or Connect
AppleInsider › Forums › Investors › AAPL Investors › Apple could use 'a Siri-like moment' at next week's iPhone event, Barclays says
New Posts  All Forums:Forum Nav:

Apple could use 'a Siri-like moment' at next week's iPhone event, Barclays says

post #1 of 67
Thread Starter 
Apple needs to introduce another "wow" element with its new iPhones, says British financial services company Barclays, if the company wants to really differentiate its smartphones from the competition and reignite investor interest.



The 2011 unveiling of Apple's virtual assistant Siri alongside Apple's iPhone 4S "generated a flurry of consumer interest, making the first two quarters of the 4S upgrade cycle much stronger than expected," analyst Ben A. Reitzes said in a note to investors this week. The Cupertino-based company, which is expected to unveil its new iPhones on Tuesday, "could really use a 'Siri-like' moment right now" in order to pump more life into its shares, Reitzes said.

While he doesn't dismiss the possibility outright, Reitzes doesn't seem confident of such a moment, saying that the event is "so well telegraphed" that real movement in Apple shares would more likely be sparked by the "scope and velocity of a new China strategy and any new features within iOS 7 and fingerprint scanner technology."

Apple has already announced a September 11 event for Chinese journalists, coming just 10 hours after the stateside media event. Observers note that the iPhone maker's ongoing talks with China Mobile ? that nation's largest carrier, with some 700 million customers ? may have resulted in a deal between the two firms in which China Mobile will finally carry the iPhone.

Apple is also thought to have built fingerprint scanning technology into the next generation of iPhone. Apple bought embedded security company AuthenTec last year, and recent image leaks appear to show elements of the iOS home button with scanning technology built in. Should such technology be featured in the next iPhone, the report says, it could have a wide range of applications, from simple phone security to a secure mobile payment system with Apple's iTunes at its center.

Barclays is more optimistic on the possibility of "wow factor" devices making an appearance in 2014. Though the report says Apple already "missed the trend toward larger screened phones" like Samsung's Galaxy Note 3, the firm sees Retina-enabled iPad minis and the ever-rumored larger-screened iPhones showing up some time in the next year, as well as possibly a larger form factor for the iPad or a convertible device.

Barclays' report finishes on an optimistic note, predicting that "Apple's growth rate is set to improve with new product cycles" and forecasting as much as 20 million iPhones sold per month in the December quarter. The firm estimates Q413 earnings per share of $7.50, a two percent year over year revenue decline to $35.4 billion. The firm sees earnings per share at $13.07 for the first quarter of fiscal 2014.
post #2 of 67

More condscending analyst pap.

post #3 of 67
They should introduce new ways that the iPhone can control devices in homes. I know the market of connected devices is getting bigger every year, maybe introduce new ideas with it. More coverage on things that do things with Wifi would be good.

iTunes Radio - Apple TV with Wifi AC - Gold Anodized Aluminum iPhone - Mac Pro: September - November 2013

 

Reply

iTunes Radio - Apple TV with Wifi AC - Gold Anodized Aluminum iPhone - Mac Pro: September - November 2013

 

Reply
post #4 of 67
Barclay's could use "a Siri-like moment" to differentiate its analyst dribble from the competition.
post #5 of 67
Lets not forget a major push into gaming when they previewed the controller attachments for the iphone/touch. That will drive lots of new revenue especially with some updates to an AppleTV.
post #6 of 67

We should care what a representative of the industry that almost destroyed America thinks?

post #7 of 67
I disagree with the analyst. Apple's doing just fine, and is in line to have a October quarter. I think we're going to get a "One more thing..." with this event. No idea what, but I think we're going to see a good number of product announcements. 2 lines of iPhones, ATV refresh and then something unexpected.
post #8 of 67
This article is stupid, but Tim Cook does need to bring back Steve's "...oh, and one more thing" technique. That kind of showmanship and drama has been lacking for a while.
post #9 of 67

Barclays is so incompetent as to be laughable.

post #10 of 67
When it's September 10 during the Apple event in California, it'll be September 11 in China, folks. There is no "China specific event". It's the same product introductions in Chinese.
Edited by SpamSandwich - 9/6/13 at 9:33am

Proud AAPL stock owner.

 

GOA

Reply

Proud AAPL stock owner.

 

GOA

Reply
post #11 of 67
Well played Ben A. Reitzes, well played. You are worth every penny of your salary.
post #12 of 67
Quote:
Originally Posted by tethernaut View Post

This article is stupid, but Tim Cook does need to bring back Steve's "...oh, and one more thing" technique. That kind of showmanship and drama has been lacking for a while.

