This episode is devoted almost entirely to Apple’s September quarter earnings (Apple’s Fiscal 2015 fourth quarter, and calendar quarter Q3 2015). Following up on last week’s preview episode, we discuss the guidance for next quarter and what it signifies, but also individual results for iPhone, iPad, Mac, Apple Watch (such as we can glean them), and so on. We also discuss Tim Cook’s remarks on China and Apple’s rapidly-growing enterprise business. We wrap up the episode with a discussion of Mashable’s excellent article on Apple’s design process, based on interviews with Phil Schiller and VP of Mac and iPad engineering John Ternus. And of course there’s our Weekly Pick as usual, with Jan recommending an album he’s discovered recently.
As usual, the SoundCloud player is embedded below, and under that you’ll find some links to content relating to this episode.
We invite listeners to submit questions for subsequent weeks in the comments below, on Twitter (@jandawson, @aaronmiller), or via email (jan at jackdawresearch dot com). We also now have a dedicated Podcast Twitter handle at @BDPcast.
Here are some useful links relating to this week’s episode:
- Apple’s quarterly earnings press release
- Apple’s 10-K filing
- Apple earnings transcript on Seeking Alpha
- Mashable’s article / interview with Phil Schiller and John Ternus
- The album Blood, by Lianne La Havas (Apple Music, iTunes), Jan’s Weekly Pick.
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