The "best-selling smartwatch in the world" doesn't mean it's a runway success. 99% of the people I see day-to-day are not sporting a "smartwatch" of any kind at all.
Got a tip for us?
Let us know
Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.
Apple Forecasted to Report First Quarterly Revenue Decline Since 2003
- Thread starter MacRumors
- Start date
- Sort by reaction score
Maybe Apple should sell their Mac and OS X business. Apple can focus on mobile. I really think the Mac is Apple's best product category and it is a shame it isn't their primary revenue.
If that is the case then this revenue decline forecast should end up being wrong. Even if iPhone sales have softened up a bit if the Apple Watch is doing extremely well we should see revenue increase. I guess we will have to wait for the actual numbers to be released.
Complaints that are empty - with no reason, sure.
Apple should have done that when Xserves were discontinued. Allowed 3rd party create servers that ran OSX Server.
I don't know what your idea of "runaway success" is, but generating billions in revenue is successful in my book. Where do you live? In NY I see the Apple Watch on people's wrists everywhere I go.
12% of revenue from Macs? It's hardly worth the effort at this point. Tim and Apple management understand this and it is why you see less and less effort when it comes to OSX and Macs. Sadly they just don't matter enough to spend a lot of resources, specially product lines like the Mac Pro. There is no point in wasting a lot of engineering resources on certain low margin products. They are better off to shift those resources to the iDevice products. That is where they are making huge revenues and profits.
Must you also forget how much of a market share the Mac had just 10 years ago compared to now...
According to your Pie chart, the iPhone makes a little more than half of Apple's profit. 12% of Apple's profits is also a substantial amount of money. The iPad at 10% negates your point about how such little % of profit means Apple shouldn't innovate in that area anymore.
Many people still need a computer for everyday tasks, such as college work, Auto Cad, etc.. So it is appropriate to innovate for those who use the Mac for business purposes and for education.
I don't take everything he says as gospel. I don't think Apple Watch is the best seller they claim it is. It may be a small market, but it's not even as focused as the Pebble Watch or other devices.
Tim likes to talk out of his a$$.
I agree with that with becoming a services company but I think the next big thing is robotics. You can have robots that fly, swim, run (all drones), and do things around the house, interact (Siri on Steroids), and be just as big as your mobile devices today. This is something that Steve Jobs would probably be able to deliver. Apple can't do that anymore so Services is probably the safe thing to do.
If they sell 50 million less units of the iPhone, 15 million Apple Watch sales aren't going to make up for it.
So, everywhere you go, you see what, a couple people wearing Apple Watches? Or maybe you're riding a different NYC subway system than I am, or spending more time in Tribeca or whatever.
Every consumer company needs innovation, otherwise they'll become stale.. That revenue stream isn't going to last without innovation. Consumers won't keep buying the same product year after year. Competitors will get ahead and take customers.
Nevertheless, Cook is not the product visionary Jobs was. Until Apple Watch, he had been riding someone else's wave.
My only point is that MANY corporations have divested divisions that contribute little to their bottom line. If the Mac eventually falls into the single digits it's going to be harder and harder for Apple to dedicate huge amounts of resources to it. I know we don't like to think that and I'd like to think that the Mac is still the most important thing at Apple, but sadly I just don't think it matters nearly as much anymore.
Apple is doing just great. Sales can't grow forever, especially with China tanking and India not receptive to iPhone SE. But you know what? There will be new iPhones, new Macs, new software and the largest company in the world will continue to go into new directions, which are
Cars (electric?)
Car software (Car Play)
Home software and hardware (routers, AirPlay, etc)
Health software and hardware (AW)
Pro hardware (iPad Pros)
TV channels and Original TV content,
to name few main NEW ones. And I am not counting those fields they already dominate (portable music, smartphones, tablets, notebooks, high end computers, online stores, new banking systems, new book stores, etc). And they do make strong progress in each of this field, sometimes slow but invariably becoming one of major players in EACH of these huge global markets.
In each of these NEW and traditional directions, there is so much to do, which they will, given their 200 billions warchest, incredible profit margins and strong R&D.
Share prices don't concern Apple - indeed since it buys them back regularly, it benefits from lower share prices. C
Cars (electric?)
