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When iPhone goes out of fashion, Apple drops back to being small company.
That would be great as it would force Apple to go back to innovate new products.
 
My concern with this, is a huge portion of what is keeping Apple going, is only the iPhone. Granted IMO it's the best mobile phone in the market, all things being equal, it will soon meet it's end. All things are like that. Even I as an Apple device lover can grasp this.

Question is, what is Apple going to do to diversify it's products?

Does anyone say, "Ford is too concentrated in cars," or "Exxon Mobil is too heavy into petroleum?" Nearly every piece of hardware Apple produces is a computer. After that, it's just a matter of form factor. We could just as easily be talking about motor vehicles; scooter, motorcycle, coupe, family sedan, SUV, light truck, heavy truck... The product mix varies over time, but they all have engines and wheels.

Yeah, everyone's thinking, "Look what happened to the flip phone..." - what happened is that the telephone got redefined into a computing-and-communications device. The revolution wasn't "a thin rectangle with a touch screen," it was that computing and the internet went from the desktop and briefcase to everyplace. That's not a flash in the pan, that's a epochal shift. That kind of change doesn't last days or weeks, it last decades or more.

We can't predict whether or when the iPhone-style smart phone will be redefined - how long did it take the rotary dial telephone to be redefined? (Touch-tone didn't redefine, it took cordless phones to really end things.) But the market will no doubt treat today as the last good day for Apple... year after year after year. It's about the only consistently successful company I can think of that is treated with this kind of pessimism. Any other company, and we'd be worried about "irrational exuberance" and P/E ratios double and triple of what we see here.

Complacency is probably the biggest danger any company in Apple's position can face. If there's any complacency, it's pretty hard to find.
 
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Tim Cook prevails over the Haters...

Time to let go of the incessant frequent references to Jobs.

It's Tim's Apple Now, his numbers speak for themselves.

I'm happy for Mr. Cook
Nope. Tim's Apple is still milking on Job's heritage. No matter who would be CEO iPhone would still sell.

Time will tell will there ever be Tim's Apple.
 
i am not a share holder or anything but isnt it kinda scary how a company relies so much on the success of one product? iPad sales are dropping for example. inagine the smartphone bubble bursting
 
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Yeah, everyone's thinking, "Look what happened to the flip phone..." - what happened is that the telephone got redefined into a computing-and-communications device. The revolution wasn't "a thin rectangle with a touch screen," it was that computing and the internet went from the desktop and briefcase to everyplace. That's not a flash in the pan, that's a epochal shift. That kind of change doesn't last days or weeks, it last decades or more.
It's not about if ppl will stop using handheld computers, but what brand/price range they use. Android market share is 80% and most of that is in hands of kids/teens. When they grow up they will not change to iOS. Eventually we "elder" iOS users just die off ;)
 
i am not a share holder or anything but isnt it kinda scary how a company relies so much on the success of one product? iPad sales are dropping for example. inagine the smartphone bubble bursting

There would be a lot more companies in trouble if the smartphone bubble burst.

At least Apple has mountains of cash to stay afloat until the next big thing comes along.

Some companies make ZERO dollars now... so you know they don't have a rainy-day fund if things take a turn for the worst.
 
It's not about if ppl will stop using handheld computers, but what brand/price range they use. Android market share is 80% and most of that is in hands of kids/teens. When they grow up they will not change to iOS. Eventually we "elder" iOS users just die off ;)

How do you know?

iOS is a great platform. Just because more Android phones get sold percentage-wise... doesn't mean iPhones are rubbish.

We could say the same thing about computers. Windows PCs have outsold Macs since... well... forever. Yet more people are using Macs today than have ever before. There are obviously new people trying iOS and OSX every day.

And yes... 80 out of 100 smartphones sold today are running some version of Android.

But 40 of those 80 are $50 dumpster phones sold in China and India.

Don't get caught up in the percentages. Apple knows exactly what market they are focusing on.

