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Why is that? Is the iPhone 6 some technological innovation? Mine is still buggy as hell. The battery barely lasts a day. I could go on and on. If anything, they've done a wonderful job of marketing their products. I don't know of any other product line where when a new model comes out, EVERYONE wants one, regardless of whether it actually offers any improvements or not.

I do know with $18B in profit, the price of the iPhone sure could come down a bit.

Well, just return it then, since everyone I know doesn't those issues, your phone is probably broken.
 
There seems to be an article like this weekly. Tune it tomorrow for a pie chart of iOS vs Android users. Come on man!
 
Exceptional

There seems to be an article like this weekly. Tune it tomorrow for a pie chart of iOS vs Android users. Come on man!

I know what you mean. I rarely take an interest in financial stuff.

This is exceptional. It's the first quarterly result since the release of Yosemite, which:
  • costs nothing
  • broke records in a way that does not deserve congratulations
  • is commonly overlooked.
 
This sucks. Macs less than 10% of sales and declining. Not long before they are gone according to modern business theory.

Well, let me put it in perspective.

Mac sales have increased 34 out of the last 35 quarterly reports for AAPL. How many years of growth is that?

Did you know that PC sales have decreased 3% the last couple of years whereas the sales of Mac's have increased 14% yearly?

It is true that there are jillions more PC's out there - but if you are the guy making and selling Mac's, you have potential for sales growth. That's a good thing.

Hope that makes your cup half full instead of half empty :)
 
When I got my first mobile phone, Ericsson and Nokia were kings of the market.

People thought Blackberries were the greatest.

Technology can turn on its head.

Those are not really turn-on-a-dime kinds of disasters. Even after the iPhone launch, all of those companies had time enough to react.

They just didn't.

Apple is not the kind of company that would not be reacting at all... they even go so far as to basically replace their own products over time (see: iPod).

What I am worried about is that, with this swift success in phones, Apple has shown disdain for its long-time customers in other market segments. e.g. removing features from hardware and software that professional users need, such as matte screens.

I had a 17" Matte Macbook Pro up until I bought a new Macbook Pro 15" in late 2013. The reason they don't offer matte screens any more is because they do not need them - the new glass display has essentially nearly as good performance in eliminating reflection as the old matte screen. Removing complications is not a sign of disdain.

What Apple does is improve things over time. Sometimes that improvement may seem like a step backward but it's mostly in preparation of a much better fitting going forward, yes even for pro users.

Microsoft is building on the professional, business market. Less glamorous, but companies buy products day in day out, and don't want to change. Companies need products that have stability.

Totally forget the giant arrangement with IBM to build custom enterprise software did you? Apple is doing the exact same thing.

This arrogance by Apple is the very Blackberry-like blindness that, when the next tech shift comes, as it will -- Apple won't see it.

That has yet to be seen, and I see no reason why it would be true. Apple is still very willing to enter new markets with product, and it doesn't matter if they are not the first company in a space - it hasn't mattered with any previous product line to date.

They'll be blinded to just focus on what they want, not what the customer asks for.

The strength of Apple is they focus on what customers NEED, not on what customers ask for. It's never about what Apple wants.

2) Apple's OSX used to be the paragon of stability.

Stability goes in cycles; before too long we'll see it swing back to a greater level of stability now that Apple has made a number of large scale changes. There are already many aspects of Apple software that still retain stability - the app store, iCloud backups, various apps they make.
 
If it wasn't for Microsoft stinking up the market today, it would be up lot more.

Maybe, but actually I don't think Microsoft figures into it very much. (Why would it?)

Also don't care about snowstorms on WallStreet or Greece or Italy or durable goods 3% down December.

The dumbest thing to watch is Bloomberg or CNBC - except maybe "Cramer" - but just remember that TV is made so that a 12 year old can understand it.

Where are all the geniuses half an hour BEFORE earnings on Bloomberg or CNBC. Look at them all claim how obvious things are after they have happened. Not worth your time watching such junk. The less you pay attention to the TV stock market TV shows the better.

Give it a week to soak into the heads of the big money suits.

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Wow, they even passed the highest estimations of the analysts.... That's something

I thought so too, especially since a few hours before the earnings report, the genius analysts bumped their "estimates" up. I thought that was BS from the "analysts".

I'll say it again:

34,000 iPhones sold per hour, every hour, 24/7 all last quarter!
 
Remember, what you think is a "better phone" and what I think is a "better phone" could be two completely different things.

As far as marketing and brand loyalty goes, Apple is second to none in the smartphone industry.

Well said!

At some point should a better phone be created, that won't assure it outsells Apple anyway. The magic Apple logo and halo that surrounds the company will keep them at the top for a long time.
 
You might not want to stand too close to that statement. It could explode.

The point here is that if Apple had reported, say $2.75 EPS, that would've beat analysts expectations too -- but trust me you would not have liked the way the market treated that number.

