rogifan_new

About

Username
rogifan_new
Joined
Visits
90
Last Active
Roles
member
Points
5,156
Badges
1
Posts
4,297

Reactions

5.2KLike0Dislike326Informative

  • Apple lowers holiday quarter guidance on lower than expected iPhone sales

    rogifan_newrogifan_new
    Two key takeaways here.

    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. 
    elijahgmuthuk_vanalingam

  • Apple lowers holiday quarter guidance on lower than expected iPhone sales

    rogifan_newrogifan_new
    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?
    JWSCasdasdbitmodelijahgwilliamlondonbaconstangmuthuk_vanalingamelectrosoft

  • Apple lowers holiday quarter guidance on lower than expected iPhone sales

    rogifan_newrogifan_new
    avon b7 said:
    Well, that was pretty clear. At least in part, pricing really IS an issue and I think a DED article today was implying China was performing well for Apple.
    And yet nothing in Cook’s letter that specifically talks about price. The biggest blunder in the last couple years is the 23% increase in iPhone prices. Apple raised prices to offset declining unit growth and its come back to bite the company.
    designrblurpbleepbloopwilliamlondonbaconstangelectrosoftkitatit

  • Apple lowers holiday quarter guidance on lower than expected iPhone sales

    rogifan_newrogifan_new
    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.
    designrasdasdelijahgwilliamlondonmuthuk_vanalingamanantksundarambaconstangksec

  • Netflix kills in-app subscription option for iPhone & iPad users

    rogifan_newrogifan_new
    mylovino said:
    Don't bite the Apple that feeds you.

    This may be an early move is desperation due to Apples coming service.

    I hope Apples service dominates like everything else Apple does. Couldn't care if Netflix became the next Nokia.
    So you want Netflix to fail because they don’t want to give Apple 30/15% cut? How is that good for anybody?
    Totally agree with rogifan_new. There is a thing called "competition", monopoly so far only served the monopoly owner, never consumers. And though I like the enthusiasm, being an Apple fan myself, but given the recent product diversity and general market conditions I see too major issues with the movie service in particular and the charging of fees in general :

    1. The level of bugs have significantly increased for a while, Apple is losing focus on doing things right. Siri, HomePod, iOS sync between devices, and generally looking more into peoples day-to-day life and the ways they use software to remove a lot of the small little obstacles particularly iOS and macOS, are just some examples. Also it took them many years from iDIsk to iCloud Drive to get something remotely competitive to Dropbox running. It does not make me confident them approaching another line of service, as much as I would like to see it, don't get me wrong on this!

    2. Why should any company accept a 30% cut? To me iTunes becomes more and more a service like any other payment service. Yes, iTunes itself may get credit card charges which they have to path through, but I think they should just do it as for Apple Pay, i.e. a small cut of the payment fee, that seems fair and I doubt that the service providers would have a problem with that.

    So overall, greed is never a good adviser when you want to keep both suppliers AND customers stay on board, best is to find a balance everybody can live with. All the recent quality issues (e.g. the bending problem of the new iPad Pro) and excessive fees may hurt Apple badly going forward. And I am personally considering a single developer who spent days and nights on getting the result on the App Store (and already pays for the Apple Developer program); a 30% cut is just outrageous and this community might be grateful that some biggies pave the way for a change (even for solely selfish reasons ;-) ... but like I said, this is just my personal opinion.
    I have no issue with a “finders fee” so to speak. But in year two and beyond if someone is still subscribed to Netflix does Apple really deserve a cut of that revenue (outside of whatever the costs are for credit card transactions)? I would argue at that point Apple is no longer playing a role in customer acquisition. And the fact that Apple reduced its cut after the first year to 15% means they know it too. But even 15% is too high. And in the case of Netflix and Spotify why pay a fee to Apple when Apple is a competitior and doesn’t have to pay the same fee?
    williamlondon