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by Jason Snell

SoundCloud shuts down podcasts temporarily

Over the weekend, SoundCloud turned off RSS feeds for all its hosted podcasts for a while.

I have no ill will toward SoundCloud, but they have never seemed to see podcasting as anything but a way to capture users and draw them in to their own ecosystem. Podcasting is a side business for SoundCloud, and linking to episodes of podcasts hosted by SoundCloud is usually a gigantic pain, because SoundCloud tries very hard to suppress file URLs. I don’t know whether they do it because they don’t get how podcasting works, or because they do get how podcasting works and want to try to break that approach so that people are driven to SoundCloud.

In any event, I don’t recommend that podcasters use SoundCloud. There are better options, including Libsyn and Podbean, that do the job much better than the podcasting features that are grafted onto SoundCloud.



By Dan Moren

The Back Page: Apple events – the darker side

Word on the street is that Apple is finally ready to get into the original content game. To this, I say “Hallelujah!” Maybe some fear that we’re already approaching Peak TV and it’s too late for Apple to get into the business of producing its own shows, but I say that bringing the trademark Apple aesthetic to television is just more great news for all of us fans of serialized content.

Most of all, though, I’m happy that there’s now some space for me to make a few pitches that I’ve been saving up for just such an eventuality. So if you please, Apple, consider a few series that I think need to be included among the debut slate of shows for your original content:

Sunsetted

You can’t have a network without a cop show of some variety—preferably with an odd-couple pairing. In this case it’s Detective Maggie Kravitz, a hard-bitten homicide cop with a dark past as the founder of a failed tech startup, whose latest case sees her investigating the murder of a ride-sharing driver. That brings her to the driver’s last passenger, app developer Katie Lee, who uses her knowledge of the sharing economy, network architecture, and, of course, emojis to help Kravitz solve crimes…and come to terms with her former life.

One Ouroboros Circle

Every network needs its flagship drama: its Breaking Bad or The Wire or Will & Grace. I’m thinking there’s an opportunity here to patch things up with Aaron Sorkin after the somewhat mixed-response to last year’s Steve Jobs. So here we go: a behind-the-scenes drama at a multi-billion-dollar technology company? There’s the affable, avuncular CEO who dispenses pearls of wisdom, his harried veteran deputy, the spunky and savvy head of public relations—ah, crap, that’s just The West Wing, isn’t it? Okay, well, let’s just have him revive that and call it even.

Life is Viral

A one-camera situation comedy about generational differences. Kim and Cal are teenage twins growing up with older parents who don’t know a Snapchat from an Instagram. But everything changes when mother Sarah’s private equity firm acquires faltering social network FriendSpace. Now the kids need to give mom a crash course in online life and find a way to make the site succeed again. (Note: With its in-depth discussions of venture capital, investing, and corporate management, this can double as educational programming.)

So Hero. Much Strong. Wow

After an overexposure to cat videos and animated GIFs, mild-mannered Gil Garson is transformed into the mighty superhero MemeMaster! Just as some other popular superhero that we’re not allowed to compare him to for legal reasons derives his power from Earth’s yellow sun, Garson draws his strength, speed, and ability fo fly from memes, enabling him to fight crime…as long as he can haz cheezburgers. And there’s plenty of crime to be fought, thanks to the cruel supervillain Epic Fail, who will not stop terrorizing Ermahgerd City until all of its base belongs to him.

NCIS: Cupertino

Instant ratings. Would also accept Law & Order: Silicon Valley.

[Dan Moren is the East Coast Bureau Chief of Six Colors, as well as an author, podcaster, and two-time Jeopardy! champion. You can find him on Mastodon at @dmoren@zeppelin.flights or reach him by email at dan@sixcolors.com. His next novel, the sci-fi adventure Eternity's Tomb, will be released in November 2026.]


By Jason Snell

By Request: Dreams of iOS podcasting

iOS podcasting
iOS podcasting

You may have noticed that I do a lot of podcasting. Subscriber Aaron certainly noticed, because he asked me about some of the stuff I use to do podcasting on iOS. Most recently, I traveled to visit my mother in Arizona and didn’t bring my MacBook Air with me—meaning that both of the podcasts I recorded down there were done entirely on iOS devices.

