Category: Phones

Apple Continues To Invest In Wallet

Apple Continues To Invest In Wallet

Apple Wallet differentiates vs. other mobile wallets via its state ID and TSA efforts. Yesterday Apple announced that it is working with several states which will roll out the ability for state residents to add their driver’s license or state ID to Wallet on their iPhones and Apple Watches. With digital credit cards and the … Continue reading Apple Continues To Invest In Wallet

AT&T Is Caught In A Pickle. Google Is Benefitting.

AT&T Is Caught In A Pickle. Google Is Benefitting.

We migrated off of AT&T's (tkr: T) mobile plan over the weekend in favor of Alphabet's (tkr: GOOGL), Google Fi mobile phone service. Google Fi charges less for unlimited calls and texts: Google Fi charges $20 for unlimited calls and texts per user per month vs. $25 for AT&T; Google Fi charges less per GB … Continue reading AT&T Is Caught In A Pickle. Google Is Benefitting.

Big Tech’s Hunger For Talent

Big Tech’s Hunger For Talent

Alphabet, Amazon, Apple, Facebook and Microsoft each grew headcount in 2020 with all but Alphabet accelerating headcount growth. Big Tech has a hunger for software engineers, architects, designers and data scientists. These skilled employees are working to scale sophisticated cloud platforms, applications and services that increasingly leverage advanced automation and analytics powered by artificial intelligence/ … Continue reading Big Tech’s Hunger For Talent

A Vaccination Passport Is Coming. Digital Currency and A National ID Card Are Next.

A Vaccination Passport Is Coming. Digital Currency and A National ID Card Are Next.

Cerner, Epic, Microsoft, Oracle, Salesforce and more will spearhead the Vaccination Passport. Tickers mentioned: AAPL, AMZN, CERN, CHNG/UNH, CRM, FB, GOOG, MSFT, ORCL, RAMP One could argue that we already have National ID cards. Our digital footprint serves as a unique identifier and is easy to aggregate using cross-device tracking technology served up by Google, … Continue reading A Vaccination Passport Is Coming. Digital Currency and A National ID Card Are Next.

Apple Is A Services Company. Except It’s Not.

Apple Is A Services Company. Except It’s Not.

Apple promotors want investors to believe that Apple is a Services company. That is not reality. "Services" accounted for only 20% of revenue in AAPL's most recent fiscal year (see our table below). If Apple were to "bundle" certain hardware products into a version of its Apple One subscription (see our header photo), the company … Continue reading Apple Is A Services Company. Except It’s Not.

Apple Slapped On the Wrist. Law Enforcement Lacks Teeth.

Apple Slapped On the Wrist. Law Enforcement Lacks Teeth.

Apple (AAPL) agreed to pay a $113 million fine related to throttling of iPhones. The fine comes with all of the usual B.S. about not having to admit guilt. Apple generated $81 Billion of Operating Cash Flow in the most recent year, thus the fine is meaningless. This government action is without teeth and reminds … Continue reading Apple Slapped On the Wrist. Law Enforcement Lacks Teeth.

COVID’s Lasting Impact On Mobility

COVID’s Lasting Impact On Mobility

The punchline is that COVID-19 has had a dramatic and lasting negative impact on public transportation as measured by our analysis of Apple Maps data. Below we provide examples of some of America's largest cities and the trends around driving, walking and public transportation. It's probably not a good idea to go long muni bonds. … Continue reading COVID’s Lasting Impact On Mobility