_____ Than Feared: iPhone 6s/Plus Are Mostly on Their Own for $AAPL’s Transitional FQ2 2016 (+FQ3 Quick Look)

(REMINDER: Please refer to the About + Disclaimer section. You won’t ever find actionable investing/trading advice here, just a humble home gamer in his corner of the Web trying to understand Apple and tech a bit better. As you know, no one has any clue what AAPL stock will do from day to day, quarter to quarter, year to year, even if earnings “seem good enough”.)

Also – TL;DR warning, more than usual. Don’t try reading this in one sitting. I know, the late posting doesn’t make things any easier.

A Relatively Glum Apple Quarter, Which, Like Many Before It, is Already in Wall Street’s Rear-View Mirror

As it so happens, the AAPL bears and skeptics were most correct about Apple’s FQ1 and its FQ2 guidance (yup, I’m more than fine admitting when I’m wrong) – though the stock itself had already bottomed out by that time of the late January earnings release.

Apple’s resistant, but not immune, to intense ForEx pressures and global macroeconomic uncertainty. Apple bulls (myself included) have had to recalibrate quite a bit, given the twin outliers of

(1) an incredible demand for iPhone 6/Plus (Apple’s very first BigPhone/HugePhone lineup), which may bear a passing resemblance to my “sales nova” hypothesis, and

(2) broad-based economic “nervousness” (since I don’t see any “world is in recession!” headlines in the news) putting a damper on global spending.

The question now is, has Wall Street crossed the line of overcorrection, or is the current consensus of around -3% revenue growth for the entire fiscal year actually giving Apple the benefit of the doubt? Continue reading

Advertisements

Part 2/2: With iPad Pro 9.7 and iPhone SE, Apple Gets “9-10% of the Way There”*

*(For the year; in annual revenue terms; maybe. More on this later.)

Part 2 of 2 covers iPhone SE, and “adds it all up.”

Part 1 of 2, in all its TL;DR “glory”, is here.

How Apple Got to 900+ Million Sold: iPhone, 7 B.I.P. (Before iPhone Phablet) – Present

4bd746cb-d4f8-40be-9acc-fbd3ddc0ed73

Prior to Apple’s September 2014, “extremely late” move to up-size iPhone (for the second time), it sold quite a few smartphones that were (1) iPod nanos by comparison and (2) really quite popular, despite blogger/pundit complaints spanning no 3G, no LTE, accursed sealed-in battery, insufficient SoC RAM and no expandable memory, to say nothing of the closed OS.

Continue reading

Ye Olde AAPL Tree Blog is Moving, Sorta!

You may have noticed me kvetching (am I using that right?) about the conversion from Apple News RSS (which…took a while to get on in the first place, because I’m a nobody) to the new-to-most Apple News Format (which…hopefully takes less than a month since I’m already on RSS, but then again, I remain a nobody).

I’m a bit excited to get started blogging on Apple News, given the newness of the platform and the small chance my posts find a broader audience. (As for the prospects of me making back any significant portion of my $99, um, “news developer fee”/earmarked tax write-off 😛 in iAd revenue…well, I should probably cut back on the coffee budget, anyway.)

For those few but much-appreciated regular readers of mine, a quick Q&A on the changes.

Are you “going premium”?

HAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHA

let me catch my breath

HAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHA

[POST-WWDC 2016 UPDATE – Well, Apple News now has subscription options added in as of iOS 10. So, leave me to my momentary delusions of getting even $20 in subscription revenue per year, TOTAL, for the moment.]

You’re telling me you might post more than once or twice a quarter? YOU.

Quite possibly. Maybe once a month! 😉 Actually got inspired to write up 2-3 posts in the span of about a week. So, depends on how things go.

Where will I be able to find your newest blog stuff?

On the “AAPL Tree” channel, same as currently, except it’ll be hosted directly from Apple as I understand it vs. the current RSS approach (unless I find my own Apple News-compatible host as a mirror).

Here’s the direct iOS-only link to my channel:

https://apple.news/TuY-CX_-jRziryK895rDu6g

What if I’m not in the US, UK or Australia? 

I have readers outside the US, UK and Australia? Kidding, I know I have a few, to add to that other few in the Apple News-supported regions, all of two countries. And I appreciate you all.

I’ll probably re-post most articles to WordPress within a few days after publication to Apple News (which, according to Apple, is a matter of seconds once you’re cleared to post in Apple News Format without restriction, vs. the 30-60 minutes or sometimes never via RSS). For stuff like Apple earnings, I’ll try to post to WordPress with a shorter delay. Apple News Format, unfortunately, is not nearly as “copypasta-friendly” as WordPress, though as you’ll see from my Hyper Light Drifter review (should it ever appear), Apple News Format does help make blog posts look better on a basic level without much effort.

If I feel so inclined, how might I support your work, should you be cleared to post in Apple News Format?

Well, shares, recommendations, and retweets are the lifeblood of my ego – er, this blog – it’s all related, isn’t it? 😉

If you’d be so kind to support me, indirectly, financially, well, I know I don’t have a fraction of the necessary audience for, say, Patreon, but rumor (read: Apple’s own public-facing stuff) has it Apple parcels out ad revenue to news content creators…and I have yet to see a single ad on the News app. But if you DO happen to see one near a post of mine – and you have the bandwidth/time to spare – I dunno, try clicking it now and then to see what happens.

Closing in on three years and a bit over 250 posts, I’m interested in seeing how my next “phase” in blogging goes. Thanks for reading, and I hope you can catch my newest posts on the News app in “native” format soon!