So here’s a sketch of the iOS podcast production process as of now, keeping in mind that there are still a bunch of issues to be worked out before iOS is the perfect vehicle for recording and editing a podcast.

For my trip to Arizona, I brought my mobile recording rig, which includes a Shure XLR microphone and the Sound Devices USBPre 2 mixer that’s usually velcroed to the underside of my desk here at home. Thanks to the new Lightning to USB 3 Camera Adapter, I can use a USB mixer or microphone with my iPad or iPhone while powering both devices simultaneously.

I recorded my audio on my iPhone 6S in Ferrite Recording Studio, an excellent iOS audio editing app. Separately, I plugged my headphones into my iPad Pro and used Skype to talk to the other people on my podcast while also looking at our show outline in Google Docs and even checking on the live chat room with the Colloquy IRC client app. (I have to use two devices because iOS doesn’t currently support two apps accessing the microphone simultaneously—the moment I started a Skype call, Ferrite’s recording would stop.)

In both cases in Arizona, someone else edited the podcasts. So all I had to do when we were done was stop my recording in Ferrite and use the Share command to save the file to a shared folder in my Dropbox account. The files showed up instantly in the Dropbox folders of my co-hosts, and my job was done.

However, I could have also edited those podcasts—and have edited other podcasts on my iPad, using Ferrite. Ferrite supports importing audio files from Dropbox, and I’ve got a Dropbox file submission set up so that people can upload files directly into my Dropbox account. Once I’ve got all the files I need, I can edit using Ferrite, which I find roughly as efficient as editing in Logic on my Mac.

The last stage in the process is generating an MP3 file—and iOS has some issues here. The MP3 format is patented, and the most relevant patents don’t expire until late 2017—as a result, most iOS apps (including Ferrite) don’t include MP3 encoders. To get around this, I actually save an AAC file of my final edit to Dropbox, and then use the web app Auphonic to suck in the file from Dropbox, process the audio, add chapter markers if necessary, and upload the final MP3 to my server for distribution. I’d rather do all of that stuff from my iPad, but Auphonic does the job, and does it well.

All in all, it was a successful experiment. I was able to travel without a third device to go with my iPhone and iPad, and still do my job as a podcaster. iOS keeps improving in this area, and I’m hopeful that we might see more improvement when iOS 10 comes out this fall. Crossing fingers!


By Dan Moren

What I Use: Keeping in touch

So much of technology is about keeping in touch. Take the technological device we probably use the most: our phone. The device that derives from was fundamentally about communication, and now that use has only expanded to other forms of reaching out to other people. So here’s a short look into what I use to stay in touch with people.

First of all, communication is a continuum, and even more so these days. Our conversations range from private one-on-one, to private amongst groups of friends and colleagues, to public with the world at large. And all of those uses ask for different tools.

Messages
Messages

For private communication, I tend to stick to the standbys. There are a lot of popular chat applications, but Apple’s built-in Messages app on both iOS and OS X remains my primary way to talk directly with friends, colleagues, and even family. (When even my mom has started texting me, it’s time to concede that it’s the new lingua franca.) That’s been helped along by the fact that most—though not all—of my contacts use iOS devices. (It wasn’t so long ago that I was on a strict text messaging regimen, thanks to a limit on how many I could send a month—boy am I glad to be out from under that one.) I used to use instant messaging quite a bit, back in the day with Adium, and more recently with Messages, but I found myself thinking the other day that I’ve largely shifted away from that, with the exception of a few friends who still use Gchat, which I use via Messages. Perhaps it’s time to finally let go of that screenname I started using in 1994.

Email, of course, is inescapable. Despite the perennial claims of email killing promised by communications app, a ton of my work and personal correspondance are still handled by email. And for me, that means iOS and OS X’s built-in Mail clients. Why not use some of the more popular third-party clients? Frankly, Mail—despite its shortcomings and occasionally glitchiness—is comfortable and familiar, has most of the features that I want out of a mail client, and simply put has the best integration with other apps on both iOS and OS X. With the amount of time I spend in my mail client, it would be nice to have one I love, but for the moment, it helps that Mail generally doesn’t explode at me on a daily basis—despite the 72,000+ messages in my Inbox. (Sorry, Merlin!) Sometimes the tool that works is the right one for the job.

