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Let's get real...

o Product Strategy: F
o Product Pipeline/R&D: F
o Operations: C+
o Marketing/Storytelling: C-
o Culture: F
o Public Face: D

He has been constantly dividing and antagonizing long-time customers. The honeymoon is over, the iPhone market is saturated, and he is chopping out old faves while focusing on vaporware.

Overall grade : D

It really won't take much effort to improve over what he has(n't) done in the last year or three.
 
Let's get real...

o Product Strategy: F
o Product Pipeline/R&D: F
o Operations: C+
o Marketing/Storytelling: C-
o Culture: F
o Public Face: D

He has been constantly dividing and antagonizing long-time customers. The honeymoon is over, the iPhone market is saturated, and he is chopping out old faves while focusing on vaporware.

Overall grade : D

It really won't take much effort to improve over what he has(n't) done in the last year or three.

Agree with this except I'm giving a C for operations. A C+ in Operations would need R&D to be a D- IMO.

Tim needs to go. :apple:
 
Product Strategy: A-
Product Pipeline/R&D: A

Based on what??? Its a complete secret..........if it exists.

In my opinion he get a healthy pass, though that is cause he keeps bringing in the profits, so financials should be A for milking the existing product line and maximising profits.

Though to give him an A- and A for words.......please.

I would give him a C for product strategy. Not only are products not being updated, the Apple eco-system is not as linear as it has been in the past (lightning vs USB-C). I really think that future macbook pros will have a lightning port unless they ditch it completely for wireless.

Plus, siri gets an F.
 
That kind of logic is not welcome here, where everything Apple or Tim Cook do is a "bad move" and "idiotic". Anything good they accidentally stumble upon is a "leftover from the Steve Jobs era".

Perhaps, but no one can deny this lineup is bull****, it has been for a LONG time, and the MBP below is no help, either (for those that used the previous model's features):

upload_2017-1-20_13-59-20.png


But no, Timmy wants us to use a crippled-ass iPad instead. F that guy and what he's done to my favorite computer (yes, computer) company.
 

In attempt to add a bit of relative context to this subjective grading:

• Product Strategy: A-
• Product Pipeline/R&D: A
• Operations: B-
• Marketing/Storytelling: C+
• Culture: B+
• Public Face: A+
• Financials: B


:apple: marketing team needs a shake-up.

Their interference impacted Mac sales last year:
Axed the 2nd macbook USB-C port, opted for a rose gold option instead, and forced MBP out before it was ready.
 
I remember a lot of MR articles about Apple's crazy high R&D spending lately. The increase was mostly due to the R&D of the Project Titan. Now that Project Titan has been shelved, I wonder if the R&D spending will decrease.

Imo R&D is very important for a company like to stay relevant, but too much spending with nothing to show for it is not a good thing. This is what happened to Kodak.

True...
- R&D Spend does not equal R&D Efficiency (rumor has it that the original iPhone cost only $150M of R&D)
- as of a several years ago, MS, Samsung, RIM, Nokia all had larger R&D/Revenue ratios than Apple
- Apple had a rather low R&D/Revenue ratio (meaning they didn't spend much compared to how much money they brought in).

> The increase was mostly due to the R&D of the Project Titan.

yes, the writer does go on to make the same conjecture.. pointing out Titan could have been the reason:

AppleRD2.png


.
 
A- for product strategy,

Explain yourself,

A+ for public face, really???

'AirPods (that are repeatedly back ordered because supply is super weak) are a runaway success'

Pffft, puff piece report card,
That's how Apple has changed along with the rest of the world CEO s tbere now just greedy Bs it Ps everybody off to have that much wealth e ven as he doesn't deserve it , Apple has now become like the rest of the business put out crap after crap and the mugs will buy it , tbere software iOS has being plagued with bugs sadly not from the one time smartest and reliable co it once was
 
Yet again putting words in my mouth.

I'm not saying they aren't great. I too own a pair and swear by them already. On their own but especially compared to that clunky adapter situation.

