They basically won the smartphone round of the game. We don't know what the Next Thing is, they don't either, nobody does. If they are (unknowingly) working on what will be the Next Thing, it is probably in "wearables and accessories" because that seems to be where their experiments live. But the fact that that section of their company is basically noise at the moment just reflects the fact that the Next Thing hasn't arrived yet.

I don't think we should put too much thought (as the article seems to) into their quarter-to-quarter results in the Land of Lost Devices. The point there isn't to sell lots of devices, it is to either try new ideas (which will probably fail because we only get like one big new device class per generation) and have a foundation to quickly try and catch up if their competition finds the Next Thing.