By: Edwin
The Apple fat margin bubble is over. Apple can choose to be a high margin niche company or a low margin mass market company. They no longer have the vision or the execution to have both.
View ArticleBy: Canucker
Apple continues to take the high ground and while competitors are picking up points at the low end it has always been so. Apple is in transition and the fact that it’s gross margins remain double (at...
View ArticleBy: rd
There is big backlog of people waiting for ivy Bridge iMacs, Mac mini and even Mac Pro. Now with Retina, there is more people going to wait for Retina Macbook Pro 13. Some waiting for Mountain Lion to...
View ArticleBy: iphoned
so the bottom line? we don’t really know what’s going on, but now have more to worry about?
View ArticleBy: Jean-Louis Gassée
@ Benedict Evans: You’re right, of course. Samsung uses one of the usual shills, Strategy Analytics, I think, to issue unofficially official numbers after declining to disclose such in their quarterly...
View ArticleBy: Jean-Louis Gassée
@ rd: Yes, Mac shipments were slowed down because people waited for the newer Ivy Bridge-based laptops. I don’t know about the 2M phone overestimate in China, you might very well be right. Still, what...
View ArticleBy: Jean-Louis Gassée
@ iphoned: The bottom line, IMO, is we’ve got to watch what happens to these three numbers moving forward. And others such as Apple TV unit shipments, iPhone vs. Samsung and the like. This doesn’t mean...
View ArticleBy: vishi gondi
My reasoning for the three numbers: * The 3% “Miss”: Apple charges carriers $600/iPhone and android makers charge $350. Careers obviously will push android. Apple didn’t see that knife stab coming in...
View ArticleBy: rd
JLG, real issue is Apple is in another transition from non-Retina to Retina at the same time as changing from LG to Sharp. Apple can’t use Sharp until contract with LG runs out. then there is Haswell...
View ArticleBy: Jean-Louis Gassée
@ all: Following an exchange with Benedict Evans, the trend in Apple Store numbers isn’t new at all. In Q2 FY 2012, the whole co grew by 59% and retail by “only” 28%. I stand corrected.
View ArticleBy: iphoned
Stepping back a notch…we have a company with some track record on a cusp of another major project refresh…will they succeed or will they fail? Now is a good time to place the odds.
View ArticleBy: Ed Left
@JLG, although Europe got some blame, things also don’t look good with APAC numbers. Taking TC’s comments in the CC along w/ 10Q, then 3Q YoY: 1) APAC revenues: went from year ago $6.332B to $7.887B...
View ArticleBy: Tatil
Apple store sales growth vs. company sales growth is easy to explain. There are many countries with no (or very few) Apple stores, but rapid iPhone and iPad sales growth. Naturally, Apple stores are...
View ArticleBy: Aktuelles 10. August 2012 — neunetz.com
[...] Apple: Three Intriguing Numbers | Monday Note [...]
View ArticleBy: Marketing
I needed to thank you for this good read!! I certainly loved every bit of it. I have got you book marked to check out new things you post…
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