“Apple Inc. is scheduled to release its next earnings report in the second half of January, and of course holiday sales are going to be the big story in that report,” Michelle Jones writes for ValueWalk. “The quarter will be the first full quarter of sales for the iPhone 6 and iPhone 6 Plus, so investors and analysts will be looking closely at the number of iPhone units Apple reports.”
“In a report dated Dec. 30, 2014, BGC analyst Colin Gillis advises investors to look behind the December quarter earnings results coming next month,” Jones writes. “For example, he notes that smartphone growth is slowing down dramatically, with the smartphone market turning into the phone market.”
“As smartphone growth decelerates, the BGC analyst also points out that Apple is very dependent on the iPhone, as he estimates that more than 65% of Apple’s December revenue is from iPhone sales. Additionally, he notes that almost other handset maker has struggled because of problem adapting to the changing tastes of consumers and also the highly competitive landscape,” Jones writes. “Being overly dependent on the iPhone could pose a big problem for Apple going forward.”
Read more in the full article here.
MacDailyNews Take: Pfft.
[Thanks to MacDailyNews Readers “Fred Mertz” and “Chris M.” for the heads up.]
In related news, Exxon-Mobil may be too dependent on oil.
FUD FILE.
Cisco may be too dependent on routers.
Google may be too dependent on ad-clicks.
Microsoft may be too dependent on Windows OS.
Boeing may be too dependent on Dreamliners.
I never knew that most companies have a whole bag of tricks they make money from.
We are way over dependent on roofs in our Roofing Business, right?
Maybe they should try and sell fewer phones so they won’t be so “dependent” on them.
Good one, haha!
How many more times do we get to read this irrelevant bullshit?
When an analyst, when asked, replies, “I don’t really know so I don’t have anything to say about that.”
“almost (every) other handset maker has struggled because of problem adapting to the changing tastes of consumers” – except Apple who anticipated it.
In fact, Apple defined (and continues to define) those tastes of consumers, and others simply never could adapt.
The interesting thing that anal-ysts don’t acknowledge is that Apple is planning for their product line 5-10 years out.
They are imagining, experimenting, developing & prototyping all sorts of possibilities in their labs with probably the best market analysis in the business to judge what has a good chance of success.
I don’t see Apple missing out on the “next big thing.”
ValueWalk???!!! Really??!! I stopped even looking at Google Finance for news because of articles by “services” like ValueWalk, InsiderMonkey, and PotentialTrader. These third-world analysts have no idea what they are talking about. Their writing would fail a freshman english class. Their analysis is facile and simply wrong. They churn out FUD every day that’s aimed at Apple, and Google picks it up and tries to spread it as widely as possible. Please, MDN, ignore these asshats.
…better to expose it for the FUD it is. Lies pretty much don’t like light.
Sometimes it is necessary and beneficial to refute the FUD. Other times, it may be best just to ignore it.
Airing and refuting this sort of run-of-the-mill BS on this forum is probably a waste of time. The people that read this forum likely already know that it is BS. In the end, it often just serves as fodder to rile up the trolls around here. Still, anything that gains page clicks, eh?
Dude, if you don’t like it, why the hell did you post?
Every other handset maker is struggling because they are losing the competition with Apple. Even if smartphone market growth is slowing, Apple is taking customers from Samsung, other Android users, and Windows users. Apple can easily grow just by taking customers from other manufacturers.
In other news, Corning is overly dependent on glass sales, Ford is overly dependent on automobile sales, and Starbucks is waaaaaay too dependent on coffee.
I think Colin Gillis expected Apple selling grocery or coffee. (Sarcasm).
Happy New Year ****2015**** to MDN and Apple’s team as well as Apple’s shareholders.
could be, might be, may be, all weasel words to stir up more FUD.
Oh no! Apple is making too much money from their phones!!!
Everyone from Samsung to Microsoft wishes they had THAT problem.
Not just the iPhone, but all the other products they make! if Apple were to ever stop making or being able to sell those devices, they would be in real trouble! For that reason, I think you all should sell your stock. Preferably to me. Because of my analysis, the stock is virtually worthless, but I’ll give you 10 bucks a share. OK, 20, but that’s just because you visit MDN.
Sure, Apple should diversify their product lineup, introducing more models of existing products to cover the spectrum of consumer income, and expanding into new markets with less fragile supply chains, like home appliances, HVAC, aviation, medical technology and mattresses. Then, assured of Apple’s insulation against the vagaries of a fickle marketplace, this writer, and conventional investors, would be able to sleep better,.
on yur apple mattress?
Sure and Apple ought to buy Tempur-pedic, that’s what I sleep on. Their mattresses are therapeutic, ties in with their health initiatives. They also have a luxury mark, which fits with Apple’s fashion and quality image. Their memory foam, used by astronauts under high thrust conditions, also conforms with the space-age theme nutured by Apple. Heck, bring in Elon Musk and his SpaceX rockets, and Bob’s your uncle.
Toilet Manufacturers are too dependent on sh&t to succeed. Is this a good analysis on toilet makers? 😛
Jesus Apple created this taste of the consumer they talk of, they are anything but like any other phone maker who mostly just copy trends or produce more of the same.
WALLSTREET ANALYSEDOSIS – A newly emergent mentally incapacitating disease believed to have originated among a sub-human specifies known as Financial Analysts living in the concrete jungles of Wall Street.
The only way to satisfy analysts would be if they started making new customers to maintain growth. Cloning seems like a must for Apple.
Truth is, even if Apple stopped selling phones tomorrow they’d still be a massively successful company selling portable and desktop computers. The fact that the iPhone has been such a stellar success (and will continue to be) is testament to Apple’s vision and brilliance. Oh and Let’s not forget there’s the “small” matter of Apple watch on the horizon to become overly dependent on.
Wait… a product company is dependent on… their products? This is news how?
Before the iPhone Apple was depending on the iPod and before on the Macintosh and before the Apple ][.
It’s a tragedy. I wish everybody to have the same problem Apple does the world will be a better place.
I’ve never read such a load of old bollocks in my life. The writer should do some proper research first.
This is why Pay, Watch, iPad “Pro” etc. are coming. Apple is diversifying. But iPhone will continue to be the core of their business for at least the next five years (so says Tim Cook).
They’lm just go on make even better and more capable phones and sell even bigger shitloads of them
Analyst too dependent on Apple.
About the author: Michelle Jones was a television news producer for eight years. She produced the morning news programs for the NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spent a short time at the CBS affiliate in Huntsville. She has experience as a writer and public relations expert for a wide variety of businesses
These are some serious credentials.
I seriously think that some people just can’t achieve an erection without concocting some Apple FUD story.
In a related story, Apple is too dependent on integrated circuit, battery, and LCD technology.
-jcr
Who the author of this cr#p?
Me: Analcysts may be too dependent on Apple bashing.
All the Apple bear bullshit turned out to indeed be nothing but bullshit. So why was it dumped into the computer community? Because bad news sells? Click-bait? APPL price manipulation.
In any case the general reputation of Apple analysts was cast into the septic system as excremental and flushable. Well done, analcyst dum-dums. 😛