Apple sells iOS phones and Macintosh computers. Everyone else can peddle Android phones and Windows computers.
 
When iPhone goes out of fashion, Apple drops back to being small company.
That would be great as it would force Apple to go back to innovate new products.

As it is, Apple is still a $75-$80 billion a year company without the iPhone.

When Steve Jobs was so sick that he had to step down, Apple was a $50 billion company with a young iPhone.
 
How do you know?

iOS is a great platform. Just because more Android phones get sold percentage-wise... doesn't mean iPhones are rubbish.
Well, that's like, your opinion.

I have been Mac OS user since 1999 and iOS user since iPhone 3G. I can't say iOS is great platform in 2015. I said that five years ago. Five years later it's more or less the same it was five years ago. Technology has advanced since.

I'm in iOS ecosystem as i have invested lot of money to iOS apps. Not gonna change soon. Same goes for Android users. On tablet i might change platform. iPad Pro was huge disapointment as the same time new MS Surface runs full blown audio production apps like Bitwig. iPad pro is just bigger screen iOS device with same very limited apps. Not Pro enough for my Pro use.

It goes more or less like this: Me and my parents have iPhones and my 15 y younger brother has Android. That's the generation gap. I work in company that has few million teen users. iOS is really small fraction of users vs Android. In computers it's even wider: 2% MacOS vs 98% Windows.
 
and we get 5400RPM hard drive on iMac.

5.7m Macs sold, if you took that to be ~75% iMac share, that's approx 4m. 512GB SSD at ~£100 (which Is what I reckon Apple could get them for - possibly WAY less) x 4m = £400,000,000. If Apple kept the iMacs at the same price, swapped out the 5400s for SSDs, on an $11Bn profit, £400m is a drop in the ocean. Would mean more happy customers and more Macs sold. It's ridiculous!
 
How do you know?

iOS is a great platform. Just because more Android phones get sold percentage-wise... doesn't mean iPhones are rubbish.

We could say the same thing about computers. Windows PCs have outsold Macs since... well... forever. Yet more people are using Macs today than have ever before. There are obviously new people trying iOS and OSX every day.

And yes... 80 out of 100 smartphones sold today are running some version of Android.

But 40 of those 80 are $50 dumpster phones sold in China and India.

Don't get caught up in the percentages. Apple knows exactly what market they are focusing on.

Apple sells iOS phones and Macintosh computers. Everyone else can peddle Android phones and Windows computers.

"But Apple charges so much for iPhones and only has 20% overall marketshare, it's a monopoly!"
"It's not important for Android OEMs to make profits."
-Every retarded Android fanboy ever
 
Google's cloud business is growing and is competing with AWS. Google is much more diversified than Apple.
Huh? According to Google's own financials, advertising is still 90% of revenues. How is that being "much more diversified than Apple"?



iPhone as a percentage of total Apple revenue has actually shrunk.
 
We can't predict whether or when the iPhone-style smart phone will be redefined - how long did it take the rotary dial telephone to be redefined? (Touch-tone didn't redefine, it took cordless phones to really end things.) But the market will no doubt treat today as the last good day for Apple... year after year after year. It's about the only consistently successful company I can think of that is treated with this kind of pessimism. Any other company, and we'd be worried about "irrational exuberance" and P/E ratios double and triple of what we see here.

Exactly this. Apple's YOY revenue growth of over $50B was greater than the FULL YEAR revenue of 90% of the Fortune 500. In FY 2015 Apple's PROFIT of $53B was equal to Google's REVENUE for the first 9 months of this year. They have over $200B in cash. Yet Wall Street treats Apple like it's one slower growth quarter away from extinction. As long as that sentiment continues to exist the stock will do nothing.
 
Volkswagen who are being sued and are going to shell out billions in fines, have their share prices jump up 4% !!

Apple which has announced record profits, have their share value decline !!

So how does this work?
 
