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If they can't finally get the iPhone 7 right, I'm not sure what's going to become of them.
by danielrm26 11y ago
If they can't finally get the iPhone 7 right, I'm not sure what's going to become of them.
- diminish 11y agoApple is the premium seller with highest customer satisfaction, but looking forward the following risks exist; iPod disappeared as a story and iPad doesn't seem to be a growth area. IWatch doesn't seem becoming as big as iPhone. On the iPhone, more focus is needed as 63% of revenue comes from phones and there all bullets seem to be fired: China expension, large screens. IPhone market share peaked long time ago and iPhone isnt growing as fast as the smartphone industry overall. Due to 3M sales from China moving to Q4 we didn't see sales peak but Christmas quarter seems to be a sales peak for YoY growth. Initial activation nunbers from China suggest a YoY decrease in units sold as well as some providers suggest Apple cut orders. Let's see what Tim Cook can do as he has to use some actions beyond calendar tricks in next 4 quarters. Investors will hate a YoY revenue and iphone sales drop.
- danielrm26 11y agoAre you doing satire as well?
- serge2k 11y agoReads like one of those awful investor blogs you get when you google AAPL