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Apple falls short of expectations with $7.7B in profit on sales of 35.2M iPhones, 13.3M iPads - Page 3

post #81 of 177
I plan to upgrade my iPad every two years, and even I consider that to be a pretty short upgrade cycle. I'll probably hand my Air down and get the Air 3. I really want TouchID.
post #82 of 177
Quote:
Originally Posted by mstone View Post

Why mention the 5c at all if you really meant the middle tier? What else is in the middle tier?

Edit I see. you mean 5C sold better than the 4S did the year before. Okay. But that is kind of weird because the 4S was a two year old phone for $99 and the 5C is a brand new phone at full price.
The 5C starts at $99, so not sure what you mean by "at full price". Plus most of the technology in the 5C is exactly the same as the 5 so you can't really say the 4S is two years old but the 5C is brand new.
post #83 of 177
Apple sells billions in products yet they don't produce the revenue that some analyst guessed that they should and that means business is slipping?
It's like betting on a football game, losing on the spread and then blaming the team. Wall Street ladies and gentleman.
post #84 of 177
Quote:
Originally Posted by asdasd View Post

Yes. Over last years 4S.
What else would it be compared to?
post #85 of 177
Quote:
Originally Posted by Rogifan View Post

What else would it be compared to?

Nothing. I was elaborating on your point. And agreeing. Not everybody got what you meant.
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post #86 of 177
Quote:
Originally Posted by dasanman69 View Post

Quote:
Originally Posted by herbapou View Post

My father still being very satisfied with its ipad 2 says ot all. Upgrade cycle is very long.

Some saturation as well. A household with 2 or more iPhones could get along with just one iPad.

Yeah, but the "one-per-home" usage pattern may change ...

For example, during the recent World Cup you could watch games live on your iPad as well as on the TV. With some of the streaming apps (and possibly a new AppleTV) that $499 iPad could take on the additional role of a Personal TV. We just might see grandpa fighting the grandkids for control of the iPad.

Personal TV could be a nice growth opportunity for iPads -- especially when you consider that the CableCo cable coming into the home suffers if it is split to service more than 3 TVs (each with their $20/mo STB).
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post #87 of 177
Judging by comments here, and my own anecdotal experience the Touch ID and better flash storage will really push upgrades.

I'll send an email to Tim.
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post #88 of 177
Quote:
Originally Posted by Rogifan View Post

Something else Cook said on the conference call: of the there iPhone tiers the 5C had the best YOY growth this quarter.

Yes! Tim's comments, insight and emphasis revealed much, much more than the dry performance numbers did.

It appears that Tim is very excited about the IBM arrangement!

And the way he turned around the question about iPhone trade-ins cannibalizing new sales ...
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post #89 of 177
This Benedict Evans tweet sums up things perfectly:
Quote:
Apple continues to grow in the parts that were supposed to be tough and slowed down in the parts that it was supposed to be winning

iPad sales were up 50% in Middle East, China and India. iPhone up 10% in Europe, 48% in China. The typical media meme that cheap Android devices would hurt Apple isn't really panning out. It seems like Samsung is the one feeling it from cheap Android phones in Asia.
post #90 of 177
Quote:
Originally Posted by asdasd View Post

The iPad figures are worrying however. ( iPhone did well).

 

I don't think so. Many people are waiting for the new ones right around the corner.

post #91 of 177
Quote:
Originally Posted by Apple ][ View Post

I don't think so. Many people are waiting for the new ones right around the corner.
Wouldn't that have been the case last year at this time too?
post #92 of 177
Before a tsunami hits the water dries up, just like Apple's sales numbers.

My phone company has been trying to get me to upgrade my plan.

No thanks, I'm waiting for something, like millions of other eligible people.
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post #93 of 177
Way to go, Apple.

Shame on your AppleInsider.
post #94 of 177
Quote:
Originally Posted by Rogifan View Post
 
The 5C starts at $99, so not sure what you mean by "at full price". Plus most of the technology in the 5C is exactly the same as the 5 so you can't really say the 4S is two years old but the 5C is brand new.

okay got it, but now the 4S is zero

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post #95 of 177
Quote:
Originally Posted by Rogifan View Post


Wouldn't that have been the case last year at this time too?