Slack
Slack

The middle ground that’s emerged more recently is the private/public space, perhaps best exemplified by Slack. I’ve been using Slack—via the iOS and OS X apps—daily for more than a year now, and in that time, I’ve found myself accumulating them a bit like extra socks from the dryer: you never quite know when you’ll find another odd one. I have seven distinct Slacks now, ranging from those that we use to coordinate activities here at Six Colors to those for the podcast networks I’m a part of to a few private ones that I set up. Most of those have several channels, not to mention private conversations with other users of those Slacks. While I’ve seen some shift away from using email thanks to some of those Slack rooms, more often than not there’s a Slack that works in conjunction with an email list to help schedule events (whether they be podcasts or Destiny raids). But Slack has also proved to be a fascinating water-cooler for me, letting me stay in touch with the communities I’m a part of and providing me with some much needed socializing in an otherwise solitary line of work.

Which brings me to the public realm: social media. I’ve been on Twitter for almost a decade now, and I still believe that it’s a great way to interact with folks that I might otherwise not chance to meet. But I’ve also dialed back my usage of it, going from obsessively reading every single tweet in my timeline to skipping large swaths of it, especially over weekends. But it still keeps me connected to a bigger world than I experience in any of those other venues. It’s also great for publicizing projects I’m working on and getting feedback from people. That said, there’s an overwhelming tone problem of combativeness and straight-up abuse that can also make Twitter an unpleasant experience—not unlike Internet comments, its anonymity and lack of consequences can make it a downright hostile place, especially for communities that are already targeted with a large amount of abuse. But I’ve refused to give up on it yet because I still see Twitter’s potential, and because it still appeals to me in a way that its biggest rival, Facebook, doesn’t. And rare is the day where Twitter doesn’t make laugh at least once.

So that’s how I use technology to keep in touch—oh, I almost forgot the phone itself! Nah, I’m just kidding. Who uses that, anyway?

[Dan Moren is the East Coast Bureau Chief of Six Colors, as well as an author, podcaster, and two-time Jeopardy! champion. You can find him on Mastodon at @dmoren@zeppelin.flights or reach him by email at dan@sixcolors.com. His next novel, the sci-fi adventure Eternity's Tomb, will be released in November 2026.]


By Jason Snell

Is it June yet?

Last month I wrote this column on an iPad from among the trees and granite monoliths of Yosemite, while this month I’m back at my desk in Mill Valley, typing it right into the 27-inch maw of my iMac. It’s spring here, but in my mind it’s already summer. That’s because this week Apple announced the dates for WWDC, the annual Apple developer conference, this June in San Francisco.

For people who follow Apple closely, every year has a pace to it, and for the past few years, the centerpiece of the year has been WWDC. The reason for that is simple: since the evaporation of Macworld Expo, WWDC is the only event that gathers a critical mass of Apple developers and media in a single place. If you’re going to get together with the people who write apps and record podcasts and the like, in person, this is the place to do it.

It’s a different feel from Macworld Expo, to be sure. That show was cool in that it combined not just members of the press and the developer community, but the general public as well. Most of Macworld Expo’s attendees were from Northern California, though, so it was hardly a representative slice of the user community—though some people did come from far and wide to be at the center of the Mac universe for a week.

With Macworld Expo gone, WWDC week has transformed a bit. On the inside, it’s still the developer conference it always was—though it’s a much more packed venue than it was back in the pre-iPhone days. It’s on the outside, around the Moscone West convention center, that things are different. People come for WWDC week and don’t attend the conference. They come for the event outside the walls of Moscone, the parties and get-togethers that take advantage of the fact that all of these people are in the same city, even if we’re not all inside the event itself. Alternate events have sprung up, too, including AltConf and Layers, to serve audiences that can’t (or don’t want to) get in to the main event.

It’s a weird week for me. I was pointing out to all the people in the Slack chat room we have for hosts of the Relay FM podcast network that, out of their entire group, I’m the only one who actually lives in the Bay Area. Everyone else is excited about coming to San Francisco that week, but I’m already here! (More or less. My house is a 30-minute drive north of the convention center.)

