Apple:

January 28 is Data Privacy Day, a time to raise awareness about the importance of protecting people’s personal information online. Apple is commemorating Data Privacy Day by sharing “A Day in the Life of Your Data,” an easy-to-understand report illustrating how companies track user data across websites and apps. The report also shares how privacy features across Apple’s products give users more transparency and control, empowering people with the tools and knowledge to protect their personal information.

From A Day in the Life of Your Data:

John and his 7-year-old daughter, Emma, are spending the day together. In the morning, John uses his computer to look up the weather, read the news, and check a map app on his smartphone for traffic conditions for a trip to the playground next to his daughter’s school.

So far, so good.

During the ride, there are 4 apps on his phone collecting and tracking their location data periodically in the background. After the data has been extracted from the device, app developers sell it to a host of obscure third party data brokers that John has never heard of. Although the location data collected is claimed to be anonymous, user tracking allows data brokers to match John’s location history from these apps with information collected from his use of other apps. This means information tracked across different apps and from multiple sources is available for any company or organization to purchase, and could be used to create a comprehensive profile about him that includes his precise day-to-day movements.

Apple does a great job making the case for its privacy model. Facebook complains that Apple is abusing their position to their own benefit. But at the heart of Apple’s new ruleset is transparency. If you don’t track a user’s data without their knowing, you won’t have an issue. If you want to track your user’s data, tell them and ask their permission.

To me, this is a clearcut issue. Transparency is good. Surreptitious tracking is evil. The end.

Canalys:

In Q4 2020, worldwide smartphone shipments reached 359.6 million units, a small decline of 2% year-on-year. Apple shipped its most iPhones ever in a single quarter, at 81.8 million units, up 4% against the previous year.

Samsung took second place, shipping 62.0 million units for a -12% decline. Xiaomi, Oppo and Vivo completed the top five, with each seeing share gains from a beleaguered Huawei (including Honor).

And:

“Apple is better positioned than its competitors on 5G, being heavily skewed towards developed markets, and mobile operator sales channels. But it also made savvy moves behind the scenes to propel its sales and profitability. The omission of a power plug from the iPhone retail box, which reduces weight and size, is making logistics significantly more efficient, amid the ongoing high cost of air freight due to the pandemic. And it also implemented channel-centric growth initiatives to target SMB customers, which have bolstered demand for its entire range of iPhones.”

Even more doomed.

Brand Finance:

Apple has overtaken Amazon and Google to reclaim the title of the world’s most valuable brand for the first time since 2016, according to the latest report by Brand Finance – the world’s leading brand valuation consultancy. Apple has the success of its diversification strategy to thank for an impressive 87% brand value increase to US$263.4 billion and its position at the top of the Brand Finance Global 500 2021 ranking.

Doomed.

With each quarter’s Apple financial results, Jason Snell does the heavy lifting of generating a transcript of the call (starting with Tim and all the way through the Q&A) as well as a (headline linked) set of charts that tell all the stories.

This quarter’s charts are particularly easy to read, since they are boom all the way. Just look at that first one, how clearly that revenue number (in billions) out distances its predecessors.

Great stuff. Thanks, Jason.