Services growing at 20%, wearables growing at 33%.
Who knows what other products they have in mind.
They also added another 100M devices, so the "addicted" people is growing, not shrinking.
Got a tip for us?
Let us know
Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.
Apple Trailed Samsung in Holiday Quarter With an Estimated 68.4M iPhones Shipped
- Thread starter MacRumors
- Start date
- Sort by reaction score
Who knows what other products they have in mind.
They also added another 100M devices, so the "addicted" people is growing, not shrinking.
Oh no!!! Free market economics laws still hold true! People buy more things that are cheaper! /s
I’d love to see the market share of phones priced above $600, y’know, the ones that actually make money.
I’d love to see the market share of phones priced above $600, y’know, the ones that actually make money.
Told you you'd come around to the numbers. Apple is changing to a services model, and it's MUCH better for investors long term. It's painful now, but a long holding period cures all.
Microsoft has done it and their valuation exceeds AAPL at the moment, but they only made $8B in profit to Apple's $20B in 90 days. Imagine how much investors will value Apple earnings when they aren't married to unit sales estimates made up by analysts?
[doublepost=1548894723][/doublepost]
Yeah, and critical thinking is still so lacking too.
People actually think growth in competition means a huge amount of people switched from iOS to a Huawei. They literally think no further and completely ignore "others."
That's a very, very important point.
On the other hand, who on earth could have predicted that releasing overpriced, uninspiring products would not be a wonderful go-to-market strategy?
This is just the beginning. They are reusing the same 3 year old design again next year, (after record-breaking disappointing sales this year)...watch what happens. Everybody thinks I'm being overly dramatic and drawing conclusions from personal viewpoints and not the statistics or data...but watch. I don't care if Apple has $245 billion in cash, they are lacking innovation and corroding consumer trust and confidence, and that is ALL that will matter. Next year's slide/drop off will break company records and then I expect the shareholders to start getting serious.
How does Samsung monetize their phones after sale? I give Apple $25 a month in services and $149 every 2 years in AppleCare so on top of $1249 I spend on a phone every 12 months, I'm giving them $450 extra in addition to any apps I download at 30%
Is Samsung able to do that?
I'm not talking about Apple's majority share of smartphone profits which they clearly lead in
Is Samsung able to do that?
I'm not talking about Apple's majority share of smartphone profits which they clearly lead in
For awhile I was overly pessimistic on price. However Cook has said this is being addressed for places it is out of line. The in house financing is also a big deal. I said drop prices by X amount across the board. Obviously Cook has more subtle ways of doing it and may even be slightly smarter than I am.
This week has been all great news compared to the recent past. I don't see how anybody couldn't like it at this point.
Mark my words, this is the beginning of the end. A smart man will move to Samsung and Android IMMEDIATELY. Asking people to spend $1,500 YEARLY is insane. Steve never would have allowed this. Sure, he was greedy and an overrated salesman no better than Ballmer and A LOT less talented than Mr. Bill Gates, but he had some limits. Having a fashion designer like Ive and Dye in charge has brought havoc to Apple. Butterfly keyboard, ONE USB port, STILL NO BLU-RAY DRIVE. It's nothing but watch bands and emoji and social justice crap.
Here's what Apple needs to do: make an iPhone for $500. Swappable battery, SD card slot, NO CAMERA BUMP, headphone jack, super thin, super light, no stupid FaceID, have a chin bezel, stylus support.
Here's what Apple needs to do: make an iPhone for $500. Swappable battery, SD card slot, NO CAMERA BUMP, headphone jack, super thin, super light, no stupid FaceID, have a chin bezel, stylus support.
On the one hand, Apple as of a year ago was still raking in 87% of smartphone profits. That's extremely important to keep in mind. With this ability to generate (and hoard) cash, they can at least summon up the resources needed to turn the boat around.
But to regain marketshare, Apple doesn't necessarily need to be innovative. They just need to be (or at least seem like) the best in the market. But being innovative helped to propel Apple into the forefront of the consumer electronics space.
Unfortunately, the iPhone 4 and the MacBook Air from 2010 were the last great design innovations. Since then, it has been downhill design-wise too.
Wow you sound like me when I am having a tantrum because my shares declined by 5 points.
Observation 1: Now let’s see revenue.
Observation 2: Funny how only the Chinese ones are up, isn’t it? Who says crime doesn’t pay?
Observation 2: Funny how only the Chinese ones are up, isn’t it? Who says crime doesn’t pay?
They have been using massive amounts of cash to make original films and content which is very expensive to do if you haven't noticed. It could be said that perhaps they could have started earlier but the cash is definitely in play now. The numbers for wearables are home runs and also there was a good spike in iPad sales. You notice how many articles there are recently about iPads?