Car software (Car Play)
Home software and hardware (routers, AirPlay, etc)
Health software and hardware (AW)
Pro hardware (iPad Pros)
TV channels and Original TV content,
to name few main NEW ones. And I am not counting those fields they already dominate (portable music, smartphones, tablets, notebooks, high end computers, online stores, new banking systems, new book stores, etc). And they do make strong progress in each of this field, sometimes slow but invariably becoming one of major players in EACH of these huge global markets.
In each of these NEW and traditional directions, there is so much to do, which they will, given their 200 billions warchest, incredible profit margins and strong R&D.
Share prices don't concern Apple - indeed since it buys them back regularly, it benefits from lower share prices. C
Yep, that's me. Bought a used 64GB iPhone 5s for half the price of a SE and the 5s does everything I want it to, and well at that. Don't care about the bells and whistles of the current generation iPhones. If the 5s is left behind with the advent of iOS 10, then fine. However, with 64-bit tech, I'm guessing it will get iOS 10 and its baseline features. For those of us who are bargain hunters and looking for the best iOS value for not a lot of money, the 5s on a pre-paid cellular plan is tops.
They need new products and innovation. I realize they have a growing music subscription base, but the app is a mess. An where is the new powerbook, min, and pro? Others have had OLED phones so it can be done. And I am a fan.
Apple's key to success has always been its innovation – even during its darkest days. SJ and apple managed to launch products that excited everyone.
Innovation and the uncompromising vision are clearly not TC's traits, he's bloody good at squeezing every single penny from its customer and willingly to throw consumers any combination of colors, sizes, even refreshing older design with so-called "new guts". All clearly to spike the revenue.
Those sales figures are sure impressive but what goes up will eventually come down especially when innovation is slipping slowly out of the formula.
Innovation and the uncompromising vision are clearly not TC's traits, he's bloody good at squeezing every single penny from its customer and willingly to throw consumers any combination of colors, sizes, even refreshing older design with so-called "new guts". All clearly to spike the revenue.
Those sales figures are sure impressive but what goes up will eventually come down especially when innovation is slipping slowly out of the formula.
obviously you don't know about new technologies and devices launched by Apple anew in last 5 years.
Then they need to work hard to grow Watch Sales by millions of units. This is Apple we are talking about. Usually everything they come out with people go crazy over. The Watch has been a bit softer, but if they built more hype for the product they possibly could have sold several more million. They have to make people think they can't live without it and they just haven't done that yet.
Steve Job's Apple was exciting. He convinced me to convert to Apple products; Mac, ipad, and iphone. His press conferences were a real treat and I truly believed in his vision. Tim Cook's Apple is boring. I'm torn between making a cup of tea/ watching Apple keynotes. l'm not nearly as excited about new Apple products anymore
Last edited:
One thing they could do is try and build back "it just works" quality into their products and stop trying to expand to markets like making their own entertainment
. For example, before the release of 10.6 Apple said the focus would NOT be on new functionality. Instead, the focus would be making the EXISTING SW work better and faster. And that is exactly what they did. And to this day 10.6.8 stands as the bar for the best version of OS10 ever released (most efficient and bug free). Reputation is not just about innovation, but also quality. Hint...get rid of anyone hired away from MS.
. For example, before the release of 10.6 Apple said the focus would NOT be on new functionality. Instead, the focus would be making the EXISTING SW work better and faster. And that is exactly what they did. And to this day 10.6.8 stands as the bar for the best version of OS10 ever released (most efficient and bug free). Reputation is not just about innovation, but also quality. Hint...get rid of anyone hired away from MS.You are so short sighted. Cook has been at the helm improving / updating products conceived and launched under Steve's time at the helm. The revenue stream is not from things Cook "birthed". Cook has been CEO for over 5 years now and he has not demonstrated a game changing, innovative product that will get the stock price moving. AAPL is trading where it was 4 years ago - the dividend is pathetic @ 2%/year.
Timmy boy was not placed in the CEO role to drive the green agenda or the gay agenda or Time magazine covers - he is there to drive stock appreciation for the shareholders.
We all clearly know what's new, nobody is going to discredit TC's work and his commitment to drive Apple to where it is now.
One thing is for sure. Apple is no longer as exciting compare to SJ's leadership, even his Keynotes were much more exciting. Yes, some of those products were flaw but it kept all of us excited, jumping like kids, looking forward to buy it once available.