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Captivating art prints, iPhone cases, mugs, mouse pads, and trinkets, oh my. It's seriously a treasure trove of unique findings that you'll adore in-home or in that gift closet where you tuck away previous goodies for last minute hostess gifts. So began our friendship. She quickly became a confidante I would text when I was traveling, the friend I would rally around for her tennis matches, and the down to earth chick I was able to grab lunch with just a couple weeks ago in Toronto. When I close my eyes and think of what I wish for, I come up with a blank. A big old happy blank.
You start to get more comfortable when you put together the services side of the business on top of the augmented reality side.
Field work for both near-term iPhone 7/7+ supply and early read on iPhone new model builds support our long-held view that Street ests remain WAY TOO LOW for C2H:17 and C2018 as an aging base (esp in China) forms a powder keg for this launch.
Impatient, vain and horny for malice. Basically Mulvaney treated Trump's past statements the way Trump treats women: randomly singling out a few of them and then reducing them down to numbers. It sounds like the audiobook of A Farewell to Arms broadcast by an iPhone submerged in hot coffee. He just needs one person to tell him that World War I was called the great war and he's going to want to have a better one out of sheer pettiness. You don't cut those agencies as a cost measure, you do it as a fuck you.
Swift Playgrounds turns learning code into a game. If programming piques your child's interest, Playgrounds can keep them engrossed for hours, as each level builds on what they learned during the previous lessons, encouraging them to keep progressing.
Dragon Box Elements turns learning the basics of geometry into a fun adventure. Its quest/puzzle theme can keep a kid's attention for long stretches and encourages show and tell with other people, while the use of discrete puzzles means they can stop at any time and pick it up again later.
On long trips, apps with lots of levels that encourage problem solving, like Busy Shapes 2, keep children challenged and thinking. Instead of having to lug a whole bag of picture books in a car or on a plane, this is sort of like having that bag of books in an app.
We found an iPhone plugged into the extension cable and then the charger element in the bath. There was some confusion about an electric cable in the bathroom. There was the possibility of it being suicide.
We found an iPhone plugged into the extension cable and then the charger element in the bath.
This was a tragic accident and I have no reason to believe at all that there anything other than it being completely accidental. These seem like innocuous devices, but they can be as dangerous as a hairdryer in a bathroom. They should attach warnings. I intend to write a report later to the makers of the phone.
I have worried that so many people and especially teenagers, that can't be separated from their phones, don't know how dangerous it is.
If you have got any appliance attached to the mains electricity circuit you have to be aware there is a danger there. You're risking death. Electricity and water don't mix, but particularly with phones, people don't probably always think about it. It's not advisable to use them while they're plugged in, particularly in a bathroom situation.
He was a pleasure to play both against and with. He would play in any position without giving it a second thought. He stepped back from nothing and left everything on the pitch for whichever side he was playing for.
People need to be aware of taking an electrical appliance into the bathroom. The advice has always been given with regard to hairdryers and radios – not to use in the bathroom.
That's real cash that can't be spent elsewhere, but a smartphone is simply indispensable. An [Apple] iPhone is the most prized and cherished purchase any American makes after his car or home. So what does pry the typical consumer off the couch? Trips to theme parks, hence why Six Flags, Cedar Fair, Disney and Comcast's Universal theme parks are jammed to the gills. Or cruise ships, because they create experiences.
Most importantly, a bullish outlook for JBL's August Q is highly supportive of our long-held view that a super-cycle is brewing for this iPhone launch (especially in China).
I sort of view India as where China was seven to 10 years ago from that point of view. I think there's a really great opportunity there.
It's the ecosystem, not just hardware.
Americans have choices, and they've got to make a choice. So rather than getting that new iPhone that they just love and want to go spend hundreds of dollars on that, maybe they should invest in their own health care. They've got to make those decisions themselves.
An iPhone and insurance are not the same thing at all. If you need to be able to decide between an iPhone and health insurance, you need to look at: Why is that the choice? He needs to know we believe in him. That's the biggest thing. We'll have to wait.
And make no mistake about it I think the president has talked before that anybody who leaked classified information will be held to the highest degree of law. We will go after people who leak classified information. we'll prosecute them to the full extent of the law. This is playing with our nation's national security is not something that should be taken lightly under this administration.
In response to a question about his party’s plan to increase the cost of health insurance, Rep. Jason Chaffetz (R-Utah) suggested that people should “invest in their own health care” instead of “getting that new iPhone.” He doubled-down on the point in a later interview: “People need to make a conscious choice, and I believe .
Smartphones are no longer a luxury. Surveys show that lower-income and minority people increasingly rely on smartphones for Internet access, since they can't afford both home and mobile broadband subscriptions.
We do not comment on the authenticity or content of purported intelligence documents.
You know what, Americans have choices. And they've got to make a choice. So maybe, rather than getting that new iPhone that they just love and they want to go spend hundreds of dollars on that, maybe they should invest in their own health care.
The idea that there's an operational need for the CIA to target Apple and Google overseas shouldn't surprise anybody, given the pervasiveness of the Android and iPhone. The policy is not unilateral disarmament of the United States.
I think it's a legitimate question, the president is emphatic about it. We're going to look into it and try to figure it out. Maybe rather than getting that new iPhone that they just love and want to go spend hundreds of dollars on, maybe they should go and invest in their own healthcare.
If the CIA has this many, we would expect the NSA to have several times more.
I have an alert for Trump's tweets, so my iPhone beeps dependably early in the morning as soon as he hits Twitter. It's actually become a substitute for my morning alarm.
The focus of their buying will be iPhone 8 component makers.
Foreign investors will continue to buy Taiwan stocks, which have been their favourite market in Asia since Trump took office. The focus of their buying will be iPhone 8 component makers.
The iPhone changed everything, it changed the entire market, it changed what people thought a mobile phone should be. It took the smartphone market – which was a niche section of the market – mainstream. No question Apple revolutionized nearly every technology product. If you buy any technology product it connects to the smartphone. The smartphone is the hub that connects people to their digital lives.
Our analysis suggests that the stock is highly anticipatory of new product announcements. We found that the stock appreciates [and] outperforms the market by an average of 1,600 basis points in the six months prior to an iPhone product launch. He loves great consumer franchises, which obviously Apple has. He loves recurring revenue. He likes disciplined capital deployment. Apple fits the bill on all of those things.
All of these are essential to Apple's growth.
Investors need not rely on Apple for all the innovation to drive the model forward. If someone creates a game in their parents' garage in Taipei or if GE revolutionizes health care with an app, Apple can benefit.
You get to the point in any consumer electronics category where things just becoming good enough and the upgrades start to feel a lot less dramatic.
Apple appears more interested in AR [augmented reality], which connects people, than VR [virtual reality], which potentially isolates experiences. Apple may be well equipped to lead given its core competencies in hardware design and software/hardware integration as well as its large base of affluent iPhone and iPad owners.
According to some industry sources, the company may have over 1,000 engineers working on a project in Israel that could be related to AR [augmented reality]. Our work suggests that AR could be the next major innovation from Apple and that its competencies could make the company a winner ... Augmented reality is an area where Apple could leapfrog competition in providing a superior user experience. This could result in sustained iPhone retention rates and more switchers.
I absolutely think Samsung is going to have a huge impact on the market. I think it's going be the biggest launch they have ever done. I think it's going to be an extremely impressive device and I think it must be a very daunting prospect to all of the competitors in this Android market where competing there is really, really tough. And that's before you even start going head-to-head with the iPhone.
The collaboration between our two firms is unparalleled from an engineering standpoint. Every five to six weeks, we've put our developers in the room with Apple's lead engineers to do a code-level review.
First, Samsung expended many resources to find the root cause of the Note7 issues and change their processes to assure it won't happen again. Secondly, the expectation is that Apple will really extend themselves to make the next iPhone dramatically different, so Samsung benefits from the extra time.
When a market gets saturated, the growth is all about refresh. This is exactly what happened to PCs. It's exactly what happened to tablets. It's starting to happen to smartphones.
IPhone set the standard for mobile computing in its first decade and we are just getting started. The best is yet to come.
The vertical integration here is what GM and Ford were 100 years ago and why they worked 100 years ago. It's why the Model S is the Apple iPhone to everybody else's competitive dynamic here on the electric vehicle front.
Introduction of a high-end iPhone in September 2017 is likely to drive accelerating upgrades and share gains, especially in China. In addition to more modest updates to current iPhone SKUs, we expect Apple to launch a higher-priced device with AMOLED display that allows for a curved form factor and longer battery life, wireless charging technology, 3-D sensors and more advanced AI software capabilities. While we see accelerated upgrades for Apple's highest end users in all regions, our work suggests China users are especially sensitive to new technology and form factor changes.