But they didn't report $2.75 EPS did they? I fail to see where you're going with all of this "but what if they posted this" talk. Apple posted stellar numbers. The market will react how they want to react. For now, it's a very positive situation for investors.

Bryan
 
Walking-dead companies, with lots of cash from past glory, die an agonizing slow death e.g. Nokia and Blackberry. First they lay off people. Then they sell the massive buildings that they built during they hey-day. Then they get taken over by rivals, and then their brand gets discarded and forgotten.

e.g. Blackberry, Nokia, Compaq, DIGITAL

You are trying to paint a horror picture, but fact is that Apple added 18 billion dollars in the last quarter. Which may be more than any of these companies ever had.

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It's interesting how much talk there is about "maturing markets", iphone innovation, lack of diversification, IPad purchase cycles, etc.

Yet, in 9 pages I only saw one passing comment on the potentially HUGE elephant in the room!

"Apple Pay"!!!!!

Apple will make a fee on EVERY transaction!

It's not very much, actually. 0.15%. People would have to spend 12 TRILLION dollar per quarter using iPay for Apple to get the same quarterly profit they are getting now. And with that amount of money available, competitors would create a working solution as well.

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Even if you buy every single maker of a particular tech, it can still not be a monopoly that the government cares about. Say Apple bought all makers of finger biometric equipment? Would that really fall under antitrust... I doubt it. There's plenty of tech with one maker protected by a few patents.

It is not like you can't use your phone without touch ID (or similar), most phones still don't have it.

If Apple bought every single chip making equipment, even Intel... Well, yes, that's a monopoly the US government would probably care about...

Part of definition of monopoly is how difficult it is for someone else to enter the market. If Apple bought all companies making finger print sensors and refused to sell sensors to any competitor, it would be really easy for a newcomer to enter the market and sell to everyone desperate for sensors.
 
There was an article quite recently with Gartner and IDC estimates of computer sales and Apple's share of computer sales.

The IDC numbers estimate 80.772 million computers sold in the last quarter (about 5.5 million of those sold by Apple). There were close to 74 million iPhones sold. The US price of the cheapest iPhone 6 is $649. There are people buying cheaper iPhone 5s, there are people paying more for the 6+ or for more memory, so just let's say $649 for the average iPhone sale.

Average laptop price according to Google was about $670 in March 2012 (about $540 if you exclude Macs!!!) and has dropped significantly since then. Desktops are more expensive than laptops. Based on that and the sales numbers, I'd say Apple's iPhone revenue in this quarter is about 20% higher than the total desktop and laptop computer revenue (I have no idea how much server revenues are). All the other phone makers sell a lot more units at a much lower average selling price, so say they make the same revenue as Apple again. That would make total smartphone sales about 250% of desktop + laptop computers.

Apple tablet sales were about a quarter of total computer sales. Average selling price probably lower than computers. The rest doesn't sell that many tablets either, and at much much lower prices, so my rough estimate is that tablets are about 35% of computer revenues.

Thanks man, do you by chance still know how to get to that article? link?
 
Well, personally, I think it's shameful that a company chooses to make so much profit. And even more disgusting that they choose to build further on their $180bn (is that right?) cash pile and continue to employ tax avoidance schemes.

It makes me ashamed to own a Mac knowing that I've added to it.
 
Then how do you explain Windows and Linux, where the most closed platform is by and far winning and the most open platform is by and far losing?

https://www.redhat.com/en/about/press-releases/red-hat-reports-third-quarter-q3fy15-results

Total revenue of $456 million, up 15% year-over-year
Subscription revenue of $395 million, up 15% year-over-year
Third quarter operating cash flow of $133 million, up 40% year-over-year

Linux isn't loosing it's won where it competes. Linux isn't really competing on the desktop though there are some things coming that will make it more attractive.
 
I think this is a very clear cut example of Tim Cooks Apple researching and then following market demand and trends to maximize profits and increase market share for the iphone.

Any examples? I use a lot of Apple stuff (but brands do not matter too much to me, I'll use what I feel is best overall for my needs). And I respect Steve Jobs' efforts and the change he helped make.

But please do explain that sentence.

I imagine your answer would be 'bigger iPhone'. Let's not forget Steve also signed off the smaller iPad - yes due to market trends: https://www.macrumors.com/2012/08/0...e-jobs-of-need-for-7-inch-ipad-in-early-2011/

What it does not do though, is follow the pioneering spirit and vision which was Steve Jobs to make products that were innovative, cutting edge, inventive, and above all...ones that took a chance and were the stuff of imagination.

The spirit of Apple in the early days is no longer there - every one can see that. But that Apple nearly died.

The Apple now, to the Apple in the last few years of Steve is very similar. Pumping out mostly well received products, high levels of customer satisfaction and a healthy underlying business.

