Thursday, 30 January 2020

Apple’s redesigned Maps app is available across the U.S., adds real-time transit for Miami

Apple’s updated and more detailed Maps experience has now rolled out across the U.S., the company announced this morning. The redesigned app will include more accurate information overall as well as comprehensive views of roads, buildings, parks, airports, malls, and other public places. It will also bring Look Around to more cities and real-time transit to Miami.

The company has now spent years upgrading its Maps experience to better compete with Google Maps, which Apple replaced with its own Maps app in 2012. That launch didn’t go well, to say the least. Apple CEO Tim Cook even had to apologize for how Maps fell short of customers’ expectations and promised Apple would do better going forward.

Over time, Apple has been making good on those promises, by updating Maps with better data and notably, by announcing a ground-up rebuild of the Maps platform back in 2018. Last year, Apple also introduced the new “Look Around” feature in iOS 13 — essentially Apple’s version of Google Street View, but one that uses high-resolution 3D views that offer more detail and smoother transitions. 

iOS 13 also brought more Maps features, like real-time transit schedules, a list-making feature called Collections, Favorites, and more.

However, some of these Maps updates have been slow to roll out. Look Around, for example, has only been live in major cities including New York, the San Francisco Bay Area, L.A., Las Vegas, Houston, and Oahu. With the nationwide launch, it’s safe to assume you’re about to see it pop up in more major metros though Apple hasn’t provided names of which ones will get it first. Real-time transit information is offered only also in select major cities, including the San Francisco Bay Area, Washington D.C., New York, and Los Angeles.

Today, Apple is adding Miami to that list of supported cities offering real-time transit, just in time for Super Bowl weekend.

Over the course of 2019, Apple’s improved, more detailed Maps experienced has steadily expanded across the U.S., finally arriving in the North East as of last fall.

Today, the new Maps experience it’s starting to go live across all of the U.S. But that doesn’t necessarily mean you’ll see it right away when you launch the Maps app — the rollout is phased.

“We set out to create the best and most private maps app on the planet that is reflective of how people explore the world today,” said Eddy Cue, Apple’s senior vice president of Internet Software and Services, in a statement about the launch. “It is an effort we are deeply invested in and required that we rebuild the map from the ground up to reimagine how Maps enhances people’s lives — from navigating to work or school or planning an important vacation — all with privacy at its core. The completion of the new map in the United States and delivering new features like Look Around and Collections are important steps in bringing that vision to life. We look forward to bringing this new map to the rest of the world starting with Europe later this year,” he added.

The updated Apple Maps includes Look Around and real-time transit in some markets, Collections, Favorites, a Share ETA feature, flight status information for upcoming travel, indoor maps for malls and airports, Siri natural language guidance, and Flyover — a feature offering immersive, 3D views of major metros, as seen from above. The latter is available across over 350 cities.

Going forward, Apple will use the imagery it’s collect to deliver Look Around to more U.S. markets and begin to upgrade the Maps platform in Europe.

Maps’ biggest selling point today, however, may not be the sum of its feature sets. Instead, Maps’ standout feature is its focus on privacy.

While Google does use the data collected from Google Maps for many handy features — like reporting on a business’s busiest times, for example — it’s not a private app. In fact, it’s so not private that Google had to add an “incognito mode” as an option for users who didn’t want their Maps app collecting data on them.

Apple, meanwhile, notes that its app requires no-sign in, isn’t connected to your Apple ID, and its personalized features are implemented using on-device intelligence, not by sending data to cloud servers. In addition, any data collected when using Maps, like search terms, navigation routing, and traffic information, is only associated with random identifiers that continually reset to protect user privacy.

Apple also uses a process called “fuzzing” that converts a precise location where a Maps search originated to a less precise one after 24 hours. And it doesn’t retain a history of what a user has searched for or where they’ve been.

In an era where people assume, usually correctly, that the mere act of launching an app is an agreement to have their data collected, Apple’s increased emphasis on user privacy is welcome and a good reason to try Apple Maps again, if you never came back to it after the shaky launch.

Apple Maps, now used in over 200 countries, is available on iPhone, iPad, Mac, Apple Watch and in cars via CarPlay.

 



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EU lawmakers take fresh aim at Apple’s Lightning connector with latest e-waste push

The European parliament has voted overwhelmingly for tougher action to reduce e-waste, calling for the Commission to come up with beefed up rules by July 2020.

