rogifan_old
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bobschlob said: Said it before; Apple will make a mistake by coming out with a new "budget" 4". This new iPhone should have all technology as on par with their other flagship phones to the greatest extent that it can. Keep the 5s; make margin…
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Services are going to matter more than ever now. I wish Tim would bring someone in that could really improve that part of the business. I don't think Eddy Cue is that guy.
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sog35 said: rogifan_old said: I'm just reporting what Tim said. Clearly the expansion of the install base is driven in large part by Android switchers. I think Apple should launch a 4" iPhone with 4.7" specs to capture those who don'…
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I think there are four things driving iPhone: Longer replacement cycles as smartphones have become good enough and improvements are now largely incremental.Higher prices due to FX impacting demandApple perhaps overestimating the % of the install bas…
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I think there are four things driving iPhone: Longer replacement cycles as smartphones have become good enough and improvements are now largely incremental.Higher prices due to FX impacting demandApple perhaps overestimating the % of the install ba…
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rarild said: Re: upgrading: 60% of iPhone users AS OF Sept. 2014, when the iPhone 6 and 6 Plus were announced, have not upgraded to a 6/S or 6 Plus/S, AS OF December 2015. Those people. That does not mean, however, that only 40% of users NOW …
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dasanman69 said: rogifan_old said: On the conference call Tim said 60% of the install base has not yet upgraded to the 6 series phones. That seems awfully high at this point. There are still a lot of iPhones 5/5s/5c out there. Many …
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paulmjohnson said: Apple Watch does actually seem to be a bit of a missed opportunity at the moment, and I can imagine them building on that hugely. I've actually been surprised by how many of them I see around, despite it being limited to i…
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The entire conference call was about economic headwinds. Translation: sales were down due to higher prices necessary because of currency headwinds. What stood out to me was 60% of install base hasn't upgraded to a 6 series phone yet. That seems awfu…
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On the conference call Tim said 60% of the install base has not yet upgraded to the 6 series phones. That seems awfully high at this point.
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60% of the install base has not upgraded to a 6/6 Plus, 6S or 6S Plus. Only 9% upgraded in Q1. That seems awfully high. Is that due to prices or more people than thought didn't want larger screen phones?
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sflocal said: thewhitefalcon said: A 25% YOY decline in iPads is not a good sign. What's not a good sign is you not paying attention to age-old reports. iPad sales are down because customers are opting for bigger-screen iPhones, wh…
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So Luca admitted higher prices in some markets impacted demand.
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Other revenue up 62% YOY. Luca sais "especially strong results" for Watch in the quarter.
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iPad sales down 5M YOY.
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Apple is shifting the narrative to services and monitizing install base. Time for Eddy Cue to step up.
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Sounds like Watch had a very good quarter.
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ac1234 said: I'm listening to Cook read his prepared comments - a lot of financial engineering talk - nothing exciting - he is pathetic. This is a financial earnings call it's not supposed to be exciting.
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Cook spending A LOT of time on currency.
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macky the macky said: AppleInsider said: "Our team delivered Apple's biggest quarter ever, thanks to the world's most innovative products and all-time record sales of iPhone, Apple Watch and Apple TV," said Tim Cook, Apple's CEO. "The gro…