rogifan_new

Btw, Samsung just announced its bringing iTunes and AirPlay to its smart TVs. This along with Amazon devices now supporting Apple Music I think clearly indicates both Apple TV and HomePod are overpriced and not selling as well as Apple had hoped. I suspect we’ll see a cheap Apple TV dongle this spring. Apple is transitioning from a premium product company to a services everywhere company. I guess it’s what they have to do but it’s not terribly exciting is it? https://news.samsung.com/us/samsung-smart-tvs-launch-itunes-movies-tv-shows-support-airplay-2-spring-2019/

From the iPhone 3G until the iPhone 6S Apple’s iPhone keynote quoted subsidized pricing - $199, $299 w/2 year contract. With the iPhone 7 Apple only showed the iPhone Upgrade Program monthly pricing. Then for some reason with iPhone 8/X Apple went away from that and showed the full price in the keynote.


Does anyone know why Apple made this change? Showing an iPhone X from $40/mo is less sticker shock than showing it from $999. How many people are actually paying full price upfront for their iPhone? My guess is more people aren’t than are so why not show the monthly price instead? And because In the past Apple showed the subsidized carrier pricing the narrative becomes I used to be able to get an iPhone for $200 now it’s $1000 (no joke someone on CNBC said this the other day).

For as much as people say Apple is missing Steve from a product innovation perspective I think they’re missing him more from a marketing and sales perspective. Steve was a master at the product introduction and the best way to sell a product. He was the best at telling you why a product existed. And when bad news needed to be delivered it didn’t take him a 1,400 word letter to do it. That’s what Apple is missing. 

For all those that still think price isn’t an issue...Apple is sending X owners emails about upgrading to an XR so they can lower their monthly payments.

Just this past August Apple was a trillion dollar company. As of right now Apple market cap is under $700B, behind Microsoft, Amazon and Google.

rainmaker said:

SpamSandwich said:

The overreliance on China for manufacturing and growth put company earnings at risk. What bugs me is Tim Cook was on an advisory council to the White House, so he should’ve seen the tariffs and trade issues coming from far away and spent more time trying to insulate Apple from the inevitable.

What makes you believe Tim Cook didn’t see this coming? The fact that he didn’t move manufacturing from china overnight? 

Clearly something happened within the last month or so that Apple execs didn’t see coming.