rogifan_new

So this is the front page of Apple’s website right now. I can’t remember the last time they featured a price promotion at the very top of their front page.

Also, 9to5Mac noticed Apple changed the marketing copy from a one line marketing slogan to a list of specific features:

I don’t usually put much faith in supply chain rumors considering how often they’re wrong but something feels different this year that leads me to believe sales might not be what Apple execs were expecting. I mean if these devices were selling really well why would Apple be pushing trade-in deals (and even increasing the trade-in value by $100)? Why would they be OK with carriers like Sprint and TMobile offering the XR for free with signup? Those are not things you do for products that are selling well.

So this is the front page of Apple’s website right now. I can’t rememner the last time they featured a price promotion at the very top of their front page.



Also, 9to5Mac noticed Apple changed the marketing copy from a one line marketing slogan to a list of specific features:



And Bloomberg is reporting a rumor that Apple’s marketing team was pulled off current projects to focus on iPhone sales:

Company executives moved some marketing staff from other projects to work on bolstering sales of the latest handsets in October, about a month after the iPhone XS went on sale and in the days around the launch of the iPhone XR, according to a person familiar with the situation. This person described it as a “fire drill,” and a possible admission that the devices may have been selling below some expectations. The person asked not to be identified discussing private strategy changes.

I don’t usually put much faith in supply chain rumors considering how often they’re wrong but something feels different this year that leads me to believe sales might not be what Apple execs were expecting. I mean if these devices were selling really well why would Apple be pushing trade-in deals (and even increasing the trade-in value by $100)? Why would they be OK with carriers like Sprint and TMobile offering the XR for free with signup? Those are not things you do for products that are selling well.

Apple just gave an iPhone XR to every audience member of the Ellen show. When’s the last time they did anything like that? https://9to5mac.com/2018/12/01/iphone-xr-giveaway-ellen/

pjs_socal said:

Microsoft has a P/E ratio of 45 and Apple has a P/E ratio of 15.

Apple and Microsoft have similar margins and Apple had better growth in 2018. Apple makes 2.5x more revenue and 3x more profits. So, why are Microsoft shares valued at 3x Apple’s? Because investors are morons.

In reality Microsoft is worth ⅓ the value of Apple.

Because Microsoft is diversified with recurring revenue streams which Wall Street loves. With Apple if iPhone sneezes the entire company gets a cold.

Here’s a good blog post that ties into this. http://davidbarnard.com/post/180568817995/how-to-game-the-app-store According to Rene Ritchie not all of the App Store is under Phil Schiller. Maybe that’s part of the problem if the App Store is scattered amongst multiple execs.