Rene Ritchie (@reneritchie) 1/2/19, 5:24 PM IMHO, complaints about pricing, price points, home buttons, headphone jacks, batteries, upgrade cycles, etc. are all valid but are also all besides the point, which remains: Can Apple transition iPhone from growth driver to platform that enables more growth drivers? That’s it.
This is pretty spot on. Apple has hundreds of millions of iPhone customers. How do you get those people to buy more things? And what are those things? Clearly they aren't Macs. They are AirPods, however. And Apple Music subscriptions. Video is the logical next step.
As someone who has bought Apple products (and stock) for almost 40 years, I remember many long years where Apple sold 1 device for every 1000 the other guys sold. They struck silver with the iPod and then gold with the iPhone. The iPod appealed to all sorts of people. You didn't have to be a techie. Apple built a better mousetrap and the public responded. And then came the iPhone. Everyone needs a phone. Apple built a better phone and, again, the public responded. So what else has incredibly broad appeal and needs a better use experience? And is Apple even the company to deliver these days? I personally wish they'd focus more on home automation and deliver some killer first party products in that area. I also think they should get serious about audio, maybe buy Sonos. HomePod was a huge miss. I would have bought at least 6 for my house if it wasn't such a gimped product.
I disagree that HomePod is a miss. People are comparing the $350 HomePod to FREE-$20 buck Echos which is just dumb. It's not a direct competitor to smart speakers. It's a high end bluetooth speaker with a Siri "musicologist". It's selling and it's doing its job.
Siri is as close to a musicologist as a potato. I asked it to play Christmas music the other day, what did it do, play Christmas Classics. Fine I thought, so I asked it to play Christmas Pop songs. Nope, Christmas Classics again. Modern Christmas songs? Nah, Christmas Classics. Asked it to Airplay to my AppleTV. "Can't do that". That's just off the top of my head, there's plenty more simple questions with the response "Sorry I can't do that on HomePod". The HomePod's audio is great, Siri is crap. You can ask Alexa plenty of things and she'll actually answer reasonably well, but Siri is embarrassingly bad.
Unfortunately Siri is the voice of both the HomePod and the iPhone and with inexpensive echos proliferating all over they show how bad Siri is. Even Google Assistant seems to be responding faster to the compete end challenge from Alexa.
And again you quote the most expensive possible situation. You even threw in AppleCare, a case and a 3rd party data plan for 2 years! lol
Beyond absurd.
Can you show me 1 person in the world who buys an iPhone without a data plan and AppleCare?
No... didn't think so.
You are a fanboy troll if you think people use their $2000 iPhones as iPods and only on wifi.. with no case.
Apple downgrades its guidance and suddenly all the naysayers are geniuses in their own fabricated little universes. Amazing. It's like a broken clock that is accurate exactly twice a day. Again, Apple is always hiring so let's see those broken clock expert resumes heading out to Cupertino so the angry army of ephemeral redemption can set Tim & Co. back on to the righteous path to profitability.
The sad thing to realize for those who revel in Apple's quarterly shortfall is that this is a clear signal that the mass incineration of wealth taking place under the current US administration has no limits. Nobody is too smart, too innovative, or too efficient to escape the gross incompetence that is now a cancer on the US and world economy. This is not an "Apple problem" or a "Tim Cook problem." This is what happens when you send a boy (brain) in to do a man's job. The US economy is the mothership upon which the rich, poor, and all of those in-between rely on for safety, security, and long term financial sustainment. It's now being scuttled from within for the personal whims and sick amusement of someone who is as far out of touch with reality as a living organism can possibly be.
They only policy decision that Trump made that affected Apple was to cut taxes so much that Tim Cook could swim in an Olympic Swimming pool of $100 bills. I don’t think that Trump put any Tariff on the iPhone or any other Apple product, but since Cook tried to Blame Trump for his leadership failures, Trump is very likely to fire back and put Tariffs on any phone from China including the IPhone. Then watch The stock tank.
It's not the tariffs, it's retaliation. That's what happens in a war - in addition to the massive number of civilian casualties.
Rene Ritchie (@reneritchie) 1/2/19, 5:24 PM IMHO, complaints about pricing, price points, home buttons, headphone jacks, batteries, upgrade cycles, etc. are all valid but are also all besides the point, which remains: Can Apple transition iPhone from growth driver to platform that enables more growth drivers? That’s it.
This is pretty spot on. Apple has hundreds of millions of iPhone customers. How do you get those people to buy more things? And what are those things? Clearly they aren't Macs. They are AirPods, however. And Apple Music subscriptions. Video is the logical next step.