In any event, my thoughts are already turning to June and WWDC. Sometimes there are hardware announcements, but not usually. People always seem disappointed when Apple doesn’t announce new hardware at WWDC, but it’s a developer conference—software is always going to be the main area of interest.

I realize that for many members of the press, the only thing that’s exciting is fresh new Apple hardware… but the announcements Apple makes at WWDC are monumental. These are the announcements that will shape the way Apple’s customers use Apple hardware, old and new, for the next few years.

That’s because WWDC is where we see where Apple’s software platforms are going. What’s the future of Apple Watch? As someone who wears an Apple Watch every day, I have a long list of things that I’d like to see improved (or entirely reconsidered). Where does Apple think that watchOS is lacking? We’ll get an idea when they (presumably) announce watchOS 3 at WWDC.

Of course, the next version of iOS will also be on the agenda, and a new version of OS X as well. We’ll find out how much effort Apple wants to put into iOS features for the iPad Pro. I’ve written and spoken repeatedly about my feelings that Apple needs to ditch the “X” branding and change the name back to Mac OS, and given the trend—watchOS, iOS, tvOS—it seems like it might actually happen.

Branding aside, though, every OS announcement from Apple tells us volumes about Apple’s priorities and where it thinks its products are going. No single day will set the table for Apple’s future direction like June 13. This is the software that we’ll all be living with come fall, and for years to come. It’s exciting! I can’t wait.


Comcast to roll out 1TB data caps?

Glenn Fleishman wants to criticize internet providers for their ridiculous data caps, but Comcast’s 1TB limit actually seems reasonable, he writes in TidBITS:

The Comcast corporate blog noted a couple of interesting facts: 99 percent of its customers consume less than a terabyte per month, and its average user passes only about 60 GB. The WSJ article got an additional tidbit from Comcast, however, noting that 2 million subscribers exceed 300 GB a month, and noted that Time Warner Cable’s average use is 141 GB per month and growing 40 percent a year.

Here’s a look at my bandwidth history with Comcast:

As Glenn notes in the article, this is probably due to my backing up giant podcast sessions via CrashPlan. I’m curious, so I’ve stopped backing up the sessions that I don’t actually need to save long-term, to see if it helps reduce my usage. But I do have a teenager who streams Netflix constantly…

We’ll see. I may end up paying extra. I guess it’s nice to finally be a one percenter in something…?


By Jason Snell

Reassuring words about Apple’s approach to Services

Note: This story has not been updated for several years.

The last couple of quarters, Apple has made an effort to highlight their growing Services revenue line, which includes the App Store, Apple Music, and iCloud. In January, the company provided an unusual supplement to their results, half of which highlighted how Services revenue was growing strong. CFO Luca Maestri spent quite a long time talking about Services during the post-release conference call with analysts, too:

The vast majority of the services we provide to our customers, for instance apps, movies, and TV shows, are tied to our installed base to devices, rather than to current quarter sales. For some of these services, such as content, we recognize revenue based on transaction value. For some other services, such as the App Store, we share a portion of the value of each transaction with the app developer, and only recognize revenue on the portion we keep.

My thought at the time was that Apple was interested in highlighting Services because it was the one part of its business that was showing major growth, at a time when iPhone sales were flat year-over-year and about to go down for the first time ever. I’m not saying it was intended as a distraction, but it definitely seemed like an attempt to give the answer when someone asked where Apple’s future growth might come from.

That’s fair. But I was also a little concerned about what it might have said about Apple’s future product strategy. Apple’s a company that’s all about selling people a premium product that delights them. Relentlessly grinding your installed base for extra cash is not an Apple move. My concern at seeing Apple highlight Services to the degree it did was the possibility that Apple would begin to see its growth path in terms of nickel-and-diming the users of its existing billion devices.

Take iCloud storage, for instance. The existing 5GB of cloud storage that’s granted to users for free is insufficient for most users for backup, especially if they have more than one device. I don’t dispute Apple’s need to charge for storage, but a reasonable amount of storage should be supplied for free as a thank-you for purchasing a new Apple device. The 5GB limit causes people to be prompted with scary “failed to backup” errors that immediately turn into a conversion attempt to a larger, paid iCloud storage account. It’s one of the places where it feels like Apple is prioritizing revenue over the user experience. I don’t want to imagine a world where that’s the norm, and my iPhone becomes a device that constantly asks me to pony up for another extra feature because the product wasn’t good enough to begin with.

