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    Елена Бохорова

    First, there was the opening quarter of the year Apple’s fiscal Q2. There was a dramatic difference between Apple’s original guidance and the actual numbers

    Apple originally guided an extremely high $63 67B for the quarter, then withdrew the guidance and actually delivered $58.3B. On Custodia impermeabile – Tutti i produttori del settore nautico e paper, that’s a dramatic hit.

    In reality, not so much. There’s a very simple reason for that CE-Link Custodia per iPhone 7 Plus/iPhone 8 Plus Fronte e Retro gap: the 4.7 "nuovo batteria cover posteriore porta per iphone 6 posteriore delayed launch of the new iPhone SE.

    Given that Apple’s revenue for the same quarter last year was $58B, there was no possible way that guidance $5B to $9B higher made any Custodia trasparente fronte/retro Clear Touch (iPhone6) – Custodie sense unless the company anticipated a huge chunk of extra income this year. That extra income was clearly expected to be from iPhone SE sales.

    It Custodia impermeabile per cellulari android e Iphone didn’t happen, because the iPhone SE wasn’t launched that quarter. But once it was, in this quarter, reviews were favorable and early indications are that the new 8 fantastiche immagini su iPhone 8 Cover iphone Iphone 8 e Iphone budget model is selling well. Indeed, financial uncertainties mean that a budget smartphone with decent performance becomes more, rather than less, appealing, so it may now be selling even better than Apple had expected.

    So my guess is that much of the revenue Apple expected during Q2 has simply Puro Custodie IPhone XS XR XS Custodia Impermeabile MAX Defender been shifted into Q3.

    Then there’s Saint Laurent Custodia Per IPhone X Monogram In Coccodrillo talk of a delay to the launch of the iPhone 12. We don’t know for sure, resistente – OPTIMUSTECHTUBE la cover impermeabile e but a lot of reports suggest this Custodia Cellulare Impermeabile IPhone X Custodia Impermeabile is at least plausible, and I’d actually say it’s more likely than not. Given that the new flagship models normally go on sale within a week or so of the end of Apple’s fiscal Q4 (calendar Q3), it would 1 custodia impermeabile per cellulari iPhone Samsung Android iPad take only a very short delay indeed to kick all of the revenue into the following quarter.

    But again, so what Whether the revenue hits Apple’s balance sheet in one quarter or the next Recensione cover batteria Anker per iPhone 6 e 6s – Macitynet.it is hardly of great significance to anyone other than short term investors in the stock.

    But what about the long term economic impact

    Coronavirus lockdowns are likely to last for many months yet. We don’t know in what form and to what extent, but there are a couple of plausible scenarios.

    One, a very gradual easing of lockdown conditions that 6000mah Sottile Design – iPhone Cover: Sonia Grispo And Her iPhone Cover custodia protettiva esterna batteria per iphone x back up would see the economy make a gradual return to some kind of normality. Two, a faster easing of restrictions once the immediate crisis has passed, followed by a tighter lockdown over the winter when the virus may be more deadly and when hospitals will also need to cope with the usual seasonal flu outbreak at the same time.

    Beyond the end of the year, no one knows. The most optimistic scenario would be that, like the original SARS outbreak (SARS CoV 1), it simply fades away. That seems less likely this time around, cover s9 mediaworld, DURAMAX DIESEL LOGO Cover Samsung Galaxy S9 as it has spread further and faster, so containment is just a distant dream at this point but it’s not impossible. The most pessimistic view is that it remains a significant threat on a permanent basis, either constantly or seasonally.

    Between the two views is my own: that some mix of immunity from those who have had it, and an effective vaccine, means that it remains but is reduced to more of a background problem rather than a major threat.

    Whatever the future holds, the economic hit will be huge, and long lasting. It would be entirely Back Cover cover s9 personalizzate, DUCATI LOGO CUSTOM Cover Samsung Galaxy S9 Iphone 6G – Genuine Originale Silicone Sottile Custodia Cover per iPhone XS RFV technology fair to say that many miglior cover s9, DRAGON BALL Z SYMBOL Cover Samsung Galaxy S9 businesses will fail, and many others will struggle for some considerable time. Cover custodia protettiva TPU trasparente Fronte e Retro per LG G3 It would also be fair to say that during economic downturns, people will rein in discretionary spending which certainly includes buying an expensive new smartphone every 2 3 years.

    There’s no reason Apple can’t thrive in a new normal

    But even if we take the more pessimistic suggestions, there’s no reason Apple can’t thrive.

    It may be that the crisis accelerates the lengthening of iPhone replacement cycles that people start holding onto their phones for four or five years rather than two or three.

    But that was a trend we’ve been seeing for some time now. An increasing number of people were of the view that the smartphone innovation curve has flattened, and we’re seeing only incremental changes each year, so they might as well hold onto their existing model for longer.

    Apple was already responding to that trend. It was already offering a cheaper semi flagship model each year the iPhone XR and the base model iPhone 11. It was already discounting models in more price sensitive markets, like India and China. And, of course, it was quietly working on a new budget model, the iPhone SE.

    It’s a similar story with the iPad. Back in 2017, Apple launched the $329 base model iPad, a move which made a very well specced model all the iPad many people would need for a much lower price.

    It’s taking longer on the Mac side, but I think it’s entirely possible that ARM powered Macs will create a more affordable entry point. I recently made the argument that a significantly cheaper MacBook would be both feasible and beneficial.

    Feasible because a huge proportion of the cost of an Intel chip is the intellectual property. That costs way more than the silicon. Apple could have TSMC make its own chips for dramatically less than the cost of buying current Intel ones.

    Beneficial Incredibile Cover iPhone Peri Duo con speaker e batteria da 3000 because Apple needs to persuade developers to convert their apps, and the best way to do that is to show them that there are a huge number of ARM Mac users out there.

    That we might see, in effect, a new iBook or eMac.

    But that’s Custodia Impermeabile per iPhone 11 P68 Certificato Protettivo just one end of the scale. If previous financial crashes have taught us anything, it’s that there is always demand for premium products even in a crisis. Some people remain wholly or largely unaffected. Even for people who may struggle, it’s in tough times when little luxuries become even more appealing and small, everyday luxuries is Apple’s bread and butter. Apple will continue to make plenty of money from its premium products too.

    There are new products on the way

    Finally, Apple isn’t just about the iPhone, iPad, and Mac. Its wearables have been an increasingly important part of the product mix. Services continue to grow. Plus there are completely new products in the pipeline…

    Елена Бохорова / 2020.05.07 / no responses / Метки: , , , , , , ,

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