Quote:
Originally Posted by MrMastodonFarm
No, not Apple, iOS. Apple is more then their mobile division, Blackberry wasn't. Change the date though, I've been saying it before today.
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http://www.macrumors.com/2013/01/23/...on-in-revenue/
I think that is Apple's problem right now though. They are a massive company in term of revenue, market cap, and all that, but 56% of their revenue is iPhones. And 87% of their revenue is on iOS based products or services. They are extremely dependent on the mobile market.
iPhone's market share has fallen internationally pretty significantly in the last year
http://techcrunch.com/2013/08/07/and...lides-per-idc/
Nothing yesterday gives any indication they are going to reverse that trend. More of an indication that they are willing to concede market share to maintain profitability. That was a successful strategy in Macs, where they were truly offering a better product, and kept their niche. But not really sure that iPhones can claim that any more.
Apple's products are all getting very far down the maturity level.
PCs have started their decline, and Macs will follow that. iPods are about done. Iphones are very mature. Apple TV has its fans, but has pretty much stalled out. iPads are still growing, but they are losing market share, and is hard to see them competing with so many good, much lower lost alternatives in the long run. itunes seems to be losing out to cloud based subscription services like Netflix, Spotify, Pandora, etc. The app store is counting on iOs growth.
I remember people in a thread around here a year ago scoffing at the idea that Apple's stock would ever fall below $500 again.
Apple needs a hit new product in the next few years badly, or it is not going to be pretty for them.