thrang
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iPad sales may be dropping, but at a slower pace than rivals
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Examining Apple's record-breaking 2018 fourth quarter earnings results by the numbers
elfig2012 said:say what you want, stock prices will go down until a new event is scheduled, I guess March 2019 -
Apple will no longer report iPhone, Mac and iPad unit sales
I love this, and I thinks it's a bit of an FU to the analysts, most of whom are too myopic. The overall trajectory of the company is very healthy, and as other segments and services continue to grow this will only continue. But too many prognosticators stare at the iPhone numbers like moths attracted to a porch light. They never see the entire house.
As people move beyond the annual iPhone upgrade cycle, Apple has a tremendous HW/Services ecosystem to continue to attract and grow revenue. Where it used to be annual iPhone upgrades would make or break the company, now, a customer may skip an iPhone upgrade, but perhaps purchase an iPad, or Watch and AirPods, or any number of things in cascading sell cycles.
The analysts asked for this because few (not all - some were wiser) simply cared about iPhone sales and ASP. The ability for most of the street to assess Apple's rapid ability to transform their business is probably pretty frustrating to Apple, and is ultimately one of the greater manipulators of the stock price.
I honestly feel a good chunk of the after-hours drop is because of short-term negativity about this, as the numbers and forecast do not align with this severe of a drop alone, especially as it was off its high already at close of market. -
iOS 12.1 Group FaceTime bug allows viewing of a locked iPhone's contact details
tadd said:I think it could be a concern. For instance, on my phone I have the phone#, gate-codes and etc of a famous relative. Knowing that, a paparazzi might pay to get their hands on my phone just to pull that relative's phone #. If I were to want to install 5.1, I'd first go take that info out of the contact sheet. But does the paparazzi or the thieves know that I would take that precaution? Maybe my phone gets stolen on spec? -
Review: Jaybird's Tarah Pro may be the best fitness earbuds you can buy