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  • Apple MLS Season Pass subscriptions have doubled since Lionel Messi joined Inter Miami

    lmasanti said:
    Being a non-American resident/citizen… pardon my ignorance on some habits and things.

    What does this mean?
    “Season Ticket Holders will get one free access pass to the MLS Season Pass.”

    I understand the last part ‘MLS Season Pass’ as the Apple TV+'s subscription.
    But… ‘Season Ticket holders’ is something of a subscription to the physical stadium?
    And what does it means ‘one free access pass’ —maybe one game in Apple TV+?—.

    (Sorry, in Argentina, where I live, we use quite different distribution methods)
    I believe what it means is if you are a Season Ticket holder to ANY MLS team for Home games in your home stadium, a Season ticket holder has one paid for and assigned seat for the whole year’s home games and has rights to buy playoff and special games like tournaments, friendlies, and exhibitions.  A person can buy as many seats as they wish to buy and pay for annually or for years packages.

    Here in Southern California we have both the LA Galaxy and the LA Football Club.  A season ticket holder gets one Apple TV+ MLS Season Pass for all MLS games streamed regardless of team or region.  In essence, no blackouts, no regional restrictions.  

    It’s actually a pretty good deal for a season ticket holder who wants to see and stream lots of MLS games and full playoffs plus Watch Messi even if he’s not playing your team.

    Both MLS and Apple TV get huge exposure and expansion of viewing, win-win.
  • Why Android users have been switching to iPhone in greater numbers

    AvonB7, thank you for your reply.   The article you linked to was interesting because it applied to the Dec. 2022 quarter, Q4 CY2022, and Apple’s Q1 2023.  It can be confusing to clearly figure out which quarter an article is speaking of with respect to Apple.

    Having said that, yes, Canalys clearly said Apple Spain unit sales fell by 41% YOY against a difficult compare with a robust Q1 2021 (iPhone 13 intro).  This sales drop, like in many other regions was caused by the China Covid lockdowns affecting iPhone 14 Pro and Pro and Pro Max production and inventory delivery.  Every region’s iPhone unit sales were affected negatively and it didn’t help that the iPhone 14 Plus just did not resonate with buyers very much.  This shortfall of iPhone 14 Pro
    models resulted in an 8% drop in total iPhone revenues and a 5% drop in overall revenues.  Obviously, the unit drop due to lack of inventory in Spain and worldwide was troubling but because what they did buy was skewed towards Pro Models till inventory ran out, Spain still managed to generate more iphone revenue YOY and a record for that quarter, per Cook’s remarks on Q2 Earnings call.

    Comparing FYQ2 to Q1 for Europe suggests a rebound of iPhone unit sales sufficient to vault it back to #2 (at 33% of a smaller, declined market).  Apple gained 1% unit sales YOY, suggesting demand was good when Pro Model inventory was restored, and sales of lower priced models (iPhone 11, SE, 12 and 13, base iPhone 14) were probably better. 

    GS.Statcounter has somewhat different marketshare numbers specifically for Spain month to month for a rolling 1 year period:

    They suggest April 2022 Apple had 17.5% share, which was the low shown on this 1 year limited graph, ranging from a high of 23.6% to April 2023’s 23.0%, Xiaomi at 28.3%, and Samsung at 27.0%.  

    May’s numbers are Xiaomi 27.3%, Samsung 26.6%, Apple 24.4%, OPPO at 6.0%, and Huawei at 5.7%.  Here, QoQ, Apple seems to be gaining a little while Android vendors flat to slight declines, reflecting the still contracting smartphone market worldwide due to macroeconomic factors you cited.  These factors have noticeably affected the sales of low and mid tier priced models more than premium >$500 models.  Android makers are more affected here than Apple is, at least for now.  We will see if all vendors suffer more as inflationary effects and life staples compete for any of people’s discretionary income and expenditures.
  • Why Android users have been switching to iPhone in greater numbers

    If this survey is limited to the US market it might carry some (but ultimately little) weight. 

    It is claimed that Apple here (in Spain) recorded a 41% YoY drop for Q1 unit sales. That probably has a lot to do with pricing and marketing can only do so much. 
    Hmm, I’m still looking for Spain’s direct numbers but do have some for European smartphone market for Q1 2023 from Canalys.

    Quoting the relevant parts:
    “Western Europe's smartphone market faced a continued slump in Q1 2023, dropping 13% to 23.7 million units of shipments, as challenging economic conditions drove lower consumer demand and extended purchasing cycles.”

