'Difference 1: Apple’s biggest profit and revenue source -- the iPhone -- is declining while Microsoft’s is growing.' OPINION
Late last year as Apple, Amazon, and Microsoft were trading the top spot for world’s most valuable company, I wrote about why Microsoft was the best positioned to solidify its position as No. 1.
I have been vocal over the past year about Apple’s innovation issues. The company is struggling to come up with anything new or original and has instead turned to copying and/or iteration to develop new markets. I have previously highlighted that the new iPhones, iPads, and MacBook have been nothing more than iterative over the last few launches. Tuesday’s unveiling was no different, as it delivered nothing surprising and nothing inventive.
Apple is a luxury product that has ridden a decade of growth, and its continued growth is dependent on users buying the most expensive, semi-outdated devices based upon brand affinity and/or subscribing to a set of crowded consumer services where people aren’t clamoring for anything new. Meanwhile, Apple is still testing the waters with Arcade, TV Plus, Apple Credit Card, and Music Services, all of which have significant competitors that are much further along in terms of product and market growth.Satya Nadella started changing things almost the moment he walked into the role. This was especially true with the shift from a software licensing business to a cloud company.
Read: Apple’s streaming service is cheap, but how does it stack up against Amazon, Netflix and Disney?
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