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Apple is the next Nokia! ANY DAY NOW!
Android is outselling Apple 10 to 1!
It’s tiring seeing the same arguments despite the evidence to the contrary.
Apple will be continue to be successful and I cannot wait for whatever they have in store in the future.
 
Holy cow! This is going to generate much cognitive dissonance around here.

profits and revenue growth, along with huge performance in wearables and AppleCare ... I’m VERY impressed at the 2:22-2:40 announcement from Luca

something along the lines of sharing more information of sharing the profit with shareholders in March quarterly announcement!

stock split and boom to profitszzzssszz!
 
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Of those 15 phones, 14 are throw-away 50$ phones running a version of Android that’s 2 years behind.

And why are you provoked? Did he mention you by name?

Your 14 vs. 15 estimate is way too far from the reality. It's more like, out of the 15, 4 of them are in the $100-$200 range, 6 in the $200-$400 range, 3 in the $400-$600 range and 2 in the >$600 range. But that is not the point here, since the original provoke was made in represent of iOS against Android. Although Android was just a copycat of iOS, although Android was born much later than iOS, Google's strategy made it grow constantly faster than iOS. By now, Android has grown to a weight that iOS should never humiliate itself by provoking Android. Hopefully iOS won't repeat the story of its predecessor, macOS, of 30 years ago -- being almost terminated by its copycat (Windows | Android).
 
For all the doubters....Any questions?

$22.2B in net income on $91.8B in revenue in 90 days.

Wow.

This.

Sometime last year when everyone was crying about keyboard this, notch that, and orange man tariff bad, I was predicting a record holiday quarter for Apple based off the fact that unemployment was at record levels and that there are more job offerings than talented applicants available.

When we set aside our emotional and confirmation biases, its not hard to make predictions and not seem like a wild knee jerk reacting newbs (you all know who you are).
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Curious how the naysayers will spin this absolutely monstrous quarter....


For comparison, iPhone revenue by itself is a whopping $5 billion more than Samsung Electronics combined.

They won't respond to this, they will wait for fact based news to fade away then talk crap in other articles mainly driven by rumors.
 
This review sums up why Mac sales are stagnant:

"Apple fanboy goes to PC
By Brian D.
verified Verified Owner
Pros: - Built in 10 Gigabit ethernet
- Thunderbolt 3 x2
- PCIe 4.0
- Gen 4 NVMe
- 802.11ax Wi-Fi 6

Cons: - GPU will cover a fan for one of the NVMe slots.
- Not really a Con but a tip. Peel off the little orange sticker when installing NVMe.

Other Thoughts: Decided to jump ship and go to PC. With all hype for the AMD Ryzen proc. (for good reason) I couldn't justify purchasing a new Imac Pro or the new 2019 Mac Pro. When both of those machines don't even have the latest gen features. This motherboard does!

Put a Ryzen 9 3900X in it, along with DDR4 64GB 3600Mhz memory. Using mainly for NLE and motion design. Connected to a Synology 10GB NAS. I couldn't be happier with this motherboard."
 
Curious how the naysayers will spin this absolutely monstrous quarter....


For comparison, iPhone revenue by itself is a whopping $5 billion more than Samsung Electronics combined.

When you say iPhone revenue is $5 billion more than Samsung Electronics “combined”, do you mean all facets of Samsung’s portfolio including smart phones, tablets, services, appliances, consumer electronics, etc?

If so, incredible....
 
The laptops are kept up to date.

The problem is that Apple is "married" to Intel because of Thunderbolt. Else they could absolutely kill it with Ryzen Desktops.

My guess is that Apple is getting these CPUs for next to nothing currently (the price of the entry-level 15" MBP not increasing after the refresh while doubling the SSD-size is a good indicator of that: something had to give...)

