“2015年10月份，苹果在业绩发布电话会议上称过去一年是‘史上最成功的一年’。随后公布了业绩，讲了个动听的故事，然后华尔街基本上已经认定苹果是资本主义之神。他们都错了。”——Bryan Clark，The Next Web
“苹果没说错。按收入和利润这两项客观指标衡量，2015财年确实是苹果历史上最成功的一年。我觉得你可以从其他方面来定义这样的说法，比如增长率或者股价涨幅，但收入和利润是相当公平的衡量标准。我没看出‘华尔街基本上已经认定苹果是资本主义之神’。我只注意到，公布业绩当天苹果的股价仅上涨了2%，随后回落到了公布业绩前的水平。”——John Gruber，Daring Fireball
“是这样，蒂姆•库克也许真的是人中龙凤，但要领导苹果这个全球最大企业，也是最领先的科技公司之一，库克似乎并不适合。”——Jay Somaney, Forbes.com
“你能意识到苹果之所以能成为全球最大企业以及技术龙头之一，库克的贡献是功不可没的，对吧？史蒂夫•乔布斯已经去世四年了，去世前的几年里也一直疾病缠身。没意识到还是根本不在乎？这才是福布斯撰稿人群体被问了千万次的问题（Waffle House餐厅油炸厨师的培训设备也一样）。”——The Macalope，Macworld
Something very strange is going on in business journalism.
The world’s most valuable company just gobbled up94% of global smartphone profits, up from 85% a year ago. Yet much of the media’s coverage of Apple—especially in the click-hungry corners of blogosphere—is pursuing a narrative that says Apple is doomed.
It’s a bizarre disconnect, and it has roused some of Apple’s fiercest defenders to declare open season on the doomsayers. It’s not exactly a fair fight, but it’s fun to watch. Here’s a sampling:
“In Oct,2015,Apple’s latest earnings call announced its ‘most successful year ever.’ The numbers were reported, the stories were spun and Wall Street basically anointed Apple the god of capitalism. They’re all wrong. — Bryan Clark, The Next Web.
“Apple wasn’t wrong—fiscal 2015 was Apple’s most successful year ever, by the objective measures of both revenue and profit. I suppose you can decide to define ‘most successful year ever’ in terms of something else, like percentage growth or stock price gains, but revenue and profit are pretty fair measures. I missed it where ‘Wall Street basically anointed Apple the god of capitalism’. All I noticed was that Apple’s stock price went up about 2% the day after earnings were announced and has since fallen back to where it was before Q4 earnings were announced.” —John Gruber, Daring Fireball.
The Outlook is Muted
“Apple turned in another quarter of enviable revenue and profit growth, fueled by sales of the iPhone. But the results raised a perennial question for the world’s most valuable company: How can it keep its growth streak alive?” —Katie Benner, New York Times.
“Forgive me in advance for this rant… Apple’s increasing monopoly on the high-end of the market is creating a virtuous cycle that ensures they will own the high-end indefinitely. From an app perspective, new and updated apps launch first on iOS, which means people who care buy iPhones, which means future new and updated apps launch first on iOS. From a component perspective, Apple is increasingly the only manufacturer that can even afford to buy the best components, and they have massive scale which ensures they get first dibs on what is new. This, of course, further solidifies Apple’s hold on the high end, which only strengthens their position with component manufacturers further.”—Ben Thompson,Stratechery.
Tim Cook Has To Go
“Look, Tim Cook might be an absolute Mahatma Gandhi of a human being but he does not seem to be the right person to lead the biggest and one of the most technological savvy companies in the world.” —Jay Somaney, Forbes.com.
“You do realize that it got to be the biggest and one of the most savvy in large part due to and under Cook’s leadership, right? Steve Jobs died four years ago and was sick for years prior to that. Didn’t realize or didn’t care? Such is the perennial question with the Forbes contributor network (and Waffle House fry cook training facility).” —The Macalope, Macworld.
The Apple-is-doomed theory has always been with us. In the late 1990s it came very close to being right. Why it persists today, in the face of the evidence to contrary, is a mystery to me. Is it market manipulation? The upcoming tough compare? A conspiracy of short sellers? A new generation of reporters discovering page-view gold in contrarian Apple stories?
As to the future of Apple, your guess is as good as mine actually.