Apple falls just shy of expectations with $52.9B in revenue, iPhone sales dip again to 50....

2

Comments

  • Reply 21 of 46
    shahhet2shahhet2 Posts: 149member
    shahhet2 said:
    Nope. There's no way the 2015 model is leading record growth for Mac sales. That's just the techie-blogger-echo-chamber-whiner narrative, put forth by the usuals such as Marco Arment. As usual, his ultra-niche wants do no represent the mass market of consumers and pro consumers. The echo chamber is out of touch.
    Not sure, why few keep referring as record growth?
    It's 4% growth year over year.
    I refer to it as record growth because of last quarter's record mac sales. Perhaps "record sales" is more accurate than "record growth", but at that point we're splitting hairs -- the Mac is selling more than it ever has. Despite the whiners saying the MBP sucks because ports, because RAM, etc... Clearly people are voting w/ their wallets and buying Macs.
    Again, Why record term? It sold over 4 million last year, even before Mac upgrade cycle. 4% growth is normal for long due upgrade.
    edited May 2017
     0Likes 0Dislikes 0Informatives
  • Reply 22 of 46
    Solisoli Posts: 10,038member
    shahhet2 said:
    Nope. There's no way the 2015 model is leading record growth for Mac sales. That's just the techie-blogger-echo-chamber-whiner narrative, put forth by the usuals such as Marco Arment. As usual, his ultra-niche wants do no represent the mass market of consumers and pro consumers. The echo chamber is out of touch.
    Not sure, why few keep referring as record growth?
    It's 4% growth year over year.
    I refer to it as record growth because of last quarter's record mac sales. Perhaps "record sales" is more accurate than "record growth", but at that point we're splitting hairs -- the Mac is selling more than it ever has. Despite the whiners saying the MBP sucks because ports, because RAM, etc... Clearly people are voting w/ their wallets and buying Macs.
    I think Sog was saying the Mac will be going away completely because no one uses or needs them anymore. I can't wait to see how well Xcode works on an Apple Watch¡
    watto_cobra
     1Like 0Dislikes 0Informatives
  • Reply 23 of 46
    Solisoli Posts: 10,038member
    shahhet2 said:
    shahhet2 said:
    Nope. There's no way the 2015 model is leading record growth for Mac sales. That's just the techie-blogger-echo-chamber-whiner narrative, put forth by the usuals such as Marco Arment. As usual, his ultra-niche wants do no represent the mass market of consumers and pro consumers. The echo chamber is out of touch.
    Not sure, why few keep referring as record growth?
    It's 4% growth year over year.
    I refer to it as record growth because of last quarter's record mac sales. Perhaps "record sales" is more accurate than "record growth", but at that point we're splitting hairs -- the Mac is selling more than it ever has. Despite the whiners saying the MBP sucks because ports, because RAM, etc... Clearly people are voting w/ their wallets and buying Macs.
    Again, Why record term? It sold over 4 million last year, even before Mac upgrade cycle. 4% growth is normal for long due upgrade.
    You're seriously asking why a company would want to keep track of unit sales, revenue, and profits of their products over various timeframes?
    watto_cobra
     1Like 0Dislikes 0Informatives
  • Reply 24 of 46
    stevenozstevenoz Posts: 319member
    Why would AppleInsider post a blurry photo of MacBook Pros? 

    Perhaps purchase an iPhone with a good camera for your in-house photo guy... 