Huh?
Intel dropped the licensing fee based revenue for Thunderbolt 3 and now USB-C 4 will have Thunderbolt 3 spec.

the real game is ...

when will Apple bring full Swift/XCode programming, FCP, Logic Pro to the iPad as fully compelling and equal citizen software to iPadOS?!

that will drive the major MBP into dust. Accessories will need to be up to snuff and not continue to only be mobile solutions.
 
profits and revenue growth, along with huge performance in wearables and AppleCare ... I’m VERY impressed at the 2:22-2:40 announcement from Luca

something along the lines of sharing more information of sharing the profit with shareholders in March quarterly announcement!

stock split and boom to profitszzzssszz!
This quarters earnings doesn't jive with some of the sentiment on this board about:
- security flaws
- ios 13 "issues"
- Apple charitable contributions
- fugly notch
- hideous back design for iphone 11 pro-max
- Siri contractor review
- Angela Ahrendts' debacle
- Apple store changes that are not consumer friendly

That's off the top of my head.

Sure, there are legitimate criticisms to be leveled at Apple in very many ways but it seems they know their customer and deliver what their customers want.
 
You know that for every iOS devices sold, there are 15-20 more Android devices sold, don't you? You have obviously chosen a wrong guy to provoke.

Although Apple is still doing very well in the US, it is constantly losing market share in most of the countries. On average, Apple's market share is gradually dropping into the single digit territory, which is actually a VERY RISKY sign. If Apple were able to keep pace with the same growth rate as the average industry, its sales numbers would be at least 50% higher than it is now.

This point didn’t hold water back in 2013, and it still isn’t any more relevant today.

Let’s just focus on the numbers. Apple has well over 900 million active iphone users around the world. Regardless of how many active android users there are out there, this is still a very large number in an absolute sense. More than enough to support a thriving ecosystem of apps, accessories and services.

Second, despite its smaller user base, Apple constantly rakes in more revenue through its App Store compared to Google. From this, I surmise that the key reason is that Apple has aggregated the best users. To put it more bluntly, an iphone user is on average worth more than than the average android user. That’s also why Google pays the money to Apple it does just to keep Google search default on safari, because ios is more lucrative than android despite the latter’s larger market share.

This is important because it stands to reason that iphone users have the disposable income to spend on accessories such as the Apple Watch and AirPods, as well as subscribe to the myriad of services that Apple offers (and then some). This in turn leads to a virtuous cycle where Apple’s wearables line prove profitable enough to justify continued R&D in the long term.

This also explains the shift in Apple’s product strategy. Growth has clearly peaked, so they are pivoting from selling iPhones to selling to people with iPhones. And I think they will see success in this regard.

That said, you do raise a valid point in that there are many developing countries where an iphone is simply out of reach of its citizens, due to the lack of purchasing power. I see this as an opportunity, though the solution wouldn’t be to lower prices, but perhaps to offer some sort of independent wearable solution (for instance, a standalone Apple Watch could make for a cheaper alternative to an iphone).

Overall, I wouldn’t be too worried about the apparent low market share of the iphone. Think usage share, not raw market share numbers.
 
When you say iPhone revenue is $5 billion more than Samsung Electronics “combined”, do you mean all facets of Samsung’s portfolio including smart phones, tablets, services, appliances, consumer electronics, etc?

If so, incredible....
Samsung Electronics had revenues of $50.5 billion.

That includes their mobile division (phones, tablets, LTE equipment/licensing), appliances, TVs & consumer electronics, computers/laptops, DRAM, NAND flash, chip/component manufacturing, display manufacturing - the whole damn thing.
 
This quarters earnings doesn't jive with some of the sentiment on this board about:
- security flaws
- ios 13 "issues"
- Apple charitable contributions
- fugly notch
- hideous back design for iphone 11 pro-max
- Siri contractor review
- Angela Ahrendts' debacle
- Apple store changes that are not consumer friendly

That's off the top of my head.

Sure, there are legitimate criticisms to be leveled at Apple in very many ways but it seems they know their customer and deliver what their customers want.

Angela Ahrendts' debacle - funny as the newly designed stores under her efforts helped contribute to more retail sales and STILL have more visitors globally each month; and yet the new head of retail did NOT scrap nor divert from that. Just more engagement with retail staff - which is what MOST of the complaints of her lacking came about.

I agree there are ways Apple can improve but yes Apple really does know their customer and their marketing to keep the customer in shows.

"I'm not just an investor ... I'm a customer too" ;) lol.
 
