I didn't know this board had Carl Icahn on it... :-O
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Everyone wants an even bigger iPad to do one thing at a time on!
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Apple Reports Record Earnings and iPhone Sales: $18B Profit on $74.6B in Revenue for Q1 2015
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I didn't know this board had Carl Icahn on it... :-O
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Everyone wants an even bigger iPad to do one thing at a time on!
Mac sales, in context
Net sales
74599 / 57594
= 1.30 (two decimal places, rounded up)
iPhones: forty-six percent growth
Mac sales
2014-01-27:
2015-01-27:
5.5 / 4.8
= 1.15 (two decimal places, rounded up)
That's often suggested, but I don't believe it. None of my iPad-using friends have ceased to use computers.
In any case
" Apple wants to make the best, not the most? "
Net sales
$57,594 in the last quarter of 2013,
$74,599 in the last quarter of 2014.
$74,599 in the last quarter of 2014.
74599 / 57594
= 1.30 (two decimal places, rounded up)
iPhones: forty-six percent growth
Will Apple's success skewed so much toward the iPhone, there is a lot of pressure present. Too bad Mac sales can't be at least 25% of their profits...
Mac sales
2014-01-27:
Increase: 0.74 million.
2015-01-27:
Increase: 0.7 million.
5.5 / 4.8
= 1.15 (two decimal places, rounded up)
That's often suggested, but I don't believe it. None of my iPad-using friends have ceased to use computers.
In any case
" Apple wants to make the best, not the most? "
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.
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.
Apple can't care a stuff about these small-market support because it is making tons of money elsewhere. But by focusing on the consumer market - which is fickle it will come back to bite Apple when the market finds its next favourite, and shifts its adoration away from Apple.
Apple will rue the day when it was not loyal to its smaller market segments that, by definition, tend to stay on longer.
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.
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. They'll be blinded to just focus on what they want, not what the customer asks for. This has helped Apple in the past, but mark by words, this very strength will be Apple's undoing in the future. It is always a strength that turns into a weakness.
1) Apple refuse to listen to the small, professional market segment that need matte screens. Apple now panders to the majority of consumers, and discard the small number of professional users that need matte screens.
2) Apple's OSX used to be the paragon of stability. They would fine tune Leopard and Snow Leopard till the 9th and 11th iteration to produce an absolute rock solid OS. Now, it's a circus every 12 months. Recently, a friend who was starting a business asked my advice whether to go with Apple or Microsoft. Me, being a long time Apple users over several decades, I am getting to the point of being uncertain to recommend Apple for business use, where stability is paramount. Apple is great for consumers who want the latest frills, but Apple has not tossed out any semblance of commitment to business users. It's not worth their while since consumers bring in the massive amounts of cash. I can't say I'll be sorry when the market turns on Apple. Then I'll remember these very years, when drunk on cash, Apple spurned the loyalty of past business users.
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
In Regards to the iPad:
This basically states that the rumoured iPad Pro is certainly not coming in the next 6 months.
This basically states that the rumoured iPad Pro is certainly not coming in the next 6 months.
Which caused their stock to not do too well the past decade, and to crater today?
Yes, Apple could die a few years from now. But pick any one competitor, and it seems more likely that that other company will die first.
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!
This IS diversification of revenue sources. As this feature becomes more widely accepted Apple will pile on the cash!!!
This has the potential to make Apple more money off every iPhone user than the sale of the iPhone they are using to did.
Imaging 1 billion users worldwide using their phone/watch/iThingy for multiple transactions a day!!!
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!
This IS diversification of revenue sources. As this feature becomes more widely accepted Apple will pile on the cash!!!
This has the potential to make Apple more money off every iPhone user than the sale of the iPhone they are using to did.
Imaging 1 billion users worldwide using their phone/watch/iThingy for multiple transactions a day!!!
How? Or Why is that even relevant?
I'm an Economist(former investment company owner) and simply pointing out that people are discussing Apples tech and sustainability here while missing the potentially biggest move Apple just made.
