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Cue the sky is falling posts. Only made $10bb in profits for 3 months. They are doomed. :)
A burger joint can go up 25% on a beat of expectations. That is what Wall Street is about. Not fair but the system is gamed. Use it or lose $$ when billion profit does NOT meet .
 
Finally. This is what Apple gets for holding back innovation and features and nickle and diming consumers with incremental upgrades and bare minimum specs.
Could not agree more. I have owned AAPL since 2013/500. But I sold @110 a while back when all Apple was doing was minor upgrades and still sticking with 16G, really? They are so frozen with worry about stock price they are scared to buy growth or dare to really innovate.
 
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Cue the sky is falling posts. Only made $10bb in profits for 3 months. They are doomed. :)
That's how it begins...

Apple products are overpriced, under innovated, devices that have grown and led the market due to peer pressure, the perception of being cool and the ecosystem. But people are finally getting bored and waking up to smell the coffee...

People are seeing products like the Surface Pro and Surface book and they're like, wtf, I wanna touch screen laptop that detaches in to a tablet, I wanna tablet with a full OS, USB and expandable memory! And the facade of Apple just being better no matter what is slowly leaving people as they become more and more envious of more innovative products from "lesser" companies.
 
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Apple is selling Macs to new Mac users, but can't sell new Macs to its old users because spec refresh is too slow and too few Mac models are available. In the desktop world, each of Pro, Mini and iMac should be refreshed every year with release by Intel of relevant CPU. And the Mini should be released with compelling specs. That will get Mac sales going again. The OS is great, why waste that advantage by not having the right hardware available?
 
I know. I think the Watch and the Car are Tim's boyhood dreams - not new items/categories that people need from a 2016 perspective!

And yet many were crying out for the watch in the two years or so before it came out.

What areas would you like to see Apple move into?
 
Still a lot of money overseas and profit. It is the beginning of the free fall though. What goes up must come down eventually. The question is now, how hard a fall and how far the fall. From the past few years and lack of innovation, its going to be fast and furious.
 
That's how it begins...

Apple products are overpriced, under innovated, devices that have grown and led the market due to peer pressure, the perception of being cool and the ecosystem. But people are finally getting bored and waking up to smell the coffee...

I really don't understand this line of reasoning.

In the months leading up to the release of the iPhone 6/6S wasn't the common belief that there was huge pent up demand for iPhones with larger screens?

Which proved to be the case when the 6 came out, and continued to have record breaking sales right through to this equivalent quarter last year.

So now, a year later, it shouldn't really be that surprising or shocking that the figures haven't matched that spike from a year ago, because this year didn't have the same pent up demand as last year.

I'm no analyst or anything, so I could be barking up the wrong tree.
 
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most of the bitterest posts come from long-time forum users, who seems to be more disappointed than actually "hating"

Yes. Apple is milking every Cent from old hardware specs.
Even the 5k iMac is not really new besides the display.
You cannot buy anything from Apple right now.

And the SE kills Apples margins, because when MY phone breaks, I will not pay for a new 6 or 6s,
I simply buy an SE and wait for something reasonable.
 
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Car won't bring masses of money anyway, how many people do they expect to buy a new Apple car? Assuming it'll cost the usual thousands a new car today costs. Not as many people can afford that sort of thing as they can the iPhone, and no one would be 'upgrading' their car every year! Unless it's leased.

The car will be a money pit. It'll be grossly expensive ($100,000+) if they want consumer electronics type margins. If they want it to be affordable it will have to survive on razor thin margins.

I'm guessing Tim Cook never sat down with anyone really involved in the auto industry to see exactly how slim their margins really are on most models before jumping deep into this whole car thing.
 
Apple is selling Macs to new Mac users, but can't sell new Macs to its old users because spec refresh is too slow and too few Mac models are available. In the desktop world, each of Pro, Mini and iMac should be refreshed every year with release by Intel of relevant CPU. And the Mini should be released with compelling specs. That will get Mac sales going again. The OS is great, why waste that advantage by not having the right hardware available?

Exactly what I think.
And Apple should lead by example regarding quality Mac Software.

When I bought the first MacBook Pro Intel Core2Duo in 2006, people could not believe what this laptop could handle.
QuickTime Pro, FireWire 800 and a 4G PCI Express Card with an antenna.
That was as high-end as it could get.
 
Fanboys can say whatever they want, but Apple won't last. The current management is doing everything wrong they can do.

I own a MBP for over 8 years, it still works but the latest OS'es start to get to me (hence my recent surge of threads about issues). Yes I'm aware of the irony since it's 8 years old, but these are issues that have nothing to do with performance.

Apple SHOULD lower their prices, put back a discrete graphics card in their lowest end MBPr (otherwise I go back to Windows), and just get their head out of their...

They're not what they used to be, period. And Apple going into the car business, I don't know. There wil have been some research, but I don't see a shoemaker go into the tech business. It feels like they want to comeup with something, but in the end their new campus will be deserted in 10 years. (and honestly I don't want it to come to this, but it doesn't look good).