    watto_cobra
     1Like 0Dislikes 0Informatives
  • Reply 25 of 46
    shahhet2shahhet2 Posts: 149member
    Soli said:
    shahhet2 said:
    shahhet2 said:
    Nope. There's no way the 2015 model is leading record growth for Mac sales. That's just the techie-blogger-echo-chamber-whiner narrative, put forth by the usuals such as Marco Arment. As usual, his ultra-niche wants do no represent the mass market of consumers and pro consumers. The echo chamber is out of touch.
    Not sure, why few keep referring as record growth?
    It's 4% growth year over year.
    I refer to it as record growth because of last quarter's record mac sales. Perhaps "record sales" is more accurate than "record growth", but at that point we're splitting hairs -- the Mac is selling more than it ever has. Despite the whiners saying the MBP sucks because ports, because RAM, etc... Clearly people are voting w/ their wallets and buying Macs.
    Again, Why record term? It sold over 4 million last year, even before Mac upgrade cycle. 4% growth is normal for long due upgrade.
    You're seriously asking why a company would want to keep track of unit sales, revenue, and profits of their products over various timeframes?
    I was referring to various commentators, who keep referring record growth/sale.
    By no means this is record sale for Q2 ( Neither by numbers, market share or growth)
    edited May 2017
     0Likes 0Dislikes 0Informatives
  • Reply 26 of 46
    freeperfreeper Posts: 77member
    chasm said:
    Best news from my perspective: Mac sales up to 4.2 million (200,000 more than last year, with revenue up 14 percent). This totally bucks the overall PC trend.
    Except that it doesn't. The top 3 Windows PC makers - Lenovo, Dell, HP - who sell primarily to enterprises and professionals saw gains, as did gaming rig type PCs. The only segment of the PC market that saw declines are the cheap ones made by the likes of Acer and Asus, because it is those that are being replaced by smartphones and tablets. And even there, the rate of decline is much smaller than it was during the dark days of Windows 8 - and the boom days of the iPhone and iPad - so it isn't as if even the cheap PC manufacturers are at any risk of going out of business. 
    elijahg
     1Like 0Dislikes 0Informatives
  • Reply 27 of 46
    freeperfreeper Posts: 77member
    Soli said:
    mike1 said:
    So, isn't this what everybody wants? Increase in revenue and EPS with less reliance (albeit slight) on iPhone?
    Sounds like great news for those that claim Apple can only survive because of the iPhone, which will sound be obsolete because of Android.
    Except that no one has ever said at any time that the iPhone would be obsolete because of Android. Ever. At any time. Instead, people have only recently stopped proclaiming the death of Android. It was barely over a year ago when analysts claimed that Samsung's declining profits in mobile were never going to end because no one was ever going to buy premium Android phones anymore, just no margin bargain basement stuff, so Samsung might as well stop making smartphones altogether and concentrate on being a components supplier for Apple. The same analysts also falsely claimed for years that Google wasn't making any money on Android and should just give up on it already, until the leak from the Oracle trial showed that Google made $35 billion on Android at minimum between 2009-2013, forcing them to quietly drop that nonsense. 

    I don't get why everyone in the Apple blogosphere has this persecution complex where everyone allegedly hates Apple, Macs, iPhones and iPads and blatantly promotes the competition. Never mind that 90% of the tech media - to speak nothing of the non tech media like business writers and main news reporters - personally use Macs, iPhones and iPads and while they respect Windows - because it and Microsoft have been around and were so dominant for so long - most of them despise Android, have never owned an Android device and only use them when they have to review them. Virtually none of the news about Android products and manufacturers get reported outside the Android blogosphere, but the mainstream and tech media are all over it when Apple releases a minor software update or an iterative feature to their products. What do you think got more press? The modular phones that LG and Motorola released last year? The devices specifically designed for AR and VR that Lenovo and Asus released this year? Or the fact that Apple will get around to refreshing the Mac Pro - a device that virtually no one actually buys ... how many of the 4.2 million Macs bought last quarter were Pro models do you suppose? - in 2018!

