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It's kind of weird that gaining marketshare in a shrinking market while increasing revenue per sold phone would be a bad thing just because some analist thought

by dep_b 9y ago

It's kind of weird that gaining marketshare in a shrinking market while increasing revenue per sold phone would be a bad thing just because some analist thought it would even sell better.

astrodust 9y ago
Apple has always had a strange relationship with analysts, but post Jobs they started to generate increasingly insane projections. Part of the blame here is on Apple, they run an unusually secretive operation, where other companies would give a lot more in the way of guidance to help keep expectations more realistic.
- allwein 9y ago
  They don't provide guidance on product mix, but they do provide guidance on expected revenue and margin. For Q1 2018 they projected between $84-$87 billion and came in at $88.3 billion. Apple has been historically accurate in nailing their projections, yet when analysts calculate the expected product mix, they either forget the mix and assume Apple is going to sell $80 billion in only iPhones, or they include the mix, which must mean they expect Apple to sell $120 billion worth of stuff.
oflannabhra 9y ago
Yep, exactly. The lack of cognitive dissonance by the tech and finance press that covers Apple astounds me.
ac29 9y ago
>gaining marketshare Where is Apple gaining market share? As near as I can tell by available data [0], their market share has been pretty flat for the past decade. Apple's revenue share may be increasing as low and mid tier Android devices continue to improve and proliferate, though. https://www.statista.com/statistics/216459/global-market-share-of-apple-iphone/ https://www.statista.com/statistics/216459/global-market-sha...
nihonde 9y ago
It’s just a way to try to manipulate the stock price. They feed this blatantly false story every year, then buy on the dip and arbitrage when Tim Cook inevitably proves them wrong. It’s very transparent if you follow AAPL over a long time. WSJ and Nikkei are the chief offenders every year.

by dep_b 9y ago

It's kind of weird that gaining marketshare in a shrinking market while increasing revenue per sold phone would be a bad thing just because some analist thought it would even sell better.

astrodust 9y ago

Apple has always had a strange relationship with analysts, but post Jobs they started to generate increasingly insane projections. Part of the blame here is on Apple, they run an unusually secretive operation, where other companies would give a lot more in the way of guidance to help keep expectations more realistic.

allwein 9y ago
They don't provide guidance on product mix, but they do provide guidance on expected revenue and margin. For Q1 2018 they projected between $84-$87 billion and came in at $88.3 billion. Apple has been historically accurate in nailing their projections, yet when analysts calculate the expected product mix, they either forget the mix and assume Apple is going to sell $80 billion in only iPhones, or they include the mix, which must mean they expect Apple to sell $120 billion worth of stuff.

oflannabhra 9y ago

Yep, exactly. The lack of cognitive dissonance by the tech and finance press that covers Apple astounds me.

ac29 9y ago

>gaining marketshare Where is Apple gaining market share? As near as I can tell by available data [0], their market share has been pretty flat for the past decade. Apple's revenue share may be increasing as low and mid tier Android devices continue to improve and proliferate, though. https://www.statista.com/statistics/216459/global-market-share-of-apple-iphone/ https://www.statista.com/statistics/216459/global-market-sha...

nihonde 9y ago

It’s just a way to try to manipulate the stock price. They feed this blatantly false story every year, then buy on the dip and arbitrage when Tim Cook inevitably proves them wrong. It’s very transparent if you follow AAPL over a long time. WSJ and Nikkei are the chief offenders every year.