Export orders should grow each quarter thanks to the launch of the new iPhone this year.
We believe the glass back cover is conducive to wireless charging as it reduces signal interference versus a metal casing. It is possible for Apple to add proprietary features such as fast charging or extended charging to differentiate itself from the pack and enhance the value of its own hardware ecosystem.
For the 2017 iPhone 10/X, we continue to gather more details about display, form factor, fingerprint sensor, baseband modem, wireless charging, and facial/gesture recognition.
Field work suggests stabilized iPhone supply for FQ2:17 (Mar) .. [is] well supportive of our current estimates. … While supply for the Jun Q is down slightly Y/Y - not great, but also largely meaningless w/new launch coming. For the 2017 iPhone 10/X, we continue to gather more details about.
It's not just the iPhone 10. It's also services – they're going to double in the next four years. You've got a valuation that allows for upside. So there's a lot [that's] exciting to look forward to at Apple.
Following recent industry commentary, we are increasingly confident that the upcoming iPhone 8 will include AR [augmented reality] technology that represents a significant feature upgrade from prior iterations.
Apple has been really undervalued for most of 2016. Apple has had high dividends, it has had good growth, and it has also had a great buyback program that has been buoying stocks. The problem going forward is that now that the move is done, now that you've gone from 10 times to 15 times earnings, where do you go from here? We don't think it's certainly overvalued, I mean it's maybe a little overbought, but it's certainly not overvalued where it is, but we need to see a reason to get excited for the next leg of growth.
You really have to continue to see growth in Apple revenue, and the problem is they haven't really unveiled anything really beyond new iPhones.
My advice to all of you is, don't work for money – it will wear out fast, or you'll never make enough and you will never be happy, one or the other.
For many of them, their smartphone is their bank, and it's a natural extension that their iPhone will also become their wallet.
Apple TV is like off the radar now. Using an Apple TV is actually worse than using cable used to be, and I thought the whole goal was to make it better. Really it's become just a Netflix portal. Apple absolutely needs to find direction with Apple TV and some sort of purpose. I don't know if original content is the solution. I look at acquisitions at the solution, but they just seem like they're not willing to make one. Apple "missed the boat. We were really frustrated with the iPhone. We don't see any path for growth for Apple in the future right now.
Increased dependence on mobile apps has led to consumers to seek phone upgrades, thus helping drive the large growth in 2016 Q4. In lower-tiered cities, there was a similar demand by consumers, which OPPO and Vivo met by aggressively pushing mid-range smartphones in these cities.
Apple's intentions to make iPhones in Bengaluru will foster cutting-edge technology ecosystem and supply chain development in the state.
"I feel really good about how we're doing [in India],". "We are in discussions on a number of things, including retail stores, and fully intend to invest significantly in the country and believe it's a great place to be.".
The idea is that you involve yourself in doing something that is new, difficult, special, but using your own senses.
You cannot fight social media and smartphones, we do not want to fight these things, but we want to show people that there's another approach to the world. And actually, everyone forgets about their smartphones once they're interacting with the exhibits here.
When we go to work, when we go to school, we sit down and have all these technology gadgets – we have phones, iPhones, iPads, computers – technology that takes our time, sitting down all the time. And that's a big issue in the western world, that we sit down too much.
When I say that Apple is the mall, I also mean that if you were actually thinking of going to the mall, you probably ended up using your iPhone to comparison shop to be sure you weren't overpaying. What has dogged Apple's stock for ages, what has kept its share price so low, at least in terms of its valuation, is the 'Blackberry-ization' issue. The notion that in the end, the iPhone is just a device and device companies eventually get wasted as Blackberry did.
That is what happened this quarter. That is the switched narrative.
The convenience and power of the iPhone has probably taken away as many white collar jobs as the countries President Trump accuses of stealing our manufacturing jobs. Probably more so.
They'll wait until they actually know what's going to happen. The fact that we're seeing solid earnings and they're coming in better than expected ... will help sustain stocks over time.
To me, the real question in regard to Apple is how they strengthen their ecosystem. When you got the first iPhone, if you had iTunes, that was the only place that you could listen to it on a mobile [smartphone] device. Now you want greater content that's proprietary the same way. That's where Apple should be pointing and I thought that Tim Cook alluded to that in the call.
Economic growth appears to be strengthening even though fourth-quarter growth came in weak.
They have to invest a lot in these markets, build the brand, build the channels, so when the market matures those consumers are looking at Apple.
I think right now it really comes down to can you see China growth start to see a renaissance … especially going into iPhone 8 … It all comes down to China is key fuel in the growth engine for Apple.
We're thrilled to report that our holiday quarter results generated Apple's highest quarterly revenue ever, and broke multiple records along the way. We sold more iPhones than ever before and set all-time revenue records for iPhone, Services, Mac and Apple Watch. Revenue from Services grew strongly over last year, led by record customer activity on the App Store, and we are very excited about the products in our pipeline. When I say, Good morning,' to Siri, my house lights come on and my coffee starts brewing. This level of home automation was unimaginable a few years ago.
Things don't have to change the world to be important.
It makes a huge difference if Apple can show it can be a leader in this pivot to a different way of approaching the economy. I don't think it's something investors should be concerned about. I think people love the iPhone. I am not sure it's price sensitive.
It's good that the services is growing and that's the long-term strategy for better profitability and sustainability, they are not getting credit for it from a stock perspective.
You can rest easy knowing that the iPhone franchise is in fact intact. That's huge because about a year ago when the iPhone 6S came out that March guidance was a disaster.
The stickiness of ecosystems is quite high. If you're deep in the ecosystem you are not leaving soon.
It's like a drum roll while everyone waits for the curtains to roll back to unveil the next iPhone. There is a lot of pent-up demand out there, so this has the potential to be a game changer. The smartphone is still in the early innings of the game. I think there's lots more to do.
It's a great revenue line... and helps offset the fact margins are coming down on the iPhone. Given we don't know what Trump policies will be it's very difficult to model. We're sticking with iPhone price and modeling from there.
The pessimism among investors is largely based on perception that potential iPhone 7 buyers are holding out for the 10th anniversary device in Sept (iPhone X). Our survey of 1,000 U.S. iPhone owners suggests most are not aware of the potential for a 10th anniversary device with more significant upgrades later this year.
When your iPhone juice runs down, you should already be ready to ramp up your next product.
Remember when Apple called itself Apple Computer Inc.? They may as well call themselves Apple Phone Inc. now.
Looking forward, the response to the iPhone 7 and 7 Plus has been very positive. It's very hard to gauge demand, as you know, when you're selling everything you're making. So we'll find out more through the quarter, but we're confident enough to give you guys guidance that we're returning to growth this quarter, which obviously feels very good for us.
We think Apple's possible integration of 3-D sensing in the next-gen iPhones could be considered a killer app and provide renewed confidence in Apple's innovation engine.
The transition to Services is important as new platforms like AR and VR emerge and transform Apple's existing mobile device businesses.
The key features which are driving smartphone market have been fast-charging, OLED displays, bigger batteries and dual cameras which were already available. But most were missing in the iPhone 6s. The iPhone 7 Plus has a bigger battery and dual camera but it was beyond the reach of most consumer in China because of price. In the iPhone 8, the OLED screen which is rumored will be a positive. I think the next model will be key for Apple.
When the iPhone rolled out in 2007, everyone developed [software] for that. Right now, everyone is developing for the voice-activated Internet.
There will be a lot of pressure to bring some manufacturing back to the U.S.. If I were Apple, I would bring whatever they need to bring back – through the repatriation, because it may be connected – and they could market iPhones made in the U.S. and charge a premium. Can [CEO] Tim Cook make Apple grow again? I think that's what we're going to see next week.
Both countries need each other a lot. Foxconn, for example, employees a million people working on Apple products in China. We, as consumers – the vast majority of consumers in the U.S. – enjoy lower prices. Both countries are winning based on the way things are set up.
We expect STM's strong revenue growth to convert into rising margins and further multiple expansion.
We cannot say more. We cannot give more color. Based on market forecasts, a positive booking trend, and a strong ... performance at our distributors, we see the momentum of the second half of 2016 to continue (as ST enters) 2017.
They really need to have a big value-add in the next product they come out with.
We think this is going to be a pretty solid launch, a really big one. I think even the bears would probably suggest that this product that's coming out is going to be pretty interesting and hard to ignore.
There was a wonderful period when people rotated to buying smartphones instead of cellphones and smartphone growth exploded. But similar to PCs, the speeds and capabilities are becoming adequate.
Local brands' target customers typically buy in cash and from independent retailers. With the short-term liquidity crunch caused by demonetization, these retailers are suffering a slowdown in consumer spending. Local vendors are losing out as retailers look to shift their stock to fast-moving, current devices.