    Please. Get a grip. The media reporting factual information on Android market share - when the same media predicted that Windows Mobile would drive Android off the face of the earth as recently as 4 years ago - isn't Apple bashing. As much as you - and trust me the rest of the media - would love to broadcast"Apple is the greatest and everyone else stinks!" day in and day out, newsroom rules would tend to prohibit it.
     0Likes 0Dislikes 0Informatives
  • Reply 28 of 46
    carnegiecarnegie Posts: 1,085member
    shahhet2 said:
    Soli said:
    shahhet2 said:
    shahhet2 said:
    Nope. There's no way the 2015 model is leading record growth for Mac sales. That's just the techie-blogger-echo-chamber-whiner narrative, put forth by the usuals such as Marco Arment. As usual, his ultra-niche wants do no represent the mass market of consumers and pro consumers. The echo chamber is out of touch.
    Not sure, why few keep referring as record growth?
    It's 4% growth year over year.
    I refer to it as record growth because of last quarter's record mac sales. Perhaps "record sales" is more accurate than "record growth", but at that point we're splitting hairs -- the Mac is selling more than it ever has. Despite the whiners saying the MBP sucks because ports, because RAM, etc... Clearly people are voting w/ their wallets and buying Macs.
    Again, Why record term? It sold over 4 million last year, even before Mac upgrade cycle. 4% growth is normal for long due upgrade.
    You're seriously asking why a company would want to keep track of unit sales, revenue, and profits of their products over various timeframes?
    I was referring to various commentators, who keep referring record growth/sale.
    By no means this is record sale for Q2 ( Neither by numbers, market share or growth)
    Some might have misunderstood what Mr. Cook said (or what was reported about what he said) during the conference call.

    It was a second quarter record for Mac revenue. But you're right, it wasn't a second quarter record for Mac units.
     0Likes 0Dislikes 0Informatives
  • Reply 29 of 46
    chasm said:
    Best news from my perspective: Mac sales up to 4.2 million (200,000 more than last year, with revenue up 14 percent). This totally bucks the overall PC trend.
    Actually PC sales were up slightly with Apple computer sales dropping prior to this.
     0Likes 0Dislikes 0Informatives
  • Reply 30 of 46
    kevin keekevin kee Posts: 1,289member
    Apple non-iPhone revenue is increasing, and that is the most important point to take in today's announcement. What does that mean? It means, for Wall Street "future is more important" style, the future of Apple looks brighter since it is becoming less reliant on iPhone sales and more on other products like: Mac, watch, pods and services.

    However I wouldn't be surprised if analyst, while looking for Apple to be less reliant on iPhone, would write their disappointment in less iPhone sales. Such a hypocrite world we live in.
    radarthekatwatto_cobra
     2Likes 0Dislikes 0Informatives
  • Reply 31 of 46
    elijahgelijahg Posts: 2,904member
    I think more pertinent is the huge drop in iPad sales. Sales are down consistently YoY and Apple doesn't seem to be able to reverse that. Problem imo is it's just a giant iPhone, and the bigger screened iPhones have only made the iPad sales problem worse (though higher ASP than iPad obviously). iPads need a separate OS to iOS, a blown up phone UI was fine as a stop-gap in 2010-2013, but now really doesn't cut it. 
    edited May 2017
    Habi_tweet
     1Like 0Dislikes 0Informatives
  • Reply 32 of 46
    pscooter63pscooter63 Posts: 1,084member
    elijahg said:
    Problem imo is it's just a giant iPhone...
    2010 called, they want their cliché back.

    Soliwatto_cobraSpamSandwich
     3Likes 0Dislikes 0Informatives
  • Reply 33 of 46
    Solisoli Posts: 10,038member
    elijahg said:
    Problem imo is it's just a giant iPhone...
    2010 called, they want their cliché back.
    Seriously! I'm half expecting this guy's next post is going to say how nobody wants a smartphone without a physical keyboard.
    watto_cobra
     1Like 0Dislikes 0Informatives
  • Reply 34 of 46
    bestkeptsecretbestkeptsecret Posts: 4,335member
    Soli said:
    elijahg said:
    Problem imo is it's just a giant iPhone...
    2010 called, they want their cliché back.
    Seriously! I'm half expecting this guy's next post is going to say how nobody wants a smartphone without a physical keyboard.


    I admit I got caught up in all of that 10 years ago when I bought the first iPhone. I was looking into options for the snap-on keyboards that were making their rounds.

    I used to read iLounge a lot that time (iPodLounge at that time) and they were hoping the next iteration did have a physical keyboard option.

