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18 Key Takeaways From Apple's First Earnings Call of 2019
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Feel free to contact me then. Others said the floppy disk would never die. Then it was the compact disc. SSD would never replace spinning disks (though we do still use spinning disks for backup, large storage). Oh, and of course the all time favorite prediction that no one would ever even want a personal computer. You are right, government/business is often the last hold out. But eventually it follows too. Its a big market, but consumers is even larger. And companies make what sells. And government/companies buys what is cheap. Where are all those government supported mainframes and work stations? gone (for the most part). Digital Equipment Corporation made large centralized computers, dead. IBM pivoted away from mainframes to PCs. Lived. Apollo workstation? Dead. Sun Microsystems. Dead. The list of companies that thought they only sold large mainframes or workstations are all dead. those that realized they were selling computing power, lived.
Its called evolution.
And what separates your phone from being a 'real' computer? The processor is already close to being as good, in some cases better. All you need is good input output and storage. We already have Airplay 2, external keyboards. You see no improvements coming there? iCloud for storage (not to mention 1Tb chips coming out). I agree IOS is not up to the task, but if only Mac OS was on a A series chip.. Oh wait, most people think Apple is poised to announce that for a MacBook lol. So really then it can't be put on a phone size device with an IOS skin if you prefer that for at UI while mobile?
Its not a question of IF. Only WHEN. I do agree the government will have to find a new way to secure data. They will be the last adopters. But your personal computer is a dinosaur, and I fully believe I will own a pocket computer/phone in 5 years. Others may hold out. Some people still use CD's I think. But can you honestly say the CD hasn't been largely replaced?
I dont know what you call the foreseeable future. But if its more than 10 years, you are wrong. And the first wave will be in 5. Its going to be fun.
The last time I had to use my AppleCare coverage was for my two cheese-grater MacPros; one a 2007 with a bad power supply, and a 2009 model with a bad motherboard. But that was under the leadership of a different CEO.
Since then all of my Apple computers, iPhones, iPads, accessories have been stellar, needing no service/repairs.
Apple will no longer report sales numbers for their products.
We've known this since November.
Anyone who buys an Apple laptop now and doesn't get the extended warranty is, and I'm sorry to say this, an absolute fool. The keyboards are just waiting to fail, and every single MBP has a fragile flex cable that will eventually break from simply opening and closing the device.
Stocks are rising on the results of Apple and Boeing. Maybe the doom and gloom forecasts are off a bit.
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You are saying a vast majority of Apple Laptops will fail in the first two years?
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You are saying a vast majority of Apple Laptops will fail in the first two years?
That‘s an interesting interpretation. Others could see the following facts in the published numbers:
* Apple‘s revenue is decreasing (called „second best quarter in history“), thus they‘re not growing any more
* The numbers sold of their single most important product, the iPhone, must have significantly dropped, given that they inflated the prices at the same time
Overall, the results are meh.
* Apple‘s revenue is decreasing (called „second best quarter in history“), thus they‘re not growing any more
* The numbers sold of their single most important product, the iPhone, must have significantly dropped, given that they inflated the prices at the same time
Overall, the results are meh.
First 3, but yeah. We already know the keyboards alone have a 10 percent fail rate. Who knows how big the fail rate on the flex cable is going to end up being. Apple's quest for thinner lead us here unfortunately.Stocks are rising on the results of Apple and Boeing. Maybe the doom and gloom forecasts are off a bit.
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You are saying a vast majority of Apple Laptops will fail in the first two years?
I imagine getting a job at a recycling plant that has what appears to be an endless supply of cash boxes. I need to remove the inside drawers, and if any cash was accidentally left inside, I get to keep the cash.
To my amazement, I take an average of $100 from each. I process 12 a minute. That's $72,000 an hour!
I can't believe my luck, so I work a 16-hour day. That's over $1 million in a single day!
At that rate I figure I'll sacrifice sleep and personal life as long as there's more backlog, so I work 7 days a week, making over $8 million a week!
How long would it take to reach $245 billion?
582 years. If Leonardo da Vinci had such a job and was still alive, he'd only have a few more decades to go.
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I’ve only seen the XS and XS Max out in the wild! Never have I seen a XR... strange.