There will always be a certain niche for Apple products primarily because Apple offers something different than all the other vendors.

Windows PCs have traditionally been cheaper than Macs... yet Macs are still a good business for Apple to be in.

It doesn't matter if HP launches some new Pavilion laptop for $299... or any of the other dozen PC vendors. Mac users want MacOS and Apple is the only company who deliver it.

PCs are cheaper and are sold in more volume... but Apple still sells more than enough Macs.

Same for smartphones. You can buy a cheap yet good Android phone from 1,000 different vendors. But if you want iOS on your phone... it's only made by Apple.

Thus... Android phones sell in more volume... but the iPhone is (obviously) still a good business to be in.

To your point... I think those good $200 Android phones will cause more damage to the $600 Android phones.... not iPhones.

In fact... we're kinda seeing that already with Samsung's falling sales. Like I said... there are 1,000 vendors selling a product called "Android Phone" so the competition is fierce and prices are dropping rapidly.

Yet Apple is the only company selling iPhones so they basically have their own market.
So to summarize, the real star is iOS not iPhone.
 
Volkswagen who are being sued and are going to shell out billions in fines, have their share prices jump up 4% !!

Apple which has announced record profits, have their share value decline !!

So how does this work?
Whole market is in a decline, sometimes even record profits can't make your stock jump.
 
Impressive set of results for sure. Higher than I expected for an 'S' year. The Chinese economy might be a problem though.
 
Exactly this. Apple's YOY revenue growth of over $50B was greater than the FULL YEAR revenue of 90% of the Fortune 500. In FY 2015 Apple's PROFIT of $53B was equal to Google's REVENUE for the first 9 months of this year. They have over $200B in cash. Yet Wall Street treats Apple like it's one slower growth quarter away from extinction. As long as that sentiment continues to exist the stock will do nothing.

Wall Street's expectations are just too aggressive. They want the explosive growth we've seen over the past 5 years all the time. When in reality... Apple continues to grow iPhone sales and in the mean time, other services are slowly gaining meaning and possible significance.
 
Wow loads of money - and they won't even put a HDMI cable in the box :rolleyes:

That's how they keep their money. Lol.


So funny watching the haters hate on the these results. Keep it going lads, always gives me a chuckle

It's not really hate. It's asking the hard questions. Living in a world, oblivious of the future is never good for a company. If we can see it, they surely can and so can the investors. I love Apple, I love their products and own quite a few. iPhone 6S Plus, every phone up to that. Also the new ATV. rMBP 2015, so on so forth. Doesn't mean I can't point out their flaws.

They like all corporations make these billions by not paying taxes. You know, the taxes you have to pay when you buy their stuff, they can funnel all that money made on you so they don't have to pay taxes on it. Seems a bit wrong don't you think? Hell, I would probably do the same but in reality, the company you know and love is here for one thing and one thing only, make as much money off of you as they can. So don't think for a second that your love for them is equal by any means.
 
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So, the watch is in the other category I assume. If so, take phone sales or iPad sales and compare the numbers to get a better estimate of watch sales. It wont give you the real number because other items (accessories maybe) are in the other category but it will give you a top number.

Presumably iPod sales are also now bundled into 'Other'. Take iPod sales from the previous quarter, decrease them a bit more, then subtract that figure from the 'Other' sales. Then you have an idea about the revenue from the watch and accessories.
 
Btw, for everyone fretting over Apple being all about iPhone, iPhone as a proportion of revenue has shrunk for three successive quarters, and is substantially down from last year.

It (i.e. iPhone revenue as a portion of total revenue) has declined for the last couple of quarters, having peaked at over 69% in the March quarter. But it is up significantly YoY - from 56.2% in last year's September quarter to 62.5% in this year's. And we typically see a significant jump going from the September to the December quarter, So it's likely to be higher next quarter, especially considering that all but the first 2 days worth of iPhone 6S and 6S Plus sales will be counted then.
 
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