I think it's a fine balance at this stage.
Apple needs to bring the prices further down in India so that it's more (affordable) to a greater populace. Overtime, if (Apple) commits to a path where eventually those high-end components can be sourced locally, then I think the Indian government may be more amenable to providing them with some of those breaks initially.
Our view is that customers are increasingly mixing down (IP6S in favor of IP7) and maturation of the device-centric consumer electronics adoption wave could weigh on both Apple and the smartphone market.
If you know you're going to bed and are having a stressful day, maybe you should set up worry time in advance.
Exercise. When you're stressed out, it really helps.
It's called stimulus control.
Most people need a good hour of winding down down time before they're just physically and mentally ready to go bed.
When you can't shut your mind off, you have to leave the bed within the first 15 to 20 minutes of going to bed.
What Apple is trying to do, if it happens, I think it will be available to everybody in the industry. I don't see the government of India making discriminatory policies.
We lower FY17 [fiscal 2017] iPhone estimates slightly to reflect weaker iPhone 7 demand (7 Plus stronger), somewhat offset by better ASPs. We expect March guidance below consensus. We remain confident on our supercycle thesis [for the next iPhone] ... Apple remains a top pick.
I was with a producer one time who pulled out her iPhone and had a list of every actor she had ever worked with, and whether they were good or bad, and specific reasons, things they did. Like, she kept notes. It was a long list, and there were a lot of well-known names on there. … She could say, This person was great.' Or, This person screamed at me because they didn't have M&Ms at the craft service table.'.
The iPhone 7 Plus will have a huge implications for 3D mapping and real-time image processing in an AR world. AirPods (our new favorite toys), in combination with Apple Watch, are clear steps towards a post-mobile world.
Confirm. We know what a smartphone looks like and does. It's not the fault of Tim Cook, but it's not an area where there will be any more innovation.
The iPhone's are 10 years old and that's a long time. That's a very long time for a product that we still care about, right? Most products 10 years ago we don't use anymore.
Every once in a while, a revolutionary product comes along that changes everything.
The market is focusing too much on near-term supply chain noise and not enough on three potential catalysts: 1) iPhone super cycle led by China, 2) cash repatriation, and 3) US tax reform. Near-term, we see pent-up demand heading into a significant form factor change that is likely to accelerate iPhone unit growth. ... Apple is a top US IT Hardware pick in 2017.
It will be a tough road to get investors to accept Apple as a services business instead of hardware.
The next iPhone is a chance for Apple to regain some of the excitement that the company had in the past. I hate to say it's the last chance, but it could be a really important turning point for the company. If they do not execute on the opportunity, then they may just be relegated to a slow growth, annuity type company.
He said developers would pick the price and keep 70 percent of the revenue. Of course, free apps would be equally welcome.
The developer and us have the exact same interest, which is to get as many apps out in front of as many iPhone users as possible.
It's hard to think of a product that's more important.
There was a group that was fascinated by it and a group of the growth momentum investors that really felt like this was going to change the way things happen.
The iPhone launch ignited a smartphone race which deposited intelligent devices into the bags and pockets of hundreds of millions of consumers.
Lifesum simply would not exist without the iPhone, and it is hard to imagine the consumer health-tech industry being where it is today without the Apple device's revolutionary aspects.
The SE was about understanding the user base and a group of people who want a smaller screen and providing a device for that market segment. It's nothing new, but it was about Apple understanding their customers very well. I don't know that many vendors that can know their customer base as well as Apple.
They beat the rest of the market by 18 months to two years.
It was the biggest revolution in the last few years in technology, it revolutionized the way we interact with services and what we can do not just with the phone but with other devices. Apps changed the way we interact with the internet because we can access almost anything today.
"The iPhone changed everything, it changed the entire market, it changed what people thought a mobile phone should be. It took the smartphone market – which was a niche section of the market – mainstream,"
No question Apple revolutionized nearly every technology product. If you buy any technology product it connects to the smartphone. The smartphone is the hub that connects people to their digital lives.
The touch screen, despite not being the first phone to have one, completely changed the way we interact with devices.
They were starting to compete in areas which consumers cared about but they couldn't fit it in the 2007 original iPhone. From thereon, the camera became a signature feature of the product.
Today, Apple is going to reinvent the phone. What we want to do is make a leapfrog product that is way smarter than any mobile device has ever been and super easy to use.
We believe any hardware changes [on the iPhone 8] have the potential to make an iPhone look 'new' again for the first time in three generations.
The bottom line is, these markets just might never be as good as something like the iPhone.
Last year Apple initially provided the supply chain with high numbers only to cut numbers later. Given last year's misread on demand, its clear visibility beyond one quarter is limited causing Apple to play it safe for now. Apple could keep inventory lean through Dec in order to support what could be a difficult Mar.
If you are trying to position it as a casual game (that can be played) with one hand, you want people to be able to play it wherever they are.
We believe the efforts in automotive tie back to services in that automotive for Apple may mean partnering with experienced automakers to deliver great services rather than building the hardware itself, cars in this case. While an autonomous vehicle solution from Apple, either a car or the software, is likely multiple years away, we view auto as the next platform likely for the company to try to own.
In those days, you had to have a Mac to put music on the iPod, so I would spend nights in the design office at Piper Jaffray painfully uploading music from CDs on the only Mac I had access to.
The smartphone remains the world's window to augmented reality today. While this will change driven by augmented and mixed reality hardware in the future, we would expect the next five years of AR innovation will happen mainly through the device in our pockets.
The experience was rough, but using the iPod gave me a sense of joy I never had from any other product. They did it with the iPod and recreated that joy with the iPhone. That magic is a big reason why we've been unwavering bulls on Apple for almost the entire time we've covered it. Sometimes we missed the short-term, but long-term it's been the right bet.
Our confidence is based on an expectation for growing anticipation around iPhone X (aka iPhone 8) and a favorable long-term trajectory for services growth.
Apple has committed around $44 million to invest in R&D over three years. Therefore, they can distribute devices priced 6 million rupiah ($448) and above. That means all iPhones can be distributed.
The iPhone didn't exist when Muhtar became CEO.
The Samsung case did make (Chinese smartphone users) start to think an international brand doesn't necessarily equal to a safe product.
We see an opportunity for Apple to gain high-end market share and build upon the recent near-term momentum around the iPhone 7.
This removes a threat for technology companies. The products that incorporate technology are not automatically going to get stung with a patent infringement suit that's going to cost them all of the profits from their product.
Demand and supply checks suggest the iPhone 7 cycle is OK, but not great. We see greater potential for upside through 2017 as detail about the next iPhone cycle may help address gross margin risks or new products could emerge.
It's been a long slog for 4G uptake in many emerging markets as 4G data tariffs have long been very expensive compared to 3G, while 4G handsets themselves have also been relatively pricey across the board. We are quickly seeing this change in key growth markets like India where new operator Reliance Jio is aggressively trying to shake up the market by handing out free 4G SIM cards and launching own-branded low-cost 4G-enabled smartphones.
Procurement estimates for F1Q-2Q/17 [Fiscal quarters 1 and 2 in 2017] are down YoY [year over year], putting current consensus estimates for unit shipments growth in Dec and Mar at risk. We still believe the guide for Dec implies at least moderate unit growth.
I still think Apple is going to win that game. Pixel is not as widely available as Apple. This weekend I was out phone shopping, and I had a hard time finding a Pixel that I could play with. I walked into AT&T and they were essentially discouraging me from going that route. ... Customers are favoring Apple.
We are quickly seeing this change in key growth markets like India.
The reason you buy an Apple product, an iPhone, is not the hardware itself, but its entire ecosystem: iOS, the App Store and so on. You're seeing challenges from Samsung, from Xiaomi, from maybe a Pixel phone right now. But that's a hardware discussion. It doesn't change the value proposition Apple has as an ecosystem.
I wouldn't read too much into it. What ends up happening is people have to go and spend more at Apple. They weren't really discounting the products per se.
The percentage of people who wanted an iPhone [was 7.2 percent]. That was the No. 1 requested gift. It was [5.2 percent] in 2015.
They're still in tight supply. ... That is probably the bigger story, which should be good for the March numbers [for Apple].
Three of the world's top four most profitable smartphone vendors are currently Chinese. Huawei, Vivo and Oppo have not only improved their smartphone product line-ups this year, they have also enhanced their operational abilities and kept a tight lid on expanding distribution costs.
Apple's ability to maximize pricing and minimize production cost is hugely impressive and the iPhone continues to generate monster profits, Huawei, Vivo and OPPO are the next three most profitable smartphone vendors globally this quarter, but they are still a long way behind Apple.
