I ordered my X on 11/6 and received it on 11/21. My initial ETA was around mid-December. The X is amazing! I'm enjoying it immensely.
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iPhone X Shipping Estimates Improve to 1 to 2 Weeks in United States and Canada
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The one thing only that is not US first.
We get the sim free on the first day here in UK.
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It could be one or the other. Or neither.
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And here we are again. Of course demand is low
I would love to see you guys commenting when Apple reports it's last quarter profits.
I can imagine Tim laughing his head off if he read your comments.
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Sadly it will be just as much of a cluster%#?! as this thread because people don't seem to understand that units sold, revenue, and gross profit are three very different concepts.
Happens with every apple product these days. Apple TV 4K - was 4-5 weeks , and Apple TV is not a big seller....
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I would love to see you guys commenting when Apple reports it's last quarter profits.
I can imagine Tim laughing his head off if he read your comments.
Let's see.
He will either be laughing his head of at all the profits
Or
Crapping himself that he just messed with his main revenue stream and that people don't want to pay over £1k for a phone .
Or somewhere between these 2
Happens with every apple product these days. Apple TV 4K - was 4-5 weeks , and Apple TV is not a big seller....
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Let's see.
He will either be laughing his head of at all the profits
Or
Crapping himself that he just messed with his main revenue stream and that people don't want to pay over £1k for a phone .
Or somewhere between these 2
True. But something tells me it will be the first. Since no one really knows how much stock of iPhone X was available and how many units are sold, guys here can only speculate as they usually do best. And based on the history, at the end they usually are proven wrong. But lets wait and see, shall we?
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Yes, but iPhone's are the bread and butter for Apple. You can't compare it with Apple TV or Airpods for example. They had to make sure they have enough stock, it is their main source of revenue.
I didn't go to Wharton, but is it okay if I get it too?
Multiples are a prediction of future revenue and earnings growth. Make those grow fast and the multiples go up. Otherwise, not. Full stop. Pretty much the entire game.
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Sure you can. Did nobody ever camp out on the sidewalk to be one of the first to own the newest iPhone?
Errr, maybe you should have gone to Wharton.
Just kidding.The usual PE ratio that this dude brought up actually has nothing to do with future earnings, or with earnings growth, or with future revenue. (I'm not saying you said it did—just clarifying.) It's a 100% historical indicator. There are forward-looking PEs, but that's a different animal.
Aside from the historical vs forward looking thing, growth isn't a part of it. It's an absolute. (There's a separate metric (PEG) that is.) In fact, the only way growth works its way into PE ratios is indirectly: namely, to the extent growth expectations affect price.
(These prior two paragraphs are also the reason I was dismissive of PE ratios earlier. They suck.)
And that also is why it is NOT the case that what you said is true. Making earnings or revenue go "up" does not necessarily improve multiples. In fact, if those growth rates are lower than the ones "baked" into the price, the multiples can get worse.
Lastly, revenue can go up while net income (basically earnings, close enough) goes down. And vice versa.
I have a hunch you maybe know some of this. But I'm being pedantic for more casual readers so that they know there are LOTS of types of multiples, and there are thus different ways to spin the story depending upon which ones you use. It's not so cut and dried.
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My argument here is that Apple had to make sure it had enough supply for a product that is their main source of business. That is the iPhone, not Apple TV, not AirPods, or Macs.
The hell is wrong with all of you?
Today is November 22.
November 15: https://www.macrumors.com/2017/11/15/iphone-x-improved-shipping-united-states/
November 2: https://www.macrumors.com/2017/11/02/iphone-x-shipping-estimates-3-to-4-weeks-us/
So literally this article could have been entitled “Time has passed: Fight!”
Baa.
Today is November 22.
November 15: https://www.macrumors.com/2017/11/15/iphone-x-improved-shipping-united-states/
November 2: https://www.macrumors.com/2017/11/02/iphone-x-shipping-estimates-3-to-4-weeks-us/
So literally this article could have been entitled “Time has passed: Fight!”
Baa.
Hopefully this change will come to EU countries as well! Gonna try to reserve again tomorrow, and if I'm out of luck again, I'm gonna order it again. I mean, if it's 1-2 weeks delivery... that's not so much at all.
When has Apple actually lowered the price of a flagship product within its first year of launch or even in 6mths? Moreover even with currency conversion rates when Canadian dollar was higher than US dollar by 10-15 cents it still took Apple 3mths to make a price adjustment.
It would take a massive, even global scale effort for consumers not to purchase an iPhone X for at least 6mths for Apple to really take notice, make a price adjustment and then a public announcement of that. I’ll bet the Mac Mini gets fully updated in 1yr before the iPhone X drops in price. I pray I’m wrong but then again I need a new Mac.
