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Apple to Stop Providing Unit Sales Data for iPhone, iPad and Mac Starting With December Quarter
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If you’re still buying their products, it should matter. They’re breaking revenue records while selling less units. That means you’re paying more for product improvements that are increasingly less defining.
Jeez, people.
The future growth—not next quarter or even next year, but for years to come—will be in services, and that’s not exactly a secret. It also has nothing to do with unit sales or anything like that. Wall Street, after it gets through this tiff over the change in future reporting, will revert to form and be interested once again only in Apple revenue and profits, because that—not unit sales—is what makes money for all those folks who buy and hold Apple stock.
As for the drama queens on this thread: seriously, if this change is enough to make anyone bolt to other OSs, well, you didn’t need much pushing.
The future growth—not next quarter or even next year, but for years to come—will be in services, and that’s not exactly a secret. It also has nothing to do with unit sales or anything like that. Wall Street, after it gets through this tiff over the change in future reporting, will revert to form and be interested once again only in Apple revenue and profits, because that—not unit sales—is what makes money for all those folks who buy and hold Apple stock.
As for the drama queens on this thread: seriously, if this change is enough to make anyone bolt to other OSs, well, you didn’t need much pushing.
I disagree. I’m the only person who evaluates value when it comes to buying decisions.
I hope you are not planning financial trades based on this prediction.
A statement that has virtually never been true in any business.
It's also important to note that Apple's margins are hardly increasingly significantly in line with prices.
This means Apple truly is investing more in putting cutting-edge technologies into these new products. It costs more to consumers but you are getting much better products.
Of course not everybody will reach the same value conclusion as you, but there's clear evidence Apple is not ripping people off in comparison with the pasts. Margins remain remarkably consistent.
The FUD was driven primarily by estimates of iPhone unit sales and used to drive the stock up and down to benefit traders.
This is a good thing.
That’s a fair point, I agree. I never feel like Apple is ripping people off. Their products are always quality, they just may not be valuable to me personally. If that’s the case, I won’t buy them.
I agree, the components they use are unmatched. Some people see a high price and can only justify it by claiming it’s a ripoff, but your right prices are increasing but margins remain consistent.
Except that’s not the way profit margins work.
You do realize the components that go into iOS devices and most of the components in their macs are not off the shelf, their custom designed and manufactured to apple specification.
They’ll still be reporting revenue/COGS/gross margin etc.
In fact, they’re going to start doing the same for services starting next quarter, which they haven’t done in the past.
The only think they’re stopping reporting is quantity sold.
Who cares and besides Apple never provided sales by model. People guessed based on ASP.
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A basket that is becoming a smaller percentage of total revenue.
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How does it mean that? Smartphone market is becoming saturated. It’s not like Apple’s competitors have huge unit sakes growth.
Apple doesn’t want to overtly admit that they have saturated the market and can only produce yoy growth by increasing the base price. (iPhones used to be $650 now $999, iPad Pro $650 to $799, $999 MacBook Air to $1199). The reality is people aren’t upgrading their devices as often and there isn’t a huge new untapped customer base at this price point to continue showing exponential growth.
The only thing they’re no longer reporting is unit sales. You’ll still be able to calculate gross margins and profit margins. Apple never provided margins by product.
Yup! They falled once again in the best quarter EVER
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Yeah I mean just because he is scaling up the company like never before and created a new strong market in services and weareables beating record after record every year with further products down the line like ar/video streaming/health/autonomous EV managing to reach the trillion dollar mark before anyone else doesn’t mean he deserve to be a CEO right?
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Apple and investors are just sick of analyst throwing out of their hat uberly inflated number to artifially keep the stock price low, Apple earnings are increasing year after year, their services are growing, wearable market it’s their, they are finally relaing on iphone less and less, becoming in fact a more diverse conpany that should not be judged on a 12 years product sale result alone.
Reverse bell curve, Apple products used to be expensive, then got affordable-ish, and now its back to expensive-r. The 360 degrees price cycle has been completed.
