It Must be really easy to ‘beat up’ on Tim Cook over the Internet and read comments like the majority are in here, some like to think that this is the end of Apple for whatever reason, and it’s not, this is nothing more for Apple to climb out of and continue to do what they do best, sell the best products to the customer and offer services and security. For those advocating Tim Cook ‘should go’, he’s not, so accept that he will be here for a while.
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Apple CEO Tim Cook: Apple's 'Ecosystem Has Never Been Stronger' and Long-Term Health Has 'Never Been Better'
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Lol, my iPod Touch Gen 5 got booted out of the ecosystem a few years ago. So does that mean I need to replace a perfectly fine working unit with a new one? And also with a new bent iPad?
I am actually suprised Tim didn't divert more employes to the store so they can clap and cheer everytime he finish saying something
And I’m talking about the fact that the iPhone changed everything. Entire industries exist today because the iPhone exists. Aside from a few accessories, nothing really happened beyond iPod sales.
For me, the major concern is that quality and reliability seem to be slipping. In particular, I am worried about replacing my 2014 MBA with a new MBA. I have some time, since my current MBA is working just fine. But, in a year or so, I will want to replace it, and reliability issues related to the gen 3 keyboard make me nervous.
I am willing to pay $1,200 for a good laptop that will last 5-6 years and runs MacOS. My experience with the 2014 MBA has been excellent. But, if Apple can't deliver on quality and reliability with their premium pricing, then I'll have to look elsewhere.
I am willing to pay $1,200 for a good laptop that will last 5-6 years and runs MacOS. My experience with the 2014 MBA has been excellent. But, if Apple can't deliver on quality and reliability with their premium pricing, then I'll have to look elsewhere.
I enjoy listening to him speak. He is extremely intelligent and does know how to drive home a point.
It depends if you like apple or not as to whether they are innovating or one feels trapped. Do people complain about being trapped in the “google ecosystem”?
Subjective. But I like Face ID better.
Still in the upside.
That basically FUD.
One has to understand their own value and price line in the sand.
Agreed but you can’t argue with the success of the company.
Or not. Actually TC did the right thing by addressing this prior to the earnings call.
Your list goes on. I have a very short list because I like their products and never felt insulted, or that apple was sneaky etc. YMMV.
I don’t know the reasoning.
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Okay android has market dominance. Apple has profits 84% of the smartphone sector. It is the way it is.
The stock has more than tripled since Cook took over, outperforming the broader market by 80%.
That's why investors voted to keep the entire board less than a year ago. He's making investors a ton of money. That's a fact.
Secondly, long term is not a 3 month stock pullback. He's led Apple through many of those and the stock always makes new highs.
Third, the company is performing brilliantly, particularly from a financial perspective. This revenue shortfall seems to be contained in China (they told us the shortfall was over 100% a result of China) and the other businesses are doing extremely well.
Services 25% growth
Wearable 50% growth
Non-iPhone biz 19% growth
Double digit iPad growth
Record revenue in US, Canada, Germany, Korea, Italy, and Netherlands.
Fourth, iPhone sales have not declined 4 years running. Completely false. They decline ONE year from the outlier of 2015 and then increase every year after that.
iPhone sales unit sales have been flat, or up small the last 3 years and 2015 was an outlier large screen iPhone year:
2015: 231M
2016: 211M
2017: 216M
2018: 217M
Source: 10k
iPhone revenue has been UP the last 3 years, and up 17% in the the most recent year.
2016: $136B
2017: $141B
2018: $166B
Source: 10k
This is a PR stunt to try and calm the markets. Investors are wising up though and seeing Apple for the one trick pony that it is.
Apple has made that one pony out of reach for many so investors are rightful to be nervous.
Tim is wearing thin on me.
Apple has made that one pony out of reach for many so investors are rightful to be nervous.
Tim is wearing thin on me.
You just dismiss all the other things I mentioned? What about the silicon? This might be the biggest driver for people to stay. Makes the phone a joy to use and makes it last a long time, running smooth and fast.
You might not think it's innovation, but things like FaceID, ApplePay, AirPods, image processing software with depth of field, etc are all things that make people continue to buy iPhones.
does Ferrari have any trouble staying in business? Ferrari may not make the same revenue as Toyota but they are staying in business....
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With the max the magic is back. Car manufacturers have been selling confusing lineups for 100 years. So have TV manufacturers (letely). Yet consumers figure it all out.
I think apple did the math on an SE type phone and decided it wasn’t worth it.
Overpriced is subjective. People have posted on this board they have multiple HomePods. Apple has done the math and it knows the price elasticity if it’s consumers.
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Holy, the streaming service on CNBC is absolutely terrible. I can't even watch the live stream because it keeps bouncing around and different spots in the broadcast. I have a gigabit connection so I'm certain it's not my connection.
