Rosenblatt downgrades Apple to 'sell' on middling iPhone sales

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Comments

  • Reply 21 of 23
    1. No one cares about 5G. Cellular data is still cellular data and has not meaningfully changed in people's minds since 3G.

    2. Last year's iPhones were a snooze, and this year will be even worse.

    3. Services has room to grow but will not see a giant boost as a result of any of Apple's efforts. No one cares about Apple's original content, and the fact that they think anyone would is shockingly bizarre. News+ appeals to a tiny niche. Apple Arcade is a great idea (subsidized development to achieve decent apps) that is several years too late. The market for this has already been put off by mobile gaming.
    1. Correct. 

    2. If you mean that besides speed and optics improvements, phones are boring...well, you may be right. It's a mature technology. What are you expecting? Cheeseburgers coming out of the screen from holographic projectors?

    3. How could normals care about Apple entertainment programming, it's not even out yet! Normals don't even know it's a thing.
    1. ...

    2. We can't keep using that defense, "what do you expect". Well, we expect iPhones worth upgrading for. If they don't exist, we have to expect Apple to perform worse.

    3. Normals won't and don't pay for subscriptions to unknown content. Period. The modicum of success seen by Netflix, Amazon, and HBO with their "original" programming is 100% subsidized and enabled by their library of content that people actually know, and want. No one has dare to try to offer a service that has zero draw for anyone. Here, come pay for these shows you've never heard of! Yeah, not happening.
    Xaykhaera
  • Reply 22 of 23
    EsquireCatsEsquireCats Posts: 1,268member
    It's interesting how analyst sentiment versus actual performance hasn't lined up much since the iPod days, this is when Apple was much smaller and there was a lot of other similar company stories to compare it to. I think there are a few reasons why analysts seem to get Apple wrong time and time again:

    - Both the 'market' and analysts have little experience with a company like Apple. Hence why they're also quick to assume other tech companies will reproduce this level of performance, or that the market could disappear in the short term, which leads to the second point:
    - Not having any experience with a life-changing product. The iPhone fundamentally changed humanity, the amount of change is on par with the commercialisation of the automobile. Android copying iPhone further served to cement the importance of the iPhone.

    Which leads to a less wholesome point: Analyst opposition has been so consistent, in spite of actual performance, that it could be interpreted as a continual effort to manipulate stock prices.



  • Reply 23 of 23
    fastasleepfastasleep Posts: 6,397member
    3. Normals won't and don't pay for subscriptions to unknown content. Period. The modicum of success seen by Netflix, Amazon, and HBO with their "original" programming is 100% subsidized and enabled by their library of content that people actually know, and want. No one has dare to try to offer a service that has zero draw for anyone. Here, come pay for these shows you've never heard of! Yeah, not happening.
    Nobody knows how TV+ is going to work yet. How do you know they won't be rotating in existing content from other providers too? And duh, the content isn't going to be unknown once it's out and has been reviewed, etc. What if it's a string of hit original shows/movies and a substantial backlog of iTunes Store content rotating in/out every month for $x? Or lumped in with Apple Music for $x/mo? Or something else not so obvious. Easy for you to claim there is "zero draw" when we know next to nothing about the service to begin with.
    edited July 2019
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