SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  For example, here is how to disable FireFox ad content blocking while on Silicon Investor.
Technology Stocks : Investing in Exponential Growth

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Paul H. Christiansen5/2/2019 6:32:08 AM
   of 921
 
2019-5-1 - Apple Q2 Earnings Insights

There were a few key insights that came from Apple’s Q2 earnings. One thing I’ve noticed through the years, and a reason I spend more time writing about Apple’s earnings than any other company, is that in many aspects trends within Apple’s ecosystem and their users, give us insight into other companies challenges and opportunities. In some regards, Apple is a bellwether for consumer market behavior.

iPhone Sales Stabilizing
In general, the smartphone market seems to be stabilizing. There are likely going to be times where Apple’s sales outgrow the smartphone industry, but in general, it seems the worldwide market is stabilizing, and we are getting a handle on what to expect in terms of annual volumes.

I wrote about this extensively after the holiday quarter where it was clear iPhone sales had peaked. It was inevitable and many lessons we learned tracking the PC category once it peaked applied to both Apple and the smartphone market. The biggest question on hardware makers minds when the PC peaked and began to decline was how low the bottom would be in annual sales. That was the question as companies planned roadmaps for hardware, and retailers made plans to carry inventory. For several years the market faced decline then stabilized. The smartphone market appears to be stabilizing a bit more quickly, and that is likely to the shorter life cycle (3-4 years) for smartphones vs. PCs (5-6 years).

Read More $ Think.tank
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext