Editorial: As Apple plays the telephone game, analysts hear something else entirely

2»

Comments

  • Reply 21 of 27
    AppleExposedAppleExposed Posts: 1,805unconfirmed, member
    DAalseth said:

    Apple is a high volume innovator in and beyond phones. Google and Microsoft are not.

    Huh?? This statement makes no sense. And comparing these three companies is stupid anyway. Apple primarily sells consumer hardware and services that can be used with that hardware. Google and Microsoft’s primary business models are not that at all. 
    I took that to be the point of the article. So many of the online bloggers, columnists, and influencers keep trying to equate these three, but Apple is just not the same . Even governments at several levels are looking into antitrust and monopoly abuses of the big tech giants and they tend to lump Google, Facebook, Amazon, Microsoft, and Apple in together, but Apple is not like the rest. As the song from Sesame Street said “One of these things is not like the others. One of these things just doesn’t belong...”. The author was going on at great length to point out that Apple had a different business model and should not be compared with the others.
    I still don’t get the article other than Apple good make lots of money everyone else bad. 

    To simplify, the article disproves the "Apple is bad everyone else good" articles.

    Apple is a high volume innovator in and beyond phones. Google and Microsoft are not.

    Huh?? This statement makes no sense. And comparing these three companies is stupid anyway. Apple primarily sells consumer hardware and services that can be used with that hardware. Google and Microsoft’s primary business models are not that at all. 
    I think the point is Apple successfully operates as many different other companies have and do:

    - a PC company (an IBM, Dell, etc)
    - a music player company (Creative, Nomad)
    - a video camera company (Go Pro)
    - a point and shoot camera company (take your pic)
    - a cellphone maker
    - a watch maker 
    - a cloud storage company (Dropbox)
    - a set-top box (Roku)
    - a video streaming company?

    ...etc. Apple operates in spaces were usually a company specialized in, and Apple is doing all of them,  often dominating with leading or historic successes. This is certainly noteworthy, and a distinction. Their fiscal health is incredible. Which makes the DOOM narratives and reporting slants all the more idiotic. 

    Google sells ads successfully. 

    MS has a few more different businesses...Windows, Office, XBox. 

    This is the epitome of ignorance here. You can argue that they do all those things, but they perform at the level of basic functionality for many of those things. 1. As a PC company, they have had mild success. They are still not targeting enterprises as much as IBM/Dell, so I'm not sure what you're talking about here. 2. As a music player company, everyone's already moved past this. Where's HomePod in this? 3. As a video camera company, people don't really compare using iPhones with action cameras. What about RED cameras? 4. As a point and shoot camera company, Google's Pixel actually delivers comparable quality especially at night. Regardless, practically all phones are capable of this. 5. As a cell phone maker, their bread and butter is in the U.S. They still lose out globally (for now?) 6. As a watch maker, their phones have a limited lifespan. They are disrupting the low end watch industries. The mid/upper ends are unaffected. 7. As a cloud storage company, they have iCloud which is mediocre compared to Google, Dropbox, OneDrive, and a myriad of other agnostic platform companies. No one really considers iCloud a formidable competitor as they are scaled to consumers. 8. As a set top box, Apple TV has largely been a non competitor to the Rokus, Fire TVs, etc. Their market share is at the bottom. 9. As a video streaming company, that's to be determined. Of the 9 bullets you've mentioned, I'd say success really is in 4 of the 9. The other 5 they have been outperformed by their competitors in multitudes of angles. Luckily those competitors also allow you to use their products platforms agnostically.

    Oh goodness.....

    "1. As a PC company, they have had mild success."
    then you say:
    "4. As a point and shoot camera company, Google's Pixel actually delivers comparable quality especially at night."

    Moved the goalposts when you mentioned Pixel who has not even neared "mild success".

    2. You moved the goalposts to a different game.

    I would consider Mac who competes with hundreds of knockoffs and still gets the most profit more than "mild success". Any vendor would trade their brand for Macs success.

    3. Documentaries and movies have already been shot on iPhone.

    4. Magazine covers have already been shot on iPhone and iPhone remains a photographer favorite. It's only a matter of years when Apple closes in on big camera developers.

    5. WRONG. iPhone holds major marketshare in other countries and almost all profit share globally.
    Funny how you iKnockoff Knights clump all android crap under one company umbrella but never compare say Huaweis iKnockoff  markeshare Vs. iPhone because you know Apple blows everyone away with few models.