I think since Steve's passing the Mac Pro, Touch ID, moving to a custom chip design for the A6 (http://www.anandtech.com/show/6292/iphone-5-a6-not-a15-custom-core), the implementation of Apple Pay, continuing to value user privacy over ad revenue, Swift language, Metal API - all fit " innovative, cutting edge, inventive, and above all...ones that took a chance and were the stuff of imagination" to a degree. That list doesn't stop there. I'm looking forward to HomeKit blossoming, I want to see gen 2 and 3 of Apple Watch. I want to see what the next surprise device will be in 2/3/4 or even 10 years time.

I think that the average person can see the total different direction under two different CEO's.

I can't. Apple under late era Steve (post iPhone) and now is pretty similar.

It may not necessarily be a bad thing, especially for the profits of Apple, but I think that people who try and make the case that this company has any soul of what it once was, is lying to themselves and us. Apple is now officially a "me-too" bandwagon company that makes very refined products that its core audience and followers will of course, embrace. Nothing less, and certainly nothing more now.

Disagree completely. But I guess without specific examples you've just written words without context.
 
Apple needs to spend some of that $178 billion on targeted acquisitions that give them product lines that diversify income streams will still being synergetic with existing products.

Not sure what they might be, but with that kind of money they could buy just about anything!

Maybe some of it could be vertical integration, like buying a chip fab? But why buy the cow when you can already milk it?

Beats seems like a marginal idea to try out the concept, but maybe there are better ideas?

Right now seems like too many eggs in one basket. A very profitable basket, but still getting pretty full.
 
I'm concerned about the fact that the iPhone makes up nearly 70% of Apple's revenue. If somebody makes a better phone, Apple crashes. I know that's unlikely given that people have been trying quite hard even since the first iPhone and haven't managed it yet, but still, talk about putting all your eggs in one basket.

To be honest I wouldn't mind Apple slipping a little in terms of revenue. Smaller companies generally take more risks and produces more innovative products imo.
 
I'm concerned about the fact that the iPhone makes up nearly 70% of Apple's revenue. If somebody makes a better phone, Apple crashes. I know that's unlikely given that people have been trying quite hard even since the first iPhone and haven't managed it yet, but still, talk about putting all your eggs in one basket.

Apple has said Mac sales alone are big enough to be a fortune 500 company. Probably a fortune even smaller number company. if the iPhone dies one day, Apple will still chug along. Not at world record breaking rates line now but it will not die.

The Mac, Apple Pay, iTunes/App stores etc etc will keep Apple alive.

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Just wait until the iPhone hype blows over. See you in 2473.

Year 3000, and this phone will still be alive :)

futurama-eye-phone.jpg


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Wow, the iPod has officially died. I guess everything in this world has it's run. How long do you think before Apple completely discontinues production of iPods?
I say the Shuffle gets phased out within the next year or so, but I just don't see the Nano and Touch making it past this decade.

The iPod just moved from a standalone hardware device to an app on a phone. This was always going to happen and we all knew it. But the iPod had to happen before the iPad and iPhone could happen. Nothing lasts forever and the iPod hardware has run it's course.
 
Was anyone expecting anything different?

I don't know. I just said they were disappointing because the number is decreasing and you seemed to have an issue with that. Let me put it this way, I looked at the figures and thought bummers this is disappointing, yet you seemed to have an issue with that, I'm not sure why exactly.

I say the sky is blue, you disagree, that seems to be the order of things here.
 
Just wait until the iPhone hype blows over. See you in 2473.

Apple are losers. They don' t know what they are doing.
My iPhone 6s still with 256 GB and 1 mm thin still has not been delivered!

Where is the innovation?
 
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Or they're just, you know, a technology company that sells technology.....

Why are people still so butt hurt about this whole "they're not selling computers anymore!!!!"

The iPhone is a computer. The iPad is a computer.

The iPad is more powerful than this POS Dell I use at work.

People need to rethink their definition of "computer" - because its changing.

Sir you get it totally. Not many do, I am impressed.
The iPhone and the iPad are indeed personal computers. And I agree with you that the personal computer will not die but it's form factor will. in the 90's the desktop was the main PC. In the 2000's notebooks became popular PCs. And now the iPhone is probably one of the most or the most popular PC on the market. It's a PC that just happens to be able to make phone calls too. And with people choosing the 6 plus instead of a smaller phone and an iPad Mini really shows this well.

I do think the 6 plus is cannibalising iPad Mini sales a little. And to a lesser extent the 6.
 
In Regards to the iPad:



This basically states that the rumoured iPad Pro is certainly not coming in the next 6 months.

Or Apple thinks it's going to be a niche product not a massive seller.
 
So people did want bigger phones after all

Actually no. People just realised they can do everything on their iPhone 6 and 6+ that they did on their iPad Mini. So now they do not need an iPhone and an iPad, they can just buy an iPad 6 or 6 plus and have all of their needs in one device.

I know many people who bought a 6 or 6 plus and sold/gave away their iPad Mini because the 6 or 6 plus does everything the Mini can.
 
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