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People are wondering alright. But more about your ridiculous rants on Apple supposedly failing.

iPhone sales aren't dropping. They're leveling off. There's a difference. Dropping would be like Samsung going from 80-100million a year down to 40-50 million a year. They sank like the Titanic.

Apple has around 900 million iPhone users last time they reported figures. If they upgrade every 5 years that's still 180 million sales a year. In order for Apple to continue dropping they would actually have to lose active users every quarter. And that's just not happening. In fact Apple specifically stated active installed base of iPhone users is at an all-time high. They also stated that last quarter as well. The cause of lower sales is nothing more than people hanging on to their iPhones longer than previously.

Actually it is happening. iOS marketshare in the last quarter sank 2.2% in the United States and 5.5% across Europe. People are leaving. It’s being buried in misrepresented numbers and metrics. Just have to do a little digging for the meaningful metrics is all.
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Those things depend, to a great degree, on iPhones, yes.

But they don't depend on new (and increasing) iPhone sales. They depend on iPhone ownership and use. iPhone install base continues to grow, and that's what matters more when it comes to those products and services. (Though they could grow for quite a while even if iPhone install base stopped growing.)

Apple doesn't have a problem with losing iPhone customers or users. The issue is elongating purchase cycles. That issue has been anticipated - even in effect - for quite some time. And Apple has been taking steps - fairly effective ones - to deal with that anticipated reality. The reality is that iPhones remain effective for most people's use needs for a long time. There's less need to upgrade. And Apple has embraced that reality. It, e.g., offers updates for iPhones which are many years old. Rather than that reality being a negative, it's a positive - and Apple has worked on turning it into a positive. iPhones represent even better values because, more often, newly purchased iPhones are going to be used for 3 or 4 or 5 years.

iPhone unit sales peaked in CY 2015 and they've dropped every year since then. That isn't something new and it isn't, for the most part, because of things which Apple has done wrong. It's the reality of a product market that is maturing (or has matured) in many important geographic markets. And it's because iPhones have gotten better and remain useful (relative to what's new) longer.

As for why net income fell: Gross margin was nearly flat - $20.2 billion as compared to $20.4 billion in the year-ago quarter. It may even have been up if we back out the one-time item (from the year-ago quarter) relating to the resolution of lawsuits. So profit didn't fall because Apple made less money selling products and services. It fell mostly for other reasons. For instance, R&D spending increased by 15%, non-operating income fell by 45%, and Apple's effective income tax rate increased from 13.3% to 15.7%.

iOS marketshare fell 2.2% in the United States last quarter and over 5.5% across
Europe. Their base isn’t increasing, it’s decreasing slightly. But I expect a larger shift once the new hideous design is announced.
 
What's so adorable about your conclusion is that Apple does indeed make products. I own quite a few Apple products myself and they delight every time I use them. The same is true for the millions of repeat customers who open their wallets and purchase Apple products, year after year after year.
it does indeed make products

The meaning of "not a product company" is that it is not product-focused. Products are an afterthought; third priority after keeping the stock price high and marketing campaigns.

It didn't used to be that way. That is why I think they should #FIRETHEACCOUNTANT

https://www.reddit.com/r/todayilear...an_undercover_investigation_found_that_apple/
 
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Actually it is happening. iOS marketshare in the last quarter sank 2.2% in the United States and 5.5% across Europe. People are leaving. It’s being buried in misrepresented numbers and metrics. Just have to do a little digging for the meaningful metrics is all.

You don’t know those figures and they are literally made up.
 
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Be specific.

You think they will earn under $52.5B in sales and less than $2.10/share?

I expect record services revenue, solid top line revenue within their guidance, and more than $2.10/share.
I was correct on all 3 predictions.

Very solid job by Apple. Good improvement in China, improvement in iPhone and growth in iPad, double digit growth in Mac, Services, and staggering 50% wearables growth.
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That’s one way to spin it. Here is another:

Apple Reports Declining Profits and Slowing Growth, Again

On Tuesday, the Silicon Valley behemoth said that its net income had fallen nearly 13 percent and that its revenue growth had slowed to 1 percent in the latest quarter, with iPhone sales continuing to decline and gains in the company’s services business failing to make up the difference.

https://www.nytimes.com/2019/07/30/technology/apple-earnings-iphone.html
You keep posting the same article because of the negative headline designed to get clicks. Net income is impacted by all kinds of things that can be controlled by the company including SG&A and R&D. Higher taxes also contributed, out of their control.

