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The iCar is a joke honestly, why on earth is Apple getting in automobiles? Seriously what we need is Apple to start focusing on its core products again, the Macs and the iPhone. They are all lagging behind the competition.

How about a battery on the iPhone which can keep up with many of the Android phones on the market or how about a new Macbook Pro which doesn't feel like an over priced obsolete product.

I feel like the battery is sufficient in the iPhone. But if only to put to rest this battery complaint noise I wish Apple created a iPhone 7b with the b being for battery. It would be thicker and heavier and it would cost $100 more, but it would have a 50% larger battery than the normal iPhone. Folks could buy that one if they want battery above size and weight. With 200 million phones sold, Apple can take the time to do three designs, the regular, the plus and the thick regular with a big battery. Heck they could do four designs and make a thick plus with a bigger battery.

Along those lines the SE's battery life is reporting to be great, so that phone at least has no battery issues.
 
The MAC was Apple long before the iphone. It was what brought people into the ecosystem. What changed is once they saw that they could just sell iphones at huge margins, they forgot that it was the MACs that built the company.

When Apple used to run commercials for MAC they were some of the best ever made. I think if they really wanted to take a chunk out of the PC market - instead of pushing bigger iPads, they'd have an ad campaign for MACs. We all know how effective advertising can be. It gets complete idiots elected! Just think if this power was used for good instead of evil? :D
 
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We have gotten to a point where putting out (sometimes multiple) new products every year has to stop. When iPad and iPhone were first released, tech was moving by leaps and bounds much like the PC market was at one point. Now that we're seeing that slow down, people are holding onto their devices longer because they WORK longer. Apple just needs to step back and stop spending so much on R&D.
 
So your solution for their revenue decline is... Reduce profits ;)
On the other hand, maybe you keep a few more loyal customers if provide greater value in your products.

Regardless of the revenue decline, Apple is in no danger of losing it's footing or it's place in the Tech world at this time. However you still have to produce products that are differentiated from your competitors.
The current decline has to do with a maturing market and a maturing consumer. You don't really need to upgrade your phone every year or two years. You have to give folks a compelling reason to upgrade. Apple really isn't doing that with these incremental changes. Why did it take Apple so long to go bigger? Why has it taken so long for them to update the tech in their iPhone screens? Further, it seems stupid to give people other reasons NOT to update like removing the headphone jack. Drastic departures like that may be ok in the laptop or desktop world but your phone is with you all the time.
The wearable market is not a new cash cow that some anticipated. It may never be. What else does Apple have to excite folks or create new markets? Where is an iconic new product? I don't think they have anything. They just have to fend off competitors for what they have. That's tougher in some ways.
 
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This decline has nothing to do with anything you just said.
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This decline would have happened even if Steve Jobs were still alive and running Apple. No product can grow forever.

That's assuming Steve wouldn't have created the next "thing". He always did, so I am going to assume he would have again.
 
Paying its toll how, they only are going to make 45 billion this quarter?
When there hasn't been a quarter in decline for 10 years and now there is, isn't that a sign of something? $45B this quarter, $40B the next, then $35B and then $25B. When will the excuses for Apple end?
 
The Apple Calender App has never been more useless since they did away with the skeuomorhic version - that version provided incredible legibility and at glance clarity - the new version is a hundred year set back.
What shade of white do you want for your different calendars?

I wish Apple created a iPhone 7b with the b being for battery. It would be thicker and heavier and it would cost $100 more, but it would have a 50% larger battery than the normal iPhone.
Samsung managed to get a 20% larger battery in their phone while still being a very thin phone without noticeable added bulk, and the cost stayed the same. Why couldn't Apple do the same, or better?
 
Here's some innovation: How about solar charging for  devices? We have zillions of calculators that live on light, why can't apple invest in bringing this ancient technology into the 21st century?
 
it's not possible for a company to continue to grow at some point there is market saturation.
Saturation? How? Apple is only selling 15-18% of smartphones world wide. Android is killing it with 80%+ share. Sure, Apple may make more money on each sell but they don't own 90%+ of the market, therefore it's not market saturation.
 
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Again, in this "post-PC" world, let the trucks be trucks.

Amen!

If Apple introduces another Mini or iMac that has been slimmed down further or has "non-essential" features removed so it can be simplified, I may jump ship. I love OS X but this constant focus on aesthetic is puzzling. Great, slim down the laptops and iPads and phones. That makes sense, but I couldn't care one way or the other how delicate a footprint my desktop Mac has or how slim it is or how easy right out of the box setup is. Apple seems to be spinning their wheels with the Mac which is heartbreaking. They've come all this way from the disastrous days of Mac OS 9, yet they just can't seem to get the hardware to match how awesome the operating system is.
 
iPhones are too high quality for Apple's own good. iPhones are lasting longer and have less issues. People are not going to bother upgrading if they already have a quality phone with not issues.

Smartphones ate becoming like the PC market where people are only upgrading every 3 years or so. There really is no need anymore to upgrade your phone every year.

