chinacat
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AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Sept 10, 2019 4:33:52 GMT -8
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Post by dreamRaj on Sept 10, 2019 6:32:31 GMT -8
I hope there is something similar to "One More Thing", be it a killer feature (like triple lenses can do 3D), or attractive pricing (Apple TV+ is free with something), or even, like many people want, a lower price on new iPhones.
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Post by dreamRaj on Sept 10, 2019 6:40:35 GMT -8
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Post by sponge on Sept 10, 2019 6:48:53 GMT -8
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Post by silkstone on Sept 10, 2019 7:26:58 GMT -8
Yes, I saw that nut job on cnbc, he’s just overly invested in Apple competitors and he thinks everybody invested in Apple should get out now before armageddon. Whenever somebody rants, throws hands up and screams for attention like that, it’s a sure sign they are full of poo. Reminds me of someone else. Apple up 200% vs 50% for S&P 500 over the last five years so he won’t be getting fired anytime soon. Damn spongy, you sure are wrong a lot for somebody who invests in options, please be careful.
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Post by socal Film Composer on Sept 10, 2019 8:05:10 GMT -8
Looking forward to watching live today, which I usually never get to do. This is a tricky year, with 5G coming next year. The whole portfolio of offerings, i.e. services, apple TV, wearables, etc are creating some good cover until that comes. But really - the challenge to offer some compelling iPhone upgrades entice those who will wait for 5G will be interesting. We already have several months of cover from the tariffs, although I'm sure the talking heads will try and sow FUD off of that. Good luck longs.
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4aapl
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Posts: 3,628
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Post by 4aapl on Sept 10, 2019 9:04:00 GMT -8
Music to my ears Revenue is only up 1% in 5 years and net income is down 5% The video's main thesis was that there was no innovation happening, though as we talked about last week I think the problem is no really marketable innovation. There's lots of stuff going on (things like AR Kit and Health Kit were pointed out), but these type of "where's the innovation" are looking for the cannon ball hitting dead on (a whole new device that's a blockbuster out of the gates) instead of a shotgun blast where every little shot hits something, some decently sized, but no giant game is hit. But blaming it all on Tim? There are companies out there that do well with the innovator at the front, though that often fits with the drive that they put behind it. OTOH, if I was making a dream team, I think I'd put a mastermind at the top instead of a person focused on just one part of the company. Let the innovator focus on innovating and strategizing about that portion of the company. Don't waste his time on pesky little things, like meeting with the president to point out that the main competition is outside the US and so not hit by tariffs, no matter how important that may be for the company. Jony designed, and as far as I know didn't have to worry about matching up preferred AppleCare support with the largest purchasing university, or even getting an iOS release out in time for a specific fall announcement. Even if SJ had his hand in many pots, he didn't have them in everything. And he couldn't, even if he did have or adopt great ideas and strategies. But ideally, the top leadership is trying to put all of these moving parts together, ideally with a vision that goes at least a few years forward, while also saying no to products and ideas that would dilute the focus. Oh Oh Oh. It's 10 o'clock somewhere!
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4aapl
Moderator
Posts: 3,628
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Post by 4aapl on Sept 10, 2019 9:24:19 GMT -8
Nice one Apple!
I like the free year of Apple+ subscription with a purchase. That might not bring in extra revenue/profit directly or initially, but we need to keep some differentiation out there. Plus you need to hit critical mass on a TV subscription where you're making the content.
(Hearing welcoming Jaws to the stage makes me think of the James Bond character)
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Post by socal Film Composer on Sept 10, 2019 9:25:22 GMT -8
$4.99 for game center and $4.99 apple TV+ (whole family) is really smart - many more will sign up for these - kind of a no brainer.
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ems
Member
Posts: 97
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Post by ems on Sept 10, 2019 9:29:02 GMT -8
The prices on the game center and TV+ are a nice deal, agreed. Esp. the 1-yr-free with purchase on the TV+ offering.
And iPad 10.2 looks like a steal at $299, no doubt.
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4aapl
Moderator
Posts: 3,628
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Post by 4aapl on Sept 10, 2019 9:40:45 GMT -8
I like the sound level sensor on the iWatch (probably been there for a while). There are times that you need a little reminder there.
Imagine one day having an air quality sensor on the iWatch, of course with smoke and CO detection.
What other things would fit in well with an "always on you" device?
I haven't worn a watch more than occasionally since no long running competitively, but it looks like it's time to follow in many other's footprints and go back to wearing a watch.