I'm going to bring jobs back. I'm going to get Apple to start making their computers and their iPhones on our land, not in China. How does it help us when they make it in China?
We believe Apple lacks the courage to lead the next generation of innovation (AI, cloud-based services, messaging); instead will become more reliant than ever on the iPhone. Over the next decade we believe the stock will generally underperform the market.
If you have an iPhone or an Android phone, you can get really great pictures. So there's no excuse for a bad photo on Instagram. If it is blurry or out of focus, retake it.
If the world moves to a more nationalistic approach 'made in America, by Americans, for Americans' or 'made in China, by Chinese, for Chinese'? The unwind of these variable conditions will likely impact margins, growth and suppliers exposed to the globalization trend of the last decade. The same will likely make global tech a tougher place to invest in 2017.
It's much broader than just quick conversations that disappear. To me, the ultimate test of a tech company like this is not just, Do you have a cool service,' but 'Do you have a platform upon which other people can build good products and good services?' That's, of course, what made the iPhone so great, ... it became a platform. I think what they're doing with Snap now, is making it a platform.
To them, this was just another alphabet they had to support. Originally when the iPhone originally came out, the emoji keyboard was only available to the Japanese region.
China dumps cheap products in the U.S. where people are looking for bargains. It's a pretty simple equation. Go ahead and build an iPhone just in the U.S. It'll cost a lot more money.
Electronic health records has changed the staff. That means they have to learn how to use the iPad, the iPhone, the Android, Google. It has created new opportunities. It has created new types of jobs. And the shift of the jobs is going more toward informatics. The people who were nurses, they are now joining IT. People who were transport people, they have joined information technology.
We strive to offer customers the best experience possible and we take their security very seriously. We've set up ways for customers and developers to flag fraudulent or suspicious apps, which we promptly investigate to ensure the App Store is safe and secure. We've removed these offending apps and will continue to be vigilant about looking for apps that might put our users at risk.
The criminals are going to take advantage of whatever is hot.
It's important that brands monitor how their name is being used.
We hope that our clients are all official sellers. If they are using these brands, we need some kind of authorization, then we will provide services.
The mother feeds both the cubs. Firstly, the mother can know both the cubs are hers and she can take care of them. Secondly, breast feeding is much better than artificial feeding.
I wish I'd thought about the model of subsidizing phones through the operators. And there was business model innovation by Apple to get it essentially built into the monthly cell phone bill.
The margin swoon is on higher-than-expected revenues, so the gross profit and consensus EPS [earnings per share] outlook remain largely unchanged, and the company outlook calls for margins to improve in early CY17 [calendar year 2017].
This time we find higher overall smartphone purchase intentions the next six months with iPhone 7 interest especially strong in the US and rising demand for the Plus. However, China, is exhibiting signs of softness in F17, including lower interest in the 7 than the 6/6s.
It was difficult to accept that and hard to believe it's true. Each person in this world is looking for a way to express himself. Why not to do that in this way?
If any third-party vendor makes a headset to use with the iPhone 7, they are going to need to buy an adapter or piece of silicon from Cirrus.
The effect of iPhone 7 should be short term, so we still need to see if global tech demand will sustain next year.
It's not nearly as important as the iphone and iPad, but the end-to-end user experience is so important.
Apple has been given a slight boost by Samsung's Note 7 missteps, but it continues to face iPhone fatigue among many consumers in major regions such as China and Europe.
IPhone sales in Greater China declined during the quarter, but the initial customer response to iPhone 7 and 7 Plus gives us confidence that our December quarter performance in China will be significantly better on a year-over-year basis than our September quarter results, even as we lap the all-time record period from a year ago.
We see new form factor, better display and longer battery life driving shorter iPhone replacement cycles in fiscal year 2018, with double-digit revenue and EPS growth.
The opportunity for the market is limited.
We have the strongest product pipeline we've ever had.
We don't believe in shipping a product before it's ready, and we need a little more time before AirPods are ready for our customers.
We take the company's multiple references to iPhone 7 plus demand likely outstripping supply in (December quarter) as affirmation of the near-term lift to the iPhone business.
The iPhone 7 series should help Apple regain lost (China) market share as demand is tracking better than for the iPhone 6s series. (But) Apple needs to offer something cutting-edge to appeal to maturing Chinese smartphone users who are warming to local brands.
I think Q4 looks promising for Apple in China as long as they ensure supply of the larger 7 Plus.
Our iPhone sales in India were up over 50 per cent in the fiscal 2016 compared to the prior year and we believe we are just beginning to scratch the surface of this large and growing market opportunity.
We couldn't be more excited about the customer response to the iPhone 7 and the iPhone 7 Plus.
He's not worried the technology giant will suffer the same fate as the PC or Blackberry. The end of the PC cycle was pretty damaging to a lot of companies if you look at the landscape of the Dells and the HPs. But the mobile lifestyle and the presence of the iPhone and the Apple ecosphere seems to have longer legs to us than the traditional PC cycle.
Management hasn't diversified the revenue stream. Counting phones is a horrible way to live and die every quarter.
It's going to be interesting: The next 6 to 12 months are pivotal for the industry. It speaks what type of pent up demand there is. Does Google become a player? Will Samsung get back on track? I think it's almost like a game of high stakes poker. You want to see where everyone's cards stand.
It speaks what type of pent up demand there is. Does Google become a player? Will Samsung get back on track? I think it's almost like a game of high stakes poker. You want to see where everyone's cards stand.
It's been a challenged smartphone industry, and consumers as well as the industry have been yearning for that next major smartphone release. Can iPhone 7 be the hero to rescue Apple from the fallout that we've seen from the iPhone 6S?
As you've seen a lot of commoditization on the hardware side, you're going to see a lot of differentiation on the software side.
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.
Remains Top Pick ... [We are] buyers of AAPL based on our belief that shares will move higher as we approach the iPhone 10th anniversary release in the fall of 2017. We believe the multiple on shares of AAPL will rise over the next two years as investors slowly appreciate the sustainability and profitability [of the] services business.
We believe the multiple on shares of AAPL will rise over the next two years as investors slowly appreciate the sustainability and profitability [of the] services business.
There is a particularly horrifying aspect of the case. One of the victims was subject to extreme cruelty and violence. The defendant even recorded on his IPhone the torture inflicted on the first victim before she died.
We believe investor expectations have already moved higher and are reflecting a beat and potential raise.
After the debacle seen with Apple overshooting iPhone 6s demand, management did not want to see a repeat situation occur this year.
IPhone 7 interest [is] tepid ... [UBS China] distributor checks find that iPhone 7 sales are weaker than the 6s was out of the box [after launch]. Apple [is] losing share to domestic handsets ... Apple's brand remains strong, but the App Store can be difficult to access and slow.
Apple [is] losing share to domestic handsets ... Apple's brand remains strong, but the App Store can be difficult to access and slow.
The better-than-expected export order growth benefitted entirely from Apple Inc's new iPhone. If export orders in the fourth quarter grow 3.5 to 5 percent each month, then it means the overall economy is improving. After all, global trade volume is still decreasing. It would be difficult for Taiwan to grow on its own.
We're moving from a mobile-first world to an AI-first world.
Suddenly, there's no longer an Apple-Samsung duopoly in premium handsets.
The Pixel is easily the best Android phone I've ever tested, and seems to hail from a different planet than the chunky, clumsy and pokey 2008 G1 which introduced Android to the world.
The Assistant works great but you have to be willing to let Google be Big Brother.
But the Pixel is a beaut. It runs fast and comes at a time when the largest Android phone maker, Samsung, is hitting some rough luck.
Improving natural language recognition is difficult and is something you do incrementally.
We think Apple should launch a subscription bundle as a way to reinforce iPhone loyalty and leverage it into content. ... This strategy would help Apple fend off smartphone commoditization and position it well vs. Amazon and Alphabet as content shifts to streaming.
Accelerating growth should drive AAPL higher. ... We continue to recommend buying AAPL.
We see our trip to Asia, recent news flow, Dialog's preannouncement, and the Galaxy Note 7 issues all giving us further confidence that this iPhone 7 cycle may prove stronger than expected.
We have the new iPhone … the new Google Pixel … [and] great phones from Motorola as well. I think you'll see our marketing focused on those devices because there is certainty on those at this time.
I think there was nothing wrong with them or that they were not the main problem. The Note 7 had more features and was more complex than any other phone manufactured. In a race to surpass iPhone, Samsung seems to have packed it with so much innovation it became uncontrollable.
I can't compare the iPhone...Samsung is 10 times better. I'm a Samsung fan [ever since] the very first Note came out. I have every single Note.
We firmly believe that strong design patent protection spurs creativity and innovation. And that's why we've defended ourselves against those who steal our ideas. Eleven times now, Samsung has been found guilty of intentionally and blatantly copying the iPhone. Every court at every level has agreed. We think that's wrong and that it poses chilling risks to the future of design innovation.
