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iPhone X Nearly 6 months in, the iPhone X isn't that successful

apolloa said:
You do realise that’s an analysts guess right? I mean people in here claimed analysts and reports from th supply chains of slashed iPhone X parts as bogus, yet when one claims something else all of a sudden they are right....

Irony for you :rolleyes:

Strategy Analytics estimates that iPhone X shipments totaled 16 million units in the first three months of 2018, making it the best-selling smartphone model during that period, as it was during the final three months of 2017.
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Really? Where? News to me...?
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Pretty sure numbers were released from Apple as well, as has been mentioned a little earlier in the thread. And while estimates might not be completely factual in the sense that they might not be exact, they are certainly quite a ways off from simple emotional feelings about something that I was alluding to.

But, hey, none of that really matters when people just want to be negative or positive on something just based on what they feel like.
 
C DM said:
Which then means that there's basically nothing to support the claim that started this thread.
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One source for similar claims to this thread is from other companies that supply Apple such as TSMC declaring that their forecasts for the next 2 quarters would be down based upon Apple drastically reducing orders for key components.

Analysts then take those reductions and put a figure on how many iPhones that would represent.
 
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KeanosMagicHat said:
One source for similar claims to this thread is from other companies that supply Apple such as TSMC declaring that their forecasts for the next 2 quarters would be down based upon Apple drastically reducing orders for key components.

Analysts then take those reductions and put a figure on how many iPhones that would represent.
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Yes, a fact denied by many on here, when an Apple supplier directly state Apple has slashed its orders.. which is why any claims the X is a record breaker bar earnings and definitely claiming it’s the best selling smartphone so far is BS. It may be the best selling IPhone but then the others must be selling pretty poorly too.
The thread title stands IMO
 
apolloa said:
Still no figures release by Apple, just Cook sounding off. Not evidence to back up the claims.
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Cook cannot just “sound off” Apple is audited and just like any other publicly traded company it cannot lie about what it says. If Cook tells you that the iPhone X is the best selling iPhone during the quarter then it is the best selling. Lying on earning call or report will land him in jail.
 
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KeanosMagicHat said:
One source for similar claims to this thread is from other companies that supply Apple such as TSMC declaring that their forecasts for the next 2 quarters would be down based upon Apple drastically reducing orders for key components.

Analysts then take those reductions and put a figure on how many iPhones that would represent.
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Total nonsense predictions based on the supply chain. Cook has been on record multiple times saying not to predict iPhone sales based on the supply chain.
 
nj1266 said:
Total nonsense predictions based on the supply chain. Cook has been on record multiple times saying not to predict iPhone sales based on the supply chain.
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That's funny stuff given that Cook issued a memo to employees warning them about leaking information - threatening them with job loss and or prosecution - he also warned supply chain companies about leaking info. Seems there might be some merit supply chain leaks, after all.
 
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nj1266 said:
Cook cannot just “sound off” Apple is audited and just like any other publicly traded company it cannot lie about what it says. If Cook tells you that the iPhone X is the best selling iPhone during the quarter then it is the best selling. Lying on earning call or report will land him in jail.
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He can tell the truth about the earnings, he can use clever manipulative language for everything else.. he never quoted sales numbers or individual handset earnings.
 
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apolloa said:
He can tell the truth about the earnings, he can use clever manipulative language for everything else.. he never quoted sales numbers or individual handset earnings.
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Seems like even without specific numbers, the statements are fairly definitive in what they are saying:

"Since we split the iPhone line with the iPhone 6 and iPhone 6 Plus in 2014, this is the first cycle we've ever had where the top of the line iPhone model has also been the most popular."

"Customers chose iPhone X more than any other iPhone each week in the March quarter, just as they did following its launch in the December quarter."
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RobaxMan said:
That's funny stuff given that Cook issued a memo to employees warning them about leaking information - threatening them with job loss and or prosecution - he also warned supply chain companies about leaking info. Seems there might be some merit supply chain leaks, after all.
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One thing doesn't necessarily imply anything else about another.
 
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apolloa said:
Yes, a fact denied by many on here, when an Apple supplier directly state Apple has slashed its orders.. which is why any claims the X is a record breaker bar earnings and definitely claiming it’s the best selling smartphone so far is BS. It may be the best selling IPhone but then the others must be selling pretty poorly too.
The thread title stands IMO
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Can you provide a link to that supplier directly claiming Apple slashed its orders?

Also, if Apple ramped up production early to fill its inventory and then reduced orders now that things have settled down that would still result in order cuts.
 
apolloa said:
He can tell the truth about the earnings, he can use clever manipulative language for everything else.. he never quoted sales numbers or individual handset earnings.
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Apple is a publicly traded company and, as such have some very strict rules they absolutely have to follow. Listen, I get you don't want to believe Apple had better sales of the X than you personally want to believe, but you are basically accusing the company of gross misrepresentation of the truth.

Warren Buffet doubled down on Apple during the first quarter adding about 75m shares to his 165m haul: you really want us to believe that he'd do that if he believed the company had failed with it's flagship and if Tim had basically lied about the X's sales?
 
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C DM said:
Seems like even without specific numbers, the statements are fairly definitive in what they are saying:

"Since we split the iPhone line with the iPhone 6 and iPhone 6 Plus in 2014, this is the first cycle we've ever had where the top of the line iPhone model has also been the most popular."

