“Apple just released its numbers for the quarter ending last December, the first quarter of its 2015 Fiscal Year,” Jean-Louis Gassée writes for Monday Note. “The figures are astonishing.”
“We now turn to law-breaking,” Gassée writes. “Law 1: Larger size makes growth increasingly difficult. This is the Law of Large Numbers, not the proper one about probabilities, but a coarser one that predicts the eventual flattening of extraordinary growth. If your business weighs $10M, growing by 50% means bringing in another $5M. If your company weighs $150B, 50% growth the following year would require adding $75B – there might not be enough customers or supplies to support such increase. ”
“And yet, last quarter, Apple revenue grew 30%, breaking the Law and any precedent,” Gassée writes. “iPhone revenue, which grew 57%, exceeded $51B in one quarter — close to what Google achieved in its entire Fiscal 2014 year.”
More Apple lawlessness in the full article here.