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This review sums up why Mac sales are stagnant:

"Apple fanboy goes to PC
By Brian D.
verified Verified Owner
Pros: - Built in 10 Gigabit ethernet
- Thunderbolt 3 x2
- PCIe 4.0
- Gen 4 NVMe
- 802.11ax Wi-Fi 6

Cons: - GPU will cover a fan for one of the NVMe slots.
- Not really a Con but a tip. Peel off the little orange sticker when installing NVMe.

Other Thoughts: Decided to jump ship and go to PC. With all hype for the AMD Ryzen proc. (for good reason) I couldn't justify purchasing a new Imac Pro or the new 2019 Mac Pro. When both of those machines don't even have the latest gen features. This motherboard does!

Put a Ryzen 9 3900X in it, along with DDR4 64GB 3600Mhz memory. Using mainly for NLE and motion design. Connected to a Synology 10GB NAS. I couldn't be happier with this motherboard."

Moving to AMD CPUs is not the answer. Neither is an xMac or whatever you want to call it. I respect what AMD has done, but they still do not have the best or most complete product stack to replace Intel. Yet

Holding Intel’s feet to the fire on the mobile side is Apple’s best bet. The 13” MacBook Air is not a good value and dual-core is very 2014. The lack of a 15” Air model and 15w U-Series quad-core CPUs is pretty glaringly bad. Updated iMac and iMac Pro industrial design with Xeon W-2200 and getting prepped for 10th Gen Core i-Series, smaller moves like moving to 802.11AX and BT 5.0, 1080p webcams all the way around, optional 10GbE on the iMac, et al. The lack of Apple branded displays should be addressed. There are plenty of small improvements and upgrades that Apple can make to the Mac to make them more appealing than they already are. A stable macOS is super critical and Catalina is still not there. It, along with iOS 13 have been incredibly disappointing updates from the iOS 12 and Mojave.
 
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You know that for every iOS devices sold, there are 15-20 more Android devices sold, don't you? You have obviously chosen a wrong guy to provoke.
Nowhere near close to 15-20. Android phones sell close to 1.3 billion a year to iPhones at near 200 million. At best it's 6-7:1, not 15-20:1.

Further, most of those Android phones are $50 disposable phones. They sell a lot of phones, but the subscriber base (the number of active users) isn't going up by 1.3 billion a year.

For example, Google reported the number of active Android devices (phones, tablets and other devices) at 2 billion in May 2017. In May 2019 they reported that number at 2.5 billion. So they added roughly 250 million users per year over those 2 years. There were 2.6 billion Android phones sold during that time. So out of 2.6 billion Android phones sold, the active user base only increased 500 million. The other 2.1 billion of those devices were basically landfill since they didn't add to the number of active users.

This is the reality of Android - huge sales of dirt-cheap phones that get thrown out and replaced with another dirt-cheap phone as soon as something goes wrong. They're not worth repairing (who'd spend money trying to fix a $50 phone?) and they're not worth trying to sell used. They are the plastic straws of the smartphone world.

The whole market share argument comparing Android to iOS is asinine.
 
This.

Sometime last year when everyone was crying about keyboard this, notch that, and orange man tariff bad, I was predicting a record holiday quarter for Apple based off the fact that unemployment was at record levels and that there are more job offerings than talented applicants available.

When we set aside our emotional and confirmation biases, its not hard to make predictions and not seem like a wild knee jerk reacting newbs (you all know who you are).
[automerge]1580261145[/automerge]


They won't respond to this, they will wait for fact based news to fade away then talk crap in other articles mainly driven by rumors.
I was buying more AAPL shares and was laughed at.
 
Not so the iPad. Revenue fell 11% YoY in the biggest quarter ever. Something to keep an eye on.

On the flip side-what competition does the iPad even have? I doubt that’s even a concern for Apple at this point. Consumers don’t upgrade their iPads a often, they typically are strong performers with very few hardware concerns, used mainly for basic media.

Plus, Apple has a such a broadened line-up with much more affordable pricing over the years, I suspect the iPad growth isn’t as much as a focus as services/wearables is currently. The iPad isn’t on ‘fire’ per se, but it has a lot of notoriety for stability in the future.
 
You know that for every iOS devices sold, there are 15-20 more Android devices sold, don't you? You have obviously chosen a wrong guy to provoke.

