rogifan_old

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rogifan_old
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  • Notes of interest from Apple's Q1 2016 conference call

    rogifan_oldrogifan_old
    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 iPhone users only.

    I get why it has to be paired with a phone, but it doesn't have to be paired with an iPhone.  I would assume Apple could release a watch app for Android the same as Android Watch can pair with an iPhone.

    The watch at the moment seems a little like the iPod was at launch.  The fact is, iPod only really found it's legs when it could be synched via Windows.  iPod also proved to be the "gateway drug" for me to get into Apple products (bought my first Mac shortly after my first iPod), and I suspect Apple Watch could be another path to coax Android users across to the Apple ecosystem.
    The only reason Apple brought iPod to Windows is because the majority of consumers owned Windows PCs. I have a hard time believing there    are many Android phone users that want an Apple Watch. And considering a big chunk of iPhone sales right now are Android switchers why give anyone a reason to stay?
    razorpitcanukstorm

  • Rising iPhone ASP in Q1 hints at healthy iPhone 6s sales

    rogifan_oldrogifan_old
    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.
    cnocbui

  • Apple sells 74.8M iPhones, rakes in $75.9B in revenue in company's biggest quarter ever

    rogifan_oldrogifan_old
    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?
    asdasd

  • Apple sells 74.8M iPhones, rakes in $75.9B in revenue in company's biggest quarter ever

    rogifan_oldrogifan_old
    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, which happen to also have higher margins than iPads.  What next?  Complain that Apple canabalizing its own products is worse than those same customer just buying a non-Apple product instead?

    Please Mr. Einstein... do enlighten us on what Apple should be doing?
    iPhone sales aren't up 25% and will actually be down YOY next quarter. So it's hard to say iPad sales declines are due to more iPhone sales.
    cali

  • Apple sells 74.8M iPhones, rakes in $75.9B in revenue in company's biggest quarter ever

    rogifan_oldrogifan_old
    Other revenue up 62% YOY. Luca sais "especially strong results" for Watch in the quarter.
    cali