BUT that's beside the point: They aren't available for people to buy largely.

I give up on explaining simple non nuanced statements.

Good, because I think we explained to you why AirPods are not available in large quantities, nor were iPhones 7 or for that matter even the 2016 MBP, but you don't WANT to understand.

I work in manufacturing and have been in sales forecasting, production planning , product development etc. for over 50 years (Yes, I am old)

Apple for sure forecasted some quantity. (In this case easy to do as there were no color options, memory configuration, just one version)

Say they placed orders for 1 million pieces (incl. components from sub-suppliers) and the assembly plant estimated that on a 24/7 basis they can make 50,000 a day, that's already 20 days. (Put in whatever numbers you like)

And, it assumes all sub-components are perfect to use and arrive on time pre-certified.

During assembly start up (or since release testing of samples), it turns out that ONE (all it takes) component is not in spec, needs to be tested, sorted or worse case scenario replaced.

There go your 50,000 a day, plus every day you don't produce you are behind another 50,000, so by the time the missing components finally arrive you are well behind and still can only make 50,000 a day.
Now it still takes the 20 days from that time and no capacity left for additional orders. Everything (shipping) gets pushed out accordingly.

In the meantime sales has additional pre-order numbers or maybe they even had immediate numbers telling the factory we have to get to producing 100,000 a day.

You think the manufacturers of all components now can just open their desk drawers and have those additional components handy?

There is also a fine line of forecasting and figuring out when orders return to normal volumes. Why would a factory set up for a spike of say 5 million, then the orders go to a normal of 2 million and the workers go twiddling their thumbs or they have to let go of people or reassign them.

If you are really interested, this is only a quick glance of what is going on in production and it is way more complex than that.

Apple has been making millions of pieces of products for many years , so to insinuate that they don't know what they are doing because a new item isn't shipped in quantity immediately after release ignores any production realities.

Why would anyone even assume Apple wouldn't want to ship trillions of anything if that was possible?

So, as another poster already mentioned, they solved their production problems , made and shipped what they could yield at the time and are/will be catching up until production and sales go to normal conditions.
 
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A- for product strategy,

Explain yourself,

A+ for public face, really???

'AirPods (that are repeatedly back ordered because supply is super weak) are a runaway success'

Pffft, puff piece report card,
Internet armchair calls BS on report card.

Asset manager increases Apple stock holdings to $38 billion.

I think i'll trust the latter.
 
Good, because I think we explained to you why AirPods are not available in large quantities, nor were iPhones 7 or for that matter even the 2016 MBP, but you don't WANT to understand.

I work in manufacturing and have been in sales forecasting, production planning , product development etc. for over 50 years (Yes, I am old)

Apple for sure forecasted some quantity. (In this case easy to do as there were no color options, memory configuration, just one version)

Say they placed orders for 1 million pieces (incl. components from sub-suppliers) and the assembly plant estimated that on a 24/7 basis they can make 50,000 a day, that's already 20 days. (Put in whatever numbers you like)

And, it assumes all sub-components are perfect to use and arrive on time pre-certified.

During assembly start up (or since release testing of samples), it turns out that ONE (all it takes) component is not in spec, needs to be tested, sorted or worse case scenario replaced.

There go your 50,000 a day, plus every day you don't produce you are behind another 50,000, so by the time the missing components finally arrive you are well behind and still can only make 50,000 a day.
Now it still takes the 20 days from that time and no capacity left for additional orders. Everything (shipping) gets pushed out accordingly.

In the meantime sales has additional pre-order numbers or maybe they even had immediate numbers telling the factory we have to get to producing 100,000 a day.

You think the manufacturers of all components now can just open their desk drawers and have those additional components handy?

There is also a fine line of forecasting and figuring out when orders return to normal volumes. Why would a factory set up for a spike of say 5 million, then the orders go to a normal of 2 million and the workers go twiddling their thumbs or they have to let go of people or reassign them.