As someone who has bought Apple products (and stock) for almost 40 years, I remember many long years where Apple sold 1 device for every 1000 the other guys sold. They struck silver with the iPod and then gold with the iPhone. The iPod appealed to all sorts of people. You didn't have to be a techie. Apple built a better mousetrap and the public responded. And then came the iPhone. Everyone needs a phone. Apple built a better phone and, again, the public responded. So what else has incredibly broad appeal and needs a better use experience? And is Apple even the company to deliver these days? I personally wish they'd focus more on home automation and deliver some killer first party products in that area. I also think they should get serious about audio, maybe buy Sonos. HomePod was a huge miss. I would have bought at least 6 for my house if it wasn't such a gimped product.
Agree 100%. And with a new video service coming maybe Apple should get into the TV business. I know TVs are a low margin business but it wouldn’t be about the TV so much as about tvOS and Apple’s video service. Every time I go into Best Buy the busiest part of the store is their TV section. I have a 4K TCL TV with Roku. I hardly ever fire up my Apple TV box. But if Apple sold a smart TV with tvOS and all the benefits of the Apple ecosystem I’d seriously think about getting one. And it wouldnt have to be outrageously priced because it would be all about getting Apple video service subs.
I completely agree on TV. Like you, I've also observed that the TV part of the store is always the busiest. I know there are many negatives when it comes to the TV business, but I think Apple could do for TV (hardware, as well as media distribution and discovery) what it did for portable audio and telephony.
Yes. Apple should totally be thinking about this. The market for smart TVs isn’t close to being saturated. And the easiest way to get people to sign up for your streaming tv service is to make it easy to access right from your TV set.
And right on cue, the salivating trolls come marching onto EVERY Apple site in existence by the truckload!
Forget trolls. What is your opinion on what is happening on iPhone?
The rest of the business seems to be doing ok. They have a lot of cash reserves to pull on. That won't save them from a roller coaster ride, short term, but iPhone is suffering. Do you agree with TCs line or do you think he is airbrushing bits? Are prices too high? Is competition playing a part? Are iPhones underperforming on features? Etc.
The smartphone market is mature. I can easily afford the top of the line iPhone model, but I see no reason to upgrade from my 7 Plus. I think a lot of people feel this way. Even if Apple dropped prices tomorrow, I still wouldn’t upgrade. My 7 Plus is great. I’d like FaceID, but that’s not enough of a reason to upgrade.
I dont think prices are the issue. There are iPhone models under $500. Top of the line is very pricey, but Apple has nice offerings at several price points. The market is saturated and mature and this was bound to happen.
If price wasn’t an issue why did Tim keep mentioning subsidies going away? Why did he mention not marketing the trade-in program enough? Both of those things scream price issues. Which was obvious when the front page of apple.com was displaying this:
I know many people with older phones and none of them WANT to upgrade. They don’t care about pricing. They are satisfied with their current devices. I was just helping a friend with her Mac today. It’s 8 years old and works fine. She sees no reason to upgrade. The same thing is happening with phones.
As I said, Apple has phone models at a variety of price points. Stop focusing on the top of the line. Phones are mature. The tech is mature. There aren’t a lot of new features. Faster, better screen, better camera...yawn. My phone is fast enough and the camera is fine. The days of annual upgrades are over.
Price is a factor, but it’s not the issue.
I wouldn't mind getting a new iPhone, but they haven't updated the 4" format. A phone that doesn't fit in my pocket is a non-starter.
Rene Ritchie (@reneritchie) 1/2/19, 5:24 PM IMHO, complaints about pricing, price points, home buttons, headphone jacks, batteries, upgrade cycles, etc. are all valid but are also all besides the point, which remains: Can Apple transition iPhone from growth driver to platform that enables more growth drivers? That’s it.
This is pretty spot on. Apple has hundreds of millions of iPhone customers. How do you get those people to buy more things? And what are those things? Clearly they aren't Macs. They are AirPods, however. And Apple Music subscriptions. Video is the logical next step.
As someone who has bought Apple products (and stock) for almost 40 years, I remember many long years where Apple sold 1 device for every 1000 the other guys sold. They struck silver with the iPod and then gold with the iPhone. The iPod appealed to all sorts of people. You didn't have to be a techie. Apple built a better mousetrap and the public responded. And then came the iPhone. Everyone needs a phone. Apple built a better phone and, again, the public responded. So what else has incredibly broad appeal and needs a better use experience? And is Apple even the company to deliver these days? I personally wish they'd focus more on home automation and deliver some killer first party products in that area. I also think they should get serious about audio, maybe buy Sonos. HomePod was a huge miss. I would have bought at least 6 for my house if it wasn't such a gimped product.