I was relieved, then, to see that analyst Steve Milanovich of UBS had some of the same concerns that I did. On the post-release call with analysts, Milanovich asked Tim Cook point blank about this issue: “How do you view services? You’ve obviously highlighted it the last two quarters. Do you view it going forward as a primary driver of earnings? Or do you view it [as] more creating ecosystems that support the high margins on hardware, as opposed to independently driving earnings.”

Here’s Cook’s response:

The most important thing for us, Steve, is that we want to have a great customer experience. So overwhelmingly the thing that drives us are to embark on services that help that and become a part of the ecosystem. The reality is that in doing so, we have developed a very large and profitable business in the services area. And so we felt, last quarter and working up to that, that we should sort of pull back the curtain so that our investors could see that services business, both in terms of the scale of it and the growth of it. As we said earlier, the purchase value of the installed-based services grew by 27 percent during the quarter, which was an acceleration over the previous quarter. And the value of it was just shy of $10 billion. And so, it’s huge, and we felt it was important to spell that out.

This is exactly what I wanted to hear. It allows Apple to signal loud and clear that while they want to trumpet Services revenue as a growth area, it is an area that grows as a result of Apple’s hardware and the customer experience. Cook’s first two sentences make that clear.

As the platform owner, Apple has the advantage of deeply integrating its services with iOS in ways that competitors can’t. I don’t begrudge them their ability to make money off of additional services, so long as it doesn’t get in the way of a fundamentally good user experience. I feel a bit more optimistic about that after this week.


By Dan Moren for Macworld

Imagining a totally wireless MacBook or iPhone

My latest project has been cleaning out my home office, and you know what I’ve found?

Cables. Lots and lots of cables.

USB cables, mini-USB cables, micro-USB cables, 30-pin dock connector cables, monitor cables, and what I can assume is only a rat king constructed entirely of power cables.

I would like nothing more than to dump the lot of these cables into the fires of Mount Doom and watch them melt slowly away, and though I’ve tried to at least excise the ones that I probably won’t ever need again—when the heck am I ever going to use an internal IDE cable?—I find myself keeping many of them because…well, because it never hurts to be prepared.

But more importantly because, despite the seeming promise of our wireless future, we’re not quite there yet.

Continue reading on Macworld ↦


By Jason Snell for iMore

What does Apple look like without the iPhone?

In Garfield Minus Garfield, Dan Walsh removes Garfield from his own comic strip, transforming Jim Davis’s strip about a fat cat who hates Mondays into a bizarre story of a man riddled with existential despair. It’s amazing what can happen, and how your perspective can shift, when you take the weightiest part of something — sorry, Garfield — out of the equation.

So now imagine Apple without the iPhone.

Continue reading on iMore ↦


Apple reported its quarterly results after we recorded: https://sixcolors.com/post/2016/04/picking-apart-apples-q2-2016-numbers/
The Apple Watch is a year old: http://www.wsj.com/articles/apple-watch-with-sizable-sales-cant-shake-its-critics-1461524901
The next Watch could have a cellular connection: http://www.wsj.com/articles/apple-watch-with-sizable-sales-cant-shake-its-critics-1461524901
The iPhone Upgrade Program is now available online: http://www.imore.com/iphone-upgrade-program-now-available-online-apple-store
Beyoncé’s Lemonade wasn’t available on iTunes… for 24 hours: http://www.cbsnews.com/news/beyonces-lemonade-comes-to-itunes-after-24-hour-exclusivity-window-on-tidal/
Dan is a Comcast Xfinity streaming subscriber: http://www.theverge.com/2015/7/12/8942313/comcast-stream-streaming-tv-xfinity-subscribers
Our thanks to Harry’s (harrys.com). Harry’s sells premium shaving products for much less than those crappy blades that you have to get someone to unlock from a cabinet. Get $5 off your first order with coupon code “REBOUND”. Don’t wait, get the shave you deserve.


16: April 28, 2016

Apple’s financial results, funny math, and our continued consternation at both Amazon and smart home technology.


By Jason Snell

MyScript Stylus: Handwriting on iPad, with a catch

Note: This story has not been updated for several years.

