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But you're only looking at one part of the equation which is existing customers refreshing vs net new sales. So while I agree the refresh cycle might be slower
by jusben1369 12y ago
But you're only looking at one part of the equation which is existing customers refreshing vs net new sales. So while I agree the refresh cycle might be slower than imagined that's not the only thing going on here.
- MBCook 12y agoDoesn't it make more sense that without the subsidy the iPad is treated more like a computer that someone upgrades every few years when they have an issue (breakage or speed) instead of every year or two like an iPhone (where you're throwing money away)? The iPhone is pretty exceptional product, is it really fair to hold everything else to that standard? Are people going to cry foul when consumers don't replace their Apple Watch every 18 months?
- deleted 12y ago[deleted]
- jusben1369 12y agoYes i think you're really onto something and it's part of a much broader discussion. There's a lot of negativity around the two year subsidized plans by telcos in the US. Yet would people be upgrading their iPhone's without these programs? Is the iPhone unique vs laptops and tablets? Or would iPhone sales drop dramatically if those programs disappeared as if we had to pay the full price out of pocket the refresh cycle would move out 12 - 24 months.