    6. Apple Watch is the most successful watch in history and Apple is the biggest watch brand in the world. WTF ARE YOU ON ABOUT?!

    7. iCloud is BETTER than those spy services you mention. Again you have no idea what you're talking about.

    8. Apple TV hardware sales are growing and you comparing them to 20 dollar crap is intentionally putting them at a disadvantage.

    9. YOU LOST.
    lolliverwatto_cobra
  • Reply 22 of 27
    AppleExposedAppleExposed Posts: 1,805unconfirmed, member
    gatorguy said:
    The true test for me of the success of ANY product is how many I see of them—without even looking for them—"out in the wild".

    What I see rather often are: Apple iPhones, MacBooks, Watches; Tesla Sedan S, X, 3; Honda Accord, Civic

     I own Apple and Honda products. I aspire to owning a Tesla.

    That's good enough for me. The rest is fake news, media hype, and just gossip.
    That's why all you see "out in the wild" are those products.  

    FWIW I've still not ever seen an Apple Watch in the wild either...

    almost certainly because I don't care about watches all that much anyway, and have zero interest in smartwatches. Therefor I'm not attuned to them and don't even notice. That does not mean they aren't all around me. 

    Where the heck are you? You're on an Apple related site and know about the Watch so you can't use the excuse that you don't notice them.

    I can't take a walk without seeing one. As a matter of fact, I bet you I can find one in less than one minute if I go downtown. They're everywhere here and it's not uncommon to see 3 in a row especially in hospitals on nurses/doctors, any city downtown area, and in any middle class restaurant.

    Where are you? Ghana? (No offense if you are)
    lolliverwatto_cobra
  • Reply 23 of 27
    gatorguygatorguy Posts: 24,088member
    gatorguy said:
    The true test for me of the success of ANY product is how many I see of them—without even looking for them—"out in the wild".

    What I see rather often are: Apple iPhones, MacBooks, Watches; Tesla Sedan S, X, 3; Honda Accord, Civic

     I own Apple and Honda products. I aspire to owning a Tesla.

    That's good enough for me. The rest is fake news, media hype, and just gossip.
    That's why all you see "out in the wild" are those products.  

    FWIW I've still not ever seen an Apple Watch in the wild either...

    almost certainly because I don't care about watches all that much anyway, and have zero interest in smartwatches. Therefor I'm not attuned to them and don't even notice. That does not mean they aren't all around me. 

    Where the heck are you? You're on an Apple related site and know about the Watch so you can't use the excuse that you don't notice them.

    I can't take a walk without seeing one. As a matter of fact, I bet you I can find one in less than one minute if I go downtown. They're everywhere here and it's not uncommon to see 3 in a row especially in hospitals on nurses/doctors, any city downtown area, and in any middle class restaurant.

    Where are you? Ghana? (No offense if you are)
    Nope never noticed even one, and I'm in a metro area of around a million people. How many Nissan NV's did you see today? If you were out on the road at all today they were there. 
    muthuk_vanalingam
  • Reply 24 of 27
    Folio said:
    All good. My one critique is: shouldn't you break down market share geographically? Of course most readers here know Apple killing it in US and Japan. Not Europe or China. And insignificant in India, Brasil, etc. Does Huawei woes (and Apple's expanding offerings in services, ecosystem) mean potential leaps serving more rising middle class? But I guess that's a whole set of articles. ;-)
    Here are figures from Statcounter that demonstrate Apple dominates the second and third largest markets in the world (USA & Japan] along with many other major developed nations:

    Japan: iOS = 72%. Android = 27%
    Australia: iOS = 64%. Android = 36%
    Canada: iOS = 64%. Android = 36%
    Sweden: iOS = 63%. Android = 36%
    Denmark: iOS = 62%. Android = 38%
    USA: iOS = 58%. Android = 41%
    UK: iOS = 55%. Android = 44%
    Norway: iOS = 53%. Android = 47%

     And a few other countries where iOS is very close to Android
    Singapore: iOS = 45%. Android = 54%
    Netherlands: iOS = 44%. Android = 55%

     And China is right on the worldwide average for iOS web share:

     China: iOS = 27%. Android = 70%
     
    Which means over a quarter of active devices in China and worldwide are Apple which is astounding considering those Apple devices cost on average 4x more than all those Aid devices.
    edited August 2019 watto_cobra
  • Reply 25 of 27
    cincyteecincytee Posts: 401member
    gatorguy said:
    FWIW I've still not ever seen an Apple Watch in the wild either... 
    The early generations I saw only rarely. These days, I see them all over the place, and on people who otherwise would not appear to be trendsetters. They're fast becoming a mainstream consumer product.
    watto_cobra
  • Reply 26 of 27
    gatorguy said:
    gatorguy said:
    The true test for me of the success of ANY product is how many I see of them—without even looking for them—"out in the wild".