GIF of MyScript Stylus

I’ve never liked writing things by hand. My handwriting has always been terrible,and the moment I could switch from writing to typing for school assignments, I did.

But if the joy of putting pen to paper never left you, and you dislike having to type all your thoughts on an iPad software keyboard, you might want to check out the free MyScript Stylus “keyboard” extension for iOS. It replaces the keyboard area with a blank writing area, ready to be used by your finger or a stylus or, better yet, an Apple Pencil.

When you pause in writing (most likely because you’ve reached the end of the line), Stylus slides your writing over to the left, allowing you to continue as if you were dropping down a line on a piece of paper. Eventually your digital ink is transformed into text, but it’s still editable—you can swipe backward with two fingers to see previous words you’ve written and edit or correct them with gestures.

Software keyboards are hardly a panacea. Some people use them effectively, others begrudgingly. It would seem that writing in longhand on an iPad would be a bad productivity move, but for some people it might actually be a more comfortable experience. And I really do believe that writing style can change dramatically when you take it slow.

With all that said, I don’t think I can recommend MyScript Stylus today. That’s mostly because some of its shortcut buttons—including the delete key—are located at the very bottom of the screen, and are too easily triggered by a stray touch of your palm when you’re writing. I started writing this article on my iPad Pro using an Apple Pencil—the things I do for you people!—and twice I lost whole paragraphs when the keyboard seemingly interpreted some stray touch of my hand as a signal to press the delete key hundreds of times. I watched as whole paragraphs, painstakingly handcrafted, vanished from view.

If MyScript can figure out a way to move that stuff out of the way, though, I think this keyboard extension will have some serious appeal for the Apple Pencil crowd.


By Jason Snell for Macworld

The iPhone SE: A surprise hit?

The thing about Apple’s financial results is that they lag a month behind reality, so the hottest just-released new products often have little or no impact in the first quarterly report after their release. All of the products Apple introduced on March 21 began shipping on March 31, while Apple’s fiscal second quarter ended March 26. So if you’re looking for a sign that the 9.7-inch iPad Pro or the iPhone SE is doing well in the numbers, you won’t find them.

But it’s not all about the numbers. Sometimes it’s about the forecast for next quarter, tidbits of information that Apple executives let out in interviews or during their quarterly conference call with analysts. And on Tuesday we got a hint that Apple has a surprising hit product on its hands: the iPhone SE.

Continue reading on Macworld ↦


Too many secrets

Brian Barto should be nominated for some sort of award. He’s recreated the “hacking” effect from one of my favorite movies of all times, 1992’s Sneakers1 as a command line program.

Sneakers coding
Sneakers coding effect, as created by [Brian Barto](https://github.com/bartobri/no-more-secrets).

The program actually takes a little bit of command-line know-how to set up, but the results, as you can clearly see, are glorious. Anybody want to blackout New England?

[via Spencer on Twitter]


  1. Lex Friedman and I discussed Sneakers way back in 2014 on Not Playing with Lex and Dan

By Jason Snell for Macworld

Why Tim Cook is still optimistic after Apple’s growth stalled in Q2 2016

So, that was quite a quarter Apple had-and not in a good way. But just after the raw financial results, Apple gets a chance to tell its story, to add “more color” to the proceedings, in an hourlong conference call with financial analysts. Here are the highlights from this quarter’s party line with Apple CEO Tim Cook and CFO Luca Maestri.

Continue reading on Macworld ↦


By Dan Moren

Apple’s “first” subscription service paves the way for more

Note: This story has not been updated for several years.

As I was typing up the many statements of Tim Cook during yesterday’s quarterly financial call, one in particular–about Apple Music–caught my attention:

Even at the time it stood out to me–hence the added emphasis. It seemed like an odd thing for the usually cautious Cook to say.

Who’s on first?

Many people responded to say that clearly Apple Music wasn’t the company’s first subscription service. What about iCloud? iTunes Match? Mobile Me? Dot Mac?

