If you believe the Apple Watch Series 1 and 2 release was nothing to take note of, you might be surprised to learn that Apple's watches are flying off the shelves.
Two Guys and a Podcast conducted spot checks this week with several Apple retail stores, and all were completely sold out of Apple Watch series 2 versions (some stainless and ceramic are available), with some Series 1 watches still available for purchase. Apple has a hit on their hands, and it may be the big gift of the holiday season.
Apple's Mac lineup has been languishing over the past few years, and their may be valid reasons as to why. Perhaps Apple been preparing to migrate away from Intel to their own A-series processors? Or would iPad's be ushering in a new area of computing relegating Mac's to back of the line? Any number of rumors have given chase as to why Apple's overall Mac lineup has become extremely stale, but it appears Apple is staying firmly Intel for their next generation processors, and thus a slew of long overdue Macs should should be unveiled during an October special event.
Apple is planning a major Mac invasion of new technologies, but it does not explain why this has been long overdue. Two big distractions may have been causing Apple's innovative Mac engine to sputter on 3-cylinders the past few years.
Tuesday, at Apple's September special event, CEO, Tim Cook and crew revealed iPhone 7. Among it's biggest new technologies was the omission of a legacy feature – Apple has done away with the industry standard 3.5mm audio jack, and for a slew of good reasons. But none more impactful than the fact that Android makers are now torn in what to do with a standard Apple just ditched.
Apple VP of World Wide Marketing, Phil Schiller, pointed out new digital advantages for moving past the the analog standard. Yes, the move brings wireless headphone technologies towards becoming the new standard. Yes, it saves space within iPhone. Yes, the removal of the jack eliminates another area for water and dust ingression. The shift to using iPhone's Lightning connector for headphones certainly ushers in the digital age for Apple's headphones, but the initial pain it brings to the competition is greater than the benefits within iPhone 7 in and of itself.
The auto industry: dull, unimaginative, predictable. The car market has remained relatively unchanged for decades, and a gluttony of focus group developed cars has helped keep it that way. The industry slowly innovates, making glacial ice-ages look fast.
The result is, at best, is incremental improvement, with Detroit scrambling to find the next niche segment to gain market share. But cracks in plodding automotive market are starting take place. From startups, to radical new fuel alternatives, the auto industry is on the precipice of the largest transformation in its history, and Apple appears ready to usher in its own sea change of ideas.
On Tuesday Apple announced updates to its Apple Watch product line this week at Apple’s Special Event held at the Bill Graham Civic Auditorium in San Francisco. New gold and rose gold colored Sports Edition watches have been added to the line up, as well as several new wrist bands — ranging from different colored sports bands to some very stylish (and pricey) leather bands.
Yesterday Apple released its September 9, special event invitation to select media with the message “Hey Siri, give us a hint.” Thousands of people instantly grabbed their iOS devices asking Siri to “give them a hint” to see if anything particular regarding the event came up. At times, Siri does say “Well, I hear there is something big happening on September 9,” but beyond the cute response, Apple's keeping Siri quiet. At times Apple has hidden hints within their invitations as to what may be coming. This invitation may also hold some clues.
Apple’s late summer special events have historically focused on the release of new iPhones. This season’s forthcoming September 9th event appears to be no different, but there is one product that appears ready to grace the stage which rarely makes an appearance anywhere, and it is likely to steal the show. Apple TV. Sorry iPhone, it appears you are about to be trumped.
When the all-new Apple TV arrives, likely introduced by Apple’s Senior Vice President, Worldwide Marketing, Phil Schiller, it will not be as a feigned hobby. It won't have the same look. It won't have the same remote. It will not have the same interface, and it will host a slew of new features. According to a recent report by Parks Associates, Apple TV sales have slipped into 4th place behind Roku, Google and Amazon streaming solutions. Don't expect this to continue being the case after September 9. When Apple enters a market, they play to win, and not to be one of many participants on the stage. If rumors surrounding the Apple TV are accurate, the diminutive streaming set-top-box should acquire the living room’s top sales spot in a matter of days after its release.
You can forget yesterday’s record shattering numbers Apple CEO, Tim Cook, proudly revealed for Apple’s 3rd quarter of 2015. Ignore the fact that iPhone sales grew 35% year-over-year, or that Apple now has over $200 billion in cash for the first time in history. This is all irrelevant. None of this matters. Why? Because analysts guessed that Apple would sell between 50 - 55 million iPhones in the quarter, when in reality Apple only sold a record breaking 47.53 million iPhones. Apple did not achieve the conjured up sales figures the “experts” spewed forth, and therefore the result was Apple’s stock price must be punished. No offense to the political naive who do not understand history, but in the investment world, this makes about as much sense as, say, cutting a nuclear deal with Iran trusting they will do the right thing. The sad reality is, this vapid illogic is how the stock market largely operates each and every day. Companies stocks rise when they beat the expert guesstimates. Stocks prices fall when companies do not meet the expert expectations. It does not matter how the company actually preformed. It is all about the experts guessing game. Reason and logic need not apply.
Financial reports and comments on them are one thing, but getting those little morsels of coded information from Tim Cook or Luca Maestri are quite another. Today at 2:00 p.m. Pacific Time, Apple will be holding their Q3 2015 financial conference call with a host of financial analysts and investment researchers. Apple's financial statement, released at roughly 1:10 p.m. Pacific, should be fairly pedestrian. Financial analysts are anticipating 50-55 million iPhones sold, earnings at the higher end of Apple’s revenue guidance of $48 billion, all while keeping a keen eye for any Apple Watch sales information. But beyond the expected is where questions from the likes of Piper Jaffray's Gene Munster or UBS’s Steve Milunovich come forth precious nuggets of Apple’s future.
There are three major areas of commentary I'm looking for during the Q3 call. The first is HomeKit. It was a no-show at Apple’s Worldwide Developers Conference in June. The likely reason for the omission was due to the second area of interest, Apple TV. Both topics go hand-in-hand, as it is highly rumored that the next generation Apple TV will be, amongst other things, Apple’s home automation hub, requiring HomeKit specific tools. Cook will be asked about Apple TV. The question is, will he deliver any hints as to what may be coming, or how current Apple TV sales have been since the $30 price drop earlier in the year (now only $69)?