Last quote by Daniel Ives
Daniel Ives quotes
Especially in light of the Note 7 fiasco, I think there is a lot of focus to see what types of market share gains Apple has, with iPhone 7 now in their back pocket. In the last 18 months Samsung had a strong momentum. The question is, does iPhone 7, as well as the Note 7, change the dynamics between Apple and Samsung.
With headwinds across the U.S. and European markets, China has been the golden jewel in the smartphone market, showing healthy growth, which speaks to the importance for Samsung on the horizon.
They definitely have a bit of an uphill battle from this situation when it comes to how they recover.
That is why the next three to six months are critical not just for Samsung, but for competitors to see who benefits and loses in this smartphone battle royale that has been going on.
Now the question is, will this be a speed bump or a brick wall in terms of their innovation curve?
While iPhone 7 has no 'major game changers,' it looks like a solid upgrade which could turn the tide after the softness seen from the 6s cycle.
Now that Silver Lake is behind Symantec there is a hope that they'll make the right decisions moving forward for a company which has made a lot of bad decisions over the last decade.
It shows that momentum is building for Microsoft in 2016 rather than slowing, and that's different from what we're hearing from other enterprise tech companies.
All around, this looks like a quarter that (Microsoft CEO Satya) Nadella can frame and put in his office.
There were death-like expectations going into this quarter. This gave the Street something to hang their hat on.
We view this as a potential $10 billion market opportunity over the next five years.
The bearish sentiment at this point has overshot. The New York City cab driver at this point recognizes iPhone 6S Street estimates were too high, and now it's all baked into the stock.
With only 30 percent-plus of Apple's user base upgrading to iPhone 6/6s to date, there is a massive green field opportunity to further penetrate its unrivaled customer base over the coming years, with China remaining the main fuel in the tank for Cupertino going forward despite lingering growth fears.
While [iPhone] 6s demand has not been stellar out of the gates relative to bullish Street expectations, we believe this near-term product transition period will ultimately lead to brighter days ahead on the shoulders of the flagship iPhone 7 release. Apple is poised to benefit from pent-up consumer demand/mega product cycle heading into September 2016, in our opinion.
[CEO Tim] Cook and Cupertino are well aware of these challenges ahead, which speaks to Apple's product expansion into enterprise, wearables, virtual reality, streaming, and autonomous cars down the line. We continue to strongly believe that while not in Apple's typical gold-standard playbook over the years, Cook & Co. could look to do some larger, strategic technology acquisitions to further broaden the company's consumer/enterprise footprint in 2016.
I would characterize this as white hot adoption out of the gate.
This is an eye-opening production cut which speaks to the softer demand that Apple has seen with 6s out of the gates. The Street was bracing for a cut but the magnitude here is a bit more worrisome.
In light of recent negative earnings results from tech bellwethers Oracle, IBM, SAP, VMware, and EMC, Microsoft is bucking the trend and we would label these September results as a solid accomplishment.
With that said, we believe Mr. Nadella's prior roles in the Online Services Division, Business Division and most recently as president of the Server and Tools business position him as a strong internal candidate with a broad set of knowledge around Microsoft's massive product portfolio.