    Now I have a smart keyboard for my iPad Pro but I hardly use it.

    I still wish there was some tactile feedback whenever I type though. There was some gizmo, some plastic thingy that would go on the screen of an iPad and provided tactile feedback when typing. I almost bought that accessory. Don't remember what it was now.

    watto_cobra
     1Like 0Dislikes 0Informatives
  • Reply 35 of 46
    irelandireland Posts: 17,802member
    Soli said:
    ireland said:
    Cook told CNBC that iPhone rumors delayed iPhone purchases in the quarter. So is that going to apply to the next two quarters as well?
    Steve said the iPhone would come down in price over time but in reality it keeps going up in price yearly.
    1) Not that I don't believe you, since that's the trend with any specific CE component over a certain duration from launch, but I personally don't recall that statement so I'd like to see a source.
    04:40


    Soli
     1Like 0Dislikes 0Informatives
  • Reply 36 of 46
    elijahgelijahg Posts: 2,904member
    elijahg said:
    Problem imo is it's just a giant iPhone...
    2010 called, they want their cliché back.

    Alright, what do you attribute falling iPad sales to? 
     0Likes 0Dislikes 0Informatives
  • Reply 37 of 46
    elijahg said:
    elijahg said:
    Problem imo is it's just a giant iPhone...
    2010 called, they want their cliché back.

    Alright, what do you attribute falling iPad sales to? 
    It is fairly simple - Longer replacement cycles. There is just NO competition to Apple in tablets. Apple is a monopoly in tablet sales, and will remain so for a long time to come.
    SpamSandwich
     1Like 0Dislikes 0Informatives
  • Reply 38 of 46
    ireland said:
    Cook told CNBC that iPhone rumors delayed iPhone purchases in the quarter. So is that going to apply to the next two quarters as well?
    Steve said the iPhone would come down in price over time but in reality it keeps going up in price yearly.
    technically the iPhone did come down in price each year, the iPhone 3G replaced it and it's price bracket - it too came down in price year after year as iPhone 4 then 4S then 5 replaced them with each iteration dropping a price tier each time till they were discontinued. so he's not wrong :p 
     0Likes 0Dislikes 0Informatives
  • Reply 39 of 46
    Solisoli Posts: 10,038member
    adm1 said:
    ireland said:
    Cook told CNBC that iPhone rumors delayed iPhone purchases in the quarter. So is that going to apply to the next two quarters as well?
    Steve said the iPhone would come down in price over time but in reality it keeps going up in price yearly.
    technically the iPhone did come down in price each year, the iPhone 3G replaced it and it's price bracket - it too came down in price year after year as iPhone 4 then 4S then 5 replaced them with each iteration dropping a price tier each time till they were discontinued. so he's not wrong :p 
    And they have released at least 2 different cheaper models that we're wholly and old model. And if we take inflation into consideration, the small bump from the original full price isn't that much. And then we can make storage capacity comparisons, instead of tier comparisons, as well as screen size comparisons, performance comparisons, and feature set comparisons. If it was best to stick with the original iPhone at a lower price it would be under $100 today, as per the video Ireland posted—thank for the video.

    Hershey's had a 5¢ chocolate bar for decades(?). As prices fluctuated they would simply adjust how big the bar was so they could keep it at that same price, and presumably the same profit margin. I'm glad Apple keeps pushing for more functionality, even if some of their ideas take many years to develop.
     0Likes 0Dislikes 0Informatives
  • Reply 40 of 46
    crossladcrosslad Posts: 527member
    Compared to Samsung's mobile division Apple are doing great.  
    "Sales from the mobile unit declined, with the business posting an operating profit of $1.8 billion (2.07 trillion won), down 47% from the $3.4 billion (3.89 trillion won) it netted a year ago". Source:- http://m.androidcentral.com/samsung-posts-record-profits-q1-2017-even-phone-sales-decline

     0Likes 0Dislikes 0Informatives
Sign In or Register to comment.