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Some iPhone XR Models Start Selling Out
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Based on there being stock in the UK store <2 days after it went on sale for PRE ORDER?
You guys aren’t paying attention. Apple already tested higher prices last year with the iPhone X and it was a smash success, proven in the numbers.
Let’s wait until we see the numbers Feb 1 before we start saying Apple made their phones unaffordable. NOTHING we’ve seen so far indicates Apple has made any judgement errors on the iPhone. They are totally winning.
Well the latest update is 33 hours after pre order, they are still available for first day delivery / preorder.
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Well that holds true for iPhone Xs and Xs Max. The same couldn't be said for Xr, some are not entirely sure yet. Given most of the iPhone Xr are pushing into carriers, I am a little suspicious if Apple is giving better discount for Xr to Carrier than usual, so they get more customer signing long term contract.
I think the Xr is going to be a big hit. People throw shade at it's screen that has the same ppi as ip 6,7,8. The market is the people who will be happy to have the same ppi in a larger size and are wanting to upgrade. So in the high millions of people who are totally happy with their phone and cannot or will not spend the difference for a prosumer model Xs, or Xs Max. I have had my Xs for one week. I was also shamed by my millennial nieces and nephews for spending that kind of money on a phone. I told them Apple was making a cheaper version for 750, they were all excited. That 250 means a lot to some people. We who are fortunate enough to not have to worry about that get caught up in the specs and tech. This is not how most people purchase a phone. The go in they will see the 999 price point and see that they can get a good deal of the tech for 750 and that is a vast improvement from what they came from. No brainier. There are two levels of Apple Watch, MacBook, iMac and iPad, It just makes sense now that they have done this with iPhone.
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I don't understand how Apple is setting their iPhone lineup schema, given how well iOS 12 is optimized (iOS should've never gotten to the point where it was so unoptimized), and the overlapping price bands for different capacities (one of the dominant differentiating factors). We have 17 base options, excluding finishes (cf. attached screenshot for Canadian pricing). They should have removed the 7/7+, used 64-256GB for the iPhone 8 lineup, and dropped all of the bands around 15% or so.
Maybe I'm a little irked that most of the heralded interface nuances that have emerged on the iPhone X or extremely similar variations thereof (eg. swiping up to close apps, accessing lateral tray, keyboard swipe caret navigation, and hard etc.) were available 5 years ago on iPhone through jailbreaking, and are now only accessible officially at premium+ pricing.
I work in IT and a lot of die-hard Android friends and coworkers see value in what Apple delivers, but I find myself joining them the last few years baffled and grimacing at these inconsistencies. A general polling of my Apple-embedded friends and coworkers shows a consistent impression that Apple has been testing the boundaries of how ingratiated they are towards the brand. I'm not sure that's where a brand ought to be positioning itself in its users' mindsets; like politics, consumer resentment can build and reactionary purchasing trends can and do reflect that longitudinally.
Maybe I'm a little irked that most of the heralded interface nuances that have emerged on the iPhone X or extremely similar variations thereof (eg. swiping up to close apps, accessing lateral tray, keyboard swipe caret navigation, and hard etc.) were available 5 years ago on iPhone through jailbreaking, and are now only accessible officially at premium+ pricing.
I work in IT and a lot of die-hard Android friends and coworkers see value in what Apple delivers, but I find myself joining them the last few years baffled and grimacing at these inconsistencies. A general polling of my Apple-embedded friends and coworkers shows a consistent impression that Apple has been testing the boundaries of how ingratiated they are towards the brand. I'm not sure that's where a brand ought to be positioning itself in its users' mindsets; like politics, consumer resentment can build and reactionary purchasing trends can and do reflect that longitudinally.
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How do you think they're going to get new customers? The market is saturated, and Apple doubled down on absolutely ridiculous prices. Apple had their "revolutionary" new phone last year with less insane pricing, and sales went down anyways. They made up for it on high profits per phone. This year, it's the same phone as last year and the prices are more insane than ever - I don't think profits per phone are going to make up for it.
Also, where do you get 340 million phones due for upgrades from? People aren't that interested in upgrading - there's no compelling features, and once they see the prices, they'll nope right out of there.
$50B in services in no way justifies a $1.5T market capitalization.
