Earlier today, AllThingsD reported that Square C.O.O. Keith Rabois would be leaving the company. That’s a pretty big shakeup (Kara Swisher called it “sudden”, too). Now we know why, and it isn’t pretty.
John Herrman of Buzzfeed on content scraping sites like the Huffington Post:
A site should not be able to auto-post a stub of another story and immediately outrank it in the world’s most popular and powerful search engine — that is a bug. And on the surface, it seems like an easy one to fix: One story was posted days later, with a small word-for-word excerpt of the other’s text. Even to a machine, it seems like it ought to be easy to tell which one of these posts is derivative of the other.
Good news, everyone: today’s posts aren’t entirely going to be about Apple’s Q1 2013 results. There’s Formula 1 news, too. “Michalis K.” of GPUpdates:
Almost all of the teams adopted the ‘stepped’ design ahead of the 2012 season, with only McLaren and Marussia choosing to follow the path of the lower ‘banana’ nose. […]
To improve the aesthetic appeal of the cars in 2013, the FIA reached a compromise with all of the teams and it was ultimately decided that a non-structural fairing of prescribed laminate could be fixed on the nose surface to cover the stepped element.
Despite being a McLaren fan — a team which created an innovative workaround to the stepped nose — this is good news. This year’s Mercedes (also a fan) should be beautiful; we’ll find out for certain on February 4.
Nice summary of the numbers by Dan Frommer. The growth chart is particularly interesting (“interesting” in this context could mean “disconcerting”, if you’re a shareholder, or “telling”, if you’re a cynic).
Smart article from Bryan Chaffin of The Mac Observer:
Put another way, Apple has been sandbagging its guidance for years, a practice has caught up to the company as analysts and investors alike expected the company to have blowout numbers every quarter. That practice will change going forward. Apple will also present its guidance as a range, rather than a fixed number.
Apple has done this for a couple of quarters now, but they officially announced it during yesterday’s conference call. In a nut, Apple’s guidance has always been low, and investors would bank a bit above that. When the results came in well above what both parties were predicting, the stock rose. Apple is now presenting much more realistic estimates, but analysts are still expecting them to deliver results well above their own guidance. Apparently the most profitable year in corporate history is a little boring.
Boo hoo. How awful that it took one person to show you your model for reporting news is a farce and that you might want to do some actual investigative journalism before publishing every rumor that crosses your inbox.
Surely Gizmodo and CNet have sources in Microsoft’s Xbox division. But the page views of rumour stories keep the ad model afloat, so this shit will never end.
Record quarter, $54 billion in revenue, and nearly 48 million iPhones sold. On the conference call, Tim Cook noted that “no technology company has ever reported numbers like these before”. You know all that already. There are two extra juicy bits of this earnings report. First:
Apple also sold a record 22.9 million iPads during the quarter, compared to 15.4 million in the year-ago quarter. The Company sold 4.1 million Macs, compared to 5.2 million in the year-ago quarter.
Mac sales are down, but the PC market is in decline in general. However, iPad sales are skyrocketing. Apple is cannibalizing itself.
Apple is providing the following guidance for its fiscal 2013 second quarter:
Surface Pro features two fans that are audible under heavy load but attempt to remain as quiet as possible. The fans will adjust their direction of rotation depending on how you’re holding the tablet, with the goal of never exhausting warm air into your hands.
This is an elegant solution to a problem that shouldn’t exist.
The first look at iPhone sales for the holiday quarter comes courtesy of Verizon, as reported by Mashable‘s Seth Fiegerman:
Verizon revealed during its earnings call Tuesday that it activated 6.2 million iPhones in the fourth quarter, almost half of which were LTE-enabled iPhone 5 devices. That means Verizon sold about 3 million iPhone 5s in the December quarter, up from 651,000 in the previous quarter (when the device had only been on sale for nine days).
That represents a growth of nearly 50% as compared to last year’s record-breaking holiday quarter. If that’s extrapolated across all iPhone sales worldwide (which is quite a stretch, granted), that could mean 55 million iPhones sold between October and December. This is obviously just one carrier’s sales in one country, but given the increased international rollout, it could be even greater than that.
Verizon did not provide a breakdown of how many of each iPhone model were sold in Q4 2011, but they did this year. As Fiegerman notes (above), over half of iPhones sold were of the older models, which is interesting. It’s not as if we’ve reached the peak of technological innovation, but perhaps we’ve reached a point where even the old stuff is great enough for the vast majority of people.
Where Apple says “You can’t do that because we think that would suck,” Microsoft and Android usually say, “You can do whatever you want, even if it sucks.” They give users enough rope with which to hang themselves, even when that results in asphyxiation, and it’s up to the users to tolerate or fix any resulting problems themselves. Google and Microsoft are platform libertarians: they don’t kick away the chair, but you have to cut yourself down.