The problem is how to instruct the jury. If I was a juror, I wouldn't know what to do.
We have the new iPhone, we're about to launch the new Google (NASDAQ:GOOGL) Pixel, which is exclusive to us. We've got great phones from Motorola (NYSE:MSI) as well.
Dahir Adan's iPhone is locked. We are in the process of assessing our legal and technical options to gain access to this device and the data it may contain.
The biggest challenge for Apple today is that the tariffs that India imposes on imported phones greatly increases the pricing of iPhones in India.
We believe this is another confirming data point of stronger than expected iPhone demand, corroborating the U.S. carriers' reports a few weeks ago.
This is the final defeat for the operating system licensing model which Microsoft pioneered, and everyone tried to copy before Apple's iPhone success.
We can still have some healthy tension.
I think that's positive.
We are incredibly excited to use iPhone, iPad, and Apple Watch to create simple, intuitive and personalized technology solutions that will transform the health and wellness experience for our members. This is only the beginning – we look forward to using these tools to improve health outcomes and help more people achieve more healthy days.
Survey indicates iPhone 7/7+ likely to exceed iPhone 6 in F1H17 in the US. Our US survey results (1000+ respondents across various demographics) show that regular upgrade appetite remains strong, many phones are becoming eligible for upgrade in the F1H17, and that attach rates for other products/services remain healthy.
We've had a buy for about five years, but right now we think there's a gap between the next big blockbuster product and maturing iPhone sales. That means that there's more downside than upside at the moment.
IPhone sales are set to slow down more than analysts think, especially in China.
We look forward to opening retail stores in India down the road. We see huge potential for that vibrant country.
When a new device comes out ... you see an associated price cut for older models. That's one source of growth for Apple. People who previously couldn't afford the device are pulled in. There are still very wealth consumers there, and there are things that could sort of help it.
In 15 years' time, if someone really does achieve a technological breakthrough akin to a mobile phone, an iPhone, that will change the energy picture going forward.
While we do not cover [Jabil], our separate field checks have suggested [Apple] has finally begun to cautiously increase assembly plans for iPhone. Our checks indicate that iPhone mix is now skewed more toward the new builds.
More customers love the iPhone 7. A lot of new customers are switching to Sprint.
You can look at it any way you want.
All other things being equal, Apple still makes more margin from hardware than Samsung, but materials costs are higher than in the past.
Our survey suggests that iPhone owner interest in the new device declined after the announcement of the device.
Really with the Samsung recall, the carriers have one new premium-tier phone, and they've been very aggressive with the subsidies. It's really surprised us.
When you have a vision for how the audio experience can be ... you want to make it as great as can be.
I've been here for a week and a half. I was trying to get the 7 Plus and the new jet-black, but they don't have the 7 Plus or the jet-black, so I ended up getting the regular black, then the 7.
Well certainly, if it starts charring or it gets overheated, step away from the phone, make sure that it's of course, if it's contained, it's not near anything combustible and immediately – certainly if it's a fire hazard, contact the fire department, call 911.
I still think it has a strong appeal, plus because of the Samsung Note 7's safety problems perhaps a lot of users who wanted to buy Samsung will now buy the iPhone 7.
I'm still very sad that I'm not going to get a jet-black of any phone. I thought Apple being Apple they would have some, they wouldn't sell out through pre-orders, they would have some aside for loyal fans like me that line up.
Apple got the gift of all gifts with Samsung creating an exploding phone and the fact that the Samsung Note is a disaster actually really helps Apple.
Still we can hope, like, we can convince them, we are staying here for the last 24 hours, so you should give us one at least.
I think the challenges are different and managing a big company and continuing to encourage innovation is just something he's going to have to focus on.
And what we keep hearing is the same thing that The New York Times said, which is that it's much faster and has a lot more storage. Those are what people turned out to like more than the [ear] bud[s], which some people don't like.
This is a just a very well-selling phone.
We sincerely appreciate our customers' patience as we work hard to get the new iPhone into the hands of everyone who wants one as quickly as possible.
Based on everything I've seen it looks like demand is very strong.
Not too long ago, people were afraid that the iPhone had had its best days, and it was going to be a decliner in perpetuity going forward. Now people seem to be pretty comfortable that you can be flat, to maybe a little bit of growth this year, and ... heading into the ten year anniversary next year, that should be a more meaningful upgrade cycle for them.
Now we've got a promo out there, and you would hope the promos would be effective and they certainly are. With that we're going to make an investment in those customers but these are our best customers.
I think in general, you're having more and more folks from different areas looking at Apple – you have guys looking at the dividend, growth, as well as some people excited about what growth can be in the software side of the business, which we think is still under-appreciated by investors and we think could be a meaningful investment going forward.
Part of the issue is that Apple is now in its mature phase of the iPhone evolution. Five years ago, only about 25 percent of the people purchasing an iPhone were upgrading. Today it's about 80 percent.
I think it's people happy with the iPhone 7. Not too long ago, people were afraid that the iPhone had had its best days, and it was going to be a decliner in perpetuity going forward. Now people seem to be pretty comfortable that you can be flat, to maybe a little bit of growth this year, and ... heading into the ten year anniversary next year, that should be a more meaningful upgrade cycle for them.
It's tricky to know exactly how many might upgrade this year, for the 7, and how many might wait. Part of the issue is that Apple is now in its mature phase of the iPhone evolution. Five years ago, only about 25 percent of the people purchasing an iPhone were upgrading. Today it's about 80 percent.
The reality is as one of the biggest providers of the iPhone services, our sales are up. We have seen a real improvement, exceeding our expectations.
With the carriers telling Samsung owners that Samsung wants you to take your phone back into the store, well, people are going to look elsewhere.
While PYPL did not provide updated guidance, we think the strength in the stock was driven by the fact that we shouldn't assume the deals are dilutive to earnings in 2017, which was likely less onerous than what investors are currently assuming.
The back is polished so finely that it looks like glass, yet has the strength of aluminum. It smudges easily – but of course you ought to have a case anyway.
Competitors like LG and HTC ship much higher quality headphones with their flagship phones, and Apple owns Beats, so it's just really hard to understand why it's still shipping such decidedly mediocre headphones with the iPhone.
Apple still hasn't matched Samsung (and others) with such convenience features as fast charging and wireless charging.
While the iPhone 7 update is more revolutionary than evolutionary, we believe investors could consider these strong early pre-order indications as being reflective of the impact of Apple's significant iPhone installed base expansion over the past few years.
Might not sound like much, but in this hyper-scrutinized investor concern on the health of the iPhone franchise, every percent counts.
The reason they are expensive is because of the type of technology. We are known for accuracy and quality of the sound.
We started on this project over a year ago. This is not tied to the iPhone 7 launch at all. We would have done this either way, regardless of whether they took out the headphone jack.
We're looking for people that don't have $300 to spend, who need things but have to be able to afford it.
As we have expanded our distribution through carriers and re-sellers to hundreds of thousands of locations around the world, we are now at a point where we know before taking the first customer pre-order that we will sell out of iPhone 7. These initial sales will be governed by supply, not demand, and we have decided that it is no longer a representative metric for our investors and customers.
This sells for people who are younger than analysts.
Believe it or not, millennials, this is what they care about: I'm talking about a GPU performance 50 percent enhancement, CPU 40 percent enhancement, two-hour improvement, on the wider one you get two-hour improvement.
The numbers should be strong, why hide it. Supply constrained? This phone should be the easiest ever to roll out – it's basically the third generation.
Next year I can understand build concerns. The only reason other than concern on consumer demand for iPhone 7 is they might be concerned about setting a difficult compare for the 2017 10th anniversary iPhone.
These initial sales will be governed by supply, not demand, and we have decided that it is no longer a representative metric for our investors and customers.
What's meaningful to me are the first month of sales with full supply.
Less data is never good, particularly given the question marks around this phone.
They fixed Bluetooth headsets. I think Apple has a real winner here.
We're just at the beginning of a truly wireless future we've been working towards for many years.
It's about getting consumers thinking more about that ecosystem of Apple products – and how they all play nicely together.
No one has taken this on and made it easy. It is a breakthrough design – when you try it you are going to simply be blown away.
This is iPhone 7. It has a gorgeous new design.
This truly is a supercomputer for photos.
"The reason to move on is courage". "The courage to move on and do something new that will benefit all of us".
Launching a well-known Nintendo character on the globally penetrated iPhone is one of the best scenarios that investors have hoped for.
The market's seeing many sell orders on the back of a drop in U.S. markets, and a lack of any news to drive buying in Tokyo. Even the announcement of the new iPhone 7 is not enough to encourage the usual buying of Apple's suppliers in the Japan market.