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Post by gtrplyr on Sept 10, 2019 9:45:23 GMT -8
Loving what I'm seeing so far ... especially the $4.99 subscriptions! Agree with Socal ... those subscription prices are a no brainer.
Anyone who thinks Apple didn't plan for decline in iPhone growth is seriously not paying attention. Starting with Apple deciding not to release sales numbers a couple of years ago. Tim and Co. are future proofing revenue for a long time to come.
Cheers to the longs ...
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ems
Member
Posts: 97
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Post by ems on Sept 10, 2019 9:50:13 GMT -8
Agreed on the watch, there's a pretty compelling case for it now with series 5. Air quality would be very cool.
Although it would have usability limitations, it would be cool if there was a camera built into the watch somehow. Sometimes you just need a quick snap of something. Doesn't have to be the best camera ever, but it would be the camera always with you, which has it's own value.
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Post by plcm123 on Sept 10, 2019 9:51:08 GMT -8
Love the all white Apple watch enclosure, awesome! The always-on display is gonna be great for jogging at night, another plus !
Tim is going fast with all the hardware updates, I bet they're saving time for some new stuffs..
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ems
Member
Posts: 97
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Post by ems on Sept 10, 2019 9:55:42 GMT -8
120-deg AOV lens is pretty remarkable, that angle rivals the best wide-angle rectilinear lenses possible for "real" cameras (e.g. Schneider super-angulon 47mm XL for 4x5 for example). Will be interesting to see how clean it is in the corners. The photo software improvements are pretty amazing too.
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Post by dreamRaj on Sept 10, 2019 10:47:20 GMT -8
As always with the rumor mill mockups every year, the real iPhone Apple reveals always looks waayyy better. This year's expected "UGLY" triple-lens camera doesn't really look bad. Instead, it actually looks PRO.
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Post by dreamRaj on Sept 10, 2019 10:51:56 GMT -8
Replacing the XR, the new iPhone 11 starts at 699.
50 bucks lesser for what is essentially last year's XS. IMO, that's a great deal.
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4aapl
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Posts: 3,628
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Post by 4aapl on Sept 10, 2019 10:55:06 GMT -8
AAPL was up a tiny bit for a little while mid-announcement. Now comes free press all day long, complete with detractors and protractors (it just fit).
Tomorrow (or late today) comes the analysts. Same thing. And same grasping at straws, of if any improvements are incremental or innovative, or enough to make sales.
FWIW, we're taking my first ever overseas trip, partially with friends. One friend's 6S battery life is low, so she bought a new iPhone this weekend. Sales still happen, even on the cusp of an update. And even without 5G.
Looks like it's time to buy a new iPhone, and maybe pickup a watch or two, and possibly an iPad.
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Post by plcm123 on Sept 10, 2019 11:04:29 GMT -8
There is still a very small percentage of phone users who are aware of 5G network, so I think the new iPhone will sell well to everyone who needs to upgrade and those who haven't heard about 5G network. The new iphone lineup is definitely a big step up in terms of battery, camera, and responsiveness.
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chinacat
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AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Sept 10, 2019 11:36:17 GMT -8
Now comes free press all day long, complete with detractors and protractors (it just fit). Quip of the day, thanks!
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ono
Member
compensation
Posts: 537
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Post by ono on Sept 10, 2019 11:40:37 GMT -8
No staggered ship. I’m guessing availability will be better this year. As I recall, last year it improved rapidly but there was a period that expected ship dates were way out.
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Post by sponge on Sept 10, 2019 12:26:37 GMT -8
The only real compelling product was the XR for $599. They should sell a bunch of those for those who want to upgrade their 6. Margins will suffer and it will show come January.
The $4.99 for subscription is a joke. Thats only for 10 shows. That amount will barely pay for the production costs over two years if they can get 10 million subs. They will get those subscribers in about a year, but the quality of the shows will determine quickly how many jump on board after that. Personally I am not impressed with any of their shows.
They need to lower the 11 pro to $699. They also need to lower the Apple Watch to $250.
Watch for poor guidance come Oct.
