The latest report from Consumer Intelligence Research Partners (CIRP) shows the U.S. iPhone installed base is slowing down.
AAPL
Apple Earns Money, Services vs. Hardware, and AT&T's Fake 5G with Ken Ray - ACM 511
Bryan Chaffin is joined by guest cohost Ken Ray for a spirited look into Apple’s earnings report. The two also weigh the real meaning behind Apple’s outward emphasis on services and what that means for Apple hardware. They cap the show with a rant about AT&T’s fake 5G. Spoiler: AT&T’s claims of a “5G” network are fake.
Cool Stuff Found
![Apple Posts Revenues of $58 Billion for March Quarter, Down 5% – Emphasizes Record Services Revenues and Raises Dividend [Update]](https://www.macobserver.com/wp-content/uploads/2016/07/aapl-stock-graph-wide.jpg)
Apple Posts Revenues of $58 Billion for March Quarter, Down 5% - Emphasizes Record Services Revenues and Raises Dividend [Update]
Apple’s revenue and earnings were down year over year, so the company focused on record Services revenue and an increase in its quarterly dividend.
iPhone China Sales Down 30% in Q1 2019
Apple’s iPhone China sales are down 30% in Q1 2019. Huawei continues to dominate, capturing 34% of China’s smartphone market.
Apple’s performance in China is concerning, given that the worst quarter for iPhone shipments is usually Q2 or Q3, not Q1 when new devices are still fresh. Apple has acted to cut iPhone retail prices, which has largely relieved the pressure from its channel partners.
I wonder how much of iPhone sales in China were impacted by Chinese companies encouraging employees to boycott Apple in favor of Huawei.
Netflix Swears it’s Excited About Competitors Like Apple and Disney
Netflix released its quarterly letter to shareholders saying that it’s excited to have competitors like Apple and Disney.
Cord Cutting Arguments, Apple's Policy Stance – TMO Daily Observations 2019-03-05
Bryan Chaffin & John Martellaro join host Kelly Guimont to discuss arguments about cord cutting and Apple’s policy (not political) decisions.
Apple Offers Rare Tease of Unannounced Product Feature at Shareholder Meeting
In response to a shareholder question about iPad Pro models, USB-C, and the inability to do video over USB-C, Apple senior vice president Craig Federighi said this feature was coming.
Cool Stuff Found
Apple Shareholders Overwhelmingly Vote against Proposal to Make Apple More Conservative
And the reason should be obvious: Apple is one of the singularly most successful companies in the history of modern commerce, and shareholders don’t want anyone monkeying that up.
How Apple News Affects Publishers
Great analysis as usual by Ben Thompson. He writes how the Apple News subscription might be good for certain publishers, and bad for others.
To that end, I am sure that a significant number of publications will sign up for Apple’s offering; clearly the company is confident enough to leak a date. And, frankly, many publications should: most publishers are already locked into the volume game when it comes to their editorial direction, and Apple News subscription payouts will be additive to the bottom line.
The main thing that concerns me is how revenue will be driven by clicks. I hope that Apple News doesn’t become a flood of yellow journalism.
Apple Yesterday vs. Apple Today vs. Apple Tomorrow, with Dave Hamilton - ACM 500
Bryan Chaffin is joined by Dave Hamilton to take a very high-level look at Apple, comparing the company from its early days to the company of today, and looking ahead to what kind of company Apple might be tomorrow.
Apple's Earnings, iPhone Pricing, and Mac Sales, with Jeff Gamet - ACM 499
It’s time to break down Apple’s earnings, and Bryan Chaffin is joined by guest-host Jeff Gamet to do just that. They also discuss the ins and outs, ups and downs, and even some sideways aspects of Apple’s iPhone strategy. They cap the show with a look at Apple’s one weird trick of goosing Mac sales, which is to release new Macs.
Apple Reports December Quarter Revenues: iPhones Down, Everything Else Up, After Hour Market Reacts Positively [UPDATE]
Apple turned in a rare year-over-year decline for the company, but Wall Street was prepared because Apple warned earlier in January that it would miss its own guidance.
Will Apple Focus on Innovating and What Would Mac Spinoff Look Like, with John Kheit - ACM 495
Bryan Chaffin and John Kheit chew on Apple’s rare guidance warning like the mangy junk yard dogs that they are. They also discuss innovation, scale, how a giant Apple should be structured, and what a Macintosh, Inc. spinoff might look like. It’s a rollicking episode, and you’re cordially invited to listen in!
Apple Needs to Expand Its Product Grid to Include an Edition Category
Designers would win by being able to make more focused and less compromised designs; consumers would win with more choices; Apple would win with greater focused products, more revenue, better margins, and better market share.
Analyst: Apple Miss 'Bigger than Expected'
Wall Street was unimpresed by Apple’s December Quarter revenue shortfall, and analysts raised concerns about China and pricing.
Should Zuckerberg Go, Tumblr Death Spiral, Wall Street and Apple - with Chuck Joiner: ACM 491
Bryan Chaffin is joined by Chuck Joiner from MacVoices to discuss Facebook’s ongoing crisis of blunders and mistakes, and whether or not CEO Mark Zuckerberg should go. They also look at what seems to be Tumblr’s real-time death spiral, and debate whether or not Wall Street is punishing Apple for not reporting iPhone sales and whether or not that’s OK.
Steve Wozniak Doesn't Keep Track of Apple Stock
Apple co-founder Steve Wozniak has revealed that he does not follow how Apple shares are performing in the stock market. Speaking to CNBC’s Scott Wapner on Tuesday, he said, “I do not watch it at all. Period. I’ve never used Apple’s stock app once…I don’t care. You know what? I never did anything for the value of stock and the value of a company and the value of money. I did it create great computers for the world.” Mr Wozniak famously gave away $10 million of his own stock to early Apple employees. Watch the exchange below.
Podcasts
Merrill Lynch Downgrades Apple Shares After Earnings Call
Bank of America Merrill Lynch has issued a downgrade its rating of Apple Inc shares following Thursday’s earning call.
