Episode 077 — Physical Goods

Ben and James follow-up on last week’s Apple services discussion and take a look at Apple’s earnings. Then a discussion of the European Commissions investigation of Google for antitrust, and a debate about how antitrust regulation needs to change, if at all.

Links

• Episode 076: Apple’s Organization and Services — Exponent
• Apple Q2 2016 Earnings Call Transcript — Seeking Alpha
• Benjamin Mayo: Apple Earnings Press Release Titles — Twitter
• Ben Thompson: Apple’s Good Q1 Earnings, Apple is Not a Services Company — Stratechery Daily Update
• Ben Thompson: Apple’s Earnings and the iPhone Upgrade Cycle — Stratechery Daily Update
• Episode 005: The World Has Changed — Exponent
• Ben Thompson: Google Accused of Antitrust Violations, What Now for Google? — Stratechery Daily Update
• Ben Thompson: Antitrust and Aggregation — Stratechery

Hosts

• Ben Thompson, @benthompson, Stratechery
• James Allworth, @jamesallworth, Harvard Business Review

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