 

Perhaps, but I also think that iPad upgrade times are longer for many people. Most people aren't going to buy a new iPad every year, and maybe the market is somewhat saturated especially in non developing countries.


Edited by Apple ][ - 7/22/14 at 3:49pm
post #96 of 177
This must mean they are close to bankruptcy again!
post #97 of 177

Samsung and any other company are more than happy to have this kind of "Falls Short of Expectations". Yup, what's wrong with AI?

post #98 of 177
Quote:
Originally Posted by mstone View Post
 

Can anyone explain why it has dropped for two quarters in a row?

 

Because the competition has finally caught up with "good enough" tablets for the market, many of these super-cheap compromised-experience tablets out of China. You wouldn't believe what is sold in that country! Tablets for $30-$40 even! Yet they are useless!

post #99 of 177

I do find the headline to be a bit pessimistic, especially since this is an Apple related site. Apple did surprise in a number of areas, including ridiculous margins. This earnings was pretty good for Apple, I don't care what anybody else says, and I put my money where my mouth is, because I'm going to be adding some more shares pretty soon.

 

Here's another headline I found real quick.

 

TOP NEWS

Apple Earnings Beat Forecasts Thanks to Higher Margins (Nasdaq: AAPL)

 

http://moneymorning.com/2014/07/22/apple-earnings-beat-forecasts-thanks-to-higher-margins-nasdaq-aapl/

post #100 of 177

Here's another headline.

 

Apple Inc. (AAPL) 3Q Earnings Beat Estimates on Strong iPhone Sales

 

http://www.opptrends.com/2014/07/apple-inc-aapl-3q-earnings-beat-estimates-on-strong-iphone-sales/

post #101 of 177
Quote:
Originally Posted by Rogifan View Post


I wonder how long it will take for this to normalize where we no longer see these YOY declines.

 

I think that until consumers feel they need to upgrade, there will be declines because most people who want an Apple product badly try to buy them when they're first released.     

 

I think the iPad needs an upgrade that is easily recognized as a vastly substantial improvement in order to trigger an upgrade cycle.   That would probably mean a product which, at the very least, has much longer battery life and is much lighter in weight.    It also needs some functionality (and I don't know what that functionality would be) that you can't do on a phone, regardless of the screen size.   Another functional possibility is the ability to replicate the screen (and ALL apps) and audio wirelessly on any large screen TV (that's connected to the local network) with the push of a single button.   And one more is a vast improvement to Siri which could cause owners of older iPads without Siri to upgrade. 

 

If Apple does indeed release a phone with a substantially larger screen, I would expect that iPad sales would decrease further since the phone could better be used as, for example, an e-book reader, which many use the iPad for.    The reality is that most people don't really need three devices and IMO, iCloud sync is still a bit confusing and imperfect.    

 

In other words, what the iPad needs at this point is lots of innovation.   

post #102 of 177

Here's another headline.

 

Apple (AAPL) Posts Quarterly Earnings Results, Beats Estimates By $0.06 EPS

 

http://www.wkrb13.com/markets/338144/apple-aapl-posts-quarterly-earnings-results-beats-estimates-by-0-06-eps/

post #103 of 177

Here's another headline.

 

THE WALL STREET JOURNAL Archives | Email alerts

July 22, 2014, 5:15 p.m. EDT

Apple profit tops expectations on strong iPhone sales

Sales of smartphone jump 12.7% in latest quarter, ahead of expected refresh

 

http://www.marketwatch.com/story/apple-earnings-top-expectations-on-strong-iphone-sales-2014-07-22?link=MW_latest_news

post #104 of 177

Here's another headline.

 

Apple Posts Record June Quarter and 20% EPS Growth [Update]

 

http://www.macobserver.com/tmo/article/apple-posts-record-june-quarter-and-20-eps-growth?utm_campaign=tmo_waylf

post #105 of 177

Here's another headline.

