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by 6sp 1111 days ago
There’s only been incremental improvements to products launched by Steve Jobs under Tim Cook. The only vastly new product category that I can recall they’ve launched under Tim is the Apple Vision Pro. If that becomes a runway success like the iPhone then we can credit it as something launched during Tim’s reign but otherwise he seems to be a good operator not an innovator. The value created is Tim riding on Steve’s success.
1 comments

Apple Watch? Tim Cook became CEO. The Apple Watch was released in 2015.

The last March End quarter before Tim Cook became CEO was Mar 2011.

Apple’s entire revenue for that quarter was about 24.5Bn (iPhone, mac, software, everything included).

Apple’s wearables alone brought them about $8.5Bn in Mar 2023.

Services, which have largely grown under Tim Cook, is up to $21Bn.

Sure they've grown, but that wasn't anything special that Tim Cook did. They were growing astronomically already. The apple watch was not a game changer at all, it was just an obvious progression and the apple watch literally makes up just over 2% of revenue.

The iPhone changed the world. The iPad changed the world.

Tim Cook just kept the company running and business as usual but they haven't done anything all that exciting.

TBH Microsoft has done way more interesting things in the last 10 years.