May I ask what do you mean half are iCloud locked? Doesn't everyone on the planet gets access to iCloud?Half are icloud locked, but still considered active.![]()
The only people that are not impressed with 74.8 million iPhones sold are the Wall Street and fandroids!![]()
66% of revenue was from overseas. That is unsustainable given current trends. Apples China Gamble is about to emplode by Q3.![]()
Replace the market, the year and quarter and it's always the same claim, "Apple is about to emplode in this, that and the other". I have been reading this, over and over for years. Your statement is no different then all the other arm chair analysts who think Apple does not have a single clue about what they are doing. Yes, I know, "just wait and and see".
The thing is, the number of people with *active* collections of this size is fairly small. The vast international majority has one iPhones - period. Second largest an iPad - period (my non-US based dad & mother in law). Calculate what the total Mac supply is, and maybe 6% of the people have Macs, and fewer have Macs + iPhone. Sure the average MacRumors poster is in the 5 to 10 Apple devices realm. But we are a small minority. Also Airports aren't in the 1M count, and say 7 other devices need to be divided by the number of family members using them.This is what my wife and I are responsible for. All are in active use. I'll bet you're not like me, but there are a lot of people on here who are. Not hard to imagine a billion devices for me.
iMac 27" (work)
iMac 5k
Mac Pro
MacBook Pro 15"
MacBook
iPad Mini
Apple TV
iPhone 6S+ (X2)
MacBook Air (wife)
iPod Classic
Airport Extreme
China has had unprecedented growth for what, 30 years? Only now is it starting to slow down, and does so properly with stock market crashes and all. Sure, it's not the end of China as we know it, but every organization at every scale has had its ups and downs. IBM also had to do serious restructuring to stay in business. I bet people thought they were indestructible also. Heck, the Roman Empire was also humongous at one point, but now we dig up the traces with spoons and soft brushes.
It's not a question about IF Apple will slow down. It's a question about WHEN. Can you imagine Apple being the only organization in the history of humanity to continue soaring upwards? No matter what, it's a company run by humans, however clever they may be.
So yes, just wait and see![]()
Mac sales alone is enough for Apple to sustain its day to day operations and spend on R&D. The profits coming from iPhone are the icing on the top. Most of the money basically goes to their big cash pile.I don't see why overseas revenue is unsustainable. If anything, that could help Apple diversify their product categories for different markets. Basing like 95% of international revenue on one single product, however, does seem unsustainable in the long run.
Apple is riding on the smartphones-for-everyone wave currently happening in technology, but sooner or later this evolution is bound to cool down. It all hinges on Apple's ability to invent the next new thing. If they don't, they might stumble hard because of how little a percentage of revenue they generate from not-iPhones.
Mac sales alone is enough for Apple to sustain its day to day operations and spend on R&D. The profits coming from iPhone are the icing on the top. Most of the money basically goes to their big cash pile.
Around 70 years I think. Of course they wouldn't open new data centers or build new spaceship campuses. But they wouldn't fire anyone, and all operations would continue. Not sure about the number though, I remember I've read it somewhere but don't know where.I am curious, if Apple were to make zero profit from this day forward, how long could they survive on their cash pile alone?
May I ask what do you mean half are iCloud locked? Doesn't everyone on the planet gets access to iCloud?
Also I believe like App Annie they count users based on people accessing the app store or iTunes. Don't they?
I don't see why overseas revenue is unsustainable. If anything, that could help Apple diversify their product categories for different markets. Basing like 95% of international revenue on one single product, however, does seem unsustainable in the long run.
Apple is riding on the smartphones-for-everyone wave currently happening in technology, but sooner or later this evolution is bound to cool down. It all hinges on Apple's ability to invent the next new thing. If they don't, they might stumble hard because of how little a percentage of revenue they generate from not-iPhones.
My 12 connected devices make up .0000012% of the total. I feel small.
Replace the market, the year and quarter and it's always the same claim, "Apple is about to emplode in this, that and the other". I have been reading this, over and over for years. Your statement is no different then all the other arm chair analysts who think Apple does not have a single clue about what they are doing. Yes, I know, "just wait and and see".
EDIT: I know I did not mention it sooner, and I did use the reference to your botched spelling, but it's implode not emplode.
This is what my wife and I are responsible for. All are in active use. I'll bet you're not like me, but there are a lot of people on here who are. Not hard to imagine a billion devices for me.
iMac 27" (work)
iMac 5k
Mac Pro
MacBook Pro 15"
MacBook
iPad Mini
Apple TV
iPhone 6S+ (X2)
MacBook Air (wife)
iPod Classic
Airport Extreme
Thank you Taz. I never stated "Apple is about to implode." I believe it was something like "Their Chinese Gamble will implode by Q3". You are aware that China is not AAPL's only market?![]()
Yes I am aware and that is why I am not too worried about predictions like yours. People said the same thing about the US market, Apple knew they needed to open into other markets. My point, Apple knows what they are doing better then others that think they know better then Apple how to run Apple.
Ok Champ. Just make sure you're diversified, eh?![]()