Depending on the actual percentage fee Apple makes on every transaction (paid by the credit card companies they could make something like $1,500-3,000 per year off of an individual compnsumer's spend. (Totally guesstimates based on the rumored articles I've seen on the fee structures).
That means that for each ~$800 iPhone sold(not all profit), they could earn something like ~$3000-6000 in additional revenue over that phones 2 year contract cycle.
How? Or Why is that even relevant?
I'm an Economist(former investment company owner) and simply pointing out that people are discussing Apples tech and sustainability here while missing the potentially biggest move Apple just made.
Depending on the actual percentage fee Apple makes on every transaction (paid by the credit card companies they could make something like $1,500-3,000 per year off of an individual compnsumer's spend. (Totally guesstimates based on the rumored articles I've seen on the fee structures).
That means that for each ~$800 iPhone sold(not all profit), they could earn something like ~$3000-6000 in additional revenue over that phones 2 year contract cycle.
Understood. Thanks.
Exactly. Apple may be "doomed" but there are other companies who are "more doomed"
There are 60 smartphone manufacturers... but only 3 are actually making money (Apple, Samsung, LG)
The list of companies who should be worried is long... but Apple isn't on it. And I don't think they ever will be.
You don't have to imagine any of this. Today "billions' of people use credit cards everyday, multiple times with those companies creaming far more per transaction than Apple and they have been doing so for decades; and their revenues are tiny in comparison to Apple. Apple Pay will never replace iPhone business by any stretch.
The numbers published today far exceeded Apples own guidance, which is good in one respect, but is an indication that some elements of their sensational success is happening despite Tim Cook and team rather than because of them.
Not an issue when everything is working fine but can be concerning when things start to go south. Blackberry were the same in one regard; their success at the time was built on reputation rather than having the best products (one initial version of an iPhone basixally unravelled their whole business model) and they couldn't stop it because they never really were in control of their success in the first instance.
Microsoft was Apple 15 years ago. It's amazing how things have flipped and I don't think anyone could have predicted this.
I'm sure folks said the same about Nokia. Apple makes great phone. But you can't stay on top forever.
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.
But that's not multitasking. That's using two different devices at that same time.
I'm not comparing the iPad's functionality with other tablets though, you are. I'm comparing the iPad with MacBook Airs, which is what people are buying more of. As I said people like the iPad form factor, but without multitasking it makes doing work that requires having two windows open from two different apps tedious.
Apple Reports Record Earnings and iPhone Sales: $18B Profit on $74.6B in Reve...
Not the same. You are missing the potentialy huge differentiator. (Which is why I bolded it in the original post) Apple will be getting paid by EVERY card company. So taking in a fees from all of them, potentially totaling more than any single cc company.
I would be curious how many CCs are issued by the single largest issuer?
Edit: Here is one graph I just found of the top companies and cc spend! (In the USA)
Imagine adding in all the smaller card issuers too!
Not the same. You are missing the potentialy huge differentiator. (Which is why I bolded it in the original post) Apple will be getting paid by EVERY card company. So taking in a fees from all of them, potentially totaling more than any single cc company.
I would be curious how many CCs are issued by the single largest issuer?
Edit: Here is one graph I just found of the top companies and cc spend! (In the USA)
Imagine adding in all the smaller card issuers too!
Last edited:
All Steve was saying was, our business method can work too. We can make a lot of things that people will like. Turns out he was more correct than even he thought.
This is what you get when Apple is finally freed from the late Steve Jobs mantra of being able to operate most of the phone with one hand, which ended up (in my humble opinion!) making the iPhone smaller than necessary.
The allure of the larger screen sizes of the Samsung Galaxy S II and S III drove a LOT of sales for Samsung, especially since both models had bigger screens than the contemporary iPhone competition (iPhone 4S in 2011, iPhone 5 in 2012). But now that Apple is erased that disadvantage, the iPhone 6 and 6+ have gone on to record high sales in the most profitable segments of the cellphone market. And it has really cut into sales and profits for Samsung Electronics.
Sure, Xiaomi is a potential threat, but international intellectual property issues, production capacity, and Xiaomi currently using its own version of Android with its own App Store will limit that company beyond its Chinese and southeastern Asia base for the foreseeable future.
