In October I figured that Apple could ship/sell as many as 60 - 70 million iPhones for the December quarter. Three main factors contributed to such large sales figures: A stronger than expected September quarter, China’s government delaying iPhone approval, and a lack of highly competitive products. Further fuel was thrown on the fire with KGI's Apple analyst, Ming-Chi Kuo, forecasting Apple would sell 71.5 million iPhones for quarter.
Is a 70 million iPhone quarter truly possible? There is plenty of smoke surrounding this would-be fire. Apple’s stock price has been continuing to climb, suggesting investors are onboard with such speculation, readying themselves for a big payday come Apple’s quarterly report. Chris Caso, Apple analyst for Susquahanna increased his AAPL target price from $120 - $135. Strong sales of Mac’s and Beats headsets may be taking place, but they can not justify such a strong stock climb, nor constant upgrades from analysts.Read More >
It has been said that Apple is the iPhone company and not much more. While the latter can be debated, the fact is the fate of Apple’s sales volumes, revenues and income are all predicated on how iPhone sales perform. Apple may not be just the iPhone company, but it can not help but be viewed that way.Read More >
The launch of iPhone 6 and iPhone 6 Plus can be described in many ways, but all of those ways mean one thing — big success. You don’t have to like Apple or iPhone, but when you see someone using iPhone 6 you are going have one of the following thoughts: “Why is my phone so crappy?” or “I need to get one of those”.Read More >
It was just a couple of months ago that bloggers across the globe — including a few of us at T-GAAP — were asking whether Apple CEO Tim Cook was ever going to take Apple forward. More iPhone, iPad, an Mac updates, it was becoming an innovation snooze-fest as Apple hadn’t entered a new market category or created a revolutionary new product for years.
While WWDC gave developers an entire suite of new software tools such as Metal, Heath Kit and Swift, consumers were wondering whether the magic of creating something new had died with Steve Jobs. Don’t get me wrong, Tim Cook has done a wonderful job managing the company, but users of Apple product expect more than just good company management, they expect cool new technologies that no one but Apple can deliver.Read More >
iPhone 6 and 6 Plus launched this past Friday (Oct. 17th) in China, and while Apple is being coy about the sales they achieved, rumors have persisted that Apple received as many as 10 - 20 million pre-orders within China alone. Initial launch countries, including the U.S., notched 10 million iPhone 6 and 6 Plus sales during the iPhone 6’s opening weekend. Evercore Partners analyst, Rob Cihra, estimates 37 million iPhones to be sold during the September quarter. However, Apple’s biggest iPhone quarter is yet to come.Read More >
My Dad likes to say, “You often can tell as much about a person in what they don’t say as in what they do.” So since the launch of iPhone 6, iPhone 6 Plus, Apple Pay and Apple Watch what have Apple’s competitors been saying or not saying? Here’s a quick recap if you haven’t been keeping score.
Microsoft: This time around this there is no Steve Ballmer at the helm to laugh off any of these products and suggest that an iPhone is just too expensive and therefore will never catch on or that paying $350 for a watch is ridiculous. Instead new CEO Satya Nadella has been quiet. Microsoft is doing the right thing by keeping its head down and saying nothing, because they have nothing to say in regard to any of these announcements, because they have no product response to Apple’s new offerings. Oh but wait, Bill Gates didn’t get the memo. In an interview with Bloomberg TV, Gates basically said that Apple is the innovator and Microsoft is the follower. Thanks Captain Obvious. Some habits just die hard.Read More >
After years of anticipation, Tim Cook delivered his first new product category: Apple Watch. Apple Watch was the “one more thing” at September’s keynote. It was not only a new product category for Apple it was also an extension of the iPhone and Apple Pay.Read More >
During Tim Cook’s Keynote address last month, the way he began the introduction of Apple Pay was quite interesting. He said Apple was on a goal to “eliminate this...” and then a picture of a wallet appeared on the screen behind him. He then followed by saying that Apple Pay was the first step in that process. Following was a 15 minute description of how Apple had solved the payment system through a mobile device, eliminating the need for archaic credit cards while even enhancing security.Read More >
Unless you’ve been living under an anti-tech bubble lately, you have no doubt heard about Apple’s iPhone 6, have seen one, or odds are growing daily you might even own one (count me in on the latter). Upgrading from an iPhone 5, it took me a few days to adjust to my new iPhone 6. And while I considered the iPhone 6 Plus for about five seconds, the smaller of the iPhones was the clear choice. There are some consumers hanging out in the “anything larger is better” camp, opting for the iPhone 6 Plus, but there is a growing army of loyal and would-be switchers clamoring for something different, something un-big. Demand is growing for a four-inch iPhone 6.Read More >
Apple’s latest update to iOS, version 8.0.2, removes many 8.0 glitches and is certainly an an improvement over iOS the ill-fated 8.0.1! One of the items that has been problematic with iOS and some iPhones is the axis/gyroscope sensor determining which orientation to display items on the page. Even when turning iPhone around in a circle the orientation in iOS 8 seemed to be “stuck”. This bug seems to have been eliminated in iOS 8.0.2.
Bugs aside, Continuity is a key feature of iOS 8, and while it currently works with other iOS devices, to take advantage of it's seamless workflow between an iPhone or iPad and a Mac requires OS X Yosemite (due next month). To see how Continuity works, if you have an iPad that is WiFi only, and for example, if you are traveling in your car, the WiFi only iPad can now see your iPhone and begin using it as the hotspot. This is different than legacy hotspot capabilities, as there is no need to do anything on the phone. It can remain in your pocket, or on the dashboard or in a purse and still be found and used by Wi-Fi only devices — which includes Macs.Read More >
Jobs, Steve Jobs