Like I said, whoever wrote this for the NYT is trying to get clicks. Literally every business grew tremendously except iPhone, which did better than expected if you know the company and understand the data.

iPad, iPhone and Mac again reported RECORD active users, which completely debunks the theory that iOS and Mac users are switching. They are absolutely not.

Wearables had 48% growth.

Services was 18% growth in constant currency.

iPad was up and Mac double digit growth.

Revenue is difficult to fabricate and that was up to the most ever in the June quarter.

You predicted Apple would miss on every metric and were flat out wrong. Just because someone posts a bearish headline doesn’t make the numbers bad. Everyone knew iPhone was going to show declining sales.

You have to actually understand the company, which is why the stock is up 4.3% after hours.

If you listened to the conference call, Apple was about as bullish as I’ve heard them in years. Every one of their top 20 markets had record active users.

Apple’s wearables business posted more revenue than the entire Netflix reported revenue last quarter.
 
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Actually it is happening. iOS marketshare in the last quarter sank 2.2% in the United States and 5.5% across Europe. People are leaving. It’s being buried in misrepresented numbers and metrics. Just have to do a little digging for the meaningful metrics is all.
[doublepost=1564528588][/doublepost]

iOS marketshare fell 2.2% in the United States last quarter and over 5.5% across
Europe. Their base isn’t increasing, it’s decreasing slightly. But I expect a larger shift once the new hideous design is announced.
Those numbers are made up and you take them as fact. You have been so wrong on Apple and continue to dig in your heels.

Apple just reported record active users for iPhone, iPad and Mac and record active users in every one of their top 20 markets.

People are NOT leaving or they wouldn’t have record active users every quarter. The pie is getting larger and/or the reported survey is wrong.

Apple just set record revenues for June.

Market share is not Apple’s strategy anyway.
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Apple’s June quarter revenue showcases just how much revenue growth has been slowing for the company. The Q3 2019 revenue of $53.8 billion just peeks above the Q3 2018 revenue of $53.3 billion.

iPhone revenue had the biggest year-over-year dip going from $29.5 billion in last year’s Q3 to just $26 billion this most recent quarter.
Apple is moving away from iPhone revenue and pushing services and wearables. Wearables now has more revenue than all of Netflix.

You’re focused on iPhone, Apple and Wallstreet have moved on, pushing the stock up over 4%. We get it, you don’t.

It’s ok if iPhone declines. They’ve sold a lot of the, and people are very happy with them, in record numbers. They are NOT switching away, evidenced by record active users for iPhone, iPad, and Mac. Now you sell services growing at 18% in constant currency and wearables at nearly 50% growth.

Fantastic quarter for Apple. Beat nearly every metric.
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I expect them to miss most metrics, possibly each one. Apple is in an innovation downspiral, eventually it will start being reflected in the earnings. Maybe not yet - probably, but maybe not - but definitely eventually.
Absolutely wrong and you should at least admit where you’re wrong. Net income was higher than the $2.10 per share expectation, coming in at $2.18.

Again, net income is fluid due to R&D, taxes, and SG&A...Apple could inflate net income if they dropped R&D. They spent more this quarter. You can’t make up sales...which were up.
 
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This quarter underlines that: despite iPhone sales continuing to shrink, the firm's revenues are up, thanks to booming success with its Wearables, Home and Accessories category (so: Apple Watch, mostly, and AirPods) and continued growth of it Services (App Store, Apple Pay, Apple TV, Apple Music etc).

How do people not understand that all of the bolder, RELY ON IPHONE?

Third straight quarter of declining iPhone sales. 12% year over year decline. Revenue is up, while *PROFITS* fell 13%, because of iPhone. Almost all of their Services revenue also depends on iPhone.

This is not good news. One really has to wonder just what the shareholders on Wall Street are thinking.
People still own their iPhones...that’s where you are so dead wrong. Slower iPhone sales doesn’t mean people have switched. It means they are holding on to their phones longer. Apple just told us they have RECORD active users in ALL of their top 20 markets in iPhone, iPad, and Mac. PERIOD.

Services posted a record number, so your logic doesn’t hold. If iPhone sales are down, services can clearly still post their best revenue ever. AirPods and Apple Watch grew at almost 50%, so those don’t depend on iPhone either. If they did, how could they grow 50% while iPhone declined? You are SOMWRONG...LOL!!

Profit isn’t down because of slower iPhone sales. It’s down for many reasons including higher spend in R&D, more SG&A expense, and a higher tax rate.
 
They are not made up, they were just released recently. What?

You said:

iOS marketshare in the last quarter sank 2.2% in the United States and 5.5% across Europe. People are leaving.

Curious, do you post so much BS that you forget things you've said?