Specifically, the parliament wants the Commission to adopt the delegated act foreseen in the 2014 Radio Equipment Directive by that deadline — or else table a legislative measure by the same date, at the latest.

The resolution, which was approved by 582 votes to 40, points out that MEPs have been calling for a single charger for mobile devices for more than a decade now. But the Commission has repeatedly postponed taking steps to force an industry-wide shift. Subtext: We’re tired of the ongoing charging cable nightmare.

The parliament says there is now “an urgent need” for EU regulatory action on the issue — to shrink e-waste, empower consumers to make sustainable choices, and allow EU citizens to “fully participate in an efficient and well-functioning internal market”.

The resolution notes that around 50 million metric tons of e-waste is generated globally per year, with an average of more than 6 kg per person.

While, in Europe in 2016, the figure for total e-waste generated was 12.3 million metric tonnes, equivalent to 16.6 kg on average per inhabitant — with the parliament asserting this represents “an unnecessary environmental footprint that can be reduced”.

To date, the Commission’s approach to the charger e-waste issue has been to lean on industry to take voluntary steps to reduce unnecessary variety. Which has resulted in a reduction of the number of charger types on the market — down from 30+ in 2009 to just three today — but still no universal charger which works across brands and device types (phones, tablets, e-readers etc).

Most notably, Apple continues to use its own Lightning port charger standard — while other device makers have switched to USB-based charging (such as the newest, USB-C standard).

When news emerged earlier this month of the parliament’s intention to vote on tougher measures to standardize mobile chargers Apple attacked the plan — arguing that regulation would ‘stifle innovation’.

But the tech giant has had plenty of years to chew over clever ways to switch from the proprietary charging port only it uses to one of two USB standards used by everyone else. So the ‘innovation’ argument seems a pretty stale one.

Meanwhile Apple has worked around previous EU attempts to push device makers to standardize charging on Micro USB by expanding its revenue-generating dongle collection — and selling Europeans a Lighting to Micro USB adaptor. Thereby necessitating even more e-waste.

Perhaps picking up on Apple’s ‘innovation’ framing sidestep, i.e. to try to duck the e-waste issue, the parliament also writes:

… that the Commission, without hampering innovation, should ensure that the legislative framework for a common charger will be scrutinised regularly in order to take into account technical progress; reiterates the importance of research and innovation in this domain to improve existing technologies and come up with new ones;

It also wants the Commission to grapple with the issue of wireless chargers — and take steps to ensure interoperability there too, so that wireless chargers aren’t locked to only one brand or device type.

Consumers should not be obliged to buy new chargers with each new device, per the resolution, with the parliament calling on the Commission to introduce strategies to decouple the purchase of chargers from a new device alongside a common charger solution — while making sure any decoupling measures do not result in higher prices for consumers.

It also wants the Commission to look at legislative options for increasing the volume of cables and chargers that are collected and recycled in EU member states.

We’ve reached out to the Commission for comment.

Per Reuters, officials in the executive are in agreement that the voluntary approach is not working and have said they plan to introduce legislation for a common charger this year.



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Wednesday, 29 January 2020

Microsoft shares rise after it beats revenue, profit expectations, Azure posts 62% growth

Today Microsoft reported its fiscal 2020 second quarter (calendar Q4 2019) results, including revenue of $36.9 billion (up 14%), net income of $11.6 billion (up 38%), and diluted earnings per share of $1.51.

Investors had expected the company to report profit of $1.32 per share, off revenue of $35.67 billion. The street had anticipated net income of $10.12 billion in net income, as well. The company’s stock is up around 2% in after-hours trading, following the company’s earnings release.

All that’s just fine. But, what about cloud — how did Microsoft do with Azure, Office 365, and the rest of the products that are expected to carry Redmond into the future? Here you go:

  • Office 365 Commercial revenue grew 27%, compared to its year-ago result
  • Azure grew 62%, compared to its year-ago result
  • “Office Consumer products and cloud services” grew by 19%, compared to their year-ago result
  • Dynamics 365 grew 42%, compared to its year-ago result

All the above figures are GAAP results, and are therefore not adjusted for currency fluctuations. On a so-called “constant currency” basis, Azure grew by a slightly faster 64%.

In addition to those results, LinkedIn, a somewhat recent Microsoft property, grew 24% compared to its year-ago results, while Surface grew in single-digit percentage terms, and Xbox’s digital products slipped by 11% on a year-over-year basis. (Microsoft had stressed early on that LinkedIn’s growth rate was a key priority.)

