Jony Ive’s promotion

Yesterday, CEO Tim Cook announced to Apple employees that Jony Ive had a new title and role within the company. The change has been described as a promotion by Apple, but I’ve seen some skepticism about this characterization externally. I have no inside information here, but based on what…

The changing devices on the US mobile networks

For much of the last three decades, the terms “wireless carrier” and “cellphone provider” have largely been synonymous. Your wireless carrier was the company that provided the service for your cellphone, and in the vast majority of cases also sold…

Thoughts on Comcast’s Q1 2015 earnings

Comcast’s results today were notable for a significant transition that’s about to happen: this was likely the last time Comcast will report more TV customers than broadband customers:

Why Verizon’s AOL deal makes sense

Note: I’ve added an addendum at the bottom of this post about the content angle specifically.

Verizon buying AOL isn’t a complete surprise — there were rumors of a deal back in January, but now they’ve been confirmed. But it also makes good…

Thoughts on the Fitbit IPO filing

Fitbit, the company that makes a variety of fitness trackers, has filed for an initial public offering with the SEC, and its S-1 filing contains lots of financial and operating data for the past several years. There’s plenty here to dig into, but I want to focus…

A week with the Apple Watch

I’ve now spent a week with a couple of Apple Watches. The first of my pre-orders to arrive was the one I ordered with my wife in mind, a 38mm Sport with a white sport band, which arrived on the 24th itself. The one I ordered for myself arrived this week, and that’s a 42mm Watch…