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Apple Expected to Report Strong Summer Revenue of $50B+ as Focus Shifts to iPhone X Launch Quarter
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Not that I really care, but I'll bite.
Exactly which part of my statement do they disagree with?
That the Apple of today is not the Apple of (up to) 6 years ago (when Steve was around)?
Or that it has nothing to offer me?
Or that I'm hoping for a bone that'll never come?
In related news, you can now buy the cheapest iPhone and lPad ever.
Revenue by itself is just part of the big picture. Just as relevant is growth which Apple hasn't had now in a couple of years. They still aren't back to where they were in 2015. We'll see what the December 31 revenue guidance says, but anything under $80 million is going to be a tremendous disappointment and they really need closer to $90 million to have a return to the growth that is sustaining their stock price.
Apple puts out some great products, but at some point the market is saturated. Did that happen with the iPhone 6 or will the iPhone X turn things around? Unit sales of the iPhone have been around 225 million for the last three years. Ship times aren't slipping on the X any more so it looks like production constraints won't affect overall sales for the 12/31 quarter. We'll find out in the next few months.
Apple puts out some great products, but at some point the market is saturated. Did that happen with the iPhone 6 or will the iPhone X turn things around? Unit sales of the iPhone have been around 225 million for the last three years. Ship times aren't slipping on the X any more so it looks like production constraints won't affect overall sales for the 12/31 quarter. We'll find out in the next few months.
As you point out, we'll have a pretty good marker for the next few months today with Apple's guidance for Q1. Indirectly they will be telling us what the demand for the iPhone X looks like to them, and also whether manufacturing is seriously constrained.
Bankrupt doesn't mean out of business. You're using that wrong. The amount of confusion people have surrounding that one word is astounding... They have likely declared bankruptcies in the past, as most businesses do, although I haven't researched whether or not they have.
Not with TC at the helm.
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Guaranteed there will be no specific guidance in iPhone X supply and demand. Only vague pleasantries. Probably have to wait for "Ming to Sing."
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2015 was an anomaly, a blip in revenue due to pent up demand for larger screen iPhones.
You can’t use a single irregular year/cycle as a baseline for all future revenues.
Problem is apart the the iPhone ecosystem are Apple relevant? Services relate to the iPhone mostly and really who can make the argument the Mac is relevant anymore? Infact as soon as Xcode is re-done to run on an iPad Pro I feel the Mac is a gonna.
Exactly. Too many variables on 2015. The larlgely popular iPhone 4 was finally laid to rest software wise which I'd imagine helped propel the sales of the 6. The iPhone 5S went down in price and was insanely fast with iOS 8 as it was with iOS 7. The 5c went free on contract or for only a few bucks a month on payment plans, plus you could scoop up for a couple hundred bucks off any plans.
Guaranteed there will be no specific guidance in iPhone X supply and demand. Only vague pleasantries. Probably have to wait for "Ming to Sing."
Right, but I never suggested that they would provide specific guidance. In fact I was careful to say that anything we'd learn would come indirectly from the guidance numbers for the next quarter. Analysts will be all over those numbers and it won't be difficult for them to attribute how much of it is anticipated iPhone X sales.
Yeah, the revenue guidance of between $84 billion and $87 billion (and to a lesser extent the gross margin guidance of between 38 and 38.5%) suggests that Apple expects to be able to deliver considerable supply of the iPhone X before the end of the year.
It's getting close to $900 billion in market cap - a couple of billion dollars away now based on after-hours trading. With the updated outstanding share count that we'll get soon, it's probably more like $10 billion away now.
2 years, not 3-4 lol
The $329 2017 iPad and the $349 iPhone SE have an A9 and 2GB of RAM, the same platform as the 6S. Should offer 2 to 3 years of useful life
And Apple has always offered lower priced/lower performance options. They don’t just have only the most expensive, top of the line, flagship models or else nothing.
Like laptops or desktop computers, buy the latest, fastest tech if you want it to last 4 or 5 years; buying 2 generations old for half the price isn’t really a future proof type move.
Maybe I exaggerated with a year.
However, here in Scandinavia the price increase the last 2-3 years has been fairly extreme. For example, Apple has priced themselves in large part out of the public school system in our country, and more markets will close up in the future. So far, this pricing policy doesn't seem to harm Apple very much, since they are a world market company. I still think there will be a backlash at some point, as more and more people will have to use either older models from Apple or other brands. The fact that more and more people are buying older models from Apple is a fairly new development, and not exactly a good thing.
I hear what you’re saying, but there’s another dynamic in play here, in that the year to year jumps in performance are becoming less noticeable. There was a time, say iPhone 5 (A6) where every year there was a significant increase in CPU/graphics performance. Through A9, you could make a case for upgrading yearly, or at least every other year, and be getting rather a faster phone.Maybe I exaggerated with a year.
But nowadays, people are keeping their iPhones 2 and 3 years, and even people with an iPhone 6 are saying they’re waiting another year. No, of course iOS 11 isn’t going to run as well as it does on an 8, but the 6 is already 3 years old (and it’s 1 GB of RAM is also quite a hindrance).
I have a 6s, and iOS 11 runs as well as iOS 10 did. I really do consider the A9/2GB platform is at a “good enough” point, and it’s no coincidence Apple is still selling the 6s (along with the SE and new iPad). I’m guessing Apple plans on supporting these devices through 2020 (max iOS 13? 14?), or else they wouldn’t still be selling them in soon to be 2018.
I expect them to drop the 6s next year and the A10 (iPhone 7) will become the minimum platform going forward, and also expect a same form factor refresh of the SE (and iPad) to A10 as well. Maybe a price drop for iPad to $299, which psychologically is a much better price point than $329 but it’s already a steal—no other tablet comes close.
Incidentally, those expecting an X version of the SE don’t understand the SE’s positioning in the Apple lineup at all. An X in the SE form factor would likely have to be priced at around $899, and that’s not going to sell in any meaningful quantity. A Plus version of the X, yes, and it’ll be $100-150 higher than the X.
At which point I think it may be easier for you to just start looking elsewhere for equivalent alternatives.
I am kinda in the same boat where I am looking for a laptop upgrade over my 2012 MBA but none of the current MacBook lineups catch my eye because they are too expensive. I might eventually settle on the 13” MBP without Touchbar though. But I am absolutely loving Apple's mobile product lineup right now (iPhone, iPad, AirPods, Watch, Pencil, Apple TV) and so I am staying put for that part of the ecosystem at the moment.
That's the most frustrating thing...there ARE no equivalent alternatives. I'm in the same boat with my laptops; the value is just not there for MBPs, but I'll have to bite the bullet eventually if I stay. To watch it die a slow death in favor of iOS is painful, but Apple's got me by the greeks there. The horrible keyboads, the ridiculous touchbar, the loss of MagSafe(!!), the dongle-hell, the sealed storage, the unnecessarily large and intrusive trackpad... I'm PISSED, man.
The macOS is a smooth, polished experience that still has no equal (Win 10 is good, but not great). Apple's laptops used to be the pinnacle of usability and performance. Now they're merely adequate (albeit good-looking) appliances/iOS accessories. Frak.
A dual-boot hackintosh may be in my immediate future (My teenage kids are BEGGING for a PC gaming rig and HATE my Macs with a passion), but I may just have to give in and leave the Mac altogether. I just don't have the time to deal with trying to keep a PC AND a hacked Mac running smoothly.
You have no idea how much it pains me to have to leave. That's how much I truly LOVE the (Mac) house that Steve built, and Tim's destroying brick-by-brick.