Profits based mainly on iPhones can't keep rising due to saturation, but there are other things they can do, which they can't seem to grasp which I find astonishing for a company of this wealth and past history.
 
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I really don't understand this line of reasoning.

In the months leading up to the release of the iPhone 6/6S wasn't the common belief that there was huge pent up demand for iPhones with larger screens?

Which proved to be the case when the 6 came out, and continued to have record breaking sales right through to this equivalent quarter last year.

So now, a year later, it shouldn't really be that surprising or shocking that the figures haven't matched that spike from a year ago, because this year didn't have the same pent up demand as last year.

I'm no analyst or anything, so I could be barking up the wrong tree.

There is no one thing. There are many reasons all coming together that causes this result.

Among them are:
  • maturing smartphone market
  • iPhone saturation in the US
  • innovation is viewed slower. Think about all smartphone makers in general. In the last 5 yrs there have been big jumps. Now, not so much
  • perceived greater innovation by competitors (sorry 3D touch is the only thing on the 6s and that is hardly used. Live photos was out years ago with Lumias and other brands).
  • Price - While it isn't as much a problem in the US, it is in other markets. Once the smartphone market in the US became saturated with iPhones, this is the result. You just aren't going to sell as many at the current prices in emerging markets. They will have to sell on volume and not gigantic profits per unit sold.
  • No new products. The apple watch at best has had a mixed reception. I own one only because it integrates well with my iPhone. However, I actually like the Microsoft band a bit better in some regards with data analytics for health tracking. I just rely more on the watch for meetings and such which provides more info on my wrist than the band. iPad Pro 12.9" - we will see. There is potential there if iOS was reworked. But as it is, I don't think it will spur iPad sales.
  • Have way too much financial dependance on one product is bad. Look at Microsoft for example. While Windows client is suffering due to declining PC sales, they have many other businesses that generate revenue and profit. Last I checked, they had 14 different Billion dollar businesses. Apple needs better diversification.
These are my opinions and I'm sure there are some flaws to some of them. However, they really need to solve the problem of having too much dependence on the iPhone. That is a huge risk for them.
 
Because, after many years of unprecedented growth, it might be the canary in the coal mine. No doubt it's an awesome haul, but if you're an investor it's troubling. Not panic-inducing troubling. But troubling. When a company is reliant on a single product for the vast majority of it's income, anything that rattles confidence in that product is going to be seen negatively.

I'm growing somewhat pessimistic about Apple's future. We haven't seen anything particularly innovative in a while and competitors have largely caught up. The Watch and Apple TV4 were both underwhelming. I wonder if they are diverting too many resources to the mystery car project and if key players like Cook and Ive are more interested in the car than the rest of the product line.

On the subject of innovative products, what would be on your list of innovative products from Apple between 1999 and 2013?

This notion that Apple were regularly knocking out groundbreaking innovative products every year is simply nonsense.
 
The car will be a money pit. It'll be grossly expensive ($100,000+) if they want consumer electronics type margins. If they want it to be affordable it will have to survive on razor thin margins.

I'm guessing Tim Cook never sat down with anyone really involved in the auto industry to see exactly how slim their margins really are on most models before jumping deep into this whole car thing.

I have a feeling he and the rest of the board fully believe they will sell like the Apple Watch. And instead they will be much more like Tesla when they started. If they truly are making an entire car, they will need to invent a pricing system just as revolutionary as the car no doubt will be claimed to be.
 
Apple is selling Macs to new Mac users, but can't sell new Macs to its old users because spec refresh is too slow and too few Mac models are available. In the desktop world, each of Pro, Mini and iMac should be refreshed every year with release by Intel of relevant CPU. And the Mini should be released with compelling specs. That will get Mac sales going again. The OS is great, why waste that advantage by not having the right hardware available?


Why do specs need to be upgraded yearly? I think gamers harp on specs but the Mac isn't a gaming system either. I have a late 2014 iMac Retina 5K and it works just fine for what I do. In fact, I wouldn't anticipate upgrading this for at least 4 years unless something compelling occurs.

I imagine there are many folks out there that think similar to me versus the other side of the coin where folks blow their money every year on the latest and greatest.
 
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On the subject of innovative products, what would be on your list of innovative products from Apple between 1999 and 2013?

This notion that Apple were regularly knocking out groundbreaking innovative products every year is simply nonsense.

The original iPhone
The iPhone 4 with retina display and its design
The MacBook Air
The original iPad

Everything else is not relevant in my opinion.
I left out the iPod because I honestly cannot recall when it came out.
 
I think the problem is Samsung came out with a large phone with compelling curved display, low light capable camera and refreshing design aesthetic. Apple devoted their resources to producing a small phone visually reminiscent of the iPhone5 with their users who liked smaller form factor in mind.

Just wait until summer when they announce the next phone, the people who've been waiting two years and bought the first 6 and 6 plus models will be refreshing then.
 
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