    What I see rather often are: Apple iPhones, MacBooks, Watches; Tesla Sedan S, X, 3; Honda Accord, Civic

     I own Apple and Honda products. I aspire to owning a Tesla.

    That's good enough for me. The rest is fake news, media hype, and just gossip.
    That's why all you see "out in the wild" are those products.  

    FWIW I've still not ever seen an Apple Watch in the wild either...

    almost certainly because I don't care about watches all that much anyway, and have zero interest in smartwatches. Therefor I'm not attuned to them and don't even notice. That does not mean they aren't all around me. 

    Where the heck are you? You're on an Apple related site and know about the Watch so you can't use the excuse that you don't notice them.

    I can't take a walk without seeing one. As a matter of fact, I bet you I can find one in less than one minute if I go downtown. They're everywhere here and it's not uncommon to see 3 in a row especially in hospitals on nurses/doctors, any city downtown area, and in any middle class restaurant.

    Where are you? Ghana? (No offense if you are)
    Nope never noticed even one, and I'm in a metro area of around a million people. How many Nissan NV's did you see today? If you were out on the road at all today they were there. 
    While I understand what you’re saying the argument is kinda weak. How many Nissan NVs did I see today? Who knows? I probably saw one but didn’t notice. But I HAVE seen Nissan NVs without specifically looking for them. And I’m willing to bet there are many more Apple Watches in the wild than there are Nissan NVs. I unintentionally see Apple Watches, like when the cashier at the donut shop hands me change, or when the gym instructor is moving their arms in front of a class. 

    It’s at the least odd that you claim not to see wrist worn devices because you don’t use one or have interest in one yourself. I don’t wear bracelets or necklaces and also have no interest in them, yet I still see them on other people. 
    watto_cobra
  • Reply 27 of 27
    gatorguygatorguy Posts: 24,088member
    gatorguy said:
    gatorguy said:
    The true test for me of the success of ANY product is how many I see of them—without even looking for them—"out in the wild".

    What I see rather often are: Apple iPhones, MacBooks, Watches; Tesla Sedan S, X, 3; Honda Accord, Civic

     I own Apple and Honda products. I aspire to owning a Tesla.

    That's good enough for me. The rest is fake news, media hype, and just gossip.
    That's why all you see "out in the wild" are those products.  

    FWIW I've still not ever seen an Apple Watch in the wild either...

    almost certainly because I don't care about watches all that much anyway, and have zero interest in smartwatches. Therefor I'm not attuned to them and don't even notice. That does not mean they aren't all around me. 

    Where the heck are you? You're on an Apple related site and know about the Watch so you can't use the excuse that you don't notice them.

    I can't take a walk without seeing one. As a matter of fact, I bet you I can find one in less than one minute if I go downtown. They're everywhere here and it's not uncommon to see 3 in a row especially in hospitals on nurses/doctors, any city downtown area, and in any middle class restaurant.

    Where are you? Ghana? (No offense if you are)
    Nope never noticed even one, and I'm in a metro area of around a million people. How many Nissan NV's did you see today? If you were out on the road at all today they were there. 
    While I understand what you’re saying the argument is kinda weak. How many Nissan NVs did I see today? Who knows? I probably saw one but didn’t notice. But I HAVE seen Nissan NVs without specifically looking for them. And I’m willing to bet there are many more Apple Watches in the wild than there are Nissan NVs. I unintentionally see Apple Watches, like when the cashier at the donut shop hands me change, or when the gym instructor is moving their arms in front of a class. 

    It’s at the least odd that you claim not to see wrist worn devices because you don’t use one or have interest in one yourself. I don’t wear bracelets or necklaces and also have no interest in them, yet I still see them on other people. 
    Yup never seen one in the wild. Might be odd to you, but it's 100% true. I don't notice watches. At all. If I had a sudden interest I'd imagine I'd start noticing if they were around. I don't.

    By the same token if you have a sincere interest in Apple Watches you'll see them everywhere yet perhaps never notice Galaxy Watches or Fitbits or whatever because you don't care about those. 

    You never see that unique car/truck color anywhere....
    until you buy one. 
    :)
    edited August 2019
Sign In or Register to comment.