Apple iPhone 5 disappointment

Crowley said:
I would also love to see the hard numbers on the 5 compared to the 4s.

Cutting straight to the heart of the issue at hand. Apple has built up an enviable fan base over the years but if they don't do something innovative they will lose their fans.

Personally I have seen one of my friends get a iPhone 5 (he is a developer and needs one, he has a S3 as well) and about eight of them move from iPhone to Android. It seems like the only people who still buy iPhones are the people who invested heavily in third party peripherals or apps and the people who don't want to move out of their comfort zones.
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Have seen the same trend in my office.
 
sox63 said:
icyrus said:
Apple achieved (small) profit growth in increasingly competitive markets where most of their competitors sell at a loss, despite the quarter being a week shorter than the year before's and despite introducing lower margin products.

To try and claim that this anything other than success for Apple is beyond stupid.
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I did not say its not a success, just that there is reason to be concerned. To raise revenues by 17-odd percent and yet profit remains flat means the days of 44% gross margin are over...

Gross margins consequently slid to 38.6 percent, from 44.7 percent previously
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An unreasonable amount of fuss is being made of spectacular financial results if you ask me.
 
Crowley said:
Personally I have seen one of my friends get a iPhone 5 (he is a developer and needs one, he has a S3 as well) and about eight of them move from iPhone to Android. It seems like the only people who still buy iPhones are the people who invested heavily in third party peripherals or apps and the people who don't want to move out of their comfort zones.
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Wrong again...
 
Crowley said:
I would also love to see the hard numbers on the 5 compared to the 4s.
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Tim Cook's indication is (without hard numbers), that the iPhone percentage mix is similar to what was there with the 4S a year ago when it was 3gs, 4 and 4s on the same pricing tier.

Cutting straight to the heart of the issue at hand. Apple has built up an enviable fan base over the years but if they don't do something innovative they will lose their fans.
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Why exactly are Apple expected to be the ones to build a time machine here? iPod was 2001, iPhone was 2007, iPad was 2010 - these things don't happen on a yearly basis. Meanwhile who else has innovated to the level you expect? Samsung? They just resized Android to every possible dimension as far as I can see. It works; but it's hardly radical.

It seems like the only people who still buy iPhones are the people who invested heavily in third party peripherals or apps and the people who don't want to move out of their comfort zones.
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Q1 2012 - 37 million iPhones. Q1 2013 - 47.8 million iPhones. That's a lot of comfort zones.
 
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HBee said:
What facts are these ? the ones you fabricate from pro-apple sites to make yourself feel better. Re-read the title of this tread slowly and familiarise yourself with what we are talking about. Lashing out at me just shows how pathetic your arguments are.
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Will you not stand by your words from before? Shall I dig them all up for you? Here is just a taste:

HBee said:
I also see a huge knock for them this xmas with the introduction of the new Nexus line by Google.
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There are plenty more. But blather on.
 
3rd highest revenue ever!!! Behind only Exxon. Crazy that a tech company could do that
 
The title should've read "Apple iPhone sales disappoint analysts".

Overall the iPhone sold well, compared to last year.
 
Crowley said:
It seems like the only people who still buy iPhones are the people who invested heavily in third party peripherals or apps and the people who don't want to move out of their comfort zones.
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I'd really prefer to be comfortable with my phone, it's one of the reasons I stuck with blackberry for sooooo long. Having used an iPad for so long picking up my iPhone was a logical choice. I've got enough challenges in my life vying for my time, my phone needn't be another.
 
sand_man said:
Wrong again...
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You report doesnt say how many jumped from ios to andriod though?

Also, wiki tends to say different from your selected article, showing andriod sales shooting through the roof while ios sales are actually decreasing.

How you come to the conclusion ios is doing better than andriod is beyond me.
 
Also, wiki tends to say different from your selected article, showing andriod sales shooting through the roof while ios sales are actually decreasing.
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Android sales are totally shooting through the roof, but where on earth do you get the impression that iOS sales are decreasing? Didn't you look at the sales figures for iOS last night? 22mil iPads, 47.8mil iPhones. That is significant growth.
 
