article

Apple R@D indicates a pivot is coming

[WHAT]

1. ] by Neil Cybart @ aboveavalon.com - Cybart analyzes Apples R&D expenditures to conclude that the company is planning a pivot into the automotive manufacturing business.

[WHY]

1. ] 

[WHERE]

1. ] READ THE FULL ARTICLE
1. ] http://www.aboveavalon.com/notes/2016/5/11/apple-rd-reveals-a-pivot-is-coming

[WHEN]

1. ] 2016-06-13

[EXAMPLE]

1. ] Apples R & D expenditures are up significantly, even higher then their rev growth, tells us they working on something more significant than future dev on current product lines
2. ] Options include developing existing product lines, but dont mesh with apples functional org structure
3. ] however, the option that makes the most/more sense, is pivoting into Auto businesess (electric, autonomous) 
4. ] Apple currently has 233B cash on the books
5. ] Instead, sudden and dramatic increases in Apple R&D are a result of new product initiatives
6. ] yoy expense increase graph, denotes research periods for prev products, iphone, ipad, watch
7. ] In reality, pivoting is actually a sign of strength as a company takes what it learns from one business model in one market and applies it a new one with a different business model. Apple would be taking lessons learned from its long-standing view on the world based on the Mac, iPod, and broader iOS lineup to begin selling an electric car.
   At this point, I peg odds of Apple selling its own electric car to be at least 80 percent.
8. ] This is uncharted territory not just for Apple, but for the entire auto industry.

[HOW-TO]

1. ]

[REFERENCE]

1. ]  SRC=hn(280)/comments(262)
2. ] https://twitter.com/AboveAvalonPlus 
3. ]  Mark Zuckerberg laying out his 10-year plan for Facebook. - facebook f8 conference keynote, 2016-04

 

Details

ID: 5139

NAME: Apple-R-and-D-indicates-pivot

DESCRIPTION: ] by Neil Cybart @ aboveavalon.com - Cybart analyzes Apples R&D expenditures to conclude that the company is planning a pivot into the automotive manufacturing business.

AUTHOR: article.author/s

EDITOR: article.editor/s

PUBLISHER: article.publisher/s

STATUS: Write

PRIORITY: -5

OWNER ID: 75

photos

actions

Email Email-Owner SMS and