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Oppenheimer mentioned that Apple is transitioning products and that it will impact their projected revenues. Is this Lion/MBA/MB/iPhone? If so, how would that

Oppenheimer mentioned that Apple is transitioning products and that it will impact their projected revenues. Is this Lion/MBA/MB/iPhone? If so, how would that lead to a softening of revenue?

hkarthik 15y ago
This isn't abnormal for Apple, they usually project lower than expected revenues every quarter. However, I think iCloud is going to require a lot of capital expenditures. It's going to be free and will likely be utilized by nearly their entire existing customer base along with any future customers. They are probably preparing Wall St. for that.
- lucaswagner 15y ago
  It was mentioned in the call that, due to iCloud, they've started deferring revenues from Macs and iOS devices to account for the ongoing cost of the service.
Anechoic 15y ago
If so, how would that lead to a softening of revenue? I would guess that the transition involves the iPhone 5 (or 4S or whatever you want to call it) - announcing the iPhone 5 will kill iPhone 4 sales, and Apple always seems to have trouble meeting demand at product introductions so product constraints will probably mean lower sales/revenues.
- marklabedz 15y ago
  That makes sense. My initial thought was that iPhone "5" would lead to a spike in demand and therefore a spike in revenue. I forgot to take into account the ability (or lack thereof) to MEET demand. Thank you.
r00fus 15y ago
"Transitioning products" in response to a lowered guidance could very well mean that the prepaid, differentiated, iPhone for emerging markets (currently rumored) is more likely.