The laser camera on the phone is interesting as far as innovation goes and if it has implications for AR it is the tip of the iceberg when you consider the entire package with their wearables and how they may all interact. they have been making great progress in the medical field but perhaps because it doesn't excite you that isn't considered innovation?
Unfortunately, Apple focusing more on stock valuation and possible manipulation, which people in the stock markets and investors love but this completely takes away focus on the product development, features, innovation, R&D etc..
The beauty during SJ was there were healthy internal conflict that was well balanced by SJ with his own views and stamping. Now TC giving complete freedom to those who are good in many parts of the story but eventually become unknown when problems occur.
Last edited:
Congratulations. You played yourself.
I think the operative word above is “giving”
Thank you... my pension relies on folks like you
Has been a good week for the stock price. But I agree Apple has many issues at this point.
Apple has done and continues to do things we all get frustrated about, disagree with, and makes us scratch our heads, and that’s totally fine. Having threads here and there that have an overwhelmingly negative response to whatever Apple news that thread is about is also fine. But MacRumors has turned into an Apple bashing site, where they absolutely cannot do anything right. To all those perpetually negative, sell your stocks, sell your Apple hardware, and move on to another ecosystem. Lord knows you’ve got plenty of options. But continuously complaining about Apple is not only a waste of time, but a waste of space that MacRumors gives us as a courtesy.
Warren Buffet once described coca-cola as having a "moat around it" and that he prefers to invest in companies with a moat. In relation to Coke it was and is its brand, no one wants to drink a Shasta Cola. Other companies have different moats, amazon (scale), facebook (user base), Microsoft (office software standard), Intel (scale and technical expertise), Apple has brand, scale, expertise, and eco-system.
I do think they could improve the aesthetics of the iPhone. The Motorola Razr was the #1 selling flip phone by a wide margin. The only plausible explanation for that was its aesthetics. It's difficult to know how Apple could improve the aesthetics of the iPhone, the only thing that comes to my mind is to make it look more monolithic, so you can't tell where one material ends and another begins, perhaps that could be achieved with the texture of the materials but it's beyond my pay grade.
The second thing they need to work on is making the eco-system more desirable so that the $200 premium you pay every 1.6 years for an iPhone is less painful than using an android. The eco-system is composed of: apple stores (repairs, purchases, trade-ins), iCloud (your personal legacy in photography, imessages, apps etc.), security (apple's commitment to privacy, app quality standards, etc.), user base (for seamlessness in conveying files and messages to your friends), and software ease of use (this appears to be the most difficult thing for apple to do and it does seem as though it's missing some of the magic it was once so loved for).
Lastly Microsoft earns nearly half of its income from selling Microsoft Office, the other half is from cloud services. Compare that to everything Apple does and Microsoft's valuation is mind boggling. If Apple cared to monetize its massive user base or simply sell software they could make a lot more money. I applaud them for not doing it and it's nice to know that at least some of Jobs ideology is still ingrained in Tim's Apple.
I do think they could improve the aesthetics of the iPhone. The Motorola Razr was the #1 selling flip phone by a wide margin. The only plausible explanation for that was its aesthetics. It's difficult to know how Apple could improve the aesthetics of the iPhone, the only thing that comes to my mind is to make it look more monolithic, so you can't tell where one material ends and another begins, perhaps that could be achieved with the texture of the materials but it's beyond my pay grade.
The second thing they need to work on is making the eco-system more desirable so that the $200 premium you pay every 1.6 years for an iPhone is less painful than using an android. The eco-system is composed of: apple stores (repairs, purchases, trade-ins), iCloud (your personal legacy in photography, imessages, apps etc.), security (apple's commitment to privacy, app quality standards, etc.), user base (for seamlessness in conveying files and messages to your friends), and software ease of use (this appears to be the most difficult thing for apple to do and it does seem as though it's missing some of the magic it was once so loved for).
Lastly Microsoft earns nearly half of its income from selling Microsoft Office, the other half is from cloud services. Compare that to everything Apple does and Microsoft's valuation is mind boggling. If Apple cared to monetize its massive user base or simply sell software they could make a lot more money. I applaud them for not doing it and it's nice to know that at least some of Jobs ideology is still ingrained in Tim's Apple.
Last edited:
If Apple comes up with sub brand strategy with affordable iOS offerings it can pretty much rule the mobility space instead of packaging XR type at $800-$1100 brackets with more opportunities in services. That would seal Huawei brands fate
Soon enough The Macalope will be lumping us in with Bloomberg and Forbes as sites he likes to skewer for their silliness.
So you want to see just how much Apple is ripping you off? Interesting.I would like to see net profit as a field in that table.
Their margin reports tell me that already.
Mind you, since I find value in the products and services I purchase from them, I do not feel ripped-off.