I disagree that HomePod is a miss. People are comparing the $350 HomePod to FREE-$20 buck Echos which is just dumb. It's not a direct competitor to smart speakers. It's a high end bluetooth speaker with a Siri "musicologist". It's selling and it's doing its job.
Where could Apple strike Gold?
1. Cars.
2. Glasses. I have an idea that (hopefully) Cook will read that would make Apple Glasses a miracle device. If Apple can think of better ideas than a poor forum commenter then they will strike gold.
3. Health. Apple is already a leader here.
Now as far as services:
1. Shopping. A pre-installed app that can act as a mall, an "eBay" and an "amazon" all in one would pull in billions.
2. Expanding the TV app. Adding an Apple Service, a possible sports service and movies in theaters would pull in more billions.
3. Expanding Didi. Apple could also pre-install Didi into iOS devices and go head on with Uber/Lyft in western countries.
I disagree on HomePod. Sure, if your expectations are low, it's doing ok, but it could have been so much more. Why can't it do surround? Why doesn't it have Ethernet? Why can't Siri play the lossless audio on my home Mini (from iTunes) instead of wasting my bandwidth and streaming lower quality audio from the cloud? It's a weak, gimped product compared to Sonos and other home audio solutions. If you compare it to bluetooth speakers, sure, it's great (but overpriced). I think Apple could do a whole lot more in the audio space. There are two kinds of audio customers: the ones who don't care about sound quality and the ones who care a lot. There's no middle ground. Apple targeted a non-existent middle. HomePod is too expensive for people who don't care about audio and it's underwhelming if you're someone who cares a lot. I'm sure it sounds better in a pair. I returned mine before they released that feature. Anyway, I see it as a miss. And it's definitely a miss from a sales standpoint for me. Like I said, I would have bought at least 6 for my home. Instead, I stuck with and am expanding my Sonos system.
Cars. Of the three things you list - cars, glasses and health - I see cars as the only one comparable to iPod and iPhone in terms of mass appeal. Everyone listens to music. Everyone talks on the phone. Everyone drives. Now, that said, can Apple pull it off? I have my doubts. It's so far out of their wheelhouse. Apple has been able to shine in the consumer electronics space. Will they bring enough to the car market to really set them apart and make people want to take the chance on an Apple car? I'm a huge Apple fan and longtime customer, but I seriously doubt I'd ever buy an Apple car. And I just can't even imagine building out the infrastructure to support the selling and servicing of vehicles. It all seems a bit crazy to me.
Glasses. Niche.
Health. Niche. One would think (hope!) otherwise, but it's pretty obvious from the (rising) obesity rate in the US that most people don't care about their health.
That isn't to say that glasses and health can't be very interesting and profitable niche markets, but I don't see them ever having the broad potential appeal of cars, portable audio, and phones.
Services. Shopping is an interesting one. I hadn't thought of that, but I agree that it could be huge if executed correctly. Video makes the most sense to me, whether it's a new service or they acquire (and rework!) Netflix. I also think there's a huge potential hardware market in TV as well. I know many people think Apple's TV set dreams are dead, but I don't believe that. If Apple got serious about the home - home automation, home audio, and TV - I think they could dominate in the way they dominated portable audio and cell phones. I'd much rather see them focus on the connected home market than cars.
I can't say that I agree on Didi. I personally think Apple is best to avoid any of these sharing economy services as it's still very much the wild west. At its core Apple is a hardware company and I don't see that changing. I think they should focus on services that directly work to sell hardware.
I was waiting on the HomePod but decided that to go with Sonos because Apple missed last years Christmas sales a tried a ONE. Since then I’ve bought a two more ones and a Sonos Play 5 because of the Auxilary Port in for my Windows computer. I would have bought a HomePod if it had one. Apple decided to wall themselves off even more than Sonos and it just limits it. Plus Apple really should be charging less for any product that makes you use Siri.
The XS Max (256) is an amazing phone all around. I love it more almost daily. FaceID just works, stereo sound is broad and loud, the screen is incredibly crisp, the phone operates lightning fast and I love True Tone. What the cost of an epic phone should be, I don’t know. I’m just glad I own one. Probably the only reason I’ll upgrade will be for 5G, or nervousness when AppleCare Plus expires since it’s so expensive to repair (or replace!) I’ll see what the landscape is in 2 years.
