Apple made errors relating to China and "S" cycles, XR, and growth strategies, but reasons for optimism remain as headwinds, like cheap battery swaps, will fade (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
Apple made errors relating to China and “S” cycles, XR, and growth strategies, but reasons for optimism remain as headwinds, like cheap battery swaps, will fade  —  As rare as last week's Apple revenue warning from CEO Tim Cook may have been — the company last issued a revenue warning …



from Techmeme http://www.techmeme.com/190108/p3#a190108p3