You have ZERO proof regarding these market share numbers or that they mean people are leaving iOS. Absolutely NONE at all.
 
You don’t know those figures and they are literally made up.

“In the U.S., the market share of Apple’s mobile operating system went down by 2.4 percent.”
You said:



Curious, do you post so much BS that you forget things you've said?

You have ZERO proof regarding these market share numbers or that they mean people are leaving iOS. Absolutely NONE at all.

Yes I do, and I’ve already posted it previously. What are you even saying?

““For the United States, iOS saw its share of sales drop year-on-year from 38.7% for Q2 2018 to 36.3% for Q2 2019. Over the same period, Android saw its share increase from 61% for 2018 to 63.5% in 2019.””
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You said:



Curious, do you post so much BS that you forget things you've said?

You have ZERO proof regarding these market share numbers or that they mean people are leaving iOS. Absolutely NONE at all.

“The iPhone XR was the best-selling smartphone in the United States in the second quarter, according to research from Kantar, but the share of iOS device sales seem to have slipped in both the US and major European markets while Android vendors enjoy growth during the same period.”

“Apple saw year-on-year sales share drop for iOS by 5.5% in Japan to 37.4% while Android gained 6% to reach 61.8%.”
 
“In the U.S., the market share of Apple’s mobile operating system went down by 2.4 percent.”


Yes I do, and I’ve already posted it previously. What are you even saying?

““For the United States, iOS saw its share of sales drop year-on-year from 38.7% for Q2 2018 to 36.3% for Q2 2019. Over the same period, Android saw its share increase from 61% for 2018 to 63.5% in 2019.””
[doublepost=1564542230][/doublepost]

“The iPhone XR was the best-selling smartphone in the United States in the second quarter, according to research from Kantar, but the share of iOS device sales seem to have slipped in both the US and major European markets while Android vendors enjoy growth during the same period.”

“Apple saw year-on-year sales share drop for iOS by 5.5% in Japan to 37.4% while Android gained 6% to reach 61.8%.”
So you just ignore record sales and record active devices for iPad, iPhone, and Mac.

Market share numbers are absolute guesses and are NOT factual. Apple just told you they have record active users. People are absolutely not switching away. The pie is getting larger if anything.
 
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“In the U.S., the market share of Apple’s mobile operating system went down by 2.4 percent.”

Yes I do, and I’ve already posted it previously. What are you even saying?

““For the United States, iOS saw its share of sales drop year-on-year from 38.7% for Q2 2018 to 36.3% for Q2 2019. Over the same period, Android saw its share increase from 61% for 2018 to 63.5% in 2019.””

Apparently you don't understand how market share, sales and subscriber share actually relate to each other.
  • Apple sells 20 phones and Android sells 20 phones. Market share for each is 50%.
  • The following month Apple increases sales to 24 phones while Android increases sales to 26 phones. Apple now has 48% and Android has 52%.
  • Apples market share went down. But wait, their sales went up? How is that possible? Because the overall "pie" got bigger. Apple might have a smaller slice, but they can still have sales growth.
The point is moot, however, because Apple didn't report sales. Therefore my original post stating you have no data to support your claim is 100% correct. Unless you work for Apple and know something about sales that we don't. If so, please do share.


The only meaningful market share statistic is subscriber share (or number of active users). Unfortunately, we don't know this because Google doesn't give us details - they only tell us how many Android devices there are without breaking them down. So it includes phones, tablets, watches, smart TVs and so on. Likewise Apple doesn't tell us exactly how many iOS devices are iPhones or iPads.

Even worse, there are plenty of idiotic analysts who takes sales figures and assume that means the same thing as active users and calculate market share from those sales. It doesn't, and we can look at both Google and Apple official numbers to show this:
  • Google stated they had 2 billion active devices in 2017 (at Google I/O). At Google I/O 2019 they announced it went up to 2.5 billion.
  • Over a period of 2 full years Google only added a total of 500 million active devices even though there were 2.6 billion Android smartphones sold over the same period (smartphones, not devices, which would be even higher).
  • The answer is simple. Most of those phones sold went to people who already had a smartphone and were purchasing a new phone to replace an existing phone (older model, quit working, lost or stolen).
  • Apple stated they had 1.3 billion active iOS devices in the beginning of 2018. In the beginning of 2019 they announced it went up to 1.4 billion.
  • Over a period of 1 year Apple added 100 million active devices even though they sold around 250 million iOS devices.
  • The reason is the same as it is for Android/Google - not every sold device translates into a new user as many people are replacing another device.
This shows the absolute stupidity of analysts looking at quarterly sales numbers and using them to show market share.