If you are really interested, this is only a quick glance of what is going on in production and it is way more complex than that.

Apple has been making millions of pieces of products for many years , so to insinuate that they don't know what they are doing because a new item isn't shipped in quantity immediately after release ignores any production realities.

Why would anyone even assume Apple wouldn't want to ship trillions of anything if that was possible?

So, as another poster already mentioned, they solved their production problems , made and shipped what they could yield at the time and are/will be catching up until production and sales go to normal conditions.

That was an unnecessary lengthy read, I'm not debating the reasons for delays.

No matter the reason, the reality is there are/were delays, and Apple released a product that benefits heavily from Airpods, but was almost 3 months late to market,

I appreciate you doing your practice too, but don't care for people who need to qualify where they are coming from in order to support whatever they say that follows,

It's the same thing that happened with 12.9 IPad Pro, touting Apple Pencil use but pencil no where to be found. Sure I really like my Apple Pencil too, but that is completely beside the point what I think of the products and how much or how little appreciation I have for the unique parts that need sourcing, assembling, etc. I am not inside on Apple, I am a consumer so that is the perspective I speak from. And as a general Apple fan.

Same with 9.7 pro with no smart key board, it was dumb.

It IS absurd to say Tim Cook gets A's, I don't care how intense it is for engineering/manufacturing/you name it, you haven't delivered a product to most customers. Jobs truly wouldn't have had any of this apologist culture with their short comings, he would just fix it. This happens over and over and over again, and no one is demanding you release a product without its key accessory. It's actually a fault of Apple, and tarnishes their reputation

Apple shouldn't release things until they are ready, and a complete solution,

BUT they are entirely beholden to stockholders and engrained expectations, so that will never happen

They shipped the smallest quantity of Airpods just to say they shipped by Christmas, but to 90% they didn't ship by Christmas,

But I guess details don't matter, or launch details, for a traditionally detail oriented company (down to the retail packaging it comes in)

Apologists run rampant
 
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That was an unnecessary lengthy read, I'm not debating the reasons for delays.

No matter the reason, the reality is there are/were delays, and Apple released a product that benefits heavily from Airpods, but was almost 3 months late to market,

I don't think anyone cared that AirPods were late, beside Apple fanboys like me who bought them anyways.

You must realize Apple is the largest company in the world, people love apple products. Demand can get the best of supply and yield rates aren't always the best.

You should be able to understand that.
Apologist run rampant
What a great way to finish your post by compartmentalizing the others argument.
 
Internet armchair calls BS on report card.

Asset manager increases Apple stock holdings to $38 billion.

I think i'll trust the latter.

Do whatever you want, I' m not presuming to be your stock adviser/ financial adviser. Just speaking off the cusp... Duh

But thanks for assigning me that unsolicited role, flattered and humbled

[doublepost=1484941902][/doublepost]
I don't think anyone cared that AirPods were late, beside Apple fanboys like me who bought them anyways.

You must realize Apple is the largest company in the world, people love apple products. Demand can get the best of supply and yield rates aren't always the best.

You should be able to understand that.

Yes, but over and over and over and over again? When can we get a product launch without major faults? Probably in a post-Tim Cook post-Angela era, where you don't have to rush to Best Buy to get a 12" MacBook because Apple stores haven't even received shipments,

Can you say embarrassing?

You are speaking in apologist terminology "the largest, love of products," I'm also not claiming Apple is doomed (thanks YET again, x 4 or 5 that I have been fed words) I'm just stating they are sloppy can do better and should do better,

"Demand can get the best of supply" -- you should apply to be an economist, you have a way with words,
 
My two cents for what’s it worth. I’m weighing in only as therapy for my diminishing faith in Apple’s ability to make new products that improve my own productivity and creativity. Otherwise, they are doing well at making products and content that only aid in leisure consumption and socializing. They are not making tools any longer. And the existing tools are good because of the professional third-party softwares I use. Without the latter, Apple’s products would feel like overpriced eye candy.