Why do Apple need to grow unit sales if they can grow Asp? iPhone Revenue= Units x ASP. Apple can grow revenue by either growing unit sales or growing ASP and they choose to grow ASP. Android and iOS are duopoly in mobile OS and there are only a small % of folks willing to move between iOS and Android. I estimated that it will take me 60-80 hours of my time to move all my stuff to Android and I am not interested in doing so. Plenty of folks are in my boat. If iPhone is not good enough, I won’t upgrade (I have an 8+ and not upgrade this year). Apple is running the iPhone business as a near monoploly for IOS space. Even if Apple cut IPhone price by 15%, they won’t increase sales by 15% or more, so what is the point of reducing IPhone price? Forbes has an article on the breakdown of current active iPhone model, 14% or so current iOS users are on IPhone 6 and 6+ in US, 28% current iOS users are on 7 and 7+, 18% of current IOS users are on 6S and 6S+, 4-5% of current iOS users ar on 4,4s, 5, 5s and 5c combined. This is the US breakdown. The rest of the world have a different mix of older iPhones. Those are the potential buyers for this year’s line up of 7/7+, 8/8+, XR, XS and XS max. This year, a lot of US XR sales go through the carriers. Carriers are running promotion (ATT is buy one get one free but only if you order it through ATT NEXT) and the promotion will give XR sales a big boost.. I am in the camp thinking that Apple build a very big inventory of XR this year.. we will know more after 1st week sales through the XR activation number.
Two weeks after launch, XS Max captured 1.5% of US total iPhone population, XS capture 1.1%, x on the other hand captured 1.8% of all iPhone population. Remember the total number of iPhone grow year over year (even though slowly).. So the first two weeks iPhone X’s and XS max sales > x. The real question this season is whether iPhone XR sales > iPhone 8 + 8+ last year.. google these 2 articles and it should give us some insight as to the Apple’s strategy ..
The headline with the first 2 weeks activation number is
iPhone XS, XS Max Adoption Lags in First Weeks, as iOS 12 Takes Off
The headline of the article with market share info is
‘Apple's New iPhone XS, XS Max Driving 45% More Market Share Than Last Year's Models”
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What is wrong with apples lineup? They have a price point and performance point and form factor for almost everybody. (SE form factor though is gone) People buy TVs and todays' lineup is a confusing morass of options. People shouldn't have an issue deciding their iphone cost and performance price point.
Since 64 bit ios on the 5s, ios has been fairly consistent. The issue I see is the iphone 6 should have been released with more memory. Otherwise most people I know have not had issues with the "unoptimization".
If apple has ingratiated some people, it really has not shown in their financials. With hundreds of millions of customers, apple will not please 100% of their customers no matter what they do. As far as the mores (politics) of the the company and Tim Cook it's a refreshing change for a company.
I'll continue to buy apple products as long as I see a value in them and the company is one I want to continue to do business with. When I buy their products, I don't care about gross margin, revenues, profits, etc. I care about the value I get for the dollar.
There are too many opinions you have that you state as absolute fact to bother refuting any of them. The tone of your post doesn't make it sound like it would be a worthwhile debate. We can agree to disagree.
His points are actually pretty much in line with what stratechery and Aboveavalon conclude, if you are subscribed to either or both of them. In a nutshell, as Apple’s user growth stagnates, they will rely increasingly on higher ASPs and more hardware to drive profits. And expect a lot of iPhone sales this year to go to upgraders (which kinda offsets the lower number of new users entering the Apple ecosystem).
There are numbers to back them (mostly multi-year trend analysis), but again, they are basically extrapolations, so it ultimately becomes “you say, I say” and there’s really no way to ascertain their accuracy until Apple next announces earnings.
Granted, analysts too are human and they may well end up being wrong. Just pointing out that he isn’t shooting off the hip so much as you think he is. There is actually hard data backing up his claims (regardless of whether he is aware of them or otherwise).
As you say you can always find opposing lines like Kuo and Ives and others that think Apple has a few products coming in the next few years that could be their next game changer like the iPhone. I don't think Apple hasn't thought of market saturation or stagnation. TC has been to business class 101 and is aware of these things.
Nobody knows what will happen in the next few years but I have a pretty strong feeling that Apple is going to crush it this year. I have increased my position in them again after thinking about it so at least I put my money where my mouth is.
If people are so sure Apple is doomed it would be a great time to short it especially since it is near it's historical high.
Nobody knows what will happen in the next few years but I have a pretty strong feeling that Apple is going to crush it this year. I have increased my position in them again after thinking about it so at least I put my money where my mouth is.
