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iPhone X iphone X sales not living up to expectations
- Thread starter Deeds500
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Yep, Apple is using their old school product lineup for the latest iPhones. A bunch of variations with a top-tier model available. More times than not the top-tier model in a lineup might not be worth the price for many, but a certain crowd is more than willing to pay for the top of the food chain. This is why it’s Apple’s bread and butter. They know their market.
Cool. Essentially unrelated to the particular aspect that I was commented on, but, sure, cool.Q1 Conference Call in 3 weeks.
Here is last year's detail from this article:
"Apple sold more iPhones in the last three months of 2016 than it did over the same period in 2015, breaking a streak of declines. The company sold 78.29 million iPhones in the quarter, roughly 4 million more than its previous record."
"Apple’s iPhone business is still its largest business by far, accounting for 69% of the company’s revenue for the quarter."
"The company’s $78.4 billion in revenue is the most it’s ever generated in a single quarter, but its profit actually fell by about 2.5%, down from $18.4 billion to $17.9 billion, suggesting that Apple spent more to make and market its newest devices than it has in previous quarters."
https://qz.com/899509/apples-aapl-q1-2017-earnings-were-massive-and-everyone-loves-the-iphone-7/
So, the points that we'll be looking for in the Q1 press release in 3 weeks:
1. Did total iPhone revenue eclipse the $54.1 B generated in last year's record-breaking Christmas quarter?
2. As a result, did total Apple Co. achieve more than the $17.9 B in profit generated in last year's record-breaking Christmas quarter?
I contend that not only will Apple achieve both metrics but beat them handily. The logic?
A. Revenue: The iPhone 7 was a boring iteration of the iPhone 6 whose owners were at the end of their 2 year cycle. I contend that a very significant percentage of iPhone 6 owners kept them for an additional 3rd year and were rewarded by two very different handsets in the iPhone 8 and iPhone X. And if the prices were too prohibitive, they gave in and bought a 7 or SE instead.
B. Profit: The iPhone 8 and iPhone X are significantly more expensive than the prior year's offerings. I fully expect iPhone unit sales to be down to LY but revenue and profits up to LY.
Let's see what happens.
Not really. Once the Conference Call is over the actual numbers of X's sold will be soon to follow. You will see the lack of demand for the X. Not production issues. Quirky ID system, and people drawing comparisons with the Beta Public releases of iOS 11 and OS 10.13. They claim to be GM, but it's a lie. Just like the current Throttling Conundrum Apple created by being dishonest. 8+ sales will be very close if not more than X sales as an individual unit. So, the X is seen by many as a Beta Device. Especially Face ID. Generation 2 Face ID hopefully will be superior along with a myriad of other internal tweaks for a price $50 less than that 2017. 2017 was a Beta Year for the X.
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1. No
2. No
1. Yes
2. Yes
Your gloom and doom scenario for Apple revenue is correct, but a year too early. You are forgetting how many iPhone 6 and 6S owners are out there looking for a new device after 3 or 2 years of waiting respectively, who either weren't interested in the boring 7 (2014 6 owners who waited an extra year) or were not in the right 2 year cycle for the 7 (2015 6S owners who were only one year into ownership).
Those groups of iPhone 6 waiters and iPhone 6S on-timers have not only the iPhone 8 and iPhone Plus to get them to upgrade, but also the iPhone X. All three phones are significantly more expensive. Fewer people can buy fewer units and blow away the revenue and profit numbers.
Just watch. It's not about emotions (you) it's about math (me).
Someone's particular interpretation of what the numbers can mean and based on that the reasoning applied to that meaning is an opinion. Facts are not opinions. It really can't be any simpler than that.Not really. Once the Conference Call is over the actual numbers of X's sold will be soon to follow. You will see the lack of demand for the X. Not production issues. Quirky ID system, and people drawing comparisons with the Beta Public releases of iOS 11 and OS 10.13. They claim to be GM, but it's a lie. Just like the current Throttling Conundrum Apple created by being dishonest. 8+ sales will be very close if not more than X sales as an individual unit. So, the X is seen by many as a Beta Device. Especially Face ID. Generation 2 Face ID hopefully will be superior along with a myriad of other internal tweaks for a price $50 less than that 2017. 2017 was a Beta Year for the X.
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1. No
2. No
Nor can one really determine the role of emotions over facts in the purchase of a device.
Ah, now it's all starting to come together. The 3 BMW owner with time to post all day on a meaningless topic on a meaningless forum. A one percenter...and the one percent of this forum that believes him.
Sounds like we are in agreement that those types of things aren't facts of some sort.Nor can one really determine the role of emotions over facts in the purchase of a device.
The current X will be available next year as an alternative option with pricing in line with the CPU speed reduction percentage.
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No worries. My tech stocks are diversified and well hedged.
Apple sells I gain; Apple flops I also gain.
Apple stabilizes, you lose, right?
