Apple is neither inmortal, nor invulnerable

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Last financial results from Apple show how the company is as exposed as the rest of the world to macroeconomic issues. The economic conditions have impacted on its numbers and have pointed out that its greater strenght is also a potential weakness.

The number of iPhones sold has grown a mere 1 per cent, but next months will prove difficult for Apple, which according to analysts will see how iPhone sales decrease a 10-15% on the quarter ending in March and another 10% on the quarter ending in June when compared to the same periods last year.

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We’ll see what happens with iPhone 7, but I would pay special attention to WWDC’16 and the new features that iOS 10 could bring to the table. Specially convergence ones. Given that Microsoft has unified their desktop and mobile platforms and Google reportedly plans to do something similar, there has to be some movement from Apple here too.

If it’s not there, I don’t have a clear idea how Apple could stop this turning point in the current situation. They’ve got no clear product to replace iPhone’s success in the near future: the Apple Watch will have to show a real change, and the car (if any) is still far ahead.

I won’t say Apple users/investors should be worried –some charts to check here-. I’d say, though, they should be worried about starting to be worried. Apple is not inmortal.

Source: Apple – Press Info – Apple Reports Record First Quarter Results

iPhone 6S and 6S Plus sales: the unfair but inevitable comparison

Two reasons why Apple can talk about a new record:

  1. The new iPhones were available in China from day one
  2. Two weeks for preorders this year instead of the classical one week.

That could be good arguments, but comparisons are useless and unfair, as almost anytime one tries to do them. The 13 million of iPhones sold during their first weekend (10 million for the iPhone 6/Plus last year) is an astounding number.

I wonder how many of those were rose gold.