Inside Apple - January 17th, 2020

Inside Apple (Jan 17th, 2020)

Global app economy will be $4.8T by 2023 / ‘The Banker’ gets release date / #FollowFriday: @LaunchedFM


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$AAPL (9:49 AM EST January 17): $316.22 (+0.29%) // More info

I’m relieved that ‘The Banker’ is coming out after all (see #2). Remember, the allegations are against the son of the guy the movie is about, who seems to have had a minor-if-not-entirely-ceremonial role in the film itself. It’s not clear they have anything to do with the people who really made the film, let alone its story, which sounds really important. I’m glad Apple’s going to let the film stand on its own merits.

— Jon

1. Consumers worldwide downloaded 204 billion apps in 2019 (up 45% since 2016), spending $120 billion (up 210% from 2016), according to research from App Annie. The average user spends 3.7 hours a day on mobile apps. In terms of business models, subscriptions have become the dominant way non-game apps make money; 97% of spending in the top 250 iOS apps was spent on subscriptions, and on Google Play the stat was 91%. App Annie forecasts that the mobile industry will contribute $4.8 trillion to the global economy by 2023. — APP ANNIE

2. Apple has decided to release The Banker, a big-time feature film starring Anthony Mackie and Samuel L. Jackson, after delaying it to navigate sexual assault allegations against a co-producer of the film, who is the son of its real-life subject. Bernard Garrett Jr. has denied the allegations made by his sisters, but his name has been removed from the film, and the filmmakers have made a clear case that their work isn’t affected by this controversy. The film missed a critical festival where it was set to debut, which all but eliminated its chances of getting awards. It will be released in theaters on March 6 and on Apple TV+ on March 20. — DEADLINE

3. #FollowFriday: @LaunchedFM

Launched is a new podcast by iOS developer Charlie Chapman, where he interviews app developers and other creators about what it’s like to make something and release it to the world. Charlie did this himself with his highly excellent noise generator app, Dark Noise, which was the subject of an Inside Apple #FollowFriday in August.

Launched, well, launched this week, and Chapman's published a new episode every day, including two with folks previously featured in Inside Apple, When Did I? developer Heidi Helen Pilypas and Calm developer Kaya Thomas. It’s a family affair, and I’m sure you’ll enjoy following along.

4. Season 1 of “Little America,” an anthology series about immigrants to the U.S. created by Kumail Nanjiani and Emily V. Gordon, is now available on Apple TV+. Showrunner Lee Eisenberg was already offered a multi-year overall deal for more shows with Apple before the release. By the way, Apple has started sending notifications to remind folks to activate their free year of TV+ because the offer expires 90 days after the purchase of an eligible device, so consider this another reminder. — MACRUMORS

5. Analysts at Loup Ventures are taking a conservative tack on how Apple stock will respond to the rollout of 5G in the short-term, but they think Apple will be one of the biggest beneficiaries of the new technology in the long-term. Wall Street hype for this year’s (presumed) 5G iPhone cycle is about as high as it could possibly be, and Loup Ventures expects that the slow rollout from cellular carriers will lead less cautious Apple investors and analysts to disappointment in the first fiscal year. However, as the world actually adopts the new technologies and the regular iPhone upgrade cycles kick in, Apple is poised to ride the wave like few other companies on earth. — LOUP VENTURES

6. The European Parliament is trying to pass legislation requiring all electronic devices to use the same charger. The move is designed to reduce e-waste and save consumers money on purchases of new cables and such. Obviously, the technology most at risk is Apple’s Lightning connector. The new standard would almost certainly be the USB-C connector, which Apple already uses on lots of devices (but not iPhones) and is already widespread on Android phones. But Apple is probably working towards a zero-ports, all-wireless future where the point is moot, anyway. — CNBC

7. Jason Snell has made excellent charts of Apple’s financials every quarter for most of the just-elapsed decade, and he’s consolidated those learnings into a few illustrative charts about Apple’s decade overall. To simplify the story of the company’s growth into something visually obvious, he’s charted the revenue growth for iPhone, iPad, and Mac (the product lines that were around all decade). The charts look quite different, reflecting the dynamism of Apple’s core business of selling hardware. But with the new business lines of wearables and services surging, the next decades charts are going to be incredibly different from these. — SIX COLORS

8. Apple Music has struck a partnership deal with the National Basketball Association for a new playlist called Base:Line. The playlist will have about 40 songs with a hip-hop emphasis, refreshed weekly, and it will feature emerging and established-but-independent artists. The playlist will be available on Apple Music, the NBA app and website, and it will be used in highlight videos shared on social media. — BLOOMBERG

9. Microsoft has declared the intention to become carbon negative by 2030 and remove from the atmosphere all the carbon it has ever emitted by 2050. This is one of the most impressive-sounding climate initiatives in Big Tech. Its stated goals don’t mention outside suppliers, which Apple has made its sustainability focus after moving its own operations to 100%-renewable energy, but Microsoft’s language about its own operations is comprehensive and admirable. — MICROSOFT BLOG

10. Apple analyst Neil Cybart has published his annual Big Question Facing Apple: How will Apple find its next billion users? The attainment of the first billion is both symbolized and literally represented by the plateauing of iPhone adoption. Cybart’s question is grounded in the fact that the next growth curve in tech adoption will be due to a paradigm shift to wearables. Apple may not be able to add another billion new iPhone users, but a truly standalone Apple Watch, for example, might be a different proposition. — ABOVE AVALON

Jon Mitchell has been a tech journalist since 2010. He covered Apple, Google, and the societal effects of social media for the storied blog ReadWriteWeb (now ReadWrite). He co-hosts Internet Friends, a podcast about life online with occasional lengthy digressions into Apple news. He’s the author of In Real Life: Searching for Connection in High-Tech Times from Parallax Press. He has recently, reticently returned to Twitter at @ablaze.

Edited by Sheena Vasani, staff writer at Inside.

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