Gisting all of that quickly as we continue to understand the company’s new results, it appears that Microsoft’s cloud transition continued apace, with investors bidding up its equity modest after-hours in light of the results. Bear in mind that Microsoft’s shares have been on a tear lately, with the company’s valuation cresting the $1.28 trillion mark as we finish this post.

Apple, another of the technology giants, also saw its shares advance modestly after reporting earnings yesterday. This is a crowded week for tech results, which, at the top end so far, have gone well.

What about Windows?

Microsoft’s earnings are a stable affair, given its girth that stretches from consumer hardware, software, gaming, and operating systems, to enterprise tech to sales tooling to venture capital and more. But one product that has always deserves a minute is Windows, Microsoft’s well-known operating system.

Notably in the quarter, the Windows business was good, with Windows OEM revenue rising 18%. Even better, “Windows Commercial products and cloud services” rose 25%. It is true that Microsoft’s OEM business (selling the OS to hardware shops that make PCs) likely had a Windows 7 end-of-life tailwind, but all the same the numbers were good.

Or at least better than I’d hazard anyone would have guessed a few years back, living in the post-iPad era as we now are.

All told, a solid quarter from Redmond. That it’s shares are only up a few points is more indicative of how much the results were already priced into its shares, than market enthusiasm for the company’s business. More if the stock price shifts again.



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Daily Crunch: Apple reports better-than-expected revenue

The Daily Crunch is TechCrunch’s roundup of our biggest and most important stories. If you’d like to get this delivered to your inbox every day at around 9am Pacific, you can subscribe here.

1. Apple shares rise after company reports better-than-expected revenue of $91.8B

Apple has worked in recent years to lessen its dependence on the iPhone, in part through services and smaller electronics. This is doubly true as the company posted a year-over-year decline in Mac revenue.

In its latest earnings report, the company highlighted its smaller-device and home category, with CEO Tim Cook saying his company posted “all-time records for Services and Wearables.”

2. SpaceX successfully launches 60 more satellites for its Starlink satellite internet constellation

SpaceX has launched yet another batch of 60 Starlink satellites — its third production batch of the orbital communication spacecraft, and its second batch this year alone. After the last batch went up in early January, SpaceX became the largest private satellite operator in the world, and now it’s just extending its lead.

3. Mobile messaging startup Attentive raises another $70M

It’s been less than six months since Attentive raised a $40 million Series B. CEO Brian Long told me that he wasn’t planning to raise money again so soon, but things were going even better than expected, with a client list that has grown to more than 750 businesses.

4. For alternative meat manufacturer Beyond Meat, fast food chains giveth and taketh away

On the same day that the Tim Horton’s restaurant chain is dropping Beyond Meat products from its menus, Beyond Meat and KFC announced the expansion of a pilot run at new stores in Nashville, Tenn., Charlotte, N.C. and across Kentucky.

5. A conversation with ‘the most ambitious female VC in Europe’

We talk to Ophelia Brown, whose Blossom Capital just raised a new $185 million fund. The interview covers topics like her investment thesis, why Europe is at an “inflection point,” diversity in the investor community and the increasing money coming into Europe from American VCs. (Extra Crunch membership required.)

6. No pan-EU Huawei ban as Commission endorses 5G risk mitigation plan

The move is another blow for the Trump administration’s efforts to demolish trust in Chinese-made technology, with the U.K. government also announcing yesterday that it would not be banning so-called “high risk” providers from supplying 5G networks.

7. Kenshō Healthcare publicly launches its ‘antithesis of Goop’

While Gwyneth Paltrow’s lifestyle brand startup serves up a heady mix of unverified pseudo-scientific claims alongside long-standing holistic practices, the founders of Kenshō Healthcare say they’re focused on the verified and verifiable claims coming out of the medical community.



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Tuesday, 28 January 2020

Apple to start online sales in India in Q3 this year

Apple’s much-awaited online store in India will be operational starting Q3 this year, a little longer than previously expected, a source familiar with the matter told TechCrunch.

The iPhone-maker said in August last year that it was “eager to serve [customers of India] online and in-store with the same experience and care that Apple customers around the world enjoy.”

While the company never shared a firm timeline on when the online and brick-and-mortar stores would be set up in India, it was originally aiming to start the online sales in the country in the first quarter of this year, the source said. (The Q1 launch timeline was first signaled by Bloomberg, which reported that the operations would begin “within months.”)