The lead speaker at the Samsung watch introduction (I think he was the CEO) actually said "one more thing" deliberately ripping off Jobs. Samsung is a company that exists because of stolen ideas, designs and now...catchphrases.

Proud AAPL stock owner.

 

GOA

Reply

Proud AAPL stock owner.

 

GOA

Reply
post #13 of 67
Quote:
Originally Posted by SpamSandwich View Post

When it's September 10 during the Apple event in California, it'll be September 11 in China, folks. There is no "China specific event". It's the same product introductions, in Chinese.

Oops, forgot to read previous articles and other news sites... Re. China's event 8 hrs later

(the one titled "Apple to hold separate iPhone event in China on Sept. 11")
post #14 of 67
Quote:
Originally Posted by AppleInsider View Post

Apple needs to introduce another "wow" element with its new iPhones, says British financial services company Barclays, if the company wants to really differentiate its smartphones from the competition and reignite investor interest.

Or a gag order for stupid analysts.
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
post #15 of 67
 
 Apple could use 'a Siri-like moment' at next week's iPhone event, Barclays says

 

Oh, SHUT UP, you worthless whore. Maybe you idiotic analysts have forgotten, but when the 4S was released and Siri was showcased, you all said "HURR THAT'S IT THAT'S NOT SPECIAL HURR". 

 

Also, 14 days until we can properly laugh at the idiots from last year's "travesty".

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply
post #16 of 67
Quote:
Originally Posted by tethernaut View Post

This article is stupid, but Tim Cook does need to bring back Steve's "...oh, and one more thing" technique. That kind of showmanship and drama has been lacking for a while.

Showmanship and drama? Sure.

"One more thing"? Nope. Using the same techniques that worked for Jobs is likely to be a disaster. It leads to travesties like Samsung's use of "one more thing" in their announcement earlier this week. That simply shows lack of originality.
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
post #17 of 67
Investors will always want more and they're under the false impression that if Apple continuously changes the playing-field, through innovation, its stock will always rise.

They do not take into account that the market cannot handle a continuously changing playing-field, innovation needs to mature before accepting the "next big thing". Apple was never known to continually change the market, they're known to bring innovative products once every 7 years or so:
- Apple II (1977)
- Apple Macintosh (1984), 7years
- Apple Newton (1993), 9 years
- Apple iPod (2001), 8 years
- Apple iPhone (2007), 6 years
- Apple iPad (2010), 3 years. IPad and iPhone were from the same product concept.

I would expect a new "earth shattering" product from Apple in no less that 4 years. Consumers and software developers are just beginning to get used to multi-touch tablets and phones, any new product launch that challenges this evolving field will be deemed as "premature" or "ahead of its time" and may face limited adoption.
bb
Reply
bb
Reply
post #18 of 67
Probably comes as a surprise to Reitzes, butA Apple's purpose as a business is to sell products to consumers and businesses. Apple does not exist to increase shareholder value.

His attitude is one of the reasons that businesses fail today. Instead of trying to drive growth through long-term growth, they sacrifice long-term value generation in order to drive stock value up in the short-term. Such strategies can destroy a company.
post #19 of 67
My question is why? The others don't have to do it. Why do we have to be wowed?

Larger screen phones are not a trend. I want a phone that fits nicely into my pocket. Get a tablet for a bigger screen!

I'm so tired of reading geeky comments the new iPhone has to do this or I'm getting this android phone. Really, ok then go find out how crappy battery life is.

Last year apple introduced the fastest smart phone. Isn't it enough that apple packs more punch into a sleeker, thinner package than the rest? That's no small feat. That's harder to do than to make it bigger so you can make it faster.

All apple needs is what it already has, the highest customer satisfaction rating. That shows apple has the best real world use experience. That's what matters. And iOS 7 will take things a step forward.

Siri can talk in more realistic voices now in iOS 7, male or female, and works much faster. Id like to hear Siri tell Barclays to sit down and shut up.
post #20 of 67
Quote:
Originally Posted by benji888 View Post

My question is why? The others don't have to do it. Why do we have to be wowed?

Larger screen phones are not a trend. I want a phone that fits nicely into my pocket. Get a tablet for a bigger screen!

I'm so tired of reading geeky comments the new iPhone has to do this or I'm getting this android phone. Really, ok then go find out how crappy battery life is.

