The Critical Path #166: Glance

Horace and special guest Ben Bajarin of Creative Strategies discuss the Glance conference. They investigate the job of the Watch and touch on the changing responsibilities amongst the upper ranks at Apple.

Source: The Critical Path #166

  • mkmmjm
  • calvini

    Some comments about the watch and the flat growth in Apple devices. I noticed some interesting things, though my observation is very very limited.

    Except for the people who are sport/exercise oriented, those who have bought smartwatches, both Android and Apple, don’t find a killer app. They like the fact that you can see SMS/call info in your watch, and you don’t miss a call while having your device mute. But beyond that, there is not an app that anyone can tell me, “Uauuh I use it for this.” Maybe it will kill fitbit, but no other watch companies.

    Now regarding the volume of devices, last quarter something interesting happened to our company and a couple that I know. ATT pushed very hard to replace current Apple devices by the new iPhone 6S and at not additional charge. You can imagine, the company rushed to recall all Apple devices, so employees got a new company owned device just before Christmas. Now, in our case it was only a few hundreds but just imagine that same offer multiplied by thousands if not dozens of thousands of companies. Enterprise customers are an important Apple source of income. Did that help to maintain the numbers?

    Now I have a question. There are no more upgrades available, except for enterprise customers. Will this cap the growth of expensive smartphones from both Apple/Samsung given the fact that now that ATT offers cheap, or apparent free decent android devices, so you don’t even need to pay $200/$300 for upgrade?