growing by highlighting Apple services.

Step back from the gyrations of the moment, and there’s an emerging strategy for Apple: Sell fewer iPhones and assorted devices such as Macs and iWatches at a higher price than mass-market rivals, and then flood those millions of users–who have more than average disposable income because they were able to afford those devices in the first place–with apps and content that they will pay for.

I expect big improvements in Apple services in the future. Better iCloud storage, an Apple News content subscription (which I will happily pay for if it means no longer needing to visit ad tracking-riddled websites), an Apple video subscription, and more.

TMO Background Mode Interview with CNET Journalist Shara Tibken

Shara Tibken is a senior reporter/journalist for CNET News, focused on Samsung and Apple. She previously wrote for Dow Jones Newswires and the Wall Street Journal.

She grew up on a farm in Iowa, where her mother was a teacher, and Shara became an avid book reader. That led to a desire to be a writer, meet people and learn new things. We chatted about her progression from Simpson College to interning for a small newspaper in North Dakota to landing a job with Dow Jones Newswires/WSJ and finally CNET in 2012. We talked about her recent investigation of rural broadband issues in Iowa, which is terrific, as well as future 5G smartphones, Samsung’s development of foldable smartphones, Samsung mimicking Apple and more. Shara gets into interesting technical detail on all these topics.