To all of you guys wishing Tim Cook’s departure: I think you’d be horrified where Apple would be in a few years, given to someone who wasn’t there for 20 years with Steve. He’s different, subjectively maybe slightly worse, but compared to 99% of CEOs and human beings in the world, so much better than what you could have. I don’t think he stresses too much about the market shifts or stock changes. Apple is still laser focused on its core values.
Agree to a point. Keep putting the prices up and we'll keep stop buying the Macs and iPhones. Prices now are mad. My early 2015 Macbook Pro is the best laptop I'ved used or come across but to replace it now would cost shed loads more.
Two gens behind iPhone as why replace it?
Solve this and we'll buy again.
To add to this post, Tim stated in the interview that customer satisfaction is his most important priority. If that's so then why get rid of the MagSafe concept on the laptops. I had to buy a 3rd party magnetic USB-C connector for my new MBAir. I'll tell you why he did this, because people tripping over the cords and smashing the computer probably brings in 10s of millions in profit due to people having to buy new laptops. Tim is evil with a smile on his face. For those that think I'm wrong, is there any other explanation for why a magnetic USB-C is not standard?
Jim Cramer mentions his kid not upgrading. Tim Cook goes on about it might be difficult to upgrade or transfer data. Good grief. That’s not why people aren’t upgrading. Did someone at Apple tell Cramer he wouldn’t get an interview if he asked about pricing?
Tim Cook said the XR has been the most popular iPhone since it went on sale. But he also said of course they’d like to be selling more and they’re working on it. I read that as it’s not selling as well as Apple expected.
Tim Cook said the XR has been the most popular iPhone since it went on sale. But he also said of course they’d like to be selling more and they’re working on it. I read that as it’s not selling as well as Apple expected.
The "ecosystem" now just means iPhone/iPad accessories. Apple hardware is obscenely overpriced and the software is now most often just average. Apple is choking the ecosystem with barriers to entry rather than using one product to encourage interest in another.
For example, the Apple Watch isn't "works better with iPhone", it's "iPhone only or **** off".
HomePod isn't "AirPlay allows better quality", it's "we disabled the Bluetooth so Apple devices only or **** off"
In my attempt to watch it, I interpreted that last statement as 'of course we'd like to see more' and he wouldn't say otherwise.
iPhone sales are down. Revenue is up because of services and increased phone price.
Don’t you understand what fewer sales means? Apple survives only on brand image. If the public persona ever perceives it as not the best top-of-the-line Tesla of mobile phones...it’s toast. Stagnated design and fractured product lines...
Well, who cares. Stock and revenue are up. That’s all that matters...
for now.
Cook never met a product he didn't like which is the opposite of Jobs. To triple down on "X" was a big mistake and now Apple is paying the price. One size does not fit all. Keep the products dynamic and he won't have a hundred point drop in the stock.
Any company is going to be in trouble if it can't properly understand its shortcomings. It looks from the outside that Apple doesn't understand this.
Re-sign? Like a new contract?
Look, I have my share of criticisms about Apple, but the notion that a new CEO is going to make everything all better is wishful thinking at best. The reality is Apple has been very very profitable under Tim Cook's watch (our wallets be dammed).. and the pitchforks have been out for him since day one.
I like how the chairs they're in make it look like they're planning on removing them in post, so they float for the whole interview.
You might have just uncovered their next prototype, the iChair Air. Or AirChairs sound better.
I don't know, I'm just coming up with excuses to interact with this wonderful gif.
It only looks that way from the outside. And only because people seem to have this impression that Apple is somehow failing because of something it did that they don’t like.
Whatever helps them sleep soundly at night, I guess. ¯\_(ツ)_/¯
"Low Cost" is relative.
Apple built a range of products from assessable introductory products (iPod Shuffle) to premium products (iPod Classic) where the range was heavy on the introductory to middle (iPod Touch) price points. More importantly, even their least expensive products had a high value/high-quality cache relative to the competition's offerings.
Today, Apple is hell-bent on trying to stay at the premium end of the spectrum while decreasing consumer accessibility and the complete UX. There's no magic to the brand anymore. There's no desire to save up for the premium product after you've fallen in love with its entry-level analog. I haven't seen the ecosystem this fragmented since at least 2005 before the adoption of Intel chips.
Apple is doing the exact same thing they did when Steve was fired. The similarities are shocking.
You (and everyone) don't know the entire picture. It may very well be sales in America, Europe and Asia have met expectations. The unexpected increase in business from China didn't materialize. Everybody is making assumptions based on their own perceptions or stories the analysts are (mis)painting.
Toyota sells the most cars in the world and I'm sure they would like to sell more also.
I wouldn’t be surprised if the store is closed (for security reasons) and the “shoppers” are Apple staff. Highly doubt Tim Cook would mix with ordinary people.
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