Should Apple keep making iPads?
When Apple released its Q3 report for FY2015, it revealed that its iPad sales continue to fall. This was the first quarter when the iPad’s revenue was lower than Mac sales. The past quarter reported that the revenue was lower than a couple hundred million dollars, but this quarter shows that the difference is nearly $1.5 billion.
This is quite a substantial drop in revenue, but still, the iPad in terms of units sold is still higher than Mac sales.
Mac security software on test
Not so long ago most Mac users would have told you that their systems didn't need any form of protection as they were inherently safe. But the world has become a more dangerous place and last year the iWorm malware is thought to have recruited some 18,000 Macs into a botnet.
Whilst experienced users who are careful about what they install and where they go online may still be justified in feeling safe using a Mac without additional protection, there's no doubt that non-experts need extra security. Particularly as cyber criminals have started to target Macs because they know more of them are unprotected.
What did Tim Cook REALLY say about Apple Watch sales?
Today's question: Is Apple's CEO hiding weak smartwatch sales or does he demonstrate transcending leadership by positioning for greater platform success—taking the long view? The answer lies perhaps in his comments made during yesterday's fiscal Q3 earnings conference call.
In data released today, Strategy Analytics puts Apple Watch shipments at 4 million for the April quarter. Yesterday, Canalys gave estimate that is 200,000 units higher. Posting to BetaNews just minutes ago, analyst Sameer Singh calculates 3 million devices shipped and 2.5 million sold. Apple doesn't share the real numbers that it surely has. In chief executive Tim Cook's remarks that follow, there are hints—but little more. Something he says later in the conference call is quite provocative; genius and contrary-logistics-thinking. Either he's hiding or abiding.
My Apple Watch estimates: 3 million shipments, 2.5 million sales
After months of speculation, Apple finally released some vague numbers related to the Apple Watch. As a part of their fiscal Q3 2015 earnings release, Apple announced that revenue from "Other Products" including the Apple Watch, iPod, Apple TV and other accessories totaled $2.64 billion during the quarter. This compares to roughly $1.69 billion in fiscal Q2 2015, before Apple Watch sales began. Combined with some comments from Tim Cook, this should help us get to a rough estimate of Apple Watch shipments (if not sales) for the quarter. We can then also compare this estimate with the third party data sources I highlighted in my last post.
Apple's CFO Luca Maestri mentioned during the earnings call that the Apple Watch was responsible for more than 100% of the sequential revenue growth of "Other Products" because of a decline in revenues from non-Apple Watch products like the iPod, Apple TV and other accessories. If we assume a 15% sequential decline in revenue from those products, we can attribute roughly $1.2 billion in revenue to the Apple Watch.
Apple Watch user satisfaction tops iPhone, iPad
People are more satisfied with the Apple Watch than they were when they first bought the iPhone and the iPad, a new survey shows.
The report by Apple Watch research platform Wristly, published on 19 July 2015, found that three months after the launch of the smartwatch, overall customer satisfaction is at 97 percent.
You can no longer review apps if you're an iOS 9 beta tester
Apple is letting developers and enthusiasts test out beta versions of iOS 9 ahead of launch. While the company is keen on getting feedback for the next version of its mobile operating system (just as Microsoft is with the preview builds of Windows 10), there have been concerns that problems with apps during beta testing has led to a swathe of negative reviews in the App Store.
Developers have complained that problems with iOS betas can cause problems with their apps, rather than their apps being inherently problematic. To address the issue, Apple is placing a ban on App Store reviews from iOS 9 beta testers.
Apple withholds smartwatch sales data
All eyes turned to Apple this afternoon as the world's most profitable tech company announced the first full quarterly results that include its smartwatch. You could hear a collective pin drop across the Internet as U.S. stock markets closed and everyone waited wondering: Flop or Not?
We don't know. In the press release, CEO Tim Cook refers to the "great start for Apple Watch", but there's no data in the PR or in the 8-K filing with the SEC. The device fits into the "Other" category. During Cook's earnings conference call opening remarks hard data also is lacking.
Apple Q3 2015 by the numbers: $49.6B revenue, $1.85 EPS
After the closing bell today, Apple announced results for fiscal third quarter, which largely is congruent with calendar Q2 (End date, April 27). Broadly: $49.6 billion in sales, $10.7 billion net income, and $1.85 earnings per share. Year over year, revenue rose 33 percent and EPS by 45 percent. Apple guidance before the big reveal: Between $46 billion and $48 billion revenue. Wall Street consensus was $49.31 billion sales and $1.81 EPS. The Street's estimates ranged from $46.9 billion to $53.64 billion.
