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If there is one reason why Cook should go is iCloud. a bad quarter happens, not having a possible cash cow and a fundamental service ready for prime time is a big no no.
 
Have no doubt: if this was a different Apple, one which didn't have a 3-year-old flagship Mac, for instance, then the majority of people here would be saying "who cares about profits, it's about the great products". And that would be absolutely true.

The fact we're all pro-Apple, and for one reason or another, we're all users of their products — yet seem to be revelling in this negative news today — tells a much bigger story, about how it's really necessary to see those profits go back into the products.

I hope I speak for everybody here when I say nobody wants Apple to fail; we just want them to get a wakeup call, and stop taking advantage of their consumers and ecosystem.
Spot on. If Apple could just take their own head out of their [place where the sun don't shine] and look around, they'd realise there's a lot to do.

I feel like they've become waaaay too complacent.
 
65% iphone sales + 12% Services (basically cloud services for the iphone) + 10% ipads = 85% give or take just selling iphone/ios products.

This is a disaster waiting to happen. Blackberry 2.0 as soon as iphone stops selling. Nothing ever stays on top and the iphone has reached it's peak.

We shall see what apple has up their sleeves and I hope it is not another watch.
 
Steve Jobs syndrome. The magic is gone.
Steve Jobs said "no" to larger screen iPhone. iPhone 6 was biggest selling iPhone.

I think the reason profit has slowed is because Apple mobile devices are not getting upgraded. Customers are still using iPad 2 & iPhone 4S, 5 & 5S.
So many people still using old hardware in the forums too.
I have 5 Macs but my newest mac is a only 2013


Sent from iPad mini 2.
 
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PC and tablet are dying and watch is seemingly a niche market at best, a companion product for the main product, which is the smartphone.

Is it? I still can't do half the stuff I could do on a PC, and I can never imagine doing real actual work on a tiny little smart phone with a touch screen.
 
One thing I forgot. If Apple services were not so terrible, maybe that 12 percent could have been 30 percent. But who in their right mind would trust Apple services to 1) work, 2) to not get cancelled when Apple decide to just move on, or 3) not to pop up with premium pricing just because Apple can.

Oh wait, we have Apple original content. Where is that on the pie chart? Apple is a hardware manufacturer. Maybe they should cut some staff and focus on what they are good at which is making solid reliable technology. Not cars, not original content, not cloud services (note that they closed down cloud hardware), etc.
 
Have no doubt: if this was a different Apple, one which didn't have a 3-year-old flagship Mac, for instance, then the majority of people here would be saying "who cares about profits, it's about the great products". And that would be absolutely true.

The fact we're all pro-Apple, and for one reason or another, we're all users of their products — yet seem to be revelling in this negative news today — tells a much bigger story, about how it's really necessary to see those profits go back into the products.

I hope I speak for everybody here when I say nobody wants Apple to fail; we just want them to get a wakeup call, and stop taking advantage of their consumers and ecosystem.


THIS IS SO GOOD!

I can't stand what Apple has become and I want my user centric, customer first Apple back. I used to tell everyone to buy a Mac. Now I haven't done that in while. I say... well, they soldered the ram to the board. You can't really up grade, so buy what you think you need for the next few years. There are a **** load of bugs. Don't use iCloud, buy an external HDD and backup what you want to keep.... and so on.

I hope they change.
 
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Isn't it somewhat odd that EV/EBIT for AAPL is now 8.2, which is close to IBM (around 8) and HP (5) and lower than MSFT (15)?
 
Is it? I still can't do half the stuff I could do on a PC, and I can never imagine doing real actual work on a tiny little smart phone with a touch screen.

If you look at sales, profit or internet usage, PC is clearly on its way out.
It may never go to zero, but that isn't a sustainable market to focus on as a company.
 
SE is attracting customers who wanted a more compact package, and also those who couldn't quite stretch to the previous entry price.

You Tim, you cheeky man.

And yeah, I guess I should have sold. Dang. I don't often like to be reactionary but forgot that there were no SE sales included in this quarter. Pretty dumb of me.
 
i remember when the first iphone came out it was called the 'jesus phone', then the 3g feels nice in the hand, 3gs was crazy fast at that time, ip4 blown the competition out of the water, the ipad killed the netbook. and since then things only get thinner/bigger/new color
 
Hopefully this will be the wakeup call that Apple needs to start innovating again. Apple post Jobs has been boring at best. Backwards looking at worst (iPhone SE).
 
Regarding iPhone sales: Recall the original iPhone. It was completely different.
Recall the iPhone 4 with a retina screen. I was one of the first who had one.
It was so different.

Today the hardware is absolutely not the issue. You can by any high-end phone and the hardware is better than you really would ever expected.

This means that Apple has to go cheap, which will ruin them or they have to come up with something else.

But this something - in my opinion - can not be hardware.
The real innovation comes from integration in our life. Networked inter-connected services.

Look at MS and Google and Amazon talking about intelligent assistants.
They really have a point. It's not a hardware gimmick that will help Apple, it's the integration in our daily routine.

I do not believe in VR, and honestly Apple is way too far behind with regards to internet services to come up with something that we casually use like some personal AI.
 
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Why can't people understand trend lines? Look at the big chart in the beginning of this thread. The only thing that Q1'16 is less than is Q1'15, and on the scale of what's on the chart, it's not less by much.

Steve Jobs was great. He died in October '11, and had a diminished role at Apple for a year before that. Look at that chart again. The truly massive growth at the company kicked in during Tim Cook's tenure. Surely Jobs' legacy is huge, but you can't look at that information and conclude that the growth is all Jobsian inertia, and Cook's just been running the place into the ground.

Nothing lasts forever, but the data here is not indicative of a company in freefall. Far from it.
 
Hopefully this will be the wakeup call that Apple needs to start innovating again. Apple post Jobs has been boring at best. Backwards looking at worst (iPhone SE).

By the way, the iPhone SE might become a problem. Because phones are fast enough and a >$1000 iPhone might not sell, the SE could be eating away some of the margin because now there's a cheaper alternative.

MEANING: If my $1000 iPhone breaks, instead of buying one again or looking for a used one, I can replace it with an SE and wait 2 generations.
 
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Why can't people understand trend lines? Look at the big chart in the beginning of this thread. The only thing that Q1'16 is less than is Q1'15, and on the scale of what's on the chart, it's not less by much.

Steve Jobs was great. He died in October '11, and had a diminished role at Apple for a year before that. Look at that chart again. The truly massive growth at the company kicked in during Tim Cook's tenure. Surely Jobs' legacy is huge, but you can't look at that information and conclude that the growth is all Jobsian inertia, and Cook's just been running the place into the ground.

Nothing lasts forever, but the data here is not indicative of a company in freefall. Far from it.

I don't think anyone is questioning Tim Cook as a businessman.
What Tim Cook may be lacking in is the ability to come up with a category defining product, such as the iPhone.
Most of Apple's growth since 2011 is due to capitalizing on the iPhone and the iPad.
To experience similar growth, Apple will need to repeat the success of iPhone with a new category of products.
 
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I don't think anyone is questioning Tim Cook as a businessman.
What Tim Cook may be lacking in is the ability to come up with a category defining product, such as the iPhone.
Most of Apple's growth since 2011 is due to capitalizing on the iPhone and the iPad.
To experience similar growth, Apple will need to repeat the success of iPhone with a new category of products.
For the record, I think Apple doesn't so much create new product categories as much as they replace older ones.

What makes you think Apple isn't already planning this?

For all we know, Apple could simply be milking the iPhone for every cent it is worth, before eventually cannibalising it with the next big thing when they feel the time is ripe.
 
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