There is little chance the malware infested Android is going to challenge apple which means apple has the 2 trillion dollar market to build a franchise for the next 5 years. With msft a non factor in phones apple has a clear path to capture a market Tim Cook said made 25 BBBBBBillion in the last year.
When recently read Cook saying that Enterprise did 25 billion in revs I surely thought it was a misprint. I checked several different publications and confirmed the number. This went right over the analyst's heads as usual and is a major change in the balance of enterprise corporate power. No wonder IBM and Cisco are onboard. Apple has a lot of room to run here and this is great for investors now in a apple stock.
Without China the stock would really be down. Lucky for us Tim Cook got it done. Apple needs to develop home kit and shape up apple music which really sucks. They should have done more to keep the people who tried it for free. Beats is a bust and Jimmy Iovine and Angela Ahrendts are stealing money. If apple TV SIRI isn't what they say it is I'll be very disappointed.
Personally I am going to the apple store to get an unlocked phone with apple care . The carriers are going to be cutting each other's throats to get subs so keeping switching options is a great perk for me. The price is secondary.
Extremely harsh. Takes the bloom right off the Job's rose. That and his first wife's expose on him as a dead beat Dad denying paternity. Jobs was an amazing leader but as a human being he was very flawed. I'll take Cook any day especially now.
Loved apple pay with my phone but with the watch it is absolutely magical. Click the side of the watch and put it up to the terminal and bam you're outa there.
Next month the liability of fraud shifts to the retailers if they don't have a terminal pay system in place. Now I ask you how many retailers are going to go very long with this guillotine hanging over them before they pony up and get a system in place. Then you'll see how willing apple subscribers are willing and able to use apple pay.
The market for Apple products has been misunderstood from the jump because the numbers are unfathomable in terms of our frame of reference. How can we imagine what it's like to sit in traffic with 50 lanes. I saw it and i still find it hard to believe.
Never in history has any company been able to sell so many of one product in so many countries in such a short period of time and then do it all over gain and again. Only apple under tim cook can do this.
They'll wake up.
Check out the video. The owner was stunned and so should we. Apple is seriously giving you video alone that beats spending 4k on a camera and apple's phone does so much more.
It's very simple folks. There are a number of areas of growth under "other" that need to get going. The new iPad isn't out yet, apple pay has to wait for ubiquity, the watch is not being marketed properly yet, apple music is not a money maker and has stumbled out of the gate and the streaming Tv service is still being worked out. Meanwhile the iPad franchise which is the number two revenue generator is still retreating.
Apple is now an iPhone company and the comps for Q1 are daunting. Short term we are in limbo but this to shall pass,why? Because the phone continues to generate enormous amounts of free cash flow, the dividend will be raised, the buyback of stock will continue and the iPad plus will jump start apple in enterprise, all stores will be offering apple pay very soon, apple music will evolve and make money and apple TV will be huge hit for the holidays only getting better with streaming. The watch needs better marketing third party apps and some high powered celebrity sponsors.
That's the inefficient market short term. Luckily apple is buying millions of shares on my behalf.
Apple has lit the fire under the carriers and used their proxies Spring and Tmobile to force the hand of Verizon and T. This is, indeed, a big story not factored into the stock. It, in effect, renders the iPhone a steady annuity for shareholders with increasing recurring revenue and amazing profit margins and cash flow. Sooner or later the PPS will reflect it.
Last I checked apple was getting close to 20% of China Mobile subs. My math tells me one carrier China Mobile can provide apple with north of 50 million subs. Doesn't anyone understand why Tim Cook smiles when questioned about iPhone saturation. It has miles to go before it sleeps,miles to go.........