True enough, those are all subscription services–but they aren’t really what Cook was talking about. None of those were marquee services designed to be products in and of themselves. Rather they were ancillaries for those who had already bought into the Apple ecosystem. People don’t buy an iPhone or Mac because of iCloud, but if Apple and Cook have their way, people will buy into the ecosystem to get Apple Music.1

That’s not to say that Apple Music isn’t still about selling some devices, but there’s a reason that one of the major thrusts of this quarter’s call was about services. Apple’s realized that it can’t purely depend on growth in device sales: sometimes device sales weaken; staggering growth doesn’t last forever. Building up a robust services platform keeps recurring revenue coming in even when sales dip.

What’s on second?

But, of course, what I was really focusing on in the quote above is first. First subscription service. Because, to my mind, why say “first” if you don’t have a “second” and a “third” coming down the pipe? (And if you’re going to claim that this was a slip of the tongue, well, I suppose that’s possible, but not very likely given the careful choreography that Cook and Maestri usually practice.)

Rumors have, of course, long suggested that Apple will get into the subscription TV (and possibly movie) business, especially as everybody and their dog has entered the market.[^dogcast] Apple hasn’t quite gotten this locked down yet: negotiations with the major content providers have stalled repeatedly, though all involved seem to believe that an Apple service is inevitable; it just remains to be seen what such a service looks like. Meanwhile, rumors also say that Apple is going to produce its own video content as well, putting it up with the likes of Amazon, Hulu, and Netflix.

I’m pretty confident that an Apple subscription TV service will materialize–and I’m on the record as enthusiastic about the idea if Apple can bring some of its trademark elegance and design to the arena. Though from what we’ve seen of Apple Music, that’s hardly a a foregone conclusion. Or, as our friend and colleague Joe Rosensteel put it:

So can Apple learn from its travails with Apple Music and deliver a quality TV and movie subscription service? Honestly, I don’t know.2


  1. That’s not to say they’re getting their way. Elsewhere in the call, CFO Luca Maestri said that the music business had reached an “inflection point” and was positioned for growth, which is code for “there’s nowhere to go but up.” 
  2. Third base. 

[Dan Moren is the East Coast Bureau Chief of Six Colors, as well as an author, podcaster, and two-time Jeopardy! champion. You can find him on Mastodon at @dmoren@zeppelin.flights or reach him by email at dan@sixcolors.com. His next novel, the sci-fi adventure Eternity's Tomb, will be released in November 2026.]


By Jason Snell

Picking apart Apple’s Q2 2016 numbers

Note: This story has not been updated for several years.

So that’s what a bad quarterly result looks like for Apple.

Here are a few ways in which it was not bad:

  • It was a bad quarter in which Apple made $10.5 billion in profit. That makes it Apple’s 10th most profitable quarter of all time—it’s just that Apple’s five previous financial quarters were all better. If you ignored Apple’s staggering calendar-year 2015, in which it made $54 billion in profit, it was actually pretty great. The last time Apple made less money in a quarter was only a year and a half ago. Seasonally speaking, it’s Apple’s third most profitable second quarter of all time. Unfortunately, 2015 was more profitable, as was 2012.
  • It was a bad quarter in which Apple generated $50.6 billion in revenue, a number that’s been eclipsed in the second quarter only once before… again, last year.
  • Apple sold 51.2 million iPhones, a number that would have been record setting as recently as early last year. It’s the most iPhones Apple has ever sold in a quarter—other than three of the previous five quarters.
  • Apple’s Services revenue line increased 20 percent over the year-ago quarter, showing the power of Apple’s installed base of a billion devices to generate money for the company outside of hardware sales.
  • Bolstered by Apple Music, Apple’s music business reached “an inflection point” after several quarters of shrinking, and the company suggested that they expect music revenue to resume growth in forthcoming quarters.

  • Apple Watch sales “met expectations,” Cook said, while scrupulously avoiding any actual sales figures. He did suggest, however, that Apple believes the Apple Watch will be a seasonal product in the vein of the iPod, with a lot of holiday sales.

  • Revenue in Japan was up 18 percent versus the year-ago quarter!
  • Apple entered the quarter with $233 billion in cash and only $72 billion in long-term debt.