Not a single reference to "Mac" in this article. Did Tim Cook really not mention the Mac at all during the conference call, or is this another typical MacRumors article in which we see 95% of published content discussing the iPhone?
Apple knows they're reaching a peak with iPhone sales, and they are now having to rely on the success of emerging markets to sustain the revenue growth (and the fact a decline in China has hurt their bottom line this badly shows us this).
Another factor, which Tim Cook has admitted, is that people are not upgrading as often as they have done previously. What he hasn't addressed is why that is the case. If you're upgrading from an iPhone 5s to an iPhone 7, it's a good upgrade – and this is from personal experience. But from an iPhone 6s to an iPhone XR... is it really a worthwhile upgrade? Apple's problem is the challenge of trying (and failing) to innovate every single year in a mature market. And other companies are facing similar challenges.
It might be possible to innovate once every two to three years in a mature smartphone market, but impatient stock holders don't like that because it means waiting years to see significant returns, if any.
And yet, we continue to see this company sell multiple iPhone variants with a significant amount of overlap. For an extra £100 - £150, I can get an iPhone 8 instead of an iPhone 7 with a newer ARM chip and Qi charging. And that's it. There is no significant difference! They should be discontinuing older hardware but they've chosen to go down the path of offering too much choice to try and compete at lower price points without affecting that juicy margin.
They still sell (either directly or through resellers), the iPhone SE, iPhone 6, iPhone 6 Plus, iPhone 6s, iPhone 7, iPhone 7 Plus, iPhone 8, iPhone 8 Plus, iPhone X, iPhone XR, iPhone XS and iPhone XS Max.
Does the management team at Apple realise how crazy this is? This is the very thing Steve Jobs had to stop Apple doing in the late 1990s – except it was with Macs, their biggest product category at the time.
Some of the leaders at Apple have been there under both Steve Jobs' and Tim Cooks' leadership. What's changed to make it acceptable to have 12 iPhone models still in production?
Apple knows they're reaching a peak with iPhone sales, and they are now having to rely on the success of emerging markets to sustain the revenue growth (and the fact a decline in China has hurt their bottom line this badly shows us this).
Another factor, which Tim Cook has admitted, is that people are not upgrading as often as they have done previously. What he hasn't addressed is why that is the case. If you're upgrading from an iPhone 5s to an iPhone 7, it's a good upgrade – and this is from personal experience. But from an iPhone 6s to an iPhone XR... is it really a worthwhile upgrade? Apple's problem is the challenge of trying (and failing) to innovate every single year in a mature market. And other companies are facing similar challenges.
It might be possible to innovate once every two to three years in a mature smartphone market, but impatient stock holders don't like that because it means waiting years to see significant returns, if any.
And yet, we continue to see this company sell multiple iPhone variants with a significant amount of overlap. For an extra £100 - £150, I can get an iPhone 8 instead of an iPhone 7 with a newer ARM chip and Qi charging. And that's it. There is no significant difference! They should be discontinuing older hardware but they've chosen to go down the path of offering too much choice to try and compete at lower price points without affecting that juicy margin.
They still sell (either directly or through resellers), the iPhone SE, iPhone 6, iPhone 6 Plus, iPhone 6s, iPhone 7, iPhone 7 Plus, iPhone 8, iPhone 8 Plus, iPhone X, iPhone XR, iPhone XS and iPhone XS Max.
Does the management team at Apple realise how crazy this is? This is the very thing Steve Jobs had to stop Apple doing in the late 1990s – except it was with Macs, their biggest product category at the time.
Some of the leaders at Apple have been there under both Steve Jobs' and Tim Cooks' leadership. What's changed to make it acceptable to have 12 iPhone models still in production?
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But if you then switched it up and suddenly presented them in the most positive way, people would think you were a miracle worker.
I see them, but I ride the NYC subway to work. So I have tons of phone spotting opportunity.
But I think this should get you a sense of the size of the U.S. market for Apple to sell phones into. You see tons of iPhones every day, and pretty much all of those people are eventually going to buy another iPhone.
There is some super upgrade cycle brewing here. I don't know what the feature will be that will make it happen. But one year Apple will release a phone (like they did with the 6) that will pull forward upgrades on many of the two and three year old iPhones being used.