Tim Cook exceeded shareholders expectations. Revenues doubled under his watch. Consumers like the products and brand, even if professionals and creatives like me lament the focus on frivolous gimmicks and fashion details. Still, it doesn’t impress me that Apple’s core market is now tweens and moms. If Kim Kardashian or Oprah decided to endorse a competing brand, those customers would bail overnight.

It’s sad that what were once accessories (iPod, iPhone, iPad) are now the nucleus of Apple’s business and that none of these serve any professional purpose adequately or independently.
 
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Apple CEO Tim Cook sold 30,000 shares of Apple stock this week, valued at $3.6 million based on the company's stock price of $120 at the time of the transactions, according to a U.S. Securities and Exchanges Commission disclosure. The shares were sold as scheduled pursuant to Cook's predetermined trading plan.

tim_cook_hands_raised.jpg

Cook retains 1,009,809 company shares worth over $121 million based on Apple's current stock price following the sale.

A recent SEC filing revealed Cook was paid $8.7 million in 2016, which is $1.5 million less than he was paid in 2015. The decrease stems from Apple failing to meet its own target performance goals for both net sales and operating income in 2016, resulting in senior executives receiving only 89.5% of their cash incentives.

However, upon reaching his fifth anniversary as Apple CEO last year, Cook cashed in nearly $137 million in previously-awarded stock bonuses tied to both his tenure and Apple's performance under his leadership. Accordingly, after bonuses, Cook actually earned roughly $145 million last year, his biggest payout yet.

Yesterday, Apple analyst Neil Cybart opined that Cook and his inner circle are "doing what needs to be done in order to maintain Apple's relevancy," but he noted "there is room for improvement." He called out sporadic Mac and iPad updates, and slow progress with Siri, as two blemishes among others in its product strategy.In related shareholder news, the world's largest asset manager BlackRock has increased its stake in Apple and now holds 6.1% of outstanding shares in the company, up from 5.7% a year ago. Its 322,683,504 shares are valued at over $38.7 billion based on Apple's current stock price.

Article Link: Tim Cook Cashes in $3.6 Million in Stock as Respected Analyst Gives Him Passing Grades

So this "analyst" gives B to Financials, to the CEO of the most successful tech company in the world that retains 90%+ of smartphone market profit? And A- to product strategy after 3 years of incremental updates?

What a joke...
 
part of making everything thinner was part of making the battery life better. Does apple live in a bubble or do their employees not have access to an electrical outlet? I don't know of any pro user that isn't next to some sort of place to charge or keep charged up so why would we need better battery life?

You just proved the point of the valid question of "why do we need is so thin?". Answer: to change it to sell more. It serves no functional purpose, but actually instead sacrifices functionality.
[doublepost=1484943480][/doublepost]
My two cents for what’s it worth. I’m weighing in only as therapy for my diminishing faith in Apple’s ability to make new products that improve my own productivity and creativity. Otherwise, they are doing well at making products and content that only aid in leisure consumption and socializing. They are not making tools any longer. And the existing tools are good because of the professional third-party softwares I use. Without the latter, Apple’s products would feel like overpriced eye candy.

Tim Cook exceeded shareholders expectations. Revenues doubled under his watch. Consumers like the products and brand, even if professionals and creatives like me lament the focus on frivolous gimmicks and fashion details. Still, it doesn’t impress me that Apple’s core market is now tweens and moms. If Kim Kardashian or Oprah decided to endorse a competing brand, those customers would bail overnight.

It’s sad that what were once accessories (iPod, iPhone, iPad) are now the nucleus of Apple’s business and that none of these serve any professional purpose adequately or independently.

You're being generous on the iPod, iPhone and iPad being the nucleus. In reality, it's the iPhone. If the iPhone goes, the company dies. They currently are a one product company and Tim knows that the smartphone is becoming a commodity. That's why he's focusing so much on services, re-occurring revenue.
 