Secondly, iphone line feels stale. Screen size has changed over the years but apple has had those same ugly bezels since 1st generation. iOS has gotten better but still is too closed and lacks a file explorer.

Also apple is catering too much to the simple masses and forgetting about the power users.

And don't even get me started on OSX and mac/macbook line.
 
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When there hasn't been a quarter in decline for 10 years and now there is, isn't that a sign of something? $45B this quarter, $40B the next, then $35B and then $25B. When will the excuses for Apple end?
The company has been on a high roll through the worst economic period in the recent history of the United States, one down quarter and "when will the excuses end"? That is some great hyperbole there.
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What shade of white do you want for your different calendars?


Samsung managed to get a 20% larger battery in their phone while still being a very thin phone without noticeable added bulk, and the cost stayed the same. Why couldn't Apple do the same, or better?
The keyword is noticeably. People do notice such things.
 
When there hasn't been a quarter in decline for 10 years and now there is, isn't that a sign of something? $45B this quarter, $40B the next, then $35B and then $25B. When will the excuses for Apple end?

It can't just go up up and up, bigger competition now then before, and most people have a smartphone now.
 
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.

I don't agree that it just requires hype and marketing. It actually requires products people want, too.
 
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how can that be true when it is clear from the chart shown that 2012 Q3 to 2013 Q3 was also a decline?

They compare the numbers to the previous years quarters, not the previous Quarters.

This is done because there are cyclical times during the year where sales are less, and then there are points in the year where they spike. This is why Year over Year growth is reported on, Not Quarter by Quarter.

They're expecting revenues to be down during the same reporting period from last year.
 
Yes, but Corporations don't just give people stuff if it is not maximizing profits. Apple is no different then any other corporation in the world. It is ran to make the most money it can and increase shareholder value.

That is an excellent point!

I do, though, think that nuG4 or xMac would still sell and be profitable for them, maybe not as profitable as it could be, but that I suppose depends on perspective and intent. You might be able to justify that such a machine exists to generate unmeserable amounts of consumer goodwill that pours back into sales of post-PC things, or to entice your customers further into your ecosystem.

With nuG4 or xMac, customers who purchase those machines would still probably buy flagship iPads and iPhones anyway.
 
The iCar is a joke honestly, why on earth is Apple getting in automobiles? Seriously what we need is Apple to start focusing on its core products again, the Macs and the iPhone. They are all lagging behind the competition.

They do need to pay attention to their computer users. But they also need new products. Phones have peaked. Home automation is a market they are missing. AppleTV has been sub-par.

I don't care about the Apple Car, because I have no interest in constantly upgrading to a new car?!?! But also, the future seems to be robot/driverless cars. When that happens, then dashboard electronics are not important. You can use your computer/tablet/phone without issue, so the car stuff is a dead-end.

Unless they are, indeed, doing the robot car??

(for the record -- I hate robot cars, and I love to drive. Makes me sad to think about this future, but I think it's coming regardless of how I feel about it. People who want to drive their own cars will have to go special tracks to drive :(
 
iPhones are too high quality for Apple's own good. iPhones are lasting longer and have less issues. People are not going to bother upgrading if they already have a quality phone with not issues.

Smartphones ate becoming like the PC market where people are only upgrading every 3 years or so. There really is no need anymore to upgrade your phone every year.

Secondly, iphone line feels stale. Screen size has changed over the years but apple has had those same ugly bezels since 1st generation. iOS has gotten better but still is too closed and lacks a file explorer.

Also apple is catering too much to the simple masses and forgetting about the power users.

And don't even get me started on OSX and mac/macbook line.

Battery degradation is one of the few things that would force people to upgrade..

On the feature front, there are still thing that can attract upgrades and new buyers. The camera for example needs a lot of work, especially the flash..they could introduce xenon flash.

The rumored OLED screen might bring some interesting features as well.

Smartphones still have some time fore they become like desktop PCs or laptops.
 
Huge miss on earnings and revenue, and the current quarter projections are awful by Apple's standards ($41-43BB vs estimates of $47BB). The stock is tanking hard right now. :( 2016 is shaping up to be a bad year. Kuo may be right.
 
I feel that Tim Cook's time as caretaker CEO is done.

He's guided Apple to outstanding profits, but has not shown that he can take Apple to new heights in the long-term. The Apple Watch is not a worthy successor to the Mac, the iPhone and the iPad, in my opinion.

In the five years that he has been CEO, he has never shown the passion for Apple products that Steve Jobs did. As a result, the public has become less enthusiastic also.

Finally, the area that Apple most needs attention is services. Eddy Cue is not the right man to lead this area, to put it mildly. Apple needs a major culture change to instil the right ethos for making high quality services. It goes against their traditional culture in a fundamental way, and requires strong leadership to overcome resistance in Apple. Tim Cook is not able to give this leadership, nor does he have the headhunting chops to find the right person; he is too nice, and doesn't have the sharpness in this field.

It's time for new blood.


Very good post. I think you nailed it.
 
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