 

Bloomberg News

Apple Posts Second Straight Profit Gain as IPhone Sales Jump

http://www.businessweek.com/news/2014-07-22/apple-posts-second-straight-profit-gain-as-iphone-sales-jump

post #106 of 177
Quote:
Originally Posted by mstone View Post

okay got it, but now the 4S is zero
It wasn't zero last year at this time was it?
post #107 of 177
Quote:
Originally Posted by tribalogical View Post

Quote:
Originally Posted by herbapou View Post

My father still being very satisfied with its ipad 2 says ot all. Upgrade cycle is very long.

My iPad 1 lasted almost 4 years. I "retired" it by making it my sister's first iPad. She loves it (she studies linguistics, and reads constantly, so it works real well for her), and it shows no signs of giving up yet. The battery still holds a full charge (she says 8~9 hours a day of use), and the screen is bright as ever... 

I replaced it with a Retina iPad Mini early this year. I wanted to wait for one with a Touch ID (assuming Apple is heading that way next-fen), but that was too far down the road.

I know the Mini could easily last another 3+ years for me, except I want the Touch ID!! So I"ll be getting another later this year (I hope!).

The build quality is as good as any Mac or iPhone I've owned, and it's rare that I replace those in less than 3 years (my typical cycle).

We're coming due for the replacement cycles for iPad 2 and 3 now, so I expect a solid uptick just from that... and the next-gen will be well worth upgrading into if it has Touch ID, etc...

You know, you just gave me an idea ...

When the iPad 2 was announced I bought five -- one for each member of our household

As the iPad 3, iPad Mini and iPad 4 were released I bout 1 each of these.(iPad 2s)

The newer iPads get pushed down to the grandkids to replace the iPad 2s.

I looked into selling the excess iPad 2s -- but decided to keep them to replace any lost or broken newer models.

This next cycle, I'll, likely, buy 1 new iPad and 1 new iPad mini, these will replace their counterparts and those, in turn, will get pushed down to the grandkids.

This time, rather than have 5 iPad 2s gathering dust, I think I'l find and donate to a charity that can use them for something like this:


A voice for those who cannot speak

Proloquo2Go




http://www.assistiveware.com/product/proloquo2go
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post #108 of 177
Quote:
Originally Posted by Apple ][ View Post

Perhaps, but I also think that iPad upgrade times are longer for many people. Most people aren't going to buy a new iPad every year, and maybe the market is somewhat saturated especially in non developing countries.
I have a feeling we're going to get more than just an iPad with A8 and Touch ID. Cook has hinted at exciting things in the iPad space. Don't know if it will be through hardware or software (or a combination of both) but with the introduction of a larger screen iPhone it's the perfect time to differentiate the iPad. Because a bigger iPhone would easily eat into sales of iPad in its current form.
post #109 of 177
Quote:
Originally Posted by Gatorguy View Post


I've been thinking the same. Personally I don't think they're the PC replacements some were thinking. I see them as a supplemental device rather than something I'd be happy using all the time. Since the category is no longer new and therefor "cool", and they may no longer be widely perceived as preferable to a typical laptop I'm not particularly surprised that sales might be slowing.

I own a PowerMac, and MacBook.  My MacBook won all my time away from the desktop (now a media server to my Apple TV.  Then I bought my wife an iPad 2 when released and found myself reaching for it often.  I got myself an iPad Air when released and now only use my laptop for heavy work in graphics or moving many files between locations.  This is at home.

 

I would love to see an iPad Pro that could run both iOS and OS X.  Dropping the iPad into a docking station with a second large monitor for dual display work with wireless peripherals would be great.  I could just grab the tablet and be on my way.  When in the station OS X would kick in and the moment I pull it out it reverts to iOS.

How cool would it be to have these docks in various locations, like a terminal.  Everything is kept on the iPad Pro.

 

Hey one can dream.

post #110 of 177
Quote:
Originally Posted by Gatorguy View Post

I've been thinking the same. Personally I don't think they're the PC replacements some were thinking. 

