I wonder how long it will take for this to normalize where we no longer see these YOY declines.
For the iPad? I don't know. I was perfectly happy with the iPad 1, but when retina screens came out bought a 3. Both still work great despite me using them nearly half the day long for years. They just don't break, IMHO.
When a touch ID version comes out with the smaller bezels I'll probably get one and then we can have an upstairs, downstairs and travel iPad ( iPad1 for travel in case it gets lost plus it has a cellular card). After that, I guess we could always get another for the basement lol.
I guess a lot of people don't have to upgrade. I bet the new enterprise apps will help sales.
Apple seems to hit the sweet spot with their parts/specs. I don't care so much for x bump up on x part. I only care about the total experience. That's what the other mfgs don't get. I'm glad Apple gets it.
iPhone sales in China were up 48%. Yet everyone keeps saying Apple is doomed in China.
Not everyone says Apple is doomed in China. However, quite a few pessimists and a few people who can't read a fiscal earnings announcement say that. Also a few trolls and Apple haters.
The lesson here is not to believe everything you read.
China's YOY growth for all Apple products is +28%, by far their fastest growing geographic market region. That said, the Apple earnings announcement does not cover YOY growth by their competitors. The +28% and +48% growth numbers look impressive by themselves, but they really needs to be placed into perspective vis-a-vis the competition for a clearer understanding of what's going on.
Let's say you're a soccer team and you score three goals in the second half. Sounds great, right? What if the other team scores eight?
We do know that most of Apple's handset competitors don't make a profit from telephone sales (Samsung makes a bit, but their profit margins are eroding; HTC used to be flat, everyone else loses money). We also know that the iPad is basically the only tablet line that turns a profit, everyone else is losing money from tablet sales.
Cook hinted that there could be a bigger acquisition on the horizon. Of course he said it needs to be strategic and he's not looking to acquire a certain number of companies, etc. but he made a specific point of saying how strong the executive team was and how well they could handle a larger acquisition.
I'm pretty sure a lot of people are holding off on buying new or replacement iPads, specifically waiting for the next-gen with Touch ID, etc.
I almost didn't buy my Retina iPad Mini early this year, after having experienced Touch ID on the 5S for a few months... one becomes spoiled in a hurry. I considered waiting, but then seeing that the new ones weren't likely until September or so, went ahead and pulled the trigger (needed it sooner)...
I'll still probably sell my existing mini and replace it with a Touch ID model, assuming that's in the cards.
I know quite a few people who aren't upgrading just yet, because they also want the iPad Air/Mini rev2 (better camera, faster processors, Touch ID, etc.)...
I expect the iPad line will make up for 'lost ground' once those new models are released...
And there's still so much in the pipeline that we can only guess at!
As soon as Apple ships iPad with iTouch sensor then we will buy 4x units immediately. Based on antocedal evidence, I suspect there are others with the same thought.
You must be a real hoot at parties. Can you say Debbie Downer. Great quarter and YOU find something to worried about. What, exactly, is worrying you about tablet sales when the entire tablet market has slowed? I just don’t get people like yourself. And what ‘projections’ are you babbling about? There have been no projections of anything other than hearsay and rumors.
I didn't reply to this childish post sooner because I was listening to the Q&A. Like an adult with an investment. Where tim was indicating that he was unhappy with "penetration" in enterprise for iPads. Hence the IBM deal.
I doubt if they are happy with consumer tablets either but can't say yet. I expect that the recent upgrades weren't all that compelling - the iPad 2 was and is adequate for most. What will drive consumer tablets is any of , IMHO , the Touch ID, a new form factor and more hard drive space at all price ranges. With that I would upgrade my iPad. With just speed increases I wouldn't.
The projections I am "babbling about" is Apples guidance. Hat tip, You might want to reconsider posting on a site which is for investors given you don't know the rudimentary terminology.
I bet very few of the "Apple can do no wrong" fanatics listened to that call. This is about the 80th call I have listened too. Being a fan of Apple doesn't mean you can't be concerned with some trends.
Well since it only has one year and it started at 0. That would make it 10 million % YOY
Huh? Cook said tiers. The 5C is the middle tier. That tier had the best YOY growth.
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. Sorry I didn't listen to the conference call.
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...
One consideration is that people do not upgrade iPads as frequently as iPhones -- I've read where people upgrade their iPads on a 2-3 year cycle.
Categories iPad of buyers:
1) Consumers replacing home Windows PCs that were always infected.
2) Nerdy halo buyers who have an iPhone and a MBP
3) Families with children
4) Schools
5) Specialty industry such as outdoor logistics, fire dept., transportation, medical
Perhaps those categories are approaching saturation at this point.
I don't know, just curious.
Possibly, but these 2010 - 2014Q3 usages were established with an incrementally improved iOS and incrementally improved iPad hardware (exception being the A7 APU on the iPad Air).
WWDC2014 changed very much in the iOS side of development -- 4,000 new APIs, inter-app communication, Swift,, Interactive Programming and debugging, Hand-off, Extensions, HomeKit, Metal, Enhanced Security ...
I suspect the new iPads will have TouchID and more RAM and flash storage. I suspect that a lot of existing apps will be upgraded to take advantage of new iPad hardware and new iOS capabilities/openness.
In addition, I think we'll see new classes of iPad apps -- console-quality games, medical apps, home automation and security ...