One last thought: We also pay for Apple’s entire private and secure ecosystem, again which just works. I’ll never embrace Google’s “free” ecosystem. Trust is hard to earn, and my digital life is in Apple’s world for the long term. I remain curious as to what lies ahead tech wise.
So are all the people who shit on anybody here who speculated iPhone sales might be soft going to apologize now? It was patently obvious once Apple started heavily pushing the trade-in program and displaying cheaper prices on apple.com homepage that there was an issue with sales.
I wish someone could collect a list of those idiots.
Rene Ritchie (@reneritchie) 1/2/19, 5:24 PM IMHO, complaints about pricing, price points, home buttons, headphone jacks, batteries, upgrade cycles, etc. are all valid but are also all besides the point, which remains: Can Apple transition iPhone from growth driver to platform that enables more growth drivers? That’s it.
This is pretty spot on. Apple has hundreds of millions of iPhone customers. How do you get those people to buy more things? And what are those things? Clearly they aren't Macs. They are AirPods, however. And Apple Music subscriptions. Video is the logical next step.
As someone who has bought Apple products (and stock) for almost 40 years, I remember many long years where Apple sold 1 device for every 1000 the other guys sold. They struck silver with the iPod and then gold with the iPhone. The iPod appealed to all sorts of people. You didn't have to be a techie. Apple built a better mousetrap and the public responded. And then came the iPhone. Everyone needs a phone. Apple built a better phone and, again, the public responded. So what else has incredibly broad appeal and needs a better use experience? And is Apple even the company to deliver these days? I personally wish they'd focus more on home automation and deliver some killer first party products in that area. I also think they should get serious about audio, maybe buy Sonos. HomePod was a huge miss. I would have bought at least 6 for my house if it wasn't such a gimped product.
Agree 100%. And with a new video service coming maybe Apple should get into the TV business. I know TVs are a low margin business but it wouldn’t be about the TV so much as about tvOS and Apple’s video service. Every time I go into Best Buy the busiest part of the store is their TV section. I have a 4K TCL TV with Roku. I hardly ever fire up my Apple TV box. But if Apple sold a smart TV with tvOS and all the benefits of the Apple ecosystem I’d seriously think about getting one. And it wouldnt have to be outrageously priced because it would be all about getting Apple video service subs.
I completely agree on TV. Like you, I've also observed that the TV part of the store is always the busiest. I know there are many negatives when it comes to the TV business, but I think Apple could do for TV (hardware, as well as media distribution and discovery) what it did for portable audio and telephony.
Yes. Apple should totally be thinking about this. The market for smart TVs isn’t close to being saturated. And the easiest way to get people to sign up for your streaming tv service is to make it easy to access right from your TV set.
Apple isn’t going to compete with LG and Samsung in hardware TV sales since it would have to license LG or Samsung to build the TVs. They could license TvOS if anybody cared.
Rene Ritchie (@reneritchie) 1/2/19, 5:24 PM IMHO, complaints about pricing, price points, home buttons, headphone jacks, batteries, upgrade cycles, etc. are all valid but are also all besides the point, which remains: Can Apple transition iPhone from growth driver to platform that enables more growth drivers? That’s it.
This is pretty spot on. Apple has hundreds of millions of iPhone customers. How do you get those people to buy more things? And what are those things? Clearly they aren't Macs. They are AirPods, however. And Apple Music subscriptions. Video is the logical next step.
As someone who has bought Apple products (and stock) for almost 40 years, I remember many long years where Apple sold 1 device for every 1000 the other guys sold. They struck silver with the iPod and then gold with the iPhone. The iPod appealed to all sorts of people. You didn't have to be a techie. Apple built a better mousetrap and the public responded. And then came the iPhone. Everyone needs a phone. Apple built a better phone and, again, the public responded. So what else has incredibly broad appeal and needs a better use experience? And is Apple even the company to deliver these days? I personally wish they'd focus more on home automation and deliver some killer first party products in that area. I also think they should get serious about audio, maybe buy Sonos. HomePod was a huge miss. I would have bought at least 6 for my house if it wasn't such a gimped product.
Agree 100%. And with a new video service coming maybe Apple should get into the TV business. I know TVs are a low margin business but it wouldn’t be about the TV so much as about tvOS and Apple’s video service. Every time I go into Best Buy the busiest part of the store is their TV section. I have a 4K TCL TV with Roku. I hardly ever fire up my Apple TV box. But if Apple sold a smart TV with tvOS and all the benefits of the Apple ecosystem I’d seriously think about getting one. And it wouldnt have to be outrageously priced because it would be all about getting Apple video service subs.