"Customers chose iPhone X more than any other iPhone each week in the March quarter, just as they did following its launch in the December quarter."
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One thing doesn't necessarily imply anything else about another.
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TiggrToo said:
Apple is a publicly traded company and, as such have some very strict rules they absolutely have to follow. Listen, I get you don't want to believe Apple had better sales of the X than you personally want to believe, but you are basically accusing the company of gross misrepresentation of the truth.

Warren Buffet doubled down on Apple during the first quarter adding about 75m shares to his 165m haul: you really want us to believe that he'd do that if he believed the company had failed with it's flagship and if Tim had basically lied about the X's sales?
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He used clever language as you quoted, you need to read between the lines, and that investor, is he the same guy who bought tons of shares then dumped them after only a few months? Yeah I don’t really go by what big investors do.
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NT1440 said:
Can you provide a link to that supplier directly claiming Apple slashed its orders?

Also, if Apple ramped up production early to fill its inventory and then reduced orders now that things have settled down that would still result in order cuts.
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Well I’m not searching any further and I can’t download the TSMC PDFs onto my iPad, but Reuters don’t make the claim in their report here:

http://www.reuters.com/article/us-tsmc-results/tsmc-trims-full-year-revenue-estimate-on-weaker-smartphone-demand-idUSKBN1HQ1MM

Mac Rumors does here:

https://www.macrumors.com/2018/01/24/taiwanese-apple-suppliers-iphone-demand/

I’d go by the Reuters article and retract my statement.
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TiggrToo said:
Apple is a publicly traded company and, as such have some very strict rules they absolutely have to follow. Listen, I get you don't want to believe Apple had better sales of the X than you personally want to believe, but you are basically accusing the company of gross misrepresentation of the truth.

Warren Buffet doubled down on Apple during the first quarter adding about 75m shares to his 165m haul: you really want us to believe that he'd do that if he believed the company had failed with it's flagship and if Tim had basically lied about the X's sales?
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Just to pick up on your last statement, who said the X failed? I didn’t, the title of this thread isn’t ‘failed’, it’s it isn’t that ‘successful’, and you can measure success how ever you want.
 
apolloa said:
He used clever language as you quoted, you need to read between the lines
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What's the clever part there and what's to be read between the lines of Tim Cook's statements?
 
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TiggrToo said:
Apple is a publicly traded company and, as such have some very strict rules they absolutely have to follow. Listen, I get you don't want to believe Apple had better sales of the X than you personally want to believe, but you are basically accusing the company of gross misrepresentation of the truth.
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How dare you bring logic and common sense into this discussion?
 
apolloa said:
and that investor, is he the same guy who bought tons of shares then dumped them after only a few months?
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No. He brought 165m, and added another 75m. He didn't sell any. But thanks for playing though.

apolloa said:
Yeah I don’t really go by what big investors do.
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Wow, so you feel that the most successful businessman in modern history who's company has the highest share price of any single company listed on the NYSE having gone from $10,000 per share in the 1990's to $300,000 each now, and is the 7th largest in the S&P 500 is someone who can be safely ignored?

And we're to somehow take your words as meaningful? o_O

Ok...if you say so. :rolleyes:
 
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TiggrToo said:
No. He brought 165m, and added another 75m. He didn't sell any. But thanks for playing though.



Wow, so you feel that the most successful businessman in modern history who's company has the highest share price of any single company listed on the NYSE having gone from $10,000 per share in the 1990's to $300,000 each now, and is the 7th largest in the S&P 500 is someone who can be safely ignored?

And we're to somehow take your words as meaningful? o_O

Ok...if you say so. :rolleyes:
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Yeap, like I said, where did I claim the X failed, where is the instability in Apple? Why wouldn’t he invest? Doesn’t mean a thing about the X being ‘that successful’
 
apolloa said:
Yeap, like I said, where did I claim the X failed, where is the instability in Apple? Why wouldn’t he invest? Doesn’t mean a thing about the X being ‘that successful’
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So, the fact it outsold every other iPhone last quarter apparently means nothing to you. What it have to do to appease you, outsell ALL the other phones combined? Sheesh....

Since when you become this uber successful investor with this much wisdom?

You not even knowing who Warren Buffet is, pretty much limits your option to the 'sure bud' realm.
 
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It is worth remembering that the X is the most expensive offering and selling more as a single model is not so impressive as previous years. There’s 7 other iPhone models sharing the market share and there is nothing to say the difference is hugely significant. It doesn’t matter though because if one model sells just one more device overall, it’s technically sold better. Without a breakdown we can only guess and that’s all we can ever do.

The fact very few X’s seem to pop up publicly in such an iPhone dominated market where I live suggests it’s not so successful where I live but undoubtedly more popular in the US.
 
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The-Real-Deal82 said:
It is worth remembering that the X is the most expensive offering and selling more as a single model is not so impressive as previous years. There’s 7 other iPhone models sharing the market share and there is nothing to say the difference is hugely significant. It doesn’t matter though because if one model sells just one more device overall, it’s technically sold better. Without a breakdown we can only guess and that’s all we can ever do.

The fact very few X’s seem to pop up publicly in such an iPhone dominated market where I live suggests it’s not so successful where I live but undoubtedly more popular in the US.
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Analysts 'Strategy Analytics' stated after the report that Apple last quarter flogged 16m iPhone X's compared to 12.5m iPhone8's and 8.3m 8+'s.
 
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