Okay, so there’s the silver lining. Now let’s look at the dark cloud:

  • Growth is the most important metric to Wall Street, and Apple didn’t grow this quarter. Revenue was down $7.5 billion versus the year-ago quarter. It’s the first time Apple has gone down in revenue versus a year-ago quarter since… well, my spreadsheet only goes back to 2006. I’m going to guess it was roughly around the time the iPod came out. A long time.
  • All of Apple’s product lines shrunk year-over-year. The iPad’s been down in the dumps for a while now, but Mac sales have been down for two consecutive quarters, this quarter by nearly 12 percent. And the iPhone’s growth, which stalled last quarter, went into reverse for the first time ever, with sales down 16 percent over last year’s second quarter.
  • I almost put this under “not bad,” but I can’t bring myself to do it. iPad sales only fell 19 percent over the year-ago quarter, perhaps giving some sign that while it hasn’t necessarily reached rock bottom, it perhaps can see the bottom from where it is now. During his phone call with analysts Tuesday, Apple CEO Tim Cook suggested that “in the June quarter we expect to see our best iPad revenue compare in over two years,” which is worth analyzing despite the horrifying use of compare as a noun. (Is “comparison” too highfalutin?) Cook also said, “We expect seasonal sequential declines in… iPad sales.” Hmm. In the third quarter of 2014, iPad revenue only declined 8 percent, the best it’s done in ages. So I suspect Cook is really saying that iPad revenue will be down by single digits for the first time in two years. That’s still not quite hitting bottom, but it beats the yawning abyss.
  • Next quarter’s not going to be better. Apple is predicting revenue between $41 billion and $43 billion, which will be another decrease from the $50 billion in sales during the third fiscal quarter of 2015. That’s not surprising given the fact that the third quarter has been 17 percent smaller than the second quarter, on average, over the past three years.
  • Citing the current economic environment, Apple’s reducing inventory—iPhones in particular—worth about $2 billion. I assume this will mean making fewer high-end iPhones and possibly doing more promotional pricing in order to sell what they’ve got. As a result, Apple suggests that the average selling price of the iPhone will drop next quarter, thanks to the inventory reduction and the introduction of the iPhone SE, which is the cheapest iPhone on the market.

So in other words, if you like profits and strong sales, Apple has that. They’re not what they were last year—and that’s not a great sign for Wall Street. But don’t let someone tell you that Apple’s in trouble, or that it lost money, or that iPhone sales are cratering, because none of that is true. What is true is that after many years of growth, some of it staggeringly inflationary growth, Apple didn’t grow this quarter. If you’re an investor, that may be quite painful. If you’re a user of Apple’s products, it probably won’t affect you much at all.

One final little silver lining: If you pretend 2015 didn’t happen at all, this quarterly result looks entirely boring. During the call with analysts, Apple executives pointed out that the iPhone 6S upgrade cycle is actually a little bit better than the one for the iPhone 5S. The iPhone 6, however, was a spectacularly huge upgrade cycle. Perhaps Apple finally embracing a larger phone drove a massive amount of sales all at once? Regardless, if I delete 2015 from my spreadsheets and look at the numbers, nothing crashes to earth—it just shows the continued cooling off of the iPhone’s previously rapid growth.

Which is not to excuse this quarter—2015 happened, the iPhone 6 happened—but to recall that it’s going to be very difficult, all year, for Apple to compare its 2016 business to 2015. The silver lining is that, come 2017, Apple won’t be comparing its business to 2015—but to this year. And at that point, 2015 may be seen more as a remarkable aberration than a portent of future explosive growth to come.


Apple analyst call transcript

I joined Rene Ritchie of iMore to transcribe this quarter’s Apple analyst call, so if you prefer reading to listening, hop over there to check out what Tim Cook and Apple CFO Luca Maestri told analysts this afternoon.

Continue reading on iMore ↦


By Jason Snell

Apple Q2 2016 results: Going down!

Note: This story has not been updated since 2023.

pie-chart-q2

It was a tough quarter for Apple, at least as tough as a quarter can be for a company that made $10.5 billion in profit on $50.6 billion in revenue.

Sales were down year-over-year across product categories and in many regions, including the previously high-growth region of Greater China. iPhone sales sagged year-over-year for the first time. Three months ago, Apple warned that it was going to be a tough quarter, and they weren’t kidding.

We’ll have more, and coverage of the conference call with analysts, in a while. Meanwhile, have some charts!

Continue reading “Apple Q2 2016 results: Going down!”…



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