If people are so sure Apple is doomed it would be a great time to short it especially since it is near it's historical high.
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As expected, the New Zealand models are all available for October 26.
That's because in NZ the XR is outrageously overpriced. $1500 for 128GB version. While at the same time Spark is offering a 128gb Note 9 for $1400....
The only way Apple will get new customers is if they take them from the android market and the only way they are going to do that is by providing a SD card slot.
The mobile phone market is saturated. There are people who do not want mobile phones and will never have them. It does not matter what Apple tries to do, they will never get these customers, neither will Android. The only way Apple can get new customers is to steal them from Android but Apple has not provided anything of value that will tempt Android customers to switch to Apple.
The mobile phone market is saturated. There are people who do not want mobile phones and will never have them. It does not matter what Apple tries to do, they will never get these customers, neither will Android. The only way Apple can get new customers is to steal them from Android but Apple has not provided anything of value that will tempt Android customers to switch to Apple.
iPhone unit sales were up 1% y/y. Revenue was up big.
$50B in services and $150B in iPhone revenue, plus all their other hardware sales like Mac, iPad, Watch, AirPods, etc. the $50B in services revenue is valued FAR more than the hardware revenue.
The buyback alone is a huge driver. They are buying back 10% of the company this year, or $100B in shares.
They don’t really need “new” iPhone customers. Apple is leveraging their pricing power on the 1.3B active iPhones and its working.
The current valuation is still very cheap. This company makes $60B/yr and buys back $20B in shares/quarter. Even at only 20 times earnings, that’s a $1.2T valuation and doesn’t even consider the $140B in net cash, buyback, or revenue /earnings growth...
You want to question valuation, look at AMZN, NFLX, MSFT, CRM...
MSFT trades at double the valuation of AAPL.
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In Canada first xr to slip is the 128gb red. Sunday at ~5pm PST. Although that’s just online. You can still pick that model up in most stores.
True, but from the perspective of a typical consumer, the devices are almost identical apart from price and colours.
I'd expected the XR to sell well, but as with the XS there seems to be less demand than Apple anticipated.
Xs - premium model with bells & whistles
Xr - mass market model
What's so hard to understand about that?
The online ordering has also been much smoother for the XS and XR launches than previous ones. This is a second indicator of lower launch day demand (assuming they haven't upgraded their servers, of course).
correct
That would be illogical thinking.
Fans of a company do not always buy the most expensive product.
People with more money are more likely to pay the extra
sure but but I might have a passion for Ferrari, doesn't mean I will go out and buy one tomorrow
Personally I find that the wrong way to look at it.
Most products that are cheaper outsell products that are more expensive. Its a simple fact of life.
Sounds like an oxymoron to me.
Not related to you and totally unrelated to the above, but I remember a post a week back where someone was posting in image of the Pixel 3 chin/forehead saying things like fugly etc then that got me to thinking that the iPhone 8 is still for sale.
Some people think strange things[/QUOTE]
Yeah, I don't see so much difference between phones to really call one ugly and another beautiful.
I think the 8 will stay out there for sale for folks who want the home button and Touch ID instead of Face ID. It is a leap for folks used to the iOS UX to leave the home button and get into swiping.
I'm just talking in general about passion leading to purchases. But the more passion for something you have, the more likely you are to find room in your budget. Though obviously, the size of the budget is the most significant. My buddy who drives sports cars went from a Coupe Benz (which I took over the third year of lease from him), to a Porsche, to a better Porsche, to a Maserati over the course of less than a decade. He is wealthy, but also passionate about fast cars. I still own the Benz 10 years later. But I have little passion for fast cars.
Anyway, I think it is more passion that gets you to pre-order a smartphone, not really wealth. Though I'm saying that more from a U.S. base of economics where the middle class can afford the latest smartphone.
It’s never worked out before when apple tried with 5C. There’s that. You should always be err on the cautious side when history suggests otherwise.
One would think apple knew better. The idea of a new midtier or entry phone didn’t work for them. But they did change the rules by introducing a super premium tier. Can it work now if the savings is a bit more? I’m not convinced. People who want cheap will either not upgrade or buy the cheapest which is iPhone 7. People who want to spend more will get the XS.
The colors are irrelevant. Most use cases and don’t care. 5C already proved the color game won’t work.
Hopefully the XR is a failure. History says it will be.