Finally someone who understands how all of this works......
I wouldn’t say Apple is doomed but there is a problem and they will course correct as they have people who can do that.
One thing is clear that Apple’s recent price increases have driven customers away and I was one of them. It started with the MacBook Pro in 2016 when they priced it 400-800 dollars more than the previous version with the really stupid touchbar and the prices only went up on this product. I had to drop the idea of buying a new Mac since I wasn’t going to make any money off the laptop. After 2 years they have completely priced me out of the MacBook Pro and I am not someone who can not afford it but it’s just that the value isn’t there.
I almost didn’t buy the new iPhone XS Max and was going to opt for note 9. It would have been a bad decision in hindsight as I used a friend’s note 9 and didn’t like it compared to my iPhone. The point is that I would have moved on and the major reason was price.
I will never hope that Apple go down because it is in my interest that they continue to do well and create good products for the consumer but I think their rat race for better profit margin is going to catch up one day if they don’t go back to their previous motto of - if you build them right, people will come. I made that up but I think that is what Jobs era was. Tim Cook is a fantastic CEO for the shareholders but somehow the ethos of making great products is lacking.
I just hope Apple concentrate on quality as well. The Face ID slow animation is back in 12.1 and it’s visible on their latest phone so I wonder what is their quality control doing. I generally avoid commenting on such things but this is just silly of bringing back old code. Just shows lack of testing both by developers and testers.
Let’s hope they make some long term decisions which are less aligned to profit margins and more towards innovation. They need their computer business back.
One thing is clear that Apple’s recent price increases have driven customers away and I was one of them. It started with the MacBook Pro in 2016 when they priced it 400-800 dollars more than the previous version with the really stupid touchbar and the prices only went up on this product. I had to drop the idea of buying a new Mac since I wasn’t going to make any money off the laptop. After 2 years they have completely priced me out of the MacBook Pro and I am not someone who can not afford it but it’s just that the value isn’t there.
I almost didn’t buy the new iPhone XS Max and was going to opt for note 9. It would have been a bad decision in hindsight as I used a friend’s note 9 and didn’t like it compared to my iPhone. The point is that I would have moved on and the major reason was price.
I will never hope that Apple go down because it is in my interest that they continue to do well and create good products for the consumer but I think their rat race for better profit margin is going to catch up one day if they don’t go back to their previous motto of - if you build them right, people will come. I made that up but I think that is what Jobs era was. Tim Cook is a fantastic CEO for the shareholders but somehow the ethos of making great products is lacking.
I just hope Apple concentrate on quality as well. The Face ID slow animation is back in 12.1 and it’s visible on their latest phone so I wonder what is their quality control doing. I generally avoid commenting on such things but this is just silly of bringing back old code. Just shows lack of testing both by developers and testers.
Let’s hope they make some long term decisions which are less aligned to profit margins and more towards innovation. They need their computer business back.
Just a nice correction. Or do you think apples stock will jusy continue to go up with no correction? Doubtful
Lol. He took Apple to record heights in sales, stock, cash on hand and launched multiple successful new products. What exactly is your definition of a disaster?
What exactly is a great product to you? The iPhone literally blows out every other phone in the market. In fact, 3 year old iPhones are still destroying brand new androids in benchmark tests. Same with most every other product.
[doublepost=1541129747][/doublepost]An iPhone XS Max is $65 a month. You think adding a $1000 iPad, $400 watch, $120 a year steaming service and a $150 warranty will only raise the price $55 a month???
[doublepost=1541130058][/doublepost]The company is selling more of every product than they ever have. Who exactly are they losing?
What exactly is a great product to you? The iPhone literally blows out every other phone in the market. In fact, 3 year old iPhones are still destroying brand new androids in benchmark tests. Same with most every other product.
Well my friend just put in a huge short order. Maybe this is why. I don't see why they should hide the numbers. That's what Snapchat was doing with some other metric, I forget.