Last year apple introduced the fastest smart phone. Isn't it enough that apple packs more punch into a sleeker, thinner package than the rest? That's no small feat. That's harder to do than to make it bigger so you can make it faster.

All apple needs is what it already has, the highest customer satisfaction rating. That shows apple has the best real world use experience. That's what matters. And iOS 7 will take things a step forward.

Siri can talk in more realistic voices now in iOS 7, male or female, and works much faster. Id like to hear Siri tell Barclays to sit down and shut up.

Or just tell AI to stop giving these twits a platform to shill for themselves.

Proud AAPL stock owner.

 

GOA

Reply

Proud AAPL stock owner.

 

GOA

Reply
post #21 of 67
Quote:
Originally Posted by SpamSandwich View Post

When it's September 10 during the Apple event in California, it'll be September 11 in China, folks. There is no "China specific event". It's the same product introductions in Chinese.

 

 

The China event is scheduled for 10 am local time there, which does not coincide with the US event.

post #22 of 67
Quote:
Originally Posted by benji888 View Post

My question is why? The others don't have to do it. Why do we have to be wowed?

 

Samsung had lots of wow moments at their most recent launch event...

 

Wow that is ugly...

Wow that was such a lame joke...

Wow that is the dumbest made-up reason to use a pen I've ever seen...

post #23 of 67
Quote:
Originally Posted by bloggerblog View Post

Investors will always want more and they're under the false impression that if Apple continuously changes the playing-field, through innovation, its stock will always rise.

They do not take into account that the market cannot handle a continuously changing playing-field, innovation needs to mature before accepting the "next big thing". Apple was never known to continually change the market, they're known to bring innovative products once every 7 years or so:
- Apple II (1977)
- Apple Macintosh (1984), 7years
- Apple Newton (1993), 9 years
- Apple iPod (2001), 8 years
- Apple iPhone (2007), 6 years
- Apple iPad (2010), 3 years. IPad and iPhone were from the same product concept.

I would expect a new "earth shattering" product from Apple in no less that 4 years. Consumers and software developers are just beginning to get used to multi-touch tablets and phones, any new product launch that challenges this evolving field will be deemed as "premature" or "ahead of its time" and may face limited adoption.


Very well put.
post #24 of 67
Quote:
Originally Posted by macaholic_1948 View Post

Probably comes as a surprise to Reitzes, butA Apple's purpose as a business is to sell products to consumers and businesses. Apple does not exist to increase shareholder value.

Not true.

Apple exists SPECIFICALLY to increase shareholder value. Selling products is the means to accomplish that end - not the end itself.
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
post #25 of 67

The iOS 7 redesign and new features are more than Siri by themselves. I don't understand why this doesn't count because it was announced in advance. iOS 7 will become public at the same time as the new iPhones.

post #26 of 67
Quote:
Originally Posted by TNSF View Post

Barclay's could use "a Siri-like moment" to differentiate its analyst dribble from the competition.

 

+1000 ( I use Barclays, you wouldnt believe how much of an international bank they purport to be, but really are not so good at the user level

post #27 of 67
I hope it bores the hell out of investors, the stock tanks, and Apple buys it all back at a cheap price. Then they can ignore all the myopic stupid "recommendations" from investors.
post #28 of 67

Like "Barclays" the " Bank Robbers" Should have a say in anything or even an opinion on anything they should all be locked up

post #29 of 67

Samsung has been having lots of "Siri like moments" with gesture recognition and the like.  And it has not been working.

 

People don't want a "Siri moment."  The are not looking for a particular "killer feature"

 

Apple's new phones will be really slick and beautiful physically and they'll have a really slick and beautiful new operating system.  

 

Form, beauty and function will be integrated.

 

Plus, big plusses of: shorter upgrade cycles, bigger screens coming made possible by new iOS, etc.

 

That will sell: beautiful phone, beautiful useful OS, beautiful package.

 

It's the combination package not the gimmick that will make Apple rise even more.

post #30 of 67

I never have any reason to doubt any financial institution and believe they have our best interests at heart.

post #31 of 67

How many products are sold because a ZR or GT badge are added to the device, a lot in the months after launch and then they are forgotten.  The Apple Pedigree is adding worthwhile things to their products which are still around and add to the pedigree years later.

 

I love to bump my Galaxy with another person with a Galaxy (if i can find one that is) zzzzzzzz

 

I use Siri every day and more and more over time.

 

People get wound up over "features" and let down by a poor product.  Apple does not do nor does it need to do this.