It makes no sense to tether ourselves with cables to our mobile devices.
''It makes no sense to tether ourselves with cables to our mobile devices.
From what I experienced with AirPods, they...fixed Bluetooth headsets. AirPods connect consistently, are truly wireless, stay in your ear and are easy to charge and harder to lose. I think Apple has a real winner here.
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.
It's not just about innovation. It's about sexy design and they've always been good at that. So as long as they keep doing that they're going to keep that loyal following.
[The iPhone 7 and 7 Plus] was a major upgrade, not a minor one with every major subsystem improved.
While the camera improvements for the iPhone 7 Plus are nice, they are incremental for most and the lack of headphone jacks could offset that for others.
We have created Super Mario Run to be perfect for playing on your iPhone. Super Mario has evolved whenever he has encountered a new platform, and for the first time ever, players will be able to enjoy a full-fledged Super Mario game with just one hand, giving them the freedom to play while riding the subway or my favorite, eating a hamburger.
Some people are die-hard. There are people who got really angry when the floppy drive was removed and I think there will be people who just won't be happy with this.
It also could see a shift towards high-resolution music.
With a more intelligent connection to headsets either via Apple's Lightning connector, USB-C or Bluetooth, there is tremendous scope to add sensors that could monitor activity, heart rate and more.
We are not saying to throw out your DSLRs. What we are saying is this is the best camera we have ever made in an iPhone, and this is the best camera ever made in any smartphone.
It's obviously a superior camera. They're saying the best camera they've ever built. But unless you are a photographer … it's hard to tell the difference. I take great pictures with my iPhone 6.
The reason to move on is courage. The courage to move on and do something new that will benefit all of us.
A healthy upgrade – that's really all we need.
I think you are still in this gloom-and-doom cycle, but off the bottom.
We're not saying iPhone 7 is a game changer, we are saying it's going to be a solid upgrade, high quality product that will return the iPhone and Apple to growth in 2017. I think you are still in this gloom-and-doom cycle, but off the bottom.
That's already quite a bit – now add in camera improvements and whatever else is new in the iPhone 7, and it suddenly becomes a pretty compelling upgrade. This is the way to think about the iPhone upgrade cycle and what Apple announces next week.
Although likely a contentious issue with iPhone users at first, we believe this will soon be forgotten.
The iPhone 7 runs the risk of disappointing investors.
It looks like part of the reason they are keeping the design the same this year is there are bigger changes they are working on for next year.
This category is very price sensitive.
Smartphone advancements are slowing down as the market is maturing, so minor things like look and feel get more attention.
I believe Apple did enough to keep the base happy with upgrades and arguably did enough to attract some Android users.
The word among consumers is the updates are not going to be revolutionary, but smaller changes.
The market is changing.
Although it has become a challenge to guess the features of new Apple products, what matters more to investors is figuring out how much the products will sell after introduction.
The press ahead of this [event] is kind of like, Unless you've cracked your screen, you're not gonna buy it. This is the least amount of hype ... No one wants it. We haven't seen it yet, but, boy, do we ever not want it.
The Compact is more interesting because the iPhone SE has shown that there is an appetite from some consumers for a smaller device. It might be the compact variant that could be the most important in international markets.
Apple is supposed to show off the iPhone 7 next week and this issue (with Samsung) has emerged, so the current state of things do not look good.
There is risk that the upgrade rate for the next iPhone may slow even more than the upgrade rate cycle of 6s.
If Samsung were to launch a foldable smartphone in 2017, we believe Apple would likely not follow suit until 2019 at the earliest. It's not about each incremental feature or device. At the end of the day people have learned to use Apple's iOS operating system ... there's always a feature, or two, or three that Samsung outdoes the iPhone on. But people stay with the iPhone.
The threat actor has never been caught before.
And it's very hard to explain to the consumers why that's the case. Think about if other industries behaved the same way. Apple would still be selling the first-gen iPhone for 1,400 bucks. And Ford would be selling the Pinto for $84,000.
Where I think it's been underwhelming on the hardware side, which of course is where they make their money. The technology is just not there to really get the Watch away from the iPhone yet.
When you charge fast all the time, you limit the life span of the battery. For example, if you used an iPhone charger on an iPad Pro, it's going to charge very slowly. If the electronics are right, they can actually preserve the battery because you're always charging it slowly.
Order for components used in the new iPhone model missed expectations...we would be able to get a clearer picture about its overall demand in September.
Expect increased confidence in the wireless modem business with the upcoming partial win in the iPhone 7.
They've had a difficult period. I think it has nothing to do with their core strength of coming out with great devices, and I think they're going to continue on that path for the next five years.
That gives some optimism for investors that this isn't just a one-year trade, that there's some ground work where they could get into some big growth markets in the future.
This transition of the earnings composition to something that is less predictable probably should result in some multiple compression.
I think this was a really smart move for Disney. I think the situation Disney faces today is a little bit like the one that Apple faces for the iPhone; that when you have been magnificently successful – more successful than your competitors – it is often hard to come up with a second act that makes for a smooth transition.
Right now everyone is looking forward to the iPhone 7. ... I think it can only disappoint.
Innovations are everywhere, in cancer research, iPhone apps, Olympic sports training, cloud computing - they are just not showing up in the GDP accounts.
Users recognize that they now have a premium device that can stand up against the iPhone and that's what Samsung needs to do, they need to keep their customers loyal.
While we recognized that there continues to be a considerable level of conservatism and skepticism on iPhone units, sales, we still, however remain comfortable with the company's abilities to significantly outgrow its peers.
We've already seen multiple Android handsets that are shipping that eliminated the headphone jack and either ship with or have as an accessory a USB headset or an adapter of some sort. So that's a really remarkable opportunity, and we're very well-situated to capitalize on that.
That said, like happened a couple years ago, [in] the whole industry there was a product that hit the ball out of the park and the whole industry was completely out of capacity all the way through June. If that sort of thing happens, there's not much we can do about it. It's certainly something we have our eyes on in case things take off.
We certainly decline to provide guidance itself, but if you've got to have something for your model, I would kind of look at the last handful of years for September to December and just pick something on the low end of that sequential growth – low end of that spectrum just to be conservative.
We have a very successful global launch of iPhone SE and demand outstripped supply throughout the quarter. At its launch, we said the addition of the SE to the iPhone lineup placed us in a better position to meet the needs of customers who love a four-inch phone and to attract even more customers into our ecosystem.
The growing iPhone installed base could enable Apple to grow its higher-margin services business through additional iTunes, apps and software sales, as well as through services such as Apple Pay and Apple streaming music service.
Some of the true value in services may always go unrealized given that major businesses within other large Internet companies, like AWS in Amazon, Instagram/Oculus in Facebook, and YouTube in Google, are not fully appreciated in terms of value by investors.
They are running behind, and they are trying to catch up both in perception, but also in fact.
It doesn't look like the features are going to be tremendously different. People are already talking about the iPhone 8 the next year. Our work suggests that people in fact are hanging on to phones longer.
China was a major letdown and I'm anxious to get more details as to what drove the declines. Samsung and Huawei are much more competitive now than a year ago and the Chinese economy is not doing well at all.
It remains to be seen how long it takes Apple to build a service layer meaningful enough to offset potential future declines in smartphone revenue.
The real thing I'm going to be looking for is, is there a tip of the hat to a potential rate increase in September?
It is very clear that there are some signs of economic slowdown in China, and we will have to work through them.
The iPhone should return to growth back in the December quarter and think of that as mid-single digit growth.
We have to address Apple TV, which is still a mess of apps and the easiest way to do it is by using the cash balance. We're very very unhappy with this cash sitting here with so many opportunities to buy Tesla and to buy Netflix and master the universe of technology in the future ... I would like to see Tim go out there and do something bold, otherwise, it's going to be tough to keep growing.
During the past quarter, I visited China and India. And I am very encouraged about my growth prospects in those countries. We remain very optimistic about the long-term opportunities in greater China.
We are pleased to report third-quarter results that reflect stronger customer demand and business performance than we anticipated at the start of the quarter. We had a very successful launch of iPhone SE and we're thrilled by customers' and developers' response to software and services we previewed at [Apple's Worldwide Developers Conference] in June.
Our opinion [is] that Apple has peaked under the leadership of CEO Tim Cook. There is risk that the upgrade rate for the next iPhone may slow even more than the upgrade rate cycle of 6s. ... The dynamics of the next iPhone cycle may underwhelm even with the installed base of approximately 1 billion active devices. We would rather be too early on this call than too late.
Volatility in the name has been driven by slowdown in the smartphone market and uncertainty around shipment volume from China amid heightened competition.