 

Your statement begs the question what would the majority of people, who have jobs, families, hobbies, and interests prefer:

 

1. An inexpensive, easy-to-use tablet backed up with superb customer service and assistance.

2. A more expensive, complicated computer with a learning curve and no customer service.

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post #111 of 177
Quote:
Originally Posted by Gatorguy View Post

I see them as a supplemental device rather than something I'd be happy using all the time. 

 

X platform is better than Y platform because X is better at fulfilling my idiosyncratic needs, which I have stupidly generalised as being everyone's needs

 

Fixed that for you.

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post #112 of 177
Quote:
Originally Posted by Dick Applebaum View Post

Yeah, but the "one-per-home" usage pattern may change ...

For example, during the recent World Cup you could watch games live on your iPad as well as on the TV. With some of the streaming apps (and possibly a new AppleTV) that $499 iPad could take on the additional role of a Personal TV. We just might see grandpa fighting the grandkids for control of the iPad.

Personal TV could be a nice growth opportunity for iPads -- especially when you consider that the CableCo cable coming into the home suffers if it is split to service more than 3 TVs (each with their $20/mo STB).

Or you could buy a TV with a much bigger screen plus a Apple TV for less than $499.
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post #113 of 177
Quote:
Originally Posted by GTR View Post

X platform is better than Y platform because X is better at fulfilling my idiosyncratic needs, which I have stupidly generalised as being everyone's needs

Fixed that for you.

I didn't lump "everyone" together. Good use of Ignoratio elenchi tho so your comment isn't totally wasted.
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post #114 of 177
Quote:
Originally Posted by GTR View Post

X platform is better than Y platform because X is better at fulfilling my idiosyncratic needs, which I have stupidly generalised as being everyone's needs

Fixed that for you.

He didn't generalise. He was just musing.

I don't get the iPad replacing the laptop for a fair percentage of the population. It's a good consumption device. Not so great on production.
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post #115 of 177
Quote:
Originally Posted by dasanman69 View Post

Quote:
Originally Posted by Dick Applebaum View Post

Yeah, but the "one-per-home" usage pattern may change ...

For example, during the recent World Cup you could watch games live on your iPad as well as on the TV. With some of the streaming apps (and possibly a new AppleTV) that $499 iPad could take on the additional role of a Personal TV. We just might see grandpa fighting the grandkids for control of the iPad.

Personal TV could be a nice growth opportunity for iPads -- especially when you consider that the CableCo cable coming into the home suffers if it is split to service more than 3 TVs (each with their $20/mo STB).

Or you could buy a TV with a much bigger screen plus a Apple TV for less than $499.

We already have 3 TVs in the house (one with large screen).

The problem is that we have 5 people who all want to watch different things at the same time,

We can't split the carrier signal to support another TV -- tried that and the signal degraded to all TVs (lost connections, signal breakup, etc).

We all have SteamToMe and can concurrently watch different movies from our iTunes Movie repository over WiFi -- no problem there.

Like to be able to do that with live TV too.!
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post #116 of 177
Quote:
Originally Posted by asdasd View Post

He didn't generalise. He was just musing.

I don't get the iPad replacing the laptop for a fair percentage of the population. It's a good consumption device. Not so great on production.

 

When you post on a public forum you aren't just musing.

 

With Google's failure in the tablet arena he's trying to deny the validity of the category.

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post #117 of 177
Quote:
Originally Posted by GTR View Post

When you post on a public forum you aren't just musing.

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post #118 of 177
Quote:
Originally Posted by Gatorguy View Post

1bugeye.gif

 

1bugeye.gif 

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post #119 of 177
Quote:
Originally Posted by GTR View Post
 

 

Your statement begs the question what would the majority of people, who have jobs, families, hobbies, and interests prefer:

 

1. An inexpensive, easy-to-use tablet backed up with superb customer service and assistance.

2. A more expensive, complicated computer with a learning curve and no customer service.

 

Your statement begs the question:

 

What is your explanation for the slide in iPad sales 2 quarters in a row?

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post #120 of 177
Quote:
Originally Posted by GTR View Post
 

 

When you post on a public forum you aren't just musing.

 

You're joking, right?

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