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Apple Q2 Results

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31–40 of 125 posts

Re: Apple Q2 Results

#31
post #3

"Apple no longer reports iPhone, iPad, and Mac unit sales numbers..." Probably because they only care about revenue and profits these days, not innovation and products. Apple didn't get to where they are by optimizing the supply chain but by coming up with incredible products that everyone HAD to have. I bought an iPhone last spring because it was the least-bad option in my opinion; if the Librem 5 is a flop I don't…

> Apple didn't get to where they are by optimizing the supply chain but by coming up with incredible products that everyone HAD to have

Apple's supply chain used to have some really bad inventory turnover numbers. Unsold inventory would literally sit in warehouses depreciating in value, costing the company lots of money. You might be interested in reading this piece on Tim Cook's changes to the supply chain:

https://money.cnn.com/2008/11/09/technology/cook_apple.fortu...

It's either misguided or completely dishonest for you to assert that Apple's supply chain management plays second fiddle to its products when it comes to their success as a company.

Re: Apple Q2 Results

#32
post #9

Earlier quoted context omitted.

You can turn FaceID off.

TouchID still has less lag - and I can auth/unlock from my pocket. FaceID is great for my aging parents who have calloused hands, but I still prefer TouchID.

Out of interest do you live somewhere which is never cold enough to require gloves?

Re: Apple Q2 Results

#33
post #23

Earlier quoted context omitted.

Remove China from their numbers, and they are growing. China's economy is still cratering.

It's more like Huawei and Oppo are winning vs Apple https://www.cnn.com/2019/02/14/tech/huawei-smartphones-china...

"Demand for the Chinese tech company's [Huawei] devices is red hot even though the country's overall market for smartphones is shrinking."

That's the second sentence in your link. And it says Oppo grew at 1.1% (in 2018q4)-- that's not exactly winning. Xiaomi plummeted 28%, even more than apple. There's clearly more going on than a simple competition between apple and Huawei.

https://www.engadget.com/2019/03/13/smartphone-sales-china-p...

More recent data shows Oppo and Vivo are struggling to increase sales too. Huawei is the only company growing in the Chinese market. 2019q1 data:

https://www.canalys.com/newsroom/canalys-huawei-gains-record...

Re: Apple Q2 Results

#34
post #23

Earlier quoted context omitted.

Remove China from their numbers, and they are growing. China's economy is still cratering.

It's more like Huawei and Oppo are winning vs Apple https://www.cnn.com/2019/02/14/tech/huawei-smartphones-china...

True, local Chinese Android phones are increasing their market share in China, while foreign phones like Samsung and Apple etc. are shrinking.

However, the overall smartphone market is shrinking in China. The economy there is not doing well.

Re: Apple Q2 Results

#35
post #4

AAPL up by 10pts (~5%) afterhours as of this comment timestamp. Is this purely due to the dividend announcement?

Dividend announcement doesn't make stocks go up. They actually go down by the amount of dividend.

Re: Apple Q2 Results

#36
post #16

Earlier quoted context omitted.

I was shocked by how much the Airpods cost, and yet still ended up buying a pair. Have been absolutely delighted. I guess I wasn't alone!

I still don't understand the appeal, nor how they suddenly became a meme in 2018, two years after they were released! I own multiple pairs of wireless headphones but the fear of losing 1 headphone in the Airpod pair terrifies me.

You can buy individual pod and case replacements. It's still quite expensive, around $50-60 I believe, but it's not like you're just out $160 if you lose one piece.

Re: Apple Q2 Results

#37
post #16

Earlier quoted context omitted.

I was shocked by how much the Airpods cost, and yet still ended up buying a pair. Have been absolutely delighted. I guess I wasn't alone!

I still don't understand the appeal, nor how they suddenly became a meme in 2018, two years after they were released! I own multiple pairs of wireless headphones but the fear of losing 1 headphone in the Airpod pair terrifies me.

What I love about the airpods is that the enclosure is so small and well-shaped that I can have it in my front pocket at all times without even noticing it's there. That also means I always put the pods back in the enclosure after use and have not yet lost a pod. Haven't noticed any battery degradation after a year of use.

Re: Apple Q2 Results

#38
post #4

AAPL up by 10pts (~5%) afterhours as of this comment timestamp. Is this purely due to the dividend announcement?

Dividend announcement doesn't make stocks go up. They actually go down by the amount of dividend.

After the dividend record date, before it they do go up by a similar amount to the dividend of it wasn’t already priced in at all.

Re: Apple Q2 Results

#39
post #16

Earlier quoted context omitted.

I was shocked by how much the Airpods cost, and yet still ended up buying a pair. Have been absolutely delighted. I guess I wasn't alone!

I still don't understand the appeal, nor how they suddenly became a meme in 2018, two years after they were released! I own multiple pairs of wireless headphones but the fear of losing 1 headphone in the Airpod pair terrifies me.

you sound like the type of person who would never lose an AirPod haha. I lose all sorts of things, but I have found it pretty easy to keep track of my AirPods.

Re: Apple Q2 Results

#40
post #16

Earlier quoted context omitted.

I was shocked by how much the Airpods cost, and yet still ended up buying a pair. Have been absolutely delighted. I guess I wasn't alone!

I still don't understand the appeal, nor how they suddenly became a meme in 2018, two years after they were released! I own multiple pairs of wireless headphones but the fear of losing 1 headphone in the Airpod pair terrifies me.

Keep them in your ears or in the case and the probability that you'll lose them will be pretty close to zero.
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