This is why one should not totally buy in to the analysts sales nonsense. Tim reported that 16 sales outperformed 15 sales. This is the opposite of what was being reported by analysts. Apple Watch is more of a holiday gift, sales this quarter will be great.
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Apple's Q4 2024 Earnings Call Takeaways
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iPhone 16 sales above iPhone 15 sales. But I thought everyone was so underwhelmed by the 16 series?
/sarcasm
/sarcasm
No way. Macs are just a footnote in Apple's total. In fact, the tax they paid to EU was more than the total amount of Mac sales for the year. The profit from memory upgrades is a footnote on a footnote. Macs plus iPads combined are not even 10% of Apple sales.
Apple hasn't innovated anything since Steve was amongst us. Tim Apple should go as he's holding back the company from growth.
Oh yawn. Do you go out of your way to earn as little money as possible when negotiating your salary?
That’s why I bought a used Series 9 on eBay (with the blood oxygen sensor still enabled) instead of the new series 10. I’m not paying more for a device that does less. As somebody with sleep apnea, seeing low blood oxygen while I’m asleep could clue me in to an issue with my CPAP that I otherwise wouldn’t be aware of so I can get out ahead of it.
18.1 isn't very interesting. 18.2 is where things are starting to cook. But 18.3 and 18.4 are going to be a lot better once Siri if fully upgraded to be able to take action based on things on your display and remember a lot more about you and do tasks across multiple apps. For now I'm just constantly asking Siri to let me talk to chatGPT, lmao.
I believe the O2 sensor is only disabled in the US. A bought in Mexico 10 should work.
I know AVP is part of Wearables but not even a shout out? Even Apple seems to choose to ignore this failure so they don’t even have to talk about it.
It didn't go to the EU, it was tax that was underpaid in the Republic of Ireland, the Irish got a small boost to their coffers.
Software and services are cheap. Hardware is expensive.
So many companies are heading towards providing services and software. Especially subscription models. It’s where the money is at.
The only thing at the moment is that AI has bumped up the requirements for hardware and so Apple may make a fair amount of money persuading people to upgrade for Apple Intelligence.
They talked about the AVP multiple times during the call.
That’s not necessarily true. The company I work for does the same thing. They’d rather a higher price point on less volume because if they had to produce more the overhead in raw materials and labor go up. It’s not a 1:1 ratio. You end up having to sell a lot more of something at a lower price to achieve more revenue (or even the same).
have people not realised the cycle yet?
Apple releases new phone/device, analysts complain "not enough innovation", "poor sales", "reduced demand" and wait for the share price to fall ... so they can buy shares cheaper.
then data comes out, real data, and the share price rises. they make a tidy profit.
much of what passes as inside info is nothing more than market manipulation.
a stagnant market makes no money.
you have to have people selling, buying low and climbing back to make money (for some).
usually the suckers are the small investor spooked by "reports".
Apple releases new phone/device, analysts complain "not enough innovation", "poor sales", "reduced demand" and wait for the share price to fall ... so they can buy shares cheaper.
then data comes out, real data, and the share price rises. they make a tidy profit.
much of what passes as inside info is nothing more than market manipulation.
a stagnant market makes no money.
you have to have people selling, buying low and climbing back to make money (for some).
usually the suckers are the small investor spooked by "reports".
You're right. The free market means most Americans earn less and have less social services and a lower life expectancy than most first world nations. That's capitalism, but the US also has more millionaires than the entire population of Ireland so there is that. Just most Americans will never be anything close to that well off. That's sold to the great unwashed as freedom apparently, so they don't start asking for a better quality of life.
I doubt it. Signs point to Apple’s market share being largely saturated, meaning that lower prices may not meaningfully boost sales if people are not looking to upgrade anytime soon.
I believe that Apple’s strategy remains the correct one. Higher prices, more accessories and more services. You may not like it as a consumer (because it means you pay more), and the takeaway is that one does not run a successful business by giving consumers everything they want.
This has not been my experience as a business owner. Lower prices garner a wider customer base which leads to a larger adoption rate. I believe the reason more people do not own these devices is because they are priced beyond their reach, the sheer size of the second-hand market for apple products proves this point.
But do higher sales necessarily translate into more profits, bearing in mind that you are also making less per sale?
That’s the goal of any business owner, no? To find that sweet spot where price and demand intersect at a point that maximises profit, not just revenue.