 

it just works

post #32 of 67

If the valuation of financial institutions and investment houses was based on how much they innovate, they'd all have gone bankrupt ages ago.

 
Reply
 
Reply
post #33 of 67
Quote:
Originally Posted by darkdefender View Post

They should introduce new ways that the iPhone can control devices in homes. I know the market of connected devices is getting bigger every year, maybe introduce new ideas with it. More coverage on things that do things with Wifi would be good.

First device is TV.

 

Apple has to focus on 'mobility' and 'content'   The latter being the TV/HomeTheater/Cable/DVR/DVD morass.    The former being cars, transit, moving, interacting with things as you pass by ("You're approaching Starbucks... you haven't had your coffee today...")

 

Given the international  breadth of the market, most devices don't have a large enough footprint to warrant an apple specific solution... However, like cars 'iOS for your house' may be in the future... licencing to the big home and appliance automation players in Europe and US (and well, China).   Build us an API, set a spec for communication, and let's run with it.

 

I for one am looking for a iOS/Mac notification aware home automation solution.  Running stuff through a PC or a Mac Mini so it can generate Growl/Prowl alerts is clumsy.  Like a Nest, I'd like to plop something into my home network, have it talk to all the stuff I put in there, and have it alert me on my phone via multiple modalities (Notifications, iMessage, email, SMS, phone call) if something is amiss.

 

I'm seeing some stuff... but it would be great if Apple could put together a framework where best of breed can interconnect at my phone - try linking together Home Automation (make things happen automagically), with Video Surveillance(watch stuff), with Security(fire/water/smoke/CO/Intruder/Visitor) systems without a EE degree or a couple thousand dollars and see what happens. 

 

But I'm a special case... most people (99% of the population) are happy with a clock timer on the coffee pot, a key lock,  and fire alarm that is heard if someone is in the house.   that's why I see Apple doing any sort of Home Interaction as being a long way off (as in, at least a year after they buy NEST;-)

post #34 of 67
Quote:
Originally Posted by mudman2 View Post
[...]

I use Siri every day and more and more over time.

 

People get wound up over "features" and let down by a poor product.  Apple does not do nor does it need to do this.

 

it just works

The best features of the iPhone are the ones that change your life so much that you a) don't know what you did without the, and b) are so natural that you don't even think of them as special.

 

- working without a stylus

- Siri

- gyro controlled orientation

- wifi crowdsourcing (so devices don't have to wait for GPS to tell you where you are).

- iMessage (the subtlety of the 'delivered'/'read' for me, a non BBM user, is amazing).

post #35 of 67
Quote:
Originally Posted by tethernaut View Post

This article is stupid, but Tim Cook does need to bring back Steve's "...oh, and one more thing" technique. That kind of showmanship and drama has been lacking for a while.

That would be a new ATV.
 
Where's the new Apple TV?
Reply
 
Where's the new Apple TV?
Reply
post #36 of 67
The "Wow" will be the fingerprint recognition.
 
Where's the new Apple TV?
Reply
 
Where's the new Apple TV?
Reply
post #37 of 67
What a dumb f***.   All of this happens in the next 6 weeks.  These analysts are clueless.  They all think Apple has to have 50% unit share to succeed 
 
- iPhone 5C.  iPhone 5 at reduced price.  iPhone 5S 
- New iPad and iPad mini
- New fingerprint technology 
- iOS7 launch 
- iTunes Radio launch 
- New Mac Pro 
- Mac refreshes - MacBook Pro, iMac, Mac mini 
- OSX Mavericks launch 
- China Mobile announcement 
- DoCoMo announcement 

Windows survivor - after a long, epic and painful struggle. Very long AAPL

Reply

Windows survivor - after a long, epic and painful struggle. Very long AAPL

Reply
post #38 of 67

Replacing passcode lock and iTunes password authentication with Fingerprint sensor in the home button is more than enough Wow for me. I think its huge.

post #39 of 67
Please, this analyst is high or something. You can't have annual "wow" factors in an existing market/product. It just doesn't occur. Apple need to do what Apple does best: refine and improve with each iteration.
post #40 of 67

"if the company wants to really differentiate its smartphones from the competition and reignite investor interest"

 

The day Apple makes either of those things a priority is the day to sell AAPL.

New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: AAPL Investors
AppleInsider › Forums › Investors › AAPL Investors › Apple could use 'a Siri-like moment' at next week's iPhone event, Barclays says