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Stagnant does not mean anything in absolute, it describes a relative trend.
I'm amazed at how many people in this comment section have taken issue with such an innocuous word.
Given that Samsung just reported a 33% drop in smartphone sales from the same quarter last year, Apple reporting a .4% increase in their smartphone sales vs the same quarter last year sounds pretty good. https://www.telegraph.co.uk/technology/2018/10/31/samsung-re... https://www.anandtech.com/show/13540/apple-announces-q4-fy-2...
I think we should attach an important health warning. Samsung release their S9 in March 2018, whereas Apple released the iPhone X in November. So this quarter is the drop from Samsung's first full quarter of their new flagship sales to one year later. Apple's quarter is the drop from the last full quarter before their new flagship to a quarter where they released a new flagship.
Unfortunately for Samsung, falling smartphone sales figures have been an ongoing problem.
>Samsung’s mobile phone sales have been taking a hit this year. It’s a downward trend that started during last year’s holiday quarter and has persisted throughout 2018. Both IDC and Strategy Analytics report that Samsung’s smartphone sales have dipped around 13 percent in the recent quarter. That follows a 10 percent decline in Q2, a 2 percent drop in Q1, and a 4 percent dip in Q4 2017. It’s a clear sign that Samsung’s Galaxy Note 9 and Galaxy S9 devices haven’t been competitive at the high-end
https://www.theverge.com/2018/11/2/18055094/samsung-smartpho...
Apple services definitely are on an upward trajectory for quality and breadth. Two years ago I thought Siri was a bit of a joke because the voice recognition and accuracy/usefulness of results was not there for me. Different now: about 4 months ago I deinstalled the Google Assistant from my iPhone and now just use Siri. Siri is still not as good but there is the privacy issue. Siri is good enough for me. I still pref…
I mean sure 'Stagnant' means that there was no growth, but it also implies that this is a bad thing, which in this case it obviously isn't. Clickbait title.
How high do you think they can go in term of prices? And do you think they will sell many £1000 smartphones in a recession? Stagnant volumes is not an imminent problem but the share price is a forward looking metric.
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Stagnant carries a connotation of some dark, oxygen-deprived mire that suffocates fish and smells horrible. It invokes images of death and decay. Not exactly the idea I had in mind when I hear of the sales numbers.
Not exactly the idea I had in mind when I hear of the sales numbers. The global market size for mobile phones is still growing. If Apple's sales aren't growing at least in line with the size of the market then their market share is shrinking. Selling a lot in a stable market is great. Selling a lot in a growing market is ... less great.
Once your brand starts taking on the characteristics of a Veblen good, the rules start to work a bit differently. It hasn't, thus far, been a losing strategy for Mercedes Benz to not have a direct competitor to the Honda Civic.
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I think we should attach an important health warning. Samsung release their S9 in March 2018, whereas Apple released the iPhone X in November. So this quarter is the drop from Samsung's first full quarter of their new flagship sales to one year later. Apple's quarter is the drop from the last full quarter before their new flagship to a quarter where they released a new flagship.
Both companies have a similar release schedule every year, which is why we compare to the same quarter a year ago. Unfortunately for Samsung, falling smartphone sales figures have been an ongoing problem. >Samsung’s mobile phone sales have been taking a hit this year. It’s a downward trend that started during last year’s holiday quarter and has persisted throughout 2018. Both IDC and Strategy Analytics report that Sa…
I don't disagree that there's a larger trend going on, I'm just saying that this isn't a particularly good data point because there are other underlying factors.
I mean sure 'Stagnant' means that there was no growth, but it also implies that this is a bad thing, which in this case it obviously isn't. Clickbait title.
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Many analysts thought higher average selling prices were possible because of demand inelasticity at the forerunner iPhone. Service revenues would get boosted by lower prices if units sold increase. Cook is doing a fine balance of prices, sales, services. Very successful so far. Yet I'm afraid the only way is down from here.
Why down? If iPhone sales remain stable, which they should, iPhone customers are extremely loyal; as long as they continue to grow in their Other and Services category, there will be a lot of growth for the company. Plus whatever device that comes out for AR will be interesting. Apple still continues to understand strategy and the technology landscape better than any other company.
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How high do you think they can go in term of prices? And do you think they will sell many £1000 smartphones in a recession? Stagnant volumes is not an imminent problem but the share price is a forward looking metric.
iPhones might be a Veblen good. They could probably release a $5000 or $10,000 model and there would be a market for it. Plenty of people buy $50,000 watches.
The average sales priced for an iPhone increased nearly 30% from $618 to $793. Services now account for 16% of revenue. Apple is gradually shifting from a device maker to an ecosystem company that consumers pay a premium initial fee to enter and pay an additional recurring free to use.