clarker99

HomePod only launched in 3 countries and had no AirPlay2 or ‘Stereo’ pairing. 6-7% market share is pretty good considering. 

Further to my previous post. iPhone 6s Plus is also no longer available from major Canadian carriers. This is a really new change. 

potatoman said:

I wonder if the 6.1" iPhone IS the iPhone SE 2, and then the budget iPhone will now be the older style with the home button? Drop the price as per any yearly update, and cut the capacity to drop it further 🤔

iPhone 7
- 32GB for $399, or 128GB for $499

iPhone 7 Plus
- 32GB for $499, or 128GB for $599

iPhone 8
- 32GB for $549, or 128GB for $649

iPhone 8 Plus
- 32GB for $649, or 128GB for $749

iPhone X (SE)
- 6.1" LCD
- 32GB for $749, or 128GB for $849
- Full screen and Truedepth Camera
- A11, Single rear lens, No force touch

iPhone X (series 2)
- 5.8" OLED
- 64GB for $899, or 256GB for $1,049
- A12, Camera improvements, selling point is cheaper price

iPhone X Plus (series 2)
- 6.5" OLED
- 64GB for $999, or 256GB for $1,149
- A12, Camera improvements, largest ever screen. Landscape and multitasking (similar to iPad) exclusives

Some wierd carrier contract pricing happening in Canada where every storage capacity of the 7 Plus has been put on sale and the 128gb is the same cost as the 32gb. From my experience, when this happens, it means a device is going EOL In the near future. Also, The iPhone 7 is cheaper than the 6s on contract. Could be nothing but feels like the 7 series could be on the way out?

This is just me thinking out loud but with WWDC around the corner could be a line-up shuffle?

Must be earnings season!

AAPL down ~$15 over last 5 or 6 sessions with all these ‘analysts’ guessing on weak sales of the X. Apparently Apple only sells 1 model in the analyst world.

Guessing yr over yr revenue and profit will be up over last year. The q3 guidance will come in below the street expectations. Stock will drop. Will hit $155 or so then magically rise into the high $170’s or low $180’s till the next earning call where doom and gloom will re-appear. Rinse, repeat. 

The price of the X is not a problem. It is a lazy narrative. It sold very well and earned a lot of the industry profits.

IMO, the lengthening of the upgrade cycle from 2yrs to 3-4yrs is a bigger concern.  Also, the 2nd hand and hand me down market for iPhone is huge. 1 person upgrades and they sell or hand down the old phone to spouses, kids, parents and friends. And then they hand down their old device to someone else. In 3yrs? Rinse, repeat. My dad hasn’t bought a new phone in over 6 years.

The battery replacement for $25 is also gonna impact upgrades. It has been very popular since the turn of the year. Cheap way to keep your phone for another 2yrs. Esp, the iPhone 6 and 6s models. They are still very capable devices. I have a 6 and a 6s Plus that my kids use (hand me down) and closer to the end of the year I will replace the battery on both devices. Boom, 2-3 more years out of devices that are already 2-3yrs old. 4-6 yr cycle.  

Saying that they still sell 200+ million iPhones a year.