I completely agree on TV. Like you, I've also observed that the TV part of the store is always the busiest. I know there are many negatives when it comes to the TV business, but I think Apple could do for TV (hardware, as well as media distribution and discovery) what it did for portable audio and telephony.
Yes. Apple should totally be thinking about this. The market for smart TVs isn’t close to being saturated. And the easiest way to get people to sign up for your streaming tv service is to make it easy to access right from your TV set.
Then that’s a big reason to by netflix or HBO
Apple has net 120B. Either of those companies would cost more. Also what’s the advantage? How would Netflix sell more iPhones?
Hate to say it but this tweet is spot on. Probably not a good idea for Cook to partially blame slow iPhone sales on cheaper battery replacements.
Josh Centers (@jcenters)
1/2/19, 5:20 PM
If a $29 battery slows down iPhone sales, then either people were only buying new iPhones because their old ones were getting slower or Apple isn’t producing interesting iPhones.
Bullshit. "only"? Not interesting? Give me a break. You're just excited because so many of these armchair analysts are feeding into your Chicken Little confirmation bias.
Hate on me all you want. The fact is many here were saying nothing to see here everything is fine when we now know that’s not the case.
Wrong. What people have always been saying (and with very good reason) is that these analysts can't be trusted. They've never been right before, yet they still trot out their predictions of reduced sales over and over. So when an analyst makes yet ANOTHER prediction, why should anyone take their word?
What's funny (and rather pathetic) is people pretending they saw this coming. And then justifying their belief with all sorts of made-up theories. As if it's easy/simple to predict Apples future performance.
Analysts haven’t predicted slow down in iPhone sales every quarter. What are you talking about? Mostly they are fairly accurate - within Apples guidance. Blaming analysts is stupid.
By the way - It may be that China alone explains the difference year over year but $84B is $5B below the lower end guidance and $9B below higher end guidance, and I doubt China alone explains the difference between $93B and $84B. On the average the revenue is about $7B less than the mid range estimate, where they on average expected to be for this Q just two months ago. Remember they had one month under their belt when they estimated Q1, so the drop off was in the last two months.
That’s huge. And guidance might be weaker again next month. So I’d wait to buy.
Last years revenue was $88B in comparison. $1B less than lower end guidance. Referencing last year is a bit smoke and mirrors.
One reason Cook listed for weak demand was cheaper battery replacement pricing. So is he admitting that the previous way of handling battery issues was intended to drive people to buy new phones?
That seems like an obvious conclusion. Apple was bricking their phones to push upgrades.
They were literally preventing them from bricking.
Rene Ritchie (@reneritchie) 1/2/19, 5:24 PM IMHO, complaints about pricing, price points, home buttons, headphone jacks, batteries, upgrade cycles, etc. are all valid but are also all besides the point, which remains: Can Apple transition iPhone from growth driver to platform that enables more growth drivers? That’s it.
This is pretty spot on. Apple has hundreds of millions of iPhone customers. How do you get those people to buy more things? And what are those things? Clearly they aren't Macs. They are AirPods, however. And Apple Music subscriptions. Video is the logical next step.
As someone who has bought Apple products (and stock) for almost 40 years, I remember many long years where Apple sold 1 device for every 1000 the other guys sold. They struck silver with the iPod and then gold with the iPhone. The iPod appealed to all sorts of people. You didn't have to be a techie. Apple built a better mousetrap and the public responded. And then came the iPhone. Everyone needs a phone. Apple built a better phone and, again, the public responded. So what else has incredibly broad appeal and needs a better use experience? And is Apple even the company to deliver these days? I personally wish they'd focus more on home automation and deliver some killer first party products in that area. I also think they should get serious about audio, maybe buy Sonos. HomePod was a huge miss. I would have bought at least 6 for my house if it wasn't such a gimped product.
Agree 100%. And with a new video service coming maybe Apple should get into the TV business. I know TVs are a low margin business but it wouldn’t be about the TV so much as about tvOS and Apple’s video service. Every time I go into Best Buy the busiest part of the store is their TV section. I have a 4K TCL TV with Roku. I hardly ever fire up my Apple TV box. But if Apple sold a smart TV with tvOS and all the benefits of the Apple ecosystem I’d seriously think about getting one. And it wouldnt have to be outrageously priced because it would be all about getting Apple video service subs.
