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This article was published on 27 January 2016 at 13:47.
The last change is the January 27, 2016 at 15:47.
The iPhone has arrived at the peak of growth?
74 million and 779mila iPhone sold in a quarter, for a turnover of 51 billion dollars and 635mila. We can not say that the iPhone is in crisis. However, it happened what analysts predicted for some time: the sales growth has stopped. In terms of units sold a year ago, therefore, always during the Christmas months, the number was 74 million and 468mila. Substantially equal. Revenues are grown, but only 1%. Now the point is whether the flagship product of Apple (more than 60% of revenues) has reached the peak of sales. A worry investors – the title of the open of trading on Wall Street gives more than 4% – projections of the company, which is expected in the next quarter of a drop in sales between 50 and 53 billion dollars compared to 58 billion in the the same quarter a year ago. This would be the first decline in revenue year over year for 13 years now. The title has already left on the ground about 20% from November, anticipating some of these concerns. Apple has repeatedly stressed that the results are adversely affected by the appreciation of the dollar.
The good news comes from Watch app and
The company explained that the galaxy is made of Apple’s one billion active products, or related to its services in the last 90 days. Among these, the only new category introduced after the iPhone is the Apple Watch. Knowing precisely the store is impossible because the company puts them in the category ‘other products’ with iPod, Beats, Apple TV and other accessories. Here, however, there’s more good news for Apple. Sales grew by 62% year on year and are worth 4.351 billion dollars. Cook explained that it was the best quarter ever for both the Apple Watch for the (new) Apple TV. According to analyst Horace Dediu in the three months it was sold about 5.5 million Watch, which would bring the total of the three quarters to 12.4 million.
The second good news comes from the category services (apps, music, movies) that year-on-year increased from 4.799 billion dollars to more than 6.
The iPad still falling
Among ‘other products’ and ‘services’ Apple gains more than it loses (and here we are to bad news) in the iPad and Mac. The iPad: sales down 21% in just over 7 billion. Sign that the iPad Pro, that the truth has features from niche product, failed to arrest the decline of the tablets that go on for some time. Even for the Mac minus sign: -3% to $ 6.7 billion.
And China?
China is the second region more important for Apple after the United States and Europe before. The business in the region (which includes sales in China, Taiwan and Hong Kong) grew by 14% year on year. Cook said he was optimistic about China, although some economic weakness is growing in the region, especially in Hong Kong. The indications on the activities of Apple in China is an important indicator to understand the real economic difficulty which is incurring the region now worrying the markets since last August.
Betting future: virtual reality and new 4-inch iPhone
Apple can only look to new categories of products for the future, to go beyond the iPhone, even if the time is long. From the Apple Car, rumors of which are read each week in the American press: you know that the company has made several assumptions, that the project manager Steve Zadesky dumped and that of Tesla CEO Elon Musk has said that it is an “open secret”, especially in view of the number of brains that Apple stole Tesla. The closer the virtual reality: Cook said he did not consider it a niche but a challenging and interesting applications. Not a great endorsement, but a confirmation of interest after taking Doug Bowman, one of the leading US researchers on the subject. As the iPhone, waiting for the 7 seems that Apple has plans to market a 4-inch model, successor of the iPhone 5S, to try to widen the market.
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