We believe revenue could come in slightly below consensus on a challenging smartphone environment. However, downside is largely expected at this point.
In some ways, China will be a positive for the overall iPhone business. But in other ways, it's not that same magical growth that they've had over the past few years in China.
We're still bullish on China. We think that China is still the best growth market in the world over the next five years and we think Apple is going to continue to increase their market share.
To repeat the success of the smartphone market is going to be pretty impossible for any category. Is Apple disappointed the Watch didn't take off more? Probably. But I still think it has potential.
We remain optimistic on long-term wireless and fiber fundamentals, but the stock is now $2 above our prior price target and is trading at relative highs on several metrics (relative dividend yield/EBITDA multiple). Near term, wireless is facing some pressures which have historically hurt the stock – spectrum auctions, FCC regulation/changes and the new iPhone – while negative news short term, fundamental impacts will be minimal.
Most of the current Watch owners are early adopters and the next wave could be 10 times the size of that market.
…The next wave could be ten times the size of that (the last) market.
Fundamentally the issue with Bluetooth headsets and headphones is that they're just unreliable. They're hard to connect to and you have to remember to charge them.
We believe Cirrus' leading portfolio of audio codec, amplifier and MEMS microphone products is well positioned to yield strong sales and earnings growth for the company for the next several years.
We conclude that the iPhone 7 will prove to be a modest upgrade, with significant innovations pushed out to the iPhone 8. ... We note that iPhone units will still grow from this year's base, but the recovery is likely to be more muted.
Apple as a software company still really lags.
They need a refresh badly. it's as if Apple went a yr and not using a new iPhone.
Fifteen many years ago nowadays Apple opened its first two shops and we';re thrilled to mark the event with the opening of Apple Union Square in San Francisco. We are not just evolving our keep style, but its function and higher position in the community as we educate and entertain guests and serve our network of nearby entrepreneurs.
The market is saturated and they have no massive growth drivers outside of the iPhone. Generally speaking, I just think it's a little too cheap.
Aside from the camera, the new Google Pixels are pretty undifferentiated compared to Samsung and iPhone seventh generation phones.
Samsung has had a real return to form with the S7 and S7 edge. It's focus on higher-tier, higher-margin products has certainly helped boost its earning. The new devices deliver a good story for anyone considering a Samsung device as an alternative to an iPhone.
If iPhone 7 doesn't surprise with meaningful new useful features, we worry that consumers won't upgrade. And unfortunately, nothing that we've seen about iPhone 7 thus far strikes us as particularly innovative. Apple will be a show-me story until then.
Consumers who want to show they are rich enough, they will buy an iPhone... those who want to use something different, they will choose Samsung. But these days consumers are not that old fashioned. They are getting much smarter, and this is why we have much chance.
The situation right now around the world is that we are supply-constrained. The demand has been very, very strong.
It doesn't look like there is anything that would drive significant growth for Apple from here as they've been behaving. If they came out with a breakthrough product or price, then you might see a change, particularly if it's different than the other smartphone makers in this market, but absent that kind of innovation in price or features, I think we're in a much more gradual and uncertain market.
The interesting thing is are they going to start making more money off iCloud, and I think there's huge client engagement in the iTunes services, music and iCloud. I don't think this company is set up right now to make gobs and gobs of money that way, but I think that's an important thing to watch, and in particular, watch the progress of the app ecosystem.
The future of Apple is very bright. Our product pipeline has amazing innovations in store. … We are forging ahead with important investments in research and development, in our infrastructure and our supply chain. We've made 15 acquisitions in the last four quarters to accelerate our product and services road map and we're always on the lookout for companies with great technology, talent and strategic fit.
We continue to be extremely optimistic about the Chinese market, and we continue to make a lot of investment there.
For the strategy to really make a lot of sense, you want to be more aggressive in building that services revenue.
I think [the stock market] is due for a little pullback, quite frankly. I think it's a little overbought. The S&P at 17 times [earnings] is not cheap. I think the current monetary regime is a stock market flotation device.
I think there'll be a lot of eyes on Apple, and on earnings in general.
Apple has settled into this annual upgrade cycle for hardware and software. That's quite different than the way that say Facebook pushes out updates to its app or Google makes changes to its search engine – they do that almost in real time.
I don't think any one is ever going to find that kind of sweet spot.
They need (services) in China – it has to be part of the growth story.
The iPhone 6 is an anomaly, and so it creates a very difficult comparison for us.
Apple is going to be put in a position - in a defensive position - of how they show growth, and this is an area that Apple has not had to do for the last few years.
Apple needs to come up with a radical new innovation or product rather than just the current incremental improvements to existing products. This is the only way in which it will reinvigorate sales growth.
You could have some weakness this quarter with the average selling price on the iPhone. That wouldn't disturb me.
We generated strong operating cash flow of $11.6 billion and returned $10 billion to shareholders through our capital return program during the March quarter. Thanks to the strength of our business results, we are happy to be announcing today a further increase of the program to $250 billion.
In addition to our focus on Apple's iPhone installed base as a latent driver for future iPhone upgrades, we are also focused on Apple's ability to drive increased services revenue through its expanded installed base.
Although this could change with a compelling new iPhone launch, we view the potential for longer iPhone holding periods as a key risk to Apple's multiyear growth.
At the forefront, every time Apple reports, it's what are iPhone sales going to look like?
More - let's see. More than I will make in the remainder of this job, which is seven years and four months, for sure. And so it's a - but it was in my view, worth it, because it's a tool that helps us with a 5c running iOS9, which is a bit of a corner case, increasingly as the devices develop and move on to the 6 and 6s and whatnot and iOS's change, but I think it's very, very important that we get into that device.
Apple has never made user data, whether stored on the iPhone or in iCloud, more technologically accessible to any country's government. Apple has also not provided any government with its proprietary iOS source code.
If we decide not to disclose it to Apple it is still quite perishable. And it will disappear if Apple changes its software in some way, it will also disappear if we use it in a criminal case and it has to be disclosed – our discovery rules are important – and it becomes public.
What if law enforcement had a phone owned by somebody that abducted your sister? Or a phone used by a suicide bomber who blew up the train station in your home town?
Someone outside the government, in response to that attention, came up with a solution, one that I am confident will be closely protected and used lawfully and appropriately. the government "purchased" the tool.
Not everything becomes about the iPhone coming out in September and how many do they sell in the December quarter.
There are no hard and fast rules.
I don't think (the San Bernardino case) settled the ultimate question of what legal authority the All Writs Act provides the government. The question of whether the government can use the All Writs Act to force tech companies to undermine their security measures is still a live one. We don't have any ultimate resolution on the legal question.
We don't know, of the hundreds of phones that might be in the hands of law enforcement, whether the same tool could be used on some of them or all of them.
The government's role is to protect the public, and the tech companies' role is to provide the best security for our users.
It's not surprising that one of the most popular platforms in the world would have hundreds of people looking for ways in that could be used for monetization purposes.
This saga has really just asked more questions. None of them have really been answered.
There is very little debate that it is in everyone's best interest that Apple find out about this vulnerability and everyone should be asking why that is not the case.
Apple is a business, and it has to earn the trust of its customers. It needs to be perceived as having something that can fix this vulnerability as soon as possible.
This lawsuit may be over, but the constitutional and privacy questions it raised are not. Those worried about our privacy should stay wary–just because the government was able to get into this one phone does not mean that their quest for a secret key into our devices is over.
There were people holding out, there were people who were keeping their two-year-old or three-year-old four-inch phone because they just want a four-inch phone. So they made a four-inch phone. They put all the internal capabilities of the current 6S in it – a bigger phone – into a smaller phone, and they cut the price.
Consumers are increasingly moving away from smaller screens and prefer larger screens now.
The SE's price point is too high for a lot of emerging markets, even at $399.
I remember when the iPhone 6s was launched in India, it was priced almost 50 percent higher than the U.S. price, so I am not leaving that possibility out this time.
It won't impact iPhone sales. This particular phone is an iPhone 5c running iOS 8, an old version of the operation system on a particular model. Even if they can break into that, it may not translate into other iPhones or newer operating systems, like the 9.1 released on Monday.
Overall, we expect the new device may result in some incremental sales and possibly cannibalize some iPhone 6 (midtier) sales, but mostly just replace the current low-end unit sales.
We expect the March event to be largely incremental as the bigger announcements, particularly the redesigned iPhone 7, are expected to come in the September event.
We anticipate that the price of the iPhone 5SE will be similar to second-hand iPhone 6S in the large emerging markets.
As a result, we do not expect the smaller device to result in meaningful changes to our thinking of a 3 percent year-over-year decline in iPhone sales for calendar year 2016.