Well, part of me wants it to do badly, so apple drops the price . Win win for us, unless you have stock.
Yup. It's their bread and butter, the iPhone that is. Still there should be no reason Apple cannot make more apple TVs for launch, im not comparing iPhone to Apple TV, just using it as an example where supply is constrained when not an iPhone.
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Hopefully this change will come to EU countries as well! Gonna try to reserve again tomorrow, and if I'm out of luck again, I'm gonna order it again. I mean, if it's 1-2 weeks delivery... that's not so much at all.
You will get one before xmas
probably 1st week December . I see them also popping up daily at retail stores
Literally with the first iPhone in 2007. $200 2 months later.
Well, here in the Netherlands it's a bit... how should I put it.. There's just not so much stock around. Of the three Apple Stores here only one currently actually has the iPhone X available. But not even every single day. At least, not from what I've seen on the reserve and pick-up page over the last days. This morning only the 256 GB Silver was available and I'm actually aiming for the 64 GB Silver. Yesterday there was only the 64 GB Space Gray. At the other hand, last Friday basically all models were available to reserve, but I still had my order online so simply couldn't reserve at the time.You will get one before xmas
Anyway, we'll see. Worst case scenario I'll end up ordering one and I might receive it indeed the first week of December or something. Wouldn't mind so much I guess. As long as I have it before Christmas. xD
Ha ha, say no more. It kind of shows that people who speculate about low demand are generally the ones who want iPhone X to do badly
I knew it. Ok, not a fan of the price but I knew that paying that much I would get top quality device. So far quite happy with my purchase. Apple is not about cheap products. There are plenty companies out there that do decent products for half the price. You decide what you want, no one is forced to purchase anything.
Before we scream low demand, what is the general trend of availability for phones post-launch? i.e. how quickly do they tend to go from sold out/4-6 weeks to a more normal 1-2 week availability? Its possible the launch ramp up was simply delayed due to the rumoured yield issues, which influenced the later launch date, but the actual availability is relatively normal compared to other phones.
I would expect this launch not to follow trends exactly, because you have a couple of additional variables.
- New design which should normally increase demand a lot
- high price, which should naturally dampen some of that demand
- launch of 8/8+ a month earlier which will have taken some of the money out of the market for iPhone X
I would expect this launch not to follow trends exactly, because you have a couple of additional variables.
- New design which should normally increase demand a lot
- high price, which should naturally dampen some of that demand
- launch of 8/8+ a month earlier which will have taken some of the money out of the market for iPhone X
Ha ha, say no more. It kind of shows that people who speculate about low demand are generally the ones who want iPhone X to do badly
Ok, not a fan of the price but I knew that paying that much I would get top quality device. So far quite happy with my purchase. Apple is not about cheap products. There are plenty companies out there that do decent products for half the price. You decide what you want, no one is forced to purchase anything.
I can only speculate on demand, the significant price hike in both phone and AC is only a factor.
Saying that, it's about value , for me Apple has always been good value for money , as products lasted a long time and support is fantastic .
That's all changing under Cook, i updated yearly, and don't see the value at £1350 each year, more concerning is the Mac line moving to disposable computers you can't repair, the iMac pro is awful value long term. I still have machines from 2005 onwards that were all repaired and keep going - value .
If one bases their life around a phone , iPhone x is great value , and that more and more common.
Though I must say, a £1k phone is not good for anyone, like when nvidia unleashed the £1k titan, it sold, result, everyone's cards went up the following year. The iPhone x being a hit (if it is ) will not benefit anyone of us. Just moves the price bar up for everyone .
What a silly comparison: computer vs a phone. Again weak argument. Please don’t bore me.
As long as shipping times improve for pre-existing orders, unless there are a lot of people cancelling existing orders, production rates improve faster than Apple predicted.
Even though I am happy with the iPhone X, I would want it to be cheaper (who doesn't?) but I believe the next generation of X will be cheaper, when there will be a plus version also.
But as you may have noticed, Google and Samsung have started to follow same trend. Their devices are not much cheaper really. One would think, as technology advances, this stuff would become cheaper. But it the opposite. Because smartphone is not really just a phone now, it is a powerful computer in a palm of your hand, also a digital camera, also a game/video/music player/GPS navigator device and what not actually. For all these features you had to purchase different devices separately just over a decade ago. You would argue that same stuff done on a £1000 phone can easy get done on a £500 device, which is more or less true but personally I am on a group of people who look at a range of factors before making decision to buy a product, and not just the actual price.
Pre-ordered from Apple on 10/27, ship window given was 12/2-12/9, still order in progress and no improvement.
What good does improved lead times do for new orders when they still have orders placed on 10/27 that they haven't fulfilled? Disappointing.
What good does improved lead times do for new orders when they still have orders placed on 10/27 that they haven't fulfilled? Disappointing.