11–20 of 82 posts
One thing that is consistently amazing is how accurate Apple's guidance is. Horace Dediu: "How accurate is Apple’s Guidance? Over the last 23 quarters the average error has been 2.63% (measuring from top of guidance range)." [0] [0] - https://twitter.com/asymco/status/991345104848867333
One thing that is consistently amazing is how accurate Apple's guidance is. Horace Dediu: "How accurate is Apple’s Guidance? Over the last 23 quarters the average error has been 2.63% (measuring from top of guidance range)." [0] [0] - https://twitter.com/asymco/status/991345104848867333
What's surprising is the absence of extreme overshoot. I think smartphone market has matured enough.
1. iPhones units sold stalled for 3 years in a row. This means the company need to seek every year some trick to earn more from each phone. It is not obvious if they'll be able to do for a long time.
2. Top Android devices are improving and Google Pixel 2 is really an incredible device that is making some iOS users switching. I've no data but my nerd friends are doing this a lot, and sometimes what you see in the nerd-sphere in a few years happens in the normal market.
3. They are struggling at competing in the space of the biggest ecosystems around phones. Cloud, computational photography, assistant.
Some scale for the new $100b buyback program... Larger than the market cap of all but 51 of the S&P 500 (with one of those being Apple!). That's nuts!
My notes: Numbers: - Q Rev. $51.5B to $53.5B, Est. $51.4B - Q2 2018 revenue of $61 billion, equaling analyst's estimates. That's 16 percent growth from a year ago. It's the fastest year over year expansion since 2015 - Apple sold 52 million iPhones in the second quarter, compared to 50.1 million units in the year-ago quarter. This represents year-over-year 3 percent unit growth and 14 revenue growth - services revenu…
Unit sales across the iPhone, iPad and Mac were a bit disappointing but better than I expected. Still, AAPL is a behemoth and the buybacks and dividends are welcome news
I think the Apple future may not look good for a few reasons: 1. iPhones units sold stalled for 3 years in a row. This means the company need to seek every year some trick to earn more from each phone. It is not obvious if they'll be able to do for a long time. 2. Top Android devices are improving and Google Pixel 2 is really an incredible device that is making some iOS users switching. I've no data but my nerd frien…
4.No other growth drivers in sight after the failure of apple watch to become huge.
I think the Apple future may not look good for a few reasons: 1. iPhones units sold stalled for 3 years in a row. This means the company need to seek every year some trick to earn more from each phone. It is not obvious if they'll be able to do for a long time. 2. Top Android devices are improving and Google Pixel 2 is really an incredible device that is making some iOS users switching. I've no data but my nerd frien…
I think the Apple future may not look good for a few reasons: 1. iPhones units sold stalled for 3 years in a row. This means the company need to seek every year some trick to earn more from each phone. It is not obvious if they'll be able to do for a long time. 2. Top Android devices are improving and Google Pixel 2 is really an incredible device that is making some iOS users switching. I've no data but my nerd frien…
I think the Apple future may not look good for a few reasons: 1. iPhones units sold stalled for 3 years in a row. This means the company need to seek every year some trick to earn more from each phone. It is not obvious if they'll be able to do for a long time. 2. Top Android devices are improving and Google Pixel 2 is really an incredible device that is making some iOS users switching. I've no data but my nerd frien…
2. No, iOS people are not switching. They are staying but not buying newer models due to lack of innovation. Personally I would never switch to the cesspool named Android. Laggy, malware infested garbage
At least Google isn't making your phone laggy on purpose! (too soon?)
Joking aside, there are a lot of sketchy, crappy Android devices, but there are also some decent ones (e.g. straight from Google). I suspect you've only been exposed to the crappy ones.
I think the Apple future may not look good for a few reasons: 1. iPhones units sold stalled for 3 years in a row. This means the company need to seek every year some trick to earn more from each phone. It is not obvious if they'll be able to do for a long time. 2. Top Android devices are improving and Google Pixel 2 is really an incredible device that is making some iOS users switching. I've no data but my nerd frien…
However, I think there is a compelling future where the iPhone is the heart of a constellation of devices that we use everyday. Actually, that is not even the future, that is the present. The sheer power of the devices in our pockets is only just now being realized.
In such a world, Apple is poised to have significant competitive advantages over others. That is, hardware and software integration. The next 5-10 years are going to be as exciting as the original smartphone revolution.