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4aapl
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Post by 4aapl on Sept 10, 2019 12:40:28 GMT -8
The only real compelling product was the XR for $599. We all have different preferences. I'm glad one new product or price point sounded appealing to you. Buy one! For me, an extra $100 to get a year newer technology, including a faster processor, wide angled camera, stronger glass, and extra battery life, seems well worth it. I plan to buy an 11. At the same time, though there are features that look great in the Pro line, I probably won't pay extra for those. Maybe I should, and I could. The OLED screen looks nice, and I'm sure the telephoto lens would come in handy at times. The beauty is that there are a variety of choices for the variety of people out there. And as far as we know, Apple is making a profit on all of them, even if the net revenue and profit might vary. Great work Apple!
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Post by podboy on Sept 10, 2019 12:47:21 GMT -8
The only real compelling product was the XR for $599. They should sell a bunch of those for those who want to upgrade their 6. Margins will suffer and it will show come January. The $4.99 for subscription is a joke. Thats only for 10 shows. That amount will barely pay for the production costs over two years if they can get 10 million subs. They will get those subscribers in about a year, but the quality of the shows will determine quickly how many jump on board after that. Personally I am not impressed with any of their shows. They need to lower the 11 pro to $699. They also need to lower the Apple Watch to $250. Watch for poor guidance come Oct. Trrrrrrooooollllll. To quote you : "Margins will suffer and it will show come January. They need to lower the 11 pro to $699. They also need to lower the Apple Watch to $250." Wouldn't that make margins suffer too?? I'm beginning to doubt your subconscious even believes your own bullshit.
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Ted
fire starter
Posts: 882
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Post by Ted on Sept 10, 2019 12:52:07 GMT -8
Oh, Spongie . . . I found the Series 5 WATCH compelling. I'd been holding off, but the always-on screen and other features may get me to $pend. A good presentation overall today, but does anyone else find the game demos tedious?
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Post by silkstone on Sept 10, 2019 13:17:09 GMT -8
The only real compelling product was the XR for $599. They should sell a bunch of those for those who want to upgrade their 6. Margins will suffer and it will show come January. The $4.99 for subscription is a joke. Thats only for 10 shows. That amount will barely pay for the production costs over two years if they can get 10 million subs. They will get those subscribers in about a year, but the quality of the shows will determine quickly how many jump on board after that. Personally I am not impressed with any of their shows. They need to lower the 11 pro to $699. They also need to lower the Apple Watch to $250. Watch for poor guidance come Oct. The stock is up three bucks so you prolly aren’t really in touch with 🍎 like you think you are, be careful how you play it.
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Post by nwjade on Sept 10, 2019 13:38:35 GMT -8
The $4.99 for subscription is a joke. I guess that's why both DIS and NFLX are both down over 2 percent then???
Apple is amping up their game in a lot of ways, Apple TV+ and Apple Arcade alone will sell a lot more hardware.
Right out of the gate they're offering Apple TV+ free for a year with an iPhone purchase and I think they also said iPads.
It doesn't matter if it's a loss leader initially, much better than spending billions on a content company.
They're rolling out an aggressive subscription model and it won't go unnoticed by Wall Street.
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Post by socal Film Composer on Sept 10, 2019 14:22:32 GMT -8
Early innings for Apple TV+ - I think they can hit a lot of subs. in a few years. This is where home entertainment is going for everyone except for very young folks (who still go to the multiplex full of marvell crap) are going, so if they continue to acquire, grow their library, and produce, Apple TV+ could be a real hit for them.
I was also very impressed with the camera and battery upgrades in the 11 pro and max - beautiful stuff. Watch series 5 - this was the 1st time my wife and I are seriously considering an apple watch - mostly given the always on display, and heart monitor - we're both in our 50s and wife has had atrial fib. episodes off and on for years - So I'd say this fall our biggest purchase might be a pair of series 5 watches.
The market's reaction is quite positive - I'd take a fraction of Netflix's multiple! AMZN (who has prime) also down a bit on the day - about 1 percent, but obviously much less of a streaming pure play.
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Post by nwjade on Sept 10, 2019 14:36:26 GMT -8
The $4.99 for subscription is a joke. I guess that's why both DIS and NFLX are both down over 2 percent then???
Apple is amping up their game in a lot of ways, Apple TV+ and Apple Arcade alone will sell a lot more hardware.
Right out of the gate they're offering Apple TV+ free for a year with an iPhone purchase and I think they also said iPads. It doesn't matter if it's a loss leader initially, much better than spending billions on a content company.
They're rolling out an aggressive subscription model and it won't go unnoticed by Wall Street.
By the way, check out ROKU, down over 10 percent. Perhaps an overreaction after the run it's had but still...
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Post by aaplcrazie on Sept 10, 2019 15:12:41 GMT -8
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