Yes, spread amongst six different versions of Android and dependent on carriers qualifying and offering updates. If you’re premise is to be believed it should have happened years ago as the mobile market expunged Microsoft from the market quicker than quick. Your logic and argument is faulty.

 
Last edited:
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Not so the iPad. Revenue fell 11% YoY in the biggest quarter ever. Something to keep an eye on.
iPad had a tough compare versus last year and the demand adjusted performance was on par with last year...something Apple called out specifically on the conference call.

y/y compares for specific product lines are tough because of the difference in new releases. iPad revenues were hit by iPad not having any new product launches in the quarter.
 
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You know that for every iOS devices sold, there are 15-20 more Android devices sold, don't you? You have obviously chosen a wrong guy to provoke.
[automerge]1580259125[/automerge]


Although Apple is still doing very well in the US, it is constantly losing market share in most of the countries. On average, Apple's market share is gradually dropping into the single digit territory, which is actually a VERY RISKY sign. If Apple were able to keep pace with the same growth rate as the average industry, its sales numbers would be at least 50% higher than it is now.

That is so funny, on many levels.

$22 Billion profit on $92 Billion revenue, for the last quarter.
 
This point didn’t hold water back in 2013, and it still isn’t any more relevant today.

Let’s just focus on the numbers. Apple has well over 900 million active iphone users around the world. Regardless of how many active android users there are out there, this is still a very large number in an absolute sense. More than enough to support a thriving ecosystem of apps, accessories and services.

Second, despite its smaller user base, Apple constantly rakes in more revenue through its App Store compared to Google. From this, I surmise that the key reason is that Apple has aggregated the best users. To put it more bluntly, an iphone user is on average worth more than than the average android user. That’s also why Google pays the money to Apple it does just to keep Google search default on safari, because ios is more lucrative than android despite the latter’s larger market share.

This is important because it stands to reason that iphone users have the disposable income to spend on accessories such as the Apple Watch and AirPods, as well as subscribe to the myriad of services that Apple offers (and then some). This in turn leads to a virtuous cycle where Apple’s wearables line prove profitable enough to justify continued R&D in the long term.

This also explains the shift in Apple’s product strategy. Growth has clearly peaked, so they are pivoting from selling iPhones to selling to people with iPhones. And I think they will see success in this regard.

That said, you do raise a valid point in that there are many developing countries where an iphone is simply out of reach of its citizens, due to the lack of purchasing power. I see this as an opportunity, though the solution wouldn’t be to lower prices, but perhaps to offer some sort of independent wearable solution (for instance, a standalone Apple Watch could make for a cheaper alternative to an iphone).

Overall, I wouldn’t be too worried about the apparent low market share of the iphone. Think usage share, not raw market share numbers.
I think this accurately describes Apple today

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Moving to AMD CPUs is not the answer. Neither is an xMac or whatever you want to call it. I respect what AMD has done, but they still do not have the best or most complete product stack to replace Intel. Yet

Holding Intel’s feet to the fire on the mobile side is Apple’s best bet. The 13” MacBook Air is not a good value and dual-core is very 2014. The lack of a 15” Air model and 15w U-Series quad-core CPUs is pretty glaringly bad. Updated iMac and iMac Pro industrial design with Xeon W-2200 and getting prepped for 10th Gen Core i-Series, smaller moves like moving to 802.11AX and BT 5.0, 1080p webcams all the way around, optional 10GbE on the iMac, et al. The lack of Apple branded displays should be addressed. There are plenty of small improvements and upgrades that Apple can make to the Mac to make them more appealing than they already are. A stable macOS is super critical and Catalina is still not there. It, along with iOS 13 have been incredibly disappointing updates from the iOS 12 and Mojave.
“I respect what AMD has done, but they still do not have the best or most complete product stack to replace Intel.”

Why not?

“The lack of a 15” Air model and 15w U-Series quad-core CPUs is pretty glaringly bad.”

I agree regarding the 15” MBA but the low-end 13” MBP does use 15w U-series mobile CPUs.
 
Maybe if they lowered Mac prices and kept them up to date they would be able to sell a few more units. It really makes me wonder how long they will continue to keep the Mac around.
Or maybe Apple knows exactly what they’re doing.

Yeah, I think they do After the most profitable quarter in corporate history.
 
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