That makes zero sense. Whats's the difference between your TV plus an AppleTV versus an Apple-built TV with a built-in AppleTV? Nothing.
What’s the difference? A better user experience. And not having to fork over additional dollars for a streaming media box and cable to connect to my TV. With one push of a button I can see all my streaming apps and easily launch Netflix, HBO, Amazon etc. What is the point of having dongles and boxes when it can all be built right into the TV?
You said you have a 4K TV and an Apple TV that you never use because you have Roku in the TV. There's nothing preventing you from simply powering on the TV automatically when you turn on the ATV and only using the ATV interface until it turns off again, yet you said if they made a TV with ATV built in, you'd buy one. That's what I mean makes no sense, both that you don't use your ATV even though you espouse its qualities, and that you'd buy a TV with it built in as if you had some barrier to using the one you have, which you don't — not the product idea itself, which more or less makes sense (I have an ATV, I know how it works).
Personally, I’m not that crazy about the “X” phones and may get an iPhone 8 instead. I don’t want to give up the ease of use I like about having a home button to be honest and I don’t care for Face ID.
Not a great fan of faceid myself and I have a X. The failure rate of the faceid vs finger id is at least 10x higher.
I love Face ID and would never go back to Touch ID but it’s possible that is a factor. Last year one of the new phones still had Touch ID. This year all the new phones were Face ID only. Perhaps people are more attached to the home button than we think.
The last few years Apple can be Charactized as Charging more for less. Take away head phone jack, take away smaller phones, take away touchId, take away MagSafe, take away SD card slot. Sure there are a ton of buyers, but this is how you either lose people or they just decide to hold onto their 6S or their 2013 MBP because people can’t afford to spend another small fortune on dongles, This May be radical but release a laptop with more keyboard Travel.
Literally don't care about any of those things, dongles don't cost "a fortune" by any stretch of the imagination, and the keyboard on my 2018 MBP is my favorite keyboard on any Mac ever.
1) Cook said to CNBC that over 100% of the difference in estimates from the guidelines and today is from China. That means that (World - China) revenues were better than Apple had expected. 2) At $84B, this will be Apple's second-highest quarter ever.
(also, came for idiotic "this wouldn't have happened if Jobs was in charge" takes, and wasn't disappointed.)
This was also in cook’s letter so it’s not just China.
https://www.apple.com/newsroom/2019/01/letter-from-tim-cook-to-apple-investors/ While Greater China and other emerging markets accounted for the vast majority of the year-over-year iPhone revenue decline, in some developed markets, iPhone upgrades also were not as strong as we thought they would be. While macroeconomic challenges in some markets were a key contributor to this trend, we believe there are other factors broadly impacting our iPhone performance, including consumers adapting to a world with fewer carrier subsidies, US dollar strength-related price increases, and some customers taking advantage of significantly reduced pricing for iPhone battery replacements.
So it is the $29 battery (that cost them less than a $1) fault. Lol
It's almost like there's more involved than just the cost of the battery, like labor for example.
Comments
Can you show me 1 person in the world who buys an iPhone without a data plan and AppleCare? No... didn't think so. You are a fanboy troll if you think people use their $2000 iPhones as iPods and only on wifi.. with no case.
I wouldn't mind getting a new iPhone, but they haven't updated the 4" format. A phone that doesn't fit in my pocket is a non-starter.
One last thought: We also pay for Apple’s entire private and secure ecosystem, again which just works. I’ll never embrace Google’s “free” ecosystem. Trust is hard to earn, and my digital life is in Apple’s world for the long term. I remain curious as to what lies ahead tech wise.
That’s huge. And guidance might be weaker again next month. So I’d wait to buy.
Last years revenue was $88B in comparison. $1B less than lower end guidance. Referencing last year is a bit smoke and mirrors.
You said you have a 4K TV and an Apple TV that you never use because you have Roku in the TV. There's nothing preventing you from simply powering on the TV automatically when you turn on the ATV and only using the ATV interface until it turns off again, yet you said if they made a TV with ATV built in, you'd buy one. That's what I mean makes no sense, both that you don't use your ATV even though you espouse its qualities, and that you'd buy a TV with it built in as if you had some barrier to using the one you have, which you don't — not the product idea itself, which more or less makes sense (I have an ATV, I know how it works).
My friend who had an X got an XR for the dual SIM capability. It's a really nice iPhone.
It's almost like there's more involved than just the cost of the battery, like labor for example.