Gross margin reached 39.7 percent compared to 39.4 percent annually and 40.8 percent sequentially. Company guidance: 38.5 percent to 39.5 percent. Once again, international sales accounted for most of the quarter's sales: 64 percent, which is up from 59 percent the previous year but down from 69 percent three months earlier.
Apple might ditch the 16 GB option from upcoming iPhone lineup
When Apple announced the new storage sizes for the iPhone 6 and 6 Plus, a lot of customers were bummed that the 32GB option did not replace the 16GB option. It essentially forced anyone who used a fair share of apps to buy the 64GB model.
Thankfully, Apple might be planning to change this with the iPhone 6s and 6s Plus. According to MIC Gadget, Apple will make the 32GB model the standard, with 64GB and 128GB for those that want to use all of the storage of music, movie and photo files.
Apple Watch leads the smartwatch market
Apple will release its Q3 FY2015 earnings report later today, revealing just how well its products have performed in the second quarter of the year. The star of the show will likely continue to be the iPhone line, while iPads are expected to disappoint once again. But what about its most-recent endeavor, Apple Watch?
Apple has been relatively quiet so far. There are no official figures of any kind yet, and there is no guarantee that the company will reveal any concrete information surrounding its smartwatch today. There is, however, an estimate from analyst company Canalys, which places Apple at the top of the wearable vendors list.
5 things I like about Apple Watch
In another universe, I don't own Apple Watch. Either LG Watch Urbane or Moto 360 adorns my wrist. But in this one, I not only sold my soul to the bitten-fruit logo company but I grew to enjoy the servitude. Thirty-three days after purchasing the smartwatch, I can express satisfaction, even if sometimes muted, with the user experience.
I prefer Android Wear for its fantastic contextual utility, but find greater overall usability and positive emotional response from living with Apple Watch. As expressed in the previous post, I suspect that returns rates may be high for this device—at least compared to others that Apple produces. The real measure of any product's success is: 1) Did you keep it?; 2) Do you use it?; 3) Do you enjoy it?
Did you buy and return Apple Watch?
Apple announces on Tuesday quarterly results that will for the first time include its wearable. Already, ahead of the big day, speculation soars about Apple Watch sales. Expect drama for sure, as CEO Time Cook explains how supply shortages constrained availability, leaving investors with more questions than answers.
I am more interested in data the company likely won't reveal: return rates. I took back two. The first: I ordered online but sales started, after long delay, in the retail store before the device arrived. Rather than wait another week, I bought there and later returned the other, which the shop specialist sold seconds afterwards to a family that had come in looking for Apple Watch only to be told the Sport sold out. The second: A week later, I exchanged the aluminum timepiece for stainless steel. How many other people returned one for another because of taste or altogether because of dislike? The measure of Apple Watch success is percentage of returns.
Apple Music won’t work with your iPod Nano or iPod Shuffle -- not even offline
Apple has made a few big announcements lately, not least of which is the launch of its streaming service, Apple Music. Even more recently came an update to the iPod line including options at the cheaper end of the scale -- the iPod Nano and iPod Shuffle. But if you were thinking about offsetting the cost of an Apple Music subscription with a low-cost iPod, you might want to think again.
Of course the main stumbling block to lack of Apple Music support is the absence of Wi-Fi on the two devices which knocks the idea of streaming on the head. But even if you have an iOS device with an Apple Music subscription, you'll not be able to take advantage of the offline listening option on your Shuffle or Nano. What gives?
Apple Pay users could be fined if their battery runs out on the train
Apple Pay caused ripples of excitement when it was announced, and just the other day it found its way across the ocean to the UK. The contactless payment method transforms iPhones and Apple Watches into cardless way to pay for low-cost items with little more than a tap.
But if you plan to use Apple Pay to pay for travel by bus, tram, or train in London, it may not all be plain sailing. Using a phone or watch to make a payment is supposed to make life easier, but it could also result in a fine. Transport for London has issued a warning to travelers pointing out that if their battery dies, their journey could prove expensive.
If iOS crashes, don't pay these scammers to get it fixed
There’s a new-old elaborate scheme going around the English-speaking world, and this one targets Apple users and their wallets.
According to a report by The Telegraph, iPhone and iPad users in the US and the UK have started getting pop-ups on their devices, telling them the iOS had crashed and that they need to call support in order to fix the problem.
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