Apple specifically said their base of active iOS users went up (as they did last quarter). Your claim that their user base went down because their market share went down has absolutely no basis in fact. You're confusing the meaning of market share and without exact numbers from all companies involved you can't tell whose sales (or active users) went up or down.
 
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Apparently you don't understand how market share, sales and subscriber share actually relate to each other.
  • Apple sells 20 phones and Android sells 20 phones. Market share for each is 50%.
  • The following month Apple increases sales to 24 phones while Android increases sales to 26 phones. Apple now has 48% and Android has 52%.
  • Apples market share went down. But wait, their sales went up? How is that possible? Because the overall "pie" got bigger. Apple might have a smaller slice, but they can still have sales growth.
The point is moot, however, because Apple didn't report sales. Therefore my original post stating you have no data to support your claim is 100% correct. Unless you work for Apple and know something about sales that we don't. If so, please do share.


The only meaningful market share statistic is subscriber share (or number of active users). Unfortunately, we don't know this because Google doesn't give us details - they only tell us how many Android devices there are without breaking them down. So it includes phones, tablets, watches, smart TVs and so on. Likewise Apple doesn't tell us exactly how many iOS devices are iPhones or iPads.

Even worse, there are plenty of idiotic analysts who takes sales figures and assume that means the same thing as active users and calculate market share from those sales. It doesn't, and we can look at both Google and Apple official numbers to show this:
  • Google stated they had 2 billion active devices in 2017 (at Google I/O). At Google I/O 2019 they announced it went up to 2.5 billion.
  • Over a period of 2 full years Google only added a total of 500 million active devices even though there were 2.6 billion Android smartphones sold over the same period (smartphones, not devices, which would be even higher).
  • The answer is simple. Most of those phones sold went to people who already had a smartphone and were purchasing a new phone to replace an existing phone (older model, quit working, lost or stolen).
  • Apple stated they had 1.3 billion active iOS devices in the beginning of 2018. In the beginning of 2019 they announced it went up to 1.4 billion.
  • Over a period of 1 year Apple added 100 million active devices even though they sold around 250 million iOS devices.
  • The reason is the same as it is for Android/Google - not every sold device translates into a new user as many people are replacing another device.
This shows the absolute stupidity of analysts looking at quarterly sales numbers and using them to show market share.

Apple specifically said their base of active iOS users went up (as they did last quarter). Your claim that their user base went down because their market share went down has absolutely no basis in fact. You're confusing the meaning of market share and without exact numbers from all companies involved you can't tell whose sales (or active users) went up or down.
I tried...the dude just doesn’t get it or refuses to understand.


He doesn’t have to feel bad though. An analyst on the Apple call literally asked how active device count can increase while iPhone sales decline. Tim almost laughed, but answered diplomatically.

My answer would have been something like...

“Apple could conceivably sell 1 iPhone in the quarter and increase active user base by 1 if no one switched.”

Again, PEOPLE ARE NOT SWITCHING. Active devices continue to grow because iPhone users stay with iOS AND Apple sells a lot of new devices every quarter. Apple doesn’t have to sell record iPhone units to increase active users...not even close. If 1 million people switch to Android, Apple could only sell 1,000,001 phones to new users and still grow the active base.
 
Actually it is happening. iOS marketshare in the last quarter sank 2.2% in the United States and 5.5% across Europe. People are leaving. It’s being buried in misrepresented numbers and metrics. Just have to do a little digging for the meaningful metrics is all.
[doublepost=1564528588][/doublepost]

iOS marketshare fell 2.2% in the United States last quarter and over 5.5% across
Europe. Their base isn’t increasing, it’s decreasing slightly. But I expect a larger shift once the new hideous design is announced.
The iOS market share will increase again once the new iPhones come out.
 
I tried...the dude just doesn’t get it or refuses to understand.


He doesn’t have to feel bad though. An analyst on the Apple call literally asked how active device count can increase while iPhone sales decline. Tim almost laughed, but answered diplomatically.

My answer would have been something like...

“Apple could conceivably sell 1 iPhone in the quarter and increase active user base by 1 if no one switched.”

Again, PEOPLE ARE NOT SWITCHING. Active devices continue to grow because iPhone users stay with iOS AND Apple sells a lot of new devices every quarter. Apple doesn’t have to sell record iPhone units to increase active users...not even close. If 1 million people switch to Android, Apple could only sell 1,000,001 phones to new users and still grow the active base.

More people seriously need to subscribe to and read AboveAvalon.

https://www.aboveavalon.com/notes/2018/10/22/the-gray-markets-impact-on-iphone-pricing

Seriously. This matter has already been addressed to death.
 
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