An Apple spokesperson was not immediately available for comment.

The source said the company was still working on the logistics of setting up the store and that the quarter between July and September was the new tentative deadline. Apple CEO Tim Cook would likely plan an India trip for the announcement, the source said.

India, the world’s second largest smartphone market, eased sourcing norms for single-brand retailers last year, paving the way for companies like Apple to open online stores before they set up presence in the brick-and-mortar market.

Currently, Apple sells its products in India through partnered third-party offline retailers and e-commerce platforms such as Amazon India, Flipkart and Paytm Mall. Prior to New Delhi’s policy change, Apple had requested the government numerous times to relax the local foreign direct investment (FDI) rules.

Apple executives have long expressed disappointment at Amazon India, Flipkart and Paytm Mall for offering heavy discounts on the iPhone and MacBook Air to boost their respective GMV metrics, people familiar with the matter have told TechCrunch.

iPhone shipments in India grew 6% in 2019 compared with a 43% decline in 2018, according to research firm Counterpoint, which projected that the growth would continue this year.

Apple on Tuesday posted a record revenue of $91.8 billion for the quarter that ended in December. Cook said in the earnings call that India was among the markets where the company’s revenue grew in “double-digit.”



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Apple reports a record $12.7B in services revenue

Apple’s increasing focus on its services business seems to be paying off, with the company reporting a record $12.7 billion in services net sales during the first quarter of its fiscal year — a year-over-year increase of roughly 17%.

Services includes existing offerings like iCloud and Apple Music, as well as a number of new subscriptions that Apple has launched in the past year, such as Apple Arcade and Apple TV+.

The numbers were part of a strong earnings report for Apple, with better-than-expected revenue of $91.8 billion.

The company no longer reports the unit sales of its different product lines, but we can still track general trends by looking at net sales. In addition to the growth in services, the wearables, home and accessories category grew even more rapidly, reaching a record high of $10.0 billion (compared to $7.3 billion a year ago).

Meanwhile, iPhone sales were also up to around $56.0 billion, compared to $52.0 billion during the previous Q1, with CEO Tim Cook crediting “strong demand for our iPhone 11 and iPhone 11 Pro models” in the earnings release.

There was less happy news for in the Mac and iPad categories, where sales fell to $7.2 billion (from $7.4 billion) and $6.0 billion (from $6.7 billion) respectively.



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Apple shares rise after company reports better-than-expected revenue of $91.8B

Today after the bell, Apple reported the results of the first quarter of its fiscal 2020. The company’s revenue totaled $91.8 billion, far ahead of expectations of $88.43 billion. At the same time, the company’s per-share profit of $4.99 was greater than the market-anticipated figure of $4.54 per share.

In immediate trading following the news, Apple’s stock is up several points. The company’s shares have traded at all-time highs in recent months, matching the northward march of many other technology companies’ equity.

Previously, Apple told investors that it expected revenue of “between $85.5 billion and $89.5 billion” in the quarter, along with “gross margin between 37.5 percent and 38.5 percent.” The company’s Q1 F2020 gross margin result? 38.4%.

Digging into the quarter a bit more, here’s how Apple’s performance shook out during the three-month period:

  • Product revenue: $79.1 billion
  • Services revenue: $12.7 billion
  • Net income: $22.2 billion

As you can see, Apple’s product revenue led its quarter. Digging into that line-item, here are the building blocks of its lucrative hardware business:

  • iPhone: $56.0 billion
  • Mac: $7.2 billion
  • iPad: $6.0 billion
  • “Wearables, Home and Accessories:” $10.0 billion

All that spun out to earnings per share of $5.04 (basic), and $4.99 (diluted).

The company highlighted its smaller-device and home category, with CEO Tim Cook saying his company posted “all-time records for Services and Wearables.” Apple has worked in recent years to lessen its revenue dependence on the iPhone; services and smaller electronics are some of its hopes to do so. This is doubly true as the company posted a year-over-year decline in Mac revenue.

Apple wrapped calendar 2019 with cash, equivalents and various types of marketable securities worth $207 billion, while its debt load appeared to land around $118 billion.

Looking ahead, Apple anticipates Q2 F2020 revenue “between $63.0 billion and $67.0 billion,” and gross margin in the same range as the sequentially preceding quarter. A more regular, non-holiday three-month period in other words.

More from TechCrunch soon digging into the company’s hardware sales and earnings call. Stay tuned.



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