Things that caught my eye:
The 2020 INFORMS Analytics Conference is FREE and online! This is a great opportunity to see some cool talks from your sofa! Here is the LINK! [More …]
Leave a CommentMonth: May 2020
It has been a tough April, and I am among the fortunate ones. I know from the extraordinary people around me, how difficult and dire the conditions have been for many people.
Here are my pandemic recommendations. Some light, some heavy. Some funny, some serious. Instead of reviewing them fully, I recall the associative memories from reading experience that came back to me, as I thumbed through these copies.
Even in this uncertain climate, some supply chains are doing well. Apple going by their 2020 Q1 reports has got some positive news to share. I wrote last year on the blog, while discussing Peak iPhone, that iPhone as a product is maturing and argued that, Apple will soon pivot to become a services company. More evidence is now in.
I revisit the thesis in this post. Apple earned a record $12.7 billion in services revenue during the first quarter of its fiscal year — a year-over-year increase of roughly 17%, growing faster than the rest. Add to this information, the margins are higher than every segment, with margins exceeding 65% in services — Apple will increasingly focus on services going forward.
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