Bart Y

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Bart Y
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  • Apple holiday sales poised for growth, but 2024 financials should be better

    Bart YBart Y
    FYQ1 2023 was not “slow”, it was on target to do well, but the China lockdown supply disruption brought iPhone sales revenues down -8% and gross revenue down -5% YOY from record highs in Q1 2022.  That decline  has followed Apple’s quarters throughout the year, yet Apple has been chipping away at it.  So much so that by end of Q3, the YTD decline is only iPhones -4% and gross revenue only -3% in one of the most turbulent and inflationary macroeconomic environments any company has faced.

    if Apple has a solid Q4 with the iPhone 15 introduction, FY2023 revenues has the potential to be only down -1.5-2% to even flat which would be quite an accomplishment IMO.

    if Q1 shows a strong demand plus favorable mix towards the iPhone 15 Pro and Pro Max models, that would show Apple’s user upgrade demographics remain strong and resilient, plus Apple keeps attracting Android switchers and new users worldwide.  The revenue recovery will take time but I think Apple is poised to have at least their 2nd most productive and profitable Q1 on record if not set a new All time revenue record beyond previous $123.95.
    FileMakerFellerwatto_cobra

  • Apple's new 'pro' Thunderbolt 4 and six-foot USB-C cables are bad, and you shouldn't buy t...

    Bart YBart Y
    An article about supposedly “bad” Apple cables, as in overpriced, not defective.  AI gives a number of alternatives, then provides links to Best Buy to purchase them.  Shall we presume AI gets a commission on any purchases?  Does that mean this is more of a revenue generating article which may influence the content?  

    Sorry, that’s the way it looks to me.
    Alex1Nmretondowilliamlondonapplebynaturewatto_cobra

  • Apple launched AirPods seven years ago, and changed the world again

    Bart YBart Y
    When the AirPods Pro came out, I forever ditched the stupid, tangled wire mess that were wired earbuds.  Always getting tangled, always catching on something, being ripped out of my ears, and caught on clothing or stuff.  Made carrying anything over the shoulder impossible. 

    Now I can use both hands, iPhone in pocket or on desk, dash, and have music, podcast, radio, anything I can stream, and NO WIRES, no hassles.  Plus fast recharges, fast case charging, easy to find with Find My, and simple service and replacement when my first pair developed a feedback problem which was subject to a recall by Apple - 10 minutes in, 10  min to diagnose, 10 min for pair replacement all at local Apple Store.  

    The audio quality is quite good plus the noise cancelling is phenomenal.  I was at a wedding last weekend where the young DJ over posted the treble / high frequencies AND volume, making it painful to listen to any dance music or speeches.  Couldn’t even have a conversation across the table so Loud.  I popped in my Air Pods Pro OG, turned on noise cancelling, and all the noise just stopped.  I could hear the person next to me and across from me enough to converse.  For my handicapped daughter, she could not hear her iPad streaming her favorite show videos.  I popped my wife’s AirPod Pro 2 into my daughter’s ears, connected them to the iPad and turned on the noise cancelling. Her smile lit up the table!, she was so pleased.  She’ll be getting her own pair soon now, and I’ll be updating mine when the newest pairs are released.
    Alex_Vwatto_cobra

  • Apple could bring spatial photos to 'iPhone Ultra' after Vision Pro release

    Bart YBart Y
    9secondkox2 said:
    Be interesting to see how they work together. Still not sold on Vision Pro as anything but niche.
    Question is, would you count all or part of  an iPhone 15 Ultra Spatial as AVP revenue or not?

    if Apple manages to sell 600K AVP units in first year at an ASP of $3800 (w/accessory power, lenses, and straps), that a starting run of $2.3B, AVP App Store revenue is unknown for some time.  If Apple can increase sales by 1M each year then we get:
    2024 600K X $3800 = $2.3B
    2025 1.6M X $3800 = $6.1B
    2026 2.6M X $3800 = $9.9B
    2027 3.6M X $3800 = $13.7B
    2028 4.7M X $3800 = $17.5B

    This does not include effects if Apple comes out with a cheaper yet still very capable version.  $17+B market revenues in 5 years is a pretty good feat, still maybe niche but growing and adding to overall revenues.  And we are not
    counting contributions from Spatial Cameras, AVP App Store, content subscriptions like Sports, instruction, education, etc.
    watto_cobra

  • SOS via Satellite saves family caught out in Maui wildfires

    Bart YBart Y
    Sadly, I thought this was going to be the case.  Power, cell services, and emergency response were the first major issues once the fires reached those services and impaired or destroyed them.  Satellite SOS and remaining outlying or relaying services must have been contacted.

    Having visited Lahaina and Maui in the past, I’m in tears for those lost, those whose lives and property have been upended, and the entire island for its cultural, historical, business, and personal losses.  This will be a decades long rebuilding process.

    I’m proud of Apple giving its users this service and its ability to literally save people’s lives.  I grieve for those who could not get to safety.
    thtXedmuthuk_vanalingamwatto_cobrajony0