"As Apple’s fortunes have increased, pundits have begun to exclaim that the company depends too much on the iPhone (here; here; here). If iPhone units and revenue can no longer grow, Wall Street will begin to doubt…and that means discounted Apple shares.Watching Apple’s First Fiscal 2016 Quarter | Monday Note
It sounds logical but let’s not forget the example and reality of increasing Mac sales and profits in the saturated and declining PC market. The market may be saturated, but Apple’s portion isn’t. The iPhone commands a small unit market share, around 12% (231M units in Fiscal 2015, over Gartner’s total estimate of 1.9B devices).
Can the iPhone captivate a saturated segment a la the Mac? That’s a discussion I’d like to hear."
Monday, January 25, 2016
Watching Apple’s First Fiscal 2016 Quarter | Monday Note
From a Jean-Louis Gassée Apple perspective; see the full post for links and more details