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  • Hey, how's it going Dave 2D here? So Apple just put it a letter to their investors warning them of lower than expected earnings and

  • It doesn't look good right the revenues down

  • by like five to nine billion then lower than they expected the stock price dropped like ten percent overnight

  • it was not good news, but a

  • Hit like this does not destroy companies a lot of publications like this is the end of Apple. It isn't our least

  • I certainly don't think it is stuff like this happens. All right stuff like this happens to big companies and

  • For a company like Apple they're still one of the richest companies out there. There's still one of the most profitable companies out there

  • It's not that this won't have an effect on them. But I think there's gonna be a huge wake-up call for the whole company

  • so Tim Cook mentioned a few reasons in his letter as to why the

  • Performance was poor and I want to touch on a couple of them

  • He mentions the slower market in China being a big thing

  • And he also mentions the battery replacement program and the effect that that program had on

  • IPhone sales now if you'll remember a little while ago someone discovered that Apple was reducing the performance on their iPhones

  • when they were reaching a particular age or when the battery had degraded to a particular stage and

  • That was really controversial. Some people were like hey that's fine

  • Apple is trying to maintain the functionality of the phone by dropping the performance a little bit

  • But just making sure that doesn't reboot and other people were like what like what this is this is essentially planned obsolescence

  • They're making these phones slower to encourage you to buy a new one

  • Clearly when you reduce the performance of your older iPhones more people are buying new iPhones and whether or not they did it with

  • intent we'll never know but the fact is people bought less iPhones this year because of that battery replacement program because you could just spend

  • $30 and Apple would replace your battery and now your old phone suddenly felt new again

  • Now as for tim's comment on the economy in china

  • It seems that people in china just aren't buying as many iPhones as they expected. And Apple is

  • Extremely dependent on China to grow their iPhone business because almost every other developed market out

  • There is heavily saturated on iPhones see iPhone only sells flagship devices

  • But there's only so many people in the world that are willing and able to buy a thousand dollar flagship phone

  • There's a finite number of people who want to spend that kind of money on an iPhone

  • so right now in our market phone companies are trying to push new phones on us so hard like

  • 5g phones smaller notches thinner bezels better this better that but the truth is the user experience on our phones hasn't changed hasn't

  • Fundamentally changed in years like if you're if you're talking about iPhones

  • the iPhone 5 or now

  • let's say the iPhone se

  • So like the one that looks like the five that has a very similar experience to the newest latest and greatest iPhone

  • tennis is a lot cheaper like the tennis is thousand bucks the

  • IPhone se is probably like two hundred hundred fifty bucks, but they both run iOS twelve

  • I still have to charge both of them at night whether you have a $200 I phone or a $1,200 iPhone

  • The user experience is fundamentally the same right now if I phones want to have better business

  • It doesn't matter if it's in Asia China or anywhere else in the world

  • They either have to make way better phones or way cheaper phones

  • those are really the only two options because all these iterative changes that have been doing year on year just isn't cutting it and you

  • Can see it in the numbers those sales figures. Do not lie. Now. I want to talk about one last thing

  • It's the iPhone 10 R. This is a phone that launched at

  • $750 and the reviews of it were decent

  • No one really ripped on the phone like the initial impressions were a little weak with the screen resolution and stuff

  • But people enjoyed the phone and I think a lot of people thought that for $750 you're getting decent value the problem

  • Is that when people buy iPhones when people want that Apple luxury brand?

  • They want the real iPhone

  • they don't like the derpy version that they offer once in a while like the iPhone 5c and now the iPhone 10 are

  • People want the good good. They want the real iPhone

  • so people just don't buy the b-tier phone and I think this is something that Apple will

  • Adjust in their game plan going forward and that's really the whole message of this video the earnings warning

  • Is bad news, right?

  • Obviously, no one wants to hear that

  • But I think Apple is a company that is smart enough that they're gonna make some big moves

  • They're gonna make some big shifts in the direction of the company the roadmap of when they want to release things how they're gonna do

  • Things they're gonna change because there's no way that they're gonna ride on this and just watch the company tank

  • There's no way I'm excited to see what they do

  • It's interesting that this handout the way that it did but I'm interested what you guys think like is this what you expected is this?

  • Theirs I personally don't think it's the end of Apple

  • I think I know some of you guys do but I'd like to hear your thoughts. Okay. Hope you guys enjoyed this video thumbs

  • We liked it subs if you loved it and see you guys next time

Hey, how's it going Dave 2D here? So Apple just put it a letter to their investors warning them of lower than expected earnings and

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A2 初級 美國腔

蘋果的感覺並不那麼好 (Apple Doesn't Feel So Good)

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    Jingjiang Li 發佈於 2021 年 01 月 14 日
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