“In the wake of Apple’s (AAPL) better-than-expected earnings report on Monday, many are giving the company’s cheap stock a second look,” Prasad Kaipa and John Edson write for Fortune. “There’s an even better reason to revisit Apple, however. Tim Cook has been humbled, and now he’s reintroducing the company’s original profit driver: disruptive innovation.”
“Cook has always been a smart leader when it comes to operations. He built his reputation by building a global supply chain that reliably delivers millions of products at managed costs to consumers all over the world,” Kaipa and Edson write. “He also knew when to build bridges (like he did with HTC), when to fight (like he is doing with Samsung), and when to apologize (like he did with Apple Maps and service in China).”
Kaipa and Edson write, “Under Cook’s leadership, we’ve seen Apple Maps, a new (thicker, heavier) iPad, the iPad mini, and many smaller product improvements across the board. But we received no new products in March. Can Apple turn this trend around? We believe it can, and we believe Tim Cook is the man to do it. That’s because, like many leaders who evolve from being merely smart to wise, he is showing evidence of leadership changes.”
Read more in the full article here.
MacDailyNews Take: We believe Tim Cook is the man to do it, but we disagree that he’s been humbled as he always stuck us as a rather humble man, despite running the greatest company on earth while carting around a personal net worth approaching half a billion dollars.
MDN’s take is perfect.
It makes other people feel better to think that Cook has been humbled in some way. I think many of them secretly resented Jobs and wanted to humble him. Now they are taking the opportunity to claim success in humbling Jobs’ successor, even though their claim is false. Cook and the Apple BoD are in control. Everyone who thinks otherwise (e.g., BLN) is foolish.
Team Cook. End of story.
Fire Tim Cook. End of Story.
Jobs suffered his own setbacks, learned from them, and took the markets by storm. In this case, I take the “setbacks” more as a long term strategy waiting for the tech to catch up to concepts they already have in place.
Perhaps I’m forgetting something, but since when did Apple under Steve Jobs release an entirely new category of product every year? The bracketed thicker, heaver is also a bit of an unfair dig. There were genuine reasons for that and most argue that the benefits were more than worth it. It’s not as if they strapped a brick to the back of it.
Oh right. Tim Cook has been humbled so now, suddenly, he’s going to tell his workers to produce some “disruptive innovation” so APPL can go up again, as is before that everyone was just sitting around doing nothing. (Rolls eyes…)
as “if”
Oh yeah now the bastards are gonna say Cook was pushed kicking and screaming into introducing new products when this has been the cycle and normal product development all along which they are not privy to. That’s how they’re going to try to avoid looking foolish when Apple breaks through yet another disruptive barrier as if Apple wouldn’t have otherwise if Cook hadn’t been “humbled” and “forced to innovate.” Lying disingenuous anal-cyst SOS.
I love too the future predicting a-holes who pretend they have a crystal ball declaring in their “omniscient in their own mind” way “Apple’s best days are over.” Yeah like the patent guy who said in the early 1900’s “Everything that CAN be invented HAS been invented.”
These jerk authors and others like them are the ones who need to learn humility.
This article is the thanks Apple gets from the Wall Street extortionists for an increased dividend and promising to put 60 billion dollars into AAPL. It’s nothing more than that. Tim Cook’s leadership hasn’t changed one bit; he’s been doing great all along.
(This article is akin to a moldy dog treat that should have been given months ago.)
“… and now he’s reintroducing the company’s original profit driver: disruptive innovation”
He can’t reintroduce something that was never absent. Disruptive innovation has always been at the heart of Apple and always will be. You can’t disrupt a new industry every 12 months and Apple never has done that in the past, but the signs point to plenty more disruptive innovation to come.
Better-than-expected earnings report? I expected exactly what they announced.
Humbled? What drivel. These analyst assholes have only shown that they are puerile snakes. Anyone who believes that the idiot pestering of Apple by clueless blogging “analysts” drove Apple’s decision are the people that need to be humbled
“Humbled?” What an idiot… I guess SOME arrogant people who don’t have the skills to actually make a difference, write about it (or “teach”) and call themselves “experts.”
Apple introduces major “innovations” about once every three years. Right now, it’s been three years since iPad (2010). Before that, it was three years after iPhone (2007). Before that, it was opening the iTunes Music Store. Before that, it was the first iPod. And before that, Steve Jobs brought Apple back from the brink with the first iMac.
Apple NEVER stepped away from innovation…
bang on ken1w
This is stupid.
So Apple has not been about disruptive technology for all these years?