Nope, I am 48 using Mac since 1992. Yes, I watched Apple without Steve and went through the transitions you mentioned.
I do understand the limitations of Intel. That said, it is clear that Apple could be doing way more on the Mac despite issues outside of their control. Dropping displays and Airport. Lack of updates MacPro and Mac Mini. Raising prices, keep original prices for 3+ years outdate hardware, lack of ports on MBP, etc. The list is pretty large. I am hopeful these things will be corrected sooner than later but it is not a good sign what we have been watching these last few years.

I feel discontent as well - I wish they still released a new display and kept the routers. But my gripe with so much of the discontent out there is that Apple is somehow doing something different or aren't 'innovating' anymore or that Cook is 'ruining' the company. That is all hogwash. The entire technology consumer product industry has reached something like 'peak product' - this is a problem not exclusive to Apple.
 
And nice strawman, for an argument. I'll bite, though. Let's break it down:

1) There aren't any sales numbers released yet, let alone how many are being manufactured. So for you to say "if Foxconn is only making x amount..." is utterly hypothetical.

2) No company would deliberately withhold stock or not increase manufacturing numbers to somehow artificially boost hype. People have been saying the same things about Apple for years, because that's a much easier paranoid conspiracy to grip, rather than the obvious answer: Apple's products are pretty darn popular.

3) Foxconn don't even manufacture AirPods, it's Inventec. And there was a recent article about them increasing manufacturing to cope with the ludicrous demand: https://www.macrumors.com/2016/12/30/airpods-increasing-production/

Exactly - Apple has come in under the forecast to their shareholders so I guess according to these people with half a brain on this website, they would be willing to withhold stock worth millions of dollars just to create 'hype'. Please! The AirPods didn't start off as popular as they are now. People who bought them have been raving about them and trolls like Linus who usually hates everything Apple does has even come out and said how much he liked them so naturally the sheep whose whole existence depends on these tech bloggers deem them cool enough to buy.
 
My assessment is quite a bit harsher than Mr. Cybart's; I'd give Mr. Cook & Co. a D minus. Extra points and not an F because they are still in business.

Overall and due the iPhone I could be more generous and maybe a C+, but the D- has strictly to do with the sorry state of all Macintosh.

If Apple is going to run a division they should do so properly, especially one as the Macintosh which was once and not that long ago their core business. If the Mac remained their only business then I doubt My Cybart or most anyone else would be as sanguine about Apple's prospects or Mr. Cook's tenure.

No need to go into a litany of all that is wrong such as a Mac Pro three years out of date and counting, the insult of the 2016 MBP, etc. But what it basically amounts to is Mr. Cook seemingly has no love for the Mac and views its only and best purpose as an ancillary device for iOS devices. That is where he is dead wrong.

My understanding that iOS was derived from OSX, stripped down to its most basic and simplistic self. Whether that the case or not there clearly is no comparison between these two operating systems. iOS is often a frustration to use, particularly if trying to get anything meaningful done. If purposefully degraded of late, OSX (or MacOS as Mr. Cook would have it) remains a powerful jewel, the best in the business which is by and large a pleasure to use. Yet Apple seems intent on degrading OSX and its related software to the lowest iOS standards, rather than improving the latter.

There is as well the question if the form factor of an iPad or iPhone will best answer in all circumstances, even if they did run OSX. There are times when perhaps a larger screen (which can remain non-touch) and certainly a good keyboard are welcome if not essential.

A good deal of this seems to elude Mr. Cook. But his greater interest seems to lie in social causes, emojis, and simplistic computerized toys towards same.

That is more than a regret as tasks and purposes that the Macintosh was developed as a tool for remain. It is needed. As customers we deserve the very best expression of all Macintosh that Apple can provide. If its interests are elsewhere then it should sell the division to someone who does care, as still a good, solid—if sadly degraded—business on its own. Mr. Cook owes us that much.

He might realize that for more than a few our allegiance and loyalty to Apple begins and largely ends with the Macintosh.
 
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