We think the replacement cycle for iPhones has stretched to 27 months versus 23 months (two years ago). Strategies like iPhone upgrade program and iPhone 5SE are levers to shrink the replacement cycle and make the product more accessible to the price-conscious segment of the marketplace.
We look forward to responding to Apple's arguments before the court next week.
Apple has also not provided any government with its proprietary iOS source code. While governmental agencies in various countries, including the United States, perform regulatory reviews of new iPhone releases, all that Apple provides in those circumstances is an unmodified iPhone device.
The ongoing Apple vs. F.B.I. dispute is only a symptom of a much larger problem. But we are almost certain to see this scenario repeated unless the larger issue is addressed. Law enforcement clearly needs the ability to gain lawful access to information that can stop future attacks.
The only way to get information, at least currently the only way we know, would be to write a piece of software that we view as sort of the software equivalent of cancer.
There is this tension: Americans want terrorists to be prosecuted, but in the context of issues about security and privacy, it becomes a much more nuanced discussion.
I don't believe in giving up our right to privacy in order to make people feel safer. The government overstepped its bounds with the Patriot Act and they are likely to do it again.
People are very distrusting of everybody, but Americans actually trust Apple a bit more than the government on some issues.
If you work in a shop selling phones, they have given you a reason for you to sell the S7 over the iPhone. The Galaxy S7 has expandable memory, better battery, it's got a good camera, they are ticking all the boxes if you are selling it side by side with the iPhone.
Apple would be providing software that prevents the iPhone from erasing. It would be letting the guard down for an attack.
It is not the same thing as a backdoor, because it does not allow access to the device. The government would still have to figure out the password to the device, whereas a backdoor would allow the government to access the device surreptitiously.
Pre-Snowden, the iPhone cryptographic process was different and easier to break. As a response to consumer affairs, when Apple released a new version of the iPhone they improved the encryption process they currently had.
This gets to the root of the issue.
The FBI is technically correct. Tim Cook is taking a broad view of it.
There is no threat to mass surveillance here. It was a reasonable search warrant request no different than a warrant to the free webmail services or Facebooks asking for data. You're not giving them your keys to all your data, you're only giving them the very specific data of the account that was requested.
Forensically speaking and legally speaking, the judge asked for reasonable assistance on unlocking this specific phone. Even if that requires them to modify the firmware with a key they have, they don't have to give that software to the FBI.
[W]e have worked hard to support the government's efforts to solve this horrible crime. We have no sympathy for terrorists. the company had complied with all valid subpoenas and search warrants and "offered our best ideas on a number of investigative options at their disposal.
Once the information is known, or a way to bypass the code is revealed, the encryption can be defeated by anyone with that knowledge.
By this time next year, it wouldn't shock me if that service revenue number becomes the key metric, especially with the iPhone 7 right around the corner.
The love for the iPhone is there.
It's disappointing to see them miss on an already downward adjusted sales number and the fact is that with their iPhone growth slowing what was needed was a product to be excited about. Pressure on the shares will continue without a well-defined plan to grow sales or a new product.
There also seems to be little investor faith in current or potential new products, which we think might prove too bearish. Consequently, we are inclined to take our short-term lumps and maintain the buy rating given a solid franchise.
While Best Buy's holiday sales were worse than we expected, we were not entirely surprised given widespread reports of disappointing iPhone 6S sales.
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.
And confound the doubters, especially in China.
Apple has been gaining significant market share in pretty much every region, and I'm not seeing a global slowdown.
We believe that tech companies need to have the ability to build and design their products as needed, and that means that we can't have the government mandating how we build and design our products.
Imagine you're looking at your desktop, or your iPhone or laptop – everything is behind the glass, behind a window, you're either touching glass or looking through glass. But in the real world, we can open up the glass, open the window and we can touch, we can taste, we can smell. So, what we need to do is we need to bring computers – the way we interact with computers – like we do in the physical world, with all of our five senses.
We don't 'monetise' the information you store on your iPhone or in iCloud. And we don't read your email or your messages to get information to market to you. Our software and services are designed to make our devices better.
The iPhone 5C isn't actually that cheap because in the US it'll cost at least $549 for those not subscribing to a contract.
Apple is a victim of their own success. They have gotten in the unfortunate circumstance where every time they have one of these events, people want them to come out with some groundbreaking technology that is just going to change everybody's lives – it's just not going to happen.
Buying an older generation mobile phone for nearly US$730, I'd have to be crazy. It's a bit surprising. There's nothing new and there's nothing about its Chinese partners coming to the event to talk about the contract price of the phone. That's what was disappointing. Apple has made some progress in the China market but that progress has been too little.
Despite a global economic slowdown and seasonal weakness in demand, we achieved solid revenue and profits with differentiated products and technological leadership.
The challenges we are facing during our strategic transformation manifested in a greater than expected way in the second quarter.
I think we're gonna see a huge number of existing iPhone users upgrade to iPhone 6 because a lot of Apple people have been looking at their friends with larger Android phones and wanting to have those larger screens. So I think we'll see a real growth. And I think Apple will gain share back from Android just because of the iPhone 6.
I think we'll see it in more in travel, for example, for border control, ease of use access. But also on the more consumer side. You see the phones coming out, the iPhone, the HTC got announced just recently, with biometric fingerprint sensors built on there. The thing is, we want to protect our privacy and also be able to make sure we don't have fraudulent transactions, we'll see the use of biometrics in that area as well.
I can use it maybe to log onto my PC, I don't have to do all this password management for example, changing my password every 30, 60, 90 days. It will continue to revolutionize identity management.
After plugging in the box, we fit it into the engine compartment. We can modify fuel pressure, injection time and the operating range of the turbine. These are the main factors required to increase the power of a car.
What we're doing – that others haven't done – is bring together a revolutionary product and then work with a service provider – O2 here in the UK – to bring out a great service and make them work beautifully together.
I've been waiting for almost 33 straight hours, since two days ago from 10 pm on the 22nd. The hardest part was being under heavy rain through the day yesterday. I had to have two umbrellas to protect myself and my stuff.
They talked about moving into schools with the iPad, moving into enterprise with the iPad. Also a lot of cloud activity and new content choices available on Apple TV. So even though some of the device categories, Mac, iPod may be maturing now, slowing down, we are seeing how the company is trying to really build out that ecosystem in the future.
The level of interest in the device is almost unprecedented. You have over 100 million iPods out there, that is a natural market. The company is one of the premiere consumer electronic firms out there and if anyone can change consumer buying patterns Apple is the company.
Because it's going to cost me more money, if it does break I'm going to have to replace it, so I'd rather go with a safer option with a safer phone, the iPhone 6 itself, it's more reliable because I'm going to have it for a couple of years. I don't want a phone that's going to be breakable or bending.
It has always been a major drawback on Android phones.
We haven't so far. That doesn't shut off the future.
It's my responsibility to make sure the company that I support also supports good labour practices.
I think in the nuclear family, we are building our own forts. We are separated from so many other people. In the nuclear family, we invite other people who are like us. We can invite other couples who have children and we don't let any single people in. We cut ourselves out and many people are unhappy in this kind of family settings.
The idea is to translate any vibrations that we make when we touch an object into music on the fly. It's composed by the combination of a vibration sensor with a small transducer inside that converts all the vibrations we make into an electric signal, that is then sent to the iPhone application that analyses the vibrations and converts them into music.
We are simply awaiting a full video documentation and walk through of the process that they have claimed.
When they deliver that video we will review it.
We hope that this finally puts to rest the illusions people have about fingerprint biometrics. It is plain stupid to use something that you can't change and that you leave everywhere every day as a security token.
We think that the roadmap is still intact for 2011. They will most likely come out with a new iPad, they will come out with a new iPhone and new operating system all slated for this year. So as long as they stay on track and continue to execute on that plan we don't think there will be much fall off at least fundamentally.
Any time Apple is involved in a deal like this that has taken so long to iron out, there's going to be an undue high level of optimism around the deal. It's going to help, there's no doubt. The bottom line is that it's going to help Apple to sell more phones in China at a time when Apple is actually starting to lose some of its allure globally in terms of their ability to sell a lot of phones. So there's no doubt that it's good for them.
Well, Apple has all these new innovations like the iPhone and the iPad, and people get crazy about these. That's why the Apple share price skyrocketed after Tuesday's closing bell. And that helps our markets and share prices of our IT sectors in Europe.
While other vendors continue to focus just on the hardware – delivering the speeds and feeds and bigger batteries – Apple focuses on pulling the operating system, the hardware and what you can consume on the hardware.
I don't think it is revolutionary enough to get people. The buzz is not about how incredibly revolutionary it is. The buzz is about, oh, they're doing things that were needed, like connecting into social media, allowing you to take panoramic photographs, enlarging the screen, so I don't think it will create a new buzz.