7 ms·

Stagnant sales with a much more expensive smartphone, i don‘t think anybody wouldn‘t live to have the same „problem“.

by tpetry 8y ago

chvid 8y ago
Price hikes and strong dollar should kill them; but it does not.
diminish 8y ago
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.
- homarp 8y ago
  You write that it can only goes down, but at the same time you hint that a lower priced devices would boost service revenues. So isn't the next step a "cheaper" iphone ? (or a better second hand market 'certified by' Apple)
  - diminish 8y ago
    Yes I think so. Apple Management had better data and tools to make the fine decision. Fact is that smartphone market saturates.
- tguedes 8y ago
  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.
  - cm2187 8y ago
    You think customers are going to spend more than their rent into their smartphone?
    - empthought 8y ago
      If they didn't, they wouldn't be customers.
    - ryanwaggoner 8y ago
      We’re a very long way from that. Do I think customers will continue to buy a smartphone every couple years AND also pay $20-30 per month for various services like music, tv shows, software, etc? Yep.
Shivetya 8y ago
Well looking at the offering, the new Xs and Xs Max, are not that big of a change from the X so the desire to upgrade may be mooted. With the X Apple introduced a whole new means of authentication and screen technology that was truly a jump from previous phones. This fulfilled two very important categories for sales, the people who love new tech and the people who love being seen with the newest tech; these are not necessarily people who give one with about what it does but are in it for appearances. If anything the best new product update this cycle has been the watch but its killer app is not yet released nor has a set in stone date (one point ekg)
- browsercoin 8y ago
  im seeing more ex-Apple users being woke after using Android. They've tasted endless hours of ad free Youtube + Youtube Music + Play Music. You can download songs to YM and what can I say, youtube has music you can't find anywhere. It's convenient that while I'm driving I can interact with different apps like maps and switch to music or play it at the same time without touching the phone. Youtube Music lets me play any song I can think of in the car via mobile data. I'm not clear on what exactly Apple services are, but it's not enticing to Android users to sacrifice access to the biggest video music media entertainment content on the web. To me the Google products have become a tether to the Android platform, and Google Search combined with Google Voice is something you just can't do well if you are not Google and don't have near monopoly of those service sectors. Search, Streaming Music, Youtube (theres nothing of this sort from Apple). I just don't see how Apple can catch up now since Google has been winning this game forever.
  - ryanwaggoner 8y ago
    You know Apple has Apple Music for ad-free streaming, right? And it’s all integrated with Siri and everything. It’s also way more popular than Google Play Music (or whatever it’s called this month), and I trust Apple a lot more than Google. Since we’re trading anecdotes, I know exactly no one switching to Android, and a number of people who have switched back to iOS in the last couple years. Of the few Android users in my circle of family and friends, about half are just sticking with it because of stubbornness, I think, not because they really deeply value anything it provides. Apple completely dominated the high end smartphone market and won’t be dethroned by Google’s latest foray into having multiple weirdly named internal competing services that collect as much of your data as they can before will being renamed, merged, and ultimately killed off in a few years. No thanks.

Stagnant sales with a much more expensive smartphone, i don‘t think anybody wouldn‘t live to have the same „problem“.

by tpetry 8y ago

Stagnant sales with a much more expensive smartphone, i don‘t think anybody wouldn‘t live to have the same „problem“.

chvid 8y ago

Price hikes and strong dollar should kill them; but it does not.

diminish 8y ago

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.

homarp 8y ago
You write that it can only goes down, but at the same time you hint that a lower priced devices would boost service revenues. So isn't the next step a "cheaper" iphone ? (or a better second hand market 'certified by' Apple)
- diminish 8y ago
  Yes I think so. Apple Management had better data and tools to make the fine decision. Fact is that smartphone market saturates.
tguedes 8y ago
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.
- cm2187 8y ago
  You think customers are going to spend more than their rent into their smartphone?
  - empthought 8y ago
    If they didn't, they wouldn't be customers.
  - ryanwaggoner 8y ago
    We’re a very long way from that. Do I think customers will continue to buy a smartphone every couple years AND also pay $20-30 per month for various services like music, tv shows, software, etc? Yep.

Shivetya 8y ago

Well looking at the offering, the new Xs and Xs Max, are not that big of a change from the X so the desire to upgrade may be mooted. With the X Apple introduced a whole new means of authentication and screen technology that was truly a jump from previous phones. This fulfilled two very important categories for sales, the people who love new tech and the people who love being seen with the newest tech; these are not necessarily people who give one with about what it does but are in it for appearances. If anything the best new product update this cycle has been the watch but its killer app is not yet released nor has a set in stone date (one point ekg)

browsercoin 8y ago
im seeing more ex-Apple users being woke after using Android. They've tasted endless hours of ad free Youtube + Youtube Music + Play Music. You can download songs to YM and what can I say, youtube has music you can't find anywhere. It's convenient that while I'm driving I can interact with different apps like maps and switch to music or play it at the same time without touching the phone. Youtube Music lets me play any song I can think of in the car via mobile data. I'm not clear on what exactly Apple services are, but it's not enticing to Android users to sacrifice access to the biggest video music media entertainment content on the web. To me the Google products have become a tether to the Android platform, and Google Search combined with Google Voice is something you just can't do well if you are not Google and don't have near monopoly of those service sectors. Search, Streaming Music, Youtube (theres nothing of this sort from Apple). I just don't see how Apple can catch up now since Google has been winning this game forever.
- ryanwaggoner 8y ago
  You know Apple has Apple Music for ad-free streaming, right? And it’s all integrated with Siri and everything. It’s also way more popular than Google Play Music (or whatever it’s called this month), and I trust Apple a lot more than Google. Since we’re trading anecdotes, I know exactly no one switching to Android, and a number of people who have switched back to iOS in the last couple years. Of the few Android users in my circle of family and friends, about half are just sticking with it because of stubbornness, I think, not because they really deeply value anything it provides. Apple completely dominated the high end smartphone market and won’t be dethroned by Google’s latest foray into having multiple weirdly named internal competing services that collect as much of your data as they can before will being renamed, merged, and ultimately killed off in a few years. No thanks.