As I said yesterday I believe what is happening with Apple has a lot more to do with perceptions than facts (that reality distortion field that Jobs managed so well).

And one perception that possibly trump all others is that Apple without Jobs is just not the real Apple anymore ... i.e. without Jobs they will not be able to perform the magic as before. The facts may prove otherwise but perceptions always shout louder than facts.

People want heroes, and Jobs was one. People look for idols to follow. Jobs fitted the bill (like Bill fitted the bill at MS). Cook is a very competent CEO ... but he will never be Jobs. He does not have that "aura", that something special. Why MS without Gates is not the same for me anymore (Ballmer was the absolute worst choice MS could have made imo). Companies with interesting characters to idolise have a clear advantage.
 
cerebus said:
Also, wiki tends to say different from your selected article, showing andriod sales shooting through the roof while ios sales are actually decreasing.
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Android sales are totally shooting through the roof, but where on earth do you get the impression that iOS sales are decreasing? Didn't you look at the sales figures for iOS last night? 22mil iPads, 47.8mil iPhones. That is significant growth.
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Would be really interesting to have iPhone 5 specific sell through numbers. If we assume 50% which I think is slightly conservative that would make it about 24 million in 3 months.

Compare this to the, recently announced, Galaxy S III numbers of around 40 million in 7 months. I would say they're on track considering there are still 10 million iPhones in channels which Apple expects to be sold in 4 - 6 weeks.
 
cerebus said:
Android sales are totally shooting through the roof, but where on earth do you get the impression that iOS sales are decreasing? Didn't you look at the sales figures for iOS last night? 22mil iPads, 47.8mil iPhones. That is significant growth.
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They've had a strong year, but the sales have been trending downwards (which is unusual for apple, it never really has 2 consecutive less sales per quater in a row before, and the % decrease is pretty high each time too.)

EDIT:
And andriod didnt see the same downward trend, so it's not the market influenced decrease.
 
BeVonk! said:
As I said yesterday I believe what is happening with Apple has a lot more to do with perceptions than facts (that reality distortion field that Jobs managed so well).
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With hindsight into Jobs's tenure, the 'reality distortion field' he crafted was actually just a relentless concatenation of world class products that consistently pushed the standards of what was on the market.

That isn't bluster; he oversaw the iPod through 9 years of being a class-leader (despite intense competition filling up lower-priced segments). He developed the iPhone and the iPad; and a ton of other products that defined how consumer electronics would look throughout the last decade.

And one perception that possibly trump all others is that Apple without Jobs is just not the real Apple anymore ... i.e. without Jobs they will not be able to perform the magic as before. The facts may prove otherwise but perceptions always shout louder than facts.
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It's quite possible; but if perception in this case is greater than fact, then Wall Street is completely deluded about the value of Apple currently.
 
2012 said:
They've had a strong year, but the sales have been trending downwards (which is unusual for apple, it never really has 2 consecutive less sales per quater in a row before, and the % decrease is pretty high each time too.)
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You would care to show the statistics? Keeping in mind that the last quarter was pretty hamstrung due to supply issues on new lines and even on iPhone4 apparently which I don't get myself, but whatever. In 2012 overall, Apple had the highest yearly revenue ever in the history of mankind by a pretty decent margin.
 
2012 said:
Here is a nice graph to show how it's been:

http://en.wikipedia.org/wiki/File:World_Wide_Smartphone_Sales_Share.png

As you can see, apply hasn't really lost momentum - there are a few small dips here and there, but it's very clear something has happened this year for that major downward turn. 2013 is starting strong but lets see how the trend goes this year.
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Considering that that chart was last updated in November 2012, it seems pretty clear that what happened for the major downward turn was buyers waiting for the iPhone5's release. You can see a mirrored dip the previous year for the same period while the 4 was due to be replaced by the 4S.
 
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