The allure of the larger screen sizes of the Samsung Galaxy S II and S III drove a LOT of sales for Samsung, especially since both models had bigger screens than the contemporary iPhone competition (iPhone 4S in 2011, iPhone 5 in 2012). But now that Apple is erased that disadvantage, the iPhone 6 and 6+ have gone on to record high sales in the most profitable segments of the cellphone market. And it has really cut into sales and profits for Samsung Electronics.
Sure, Xiaomi is a potential threat, but international intellectual property issues, production capacity, and Xiaomi currently using its own version of Android with its own App Store will limit that company beyond its Chinese and southeastern Asia base for the foreseeable future.
It's neither all about the money, nor about making the most
In the past I felt that there was more to Apple than earnings, sales, profit and revenue. With emphasis:
On one hand: "Apple designs Macs, the best personal computers in the world".
On the other hand, there's customer loyalty, and Apple's software for Mac hardware. Is it normal to find so much detraction? https://twitter.com/search?f=realtime&q=Yosemite ugly and so on.
Rewind to 2011: Steve: Whos Going to Protect Us From Cheap and Mediocre Now? | Monday Note
None of my tablet-using friends treat the tablet as a replacement for a computer.
Quality
If you mean quality of software, I doubt that QC is the problem.
Apples Software Quality Decline
Consider the decline.
Are any of you beginning to hate Apple, for whatever reason?
Are voters in these forums more optimistic about Apple products than voters at large?
Loyalty
Apple Computer, OS X®, iOS® and the Net Promoter® Score (NPS®)
![]()
Neither OS X Yosemite nor iOS 8 was a product of a competitor.
Yotaphone and (since December 2014) Yotaphone 2.
See above, the declines in (a) quality of software and (b) customer loyalty towards operating system software.
(Apple aside for a moment, a successful prosperous company might have poor foundations to its economic prosperity.)
I don't say that, but obviously something is not working.
Again, back to 2011: Too soon... | Monday Note
See above, (a) and (b), the declines.
Equally thought-provoking:
I'll close this post with highlights from a 2012 article: Apple design chief: 'Our goal isn't to make money' - Telegraph
In the past I felt that there was more to Apple than earnings, sales, profit and revenue. With emphasis:
Is Steve Jobs a hero? If someone who has vision, discipline, passion, and love for what he does is a hero, then yes. It was not about the money or the fame for him. It was about changing the world in a million little ways that improved peoples lives. And his devices and other inventions have been a major breakthrough in helping people with disabilities communicate and employ the best that technology has to offer.
Rabbi Andrew Pepperstone, quoted in The Jewish Zen of Steve Jobs | Sci-Tech | Jewish Journal (2011-10-06)
On one hand: "Apple designs Macs, the best personal computers in the world".
On the other hand, there's customer loyalty, and Apple's software for Mac hardware. Is it normal to find so much detraction? https://twitter.com/search?f=realtime&q=Yosemite ugly and so on.
Rewind to 2011: Steve: Whos Going to Protect Us From Cheap and Mediocre Now? | Monday Note
None of my tablet-using friends treat the tablet as a replacement for a computer.
Quality
If you mean quality of software, I doubt that QC is the problem.
Apples Software Quality Decline
Consider the decline.
Are any of you beginning to hate Apple, for whatever reason?
Are voters in these forums more optimistic about Apple products than voters at large?
Loyalty
Apple Computer, OS X®, iOS® and the Net Promoter® Score (NPS®)
Neither OS X Yosemite nor iOS 8 was a product of a competitor.
Yotaphone and (since December 2014) Yotaphone 2.
See above, the declines in (a) quality of software and (b) customer loyalty towards operating system software.
(Apple aside for a moment, a successful prosperous company might have poor foundations to its economic prosperity.)
I don't say that, but obviously something is not working.
Again, back to 2011: Too soon... | Monday Note
See above, (a) and (b), the declines.
Equally thought-provoking:
I'll close this post with highlights from a 2012 article: Apple design chief: 'Our goal isn't to make money' - Telegraph