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lkrupp said:Wait till the DED haters start arriving in this thread. The accusations of spin will be flying like tennis balls at the U.S. Open. But the mighty Microsoft is in great shape. It’s only Apple that is doomed to failure and irrelevance don’t you know.
The market will look at Apple's next earnings announcement the same way. It's all about whether you miss, meet or beat earnings expectations.
jbdragon said:I have one thing to say, FM/AM radio!!!. Playing music to people for many years for free and still doing it. Ask being paid for by commercials. Tell me, what's the difference from over the airways to streaming on the internet. In fact you can even stream these radio stations on the internet for free!!!
michael scrip said:Why even set a goal like this?
Customers don't care if Windows 10 is installed on 800 million devices or 1.2 billion devices by a certain date. All they would care about is how well it works on THEIR devices.
But setting a goal... and missing it... can only lead to embarrassment for the company. The phrase "moving goalposts" comes to mind.
I think it's funny that they are blaming this on the lack of Windows phone adoption. Guess what... Windows phones were already tanking when they set this goal in the first place!
Surely they didn't expect Windows phones to be a big part of the 1 billion devices, did they?
gregg thurman said:Those are all good reasons for sales to decline year over year. Too bad they aren't the correct reasons.
Why is it that bloggers can't get their heads around the simple fact that sales of the iPhone in the US are doing just fine. That sales of the iPhone in all other markets are down 8% to 10%? And aren't bloggers examining the reasons for that? Could it be too hard for their non-financial minds?
Apple has repeatedly stated in its quarterly earnings conference calls that it is struggling with adverse FX headwinds that have forced it to raise prices in foreign markets to protect its US$ based financials
For those that still don't get it, the value of the US$ has risen about 25% against foreign currencies since late 2014, hitting its peak in late 2015. This is due to the US's growing (albeit slowly) GDP, very low inflation rate and declining unemployment rate, all signs of a strong economy. This contrasts with what is going on in the EU, Greater China and South America, so much so that economists are fearful of a worldwide recession in 2017.
Pay attention to the iPhone's ASP reported during July's earnings report. A significant drop there will be a clear sign that sales of the iPhone SE is doing very well, meaning that PRICE in slowing economies is the prime driver of iPhone sales, and not form factor, design changes or market saturation boogie men.