Comments
For the iPad? I don't know. I was perfectly happy with the iPad 1, but when retina screens came out bought a 3. Both still work great despite me using them nearly half the day long for years. They just don't break, IMHO.
When a touch ID version comes out with the smaller bezels I'll probably get one and then we can have an upstairs, downstairs and travel iPad ( iPad1 for travel in case it gets lost plus it has a cellular card). After that, I guess we could always get another for the basement lol.
I guess a lot of people don't have to upgrade. I bet the new enterprise apps will help sales.
Apple seems to hit the sweet spot with their parts/specs. I don't care so much for x bump up on x part. I only care about the total experience. That's what the other mfgs don't get. I'm glad Apple gets it.
iPhone sales in China were up 48%. Yet everyone keeps saying Apple is doomed in China.
Not everyone says Apple is doomed in China. However, quite a few pessimists and a few people who can't read a fiscal earnings announcement say that. Also a few trolls and Apple haters.
The lesson here is not to believe everything you read.
China's YOY growth for all Apple products is +28%, by far their fastest growing geographic market region. That said, the Apple earnings announcement does not cover YOY growth by their competitors. The +28% and +48% growth numbers look impressive by themselves, but they really needs to be placed into perspective vis-a-vis the competition for a clearer understanding of what's going on.
Let's say you're a soccer team and you score three goals in the second half. Sounds great, right? What if the other team scores eight?
We do know that most of Apple's handset competitors don't make a profit from telephone sales (Samsung makes a bit, but their profit margins are eroding; HTC used to be flat, everyone else loses money). We also know that the iPad is basically the only tablet line that turns a profit, everyone else is losing money from tablet sales.
One consideration is that people do not upgrade iPads as frequently as iPhones -- I've read where people upgrade their iPads on a 2-3 year cycle.
Categories iPad of buyers:
1) Consumers replacing home Windows PCs that were always infected.
2) Nerdy halo buyers who have an iPhone and a MBP
3) Families with children
4) Schools
5) Specialty industry such as outdoor logistics, fire dept., transportation, medical
6) Coffee shop and commuter readers
Perhaps those categories are approaching saturation at this point although I'd think K12 education has a lot of upside.
I don't know, just curious.
Some saturation as well. A household with 2 or more iPhones could get along with just one iPad.
...or less.
No my friend .. I am strictly talking expectations
Expectation on eps was 1.23... Apple did 1.28
Expectations on margin was 37ish. Apple did 39 ish
Apple beat profit Expectations not apple guidance !
Something else Cook said on the conference call: of the there iPhone tiers the 5C had the best YOY growth this quarter.
Well since it only has one year and it started at 0. That would make it like 10 million % YOY
I'm pretty sure a lot of people are holding off on buying new or replacement iPads, specifically waiting for the next-gen with Touch ID, etc.
I almost didn't buy my Retina iPad Mini early this year, after having experienced Touch ID on the 5S for a few months... one becomes spoiled in a hurry. I considered waiting, but then seeing that the new ones weren't likely until September or so, went ahead and pulled the trigger (needed it sooner)...
I'll still probably sell my existing mini and replace it with a Touch ID model, assuming that's in the cards.
I know quite a few people who aren't upgrading just yet, because they also want the iPad Air/Mini rev2 (better camera, faster processors, Touch ID, etc.)...
I expect the iPad line will make up for 'lost ground' once those new models are released...
And there's still so much in the pipeline that we can only guess at!
Next.
Huh? Cook said tiers. The 5C is the middle tier. That tier had the best YOY growth.
They don't pay that. That's the "effective tax rate". What they should pay. Or will sometime.
I didn't reply to this childish post sooner because I was listening to the Q&A. Like an adult with an investment. Where tim was indicating that he was unhappy with "penetration" in enterprise for iPads. Hence the IBM deal.
I doubt if they are happy with consumer tablets either but can't say yet. I expect that the recent upgrades weren't all that compelling - the iPad 2 was and is adequate for most. What will drive consumer tablets is any of , IMHO , the Touch ID, a new form factor and more hard drive space at all price ranges. With that I would upgrade my iPad. With just speed increases I wouldn't.
The projections I am "babbling about" is Apples guidance. Hat tip, You might want to reconsider posting on a site which is for investors given you don't know the rudimentary terminology.
I bet very few of the "Apple can do no wrong" fanatics listened to that call. This is about the 80th call I have listened too. Being a fan of Apple doesn't mean you can't be concerned with some trends.
In general it was a good Q.
Well since it only has one year and it started at 0. That would make it 10 million % YOY
Huh? Cook said tiers. The 5C is the middle tier. That tier had the best YOY growth.
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. Sorry I didn't listen to the conference call.
Yes. Over last years 4S.
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...
Possibly, but these 2010 - 2014Q3 usages were established with an incrementally improved iOS and incrementally improved iPad hardware (exception being the A7 APU on the iPad Air).
WWDC2014 changed very much in the iOS side of development -- 4,000 new APIs, inter-app communication, Swift,, Interactive Programming and debugging, Hand-off, Extensions, HomeKit, Metal, Enhanced Security ...
I suspect the new iPads will have TouchID and more RAM and flash storage. I suspect that a lot of existing apps will be upgraded to take advantage of new iPad hardware and new iOS capabilities/openness.
In addition, I think we'll see new classes of iPad apps -- console-quality games, medical apps, home automation and security ...
Well I don't follow the analysts much. Maybe you are right and the headline is over gloomy. But no need to suggest payments by Samsung.