    “Samsung claimed the top spot in Q1 2023 with a 35% market share, despite a fall of 16% year-on-year. Samsung’s top-performing models were the newly launched S23 Ultra, S23 and A14 models, along with last year’s A53 and A33…. According to Canalys estimates, in Q1 2023, Samsung’s ASP rose by 11%, resulting in a 6% decline in the total value of devices shipped. Samsung has invested heavily in brand and product advertising, as well as in MDFs and co-marketing initiatives with operators and retail chains to strengthen its presence.”

    ”These investments are also targeted at challenging Apple, which grew its market share to 33%. Apple’s shipments this quarter grew by 1% compared to Q1 2022, driven by the sale of iPhone 14 Pro and Pro Max devices. According to Canalys Consumer Insights research, Apple remains the most resilient vendor in Western Europe, supported by the most loyal user base in the region combined with high popularity among switchers.” 

    Other Euro Android vendors of note:
    “Xiaomi defended third place with a 15% market share, despite a 17% year-on-year decline. Xiaomi's performance was driven by its Redmi and Redmi Note models, with Spain, Italy and Germany being its key markets. Xiaomi remains focused on the low-to-mid-range segment, which helps it to sustain its ranking ahead of other Chinese vendors. Xiaomi has focused on profitability, with a smaller sales team focused on key operators and retail chains. 

    OPPO and TCL completed the top five, with each taking a 3% market share, declining 53% and increasing 19% year-on-year respectively. ”

    Note Xiaomi had only 15%, less than half of Apple unit sales (and much less revenues due to significantly lower ASP’s), and OPPO and TCL at 3% each unit sales (regardless of YOY gain or loss) were literally one tenth of Apple’s iPhone unit sales.

    Hmm, seems to me IF Spain had suffered a 41% iPhone YOY drop, which I suppose was entirely possible given tough compares from 2022, the rest of Europe made up for the drop and Apple iPhones ended up +1% by units sold compared to drops for all other vendors save TCL in the European smartphone market (see the chart in the linked article above).  Samsung came in with drops of 16% unit marketshare and despite higher ASP’s, a 6% drop in estimated revenues.  With higher ASP’s due to popularity of iPhone 14 Pro models, per Apple’s CYQ1 2023 (actual Q2 FY2023) YoY for Europe revenue, was $23.95B vs  $ 23.29B, a gain of 2.8%.  Given iPhones and Services make up the bulk of revenues, the contraction of PC/Macs, iPads, and flat Wearables, I think it safe to say iPhones held their own in Europe (which includes India’s growing influence) on a unit sales and revenue basis, plus Japan and Rest of Asia, while falling in Americas and China.  I will also note that in Q1 2023 (Dec 2022 quarter), Cook mentioned that iPhone revenues and overall revenue highs for Spain  were reached in that quarter.  
  • Redditor would have died on the couch, if Apple Watch didn't sound the alarm

    This is another great example of how the Apple Watch is saving lives.  This guy was bleeding for a long while from the esophagus, stomach, and duodenum,cause unsaid but most commonly from chronic alcohol or NSAID use, sometimes via other medications as well.

    Same heart rate alerts will be useful for my own handicapped daughter who has had two GI bleeds from her middle and lower gut in the last year (short gut syndrome and chronic intestinal inflammation), the most recent in early January.   We’re getting her an Apple Watch 8 within the next two weeks.

  • How Apple could approach a folding iPhone

    red oak said:
    There is almost zero evidence any of these foldable phones (including the ones from Samsung) sell in any measurable volume

    Anyone who thinks Apple is now “ too far behind” is someone you need to avoid on all things Apple 🍎 
    Roughly, the “measurable” Foldables volume is about 7-9M units total market in 2021, with Samsung maybe 85% of that total.  So about 6M-7.65M for Samsung.  Given we know Flip 3 sells 70% to Fold 3 30%, extrapolates to 4.2M-5.3M Flip models and 1.8M-2.3M Fold models over the Samsung sales season.  If my post above about reliability and customer service  issues reported by Samsung users in their own community discussion boards is true, there’s problems still which eventually will catch up with Samsung.

    Anyway, 6-9M is a terribly low number of market units to commit R&D, parts sourcing (especially fragile, low reliability and availability Samsung units), and production for Apple IF it’s to meet Apple’s standards for reliability, longevity, quality, and functionality.  Better to wait till Apple and suppliers perfect this further and even then whether it still makes any sense financially or reputation wise.  

    Last quarter Samsung touted how its Mobile division made YOY 13% more revenue on >sales of S22 Ultra and Foldables ($22.4B USD total) YET glossed over how it made ONLY $2.00B total operating profit, a drop of 19% YOY.  Foldables and S22 flagships should be the most profitable lines so either they aren’t selling well or Samsung is blustering to save face.  And I’d say <10M units is ok but not selling well enough, and certainly not enough for Apple to get into this market.