Steven Milunovich on IPhone

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Last quote by Steven Milunovich on IPhone

The Appleverse is expanding, with all segments growing.feedback
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Aug 02 2017
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All quotes by Steven Milunovich on IPhone

Procurement estimates for F1Q-2Q/17 [Fiscal quarters 1 and 2 in 2017] are down YoY [year over year], putting current consensus estimates for unit shipments growth in Dec and Mar at risk. We still believe the guide for Dec implies at least moderate unit growth.feedback

This time we find higher overall smartphone purchase intentions the next six months with iPhone 7 interest especially strong in the US and rising demand for the Plus. However, China, is exhibiting signs of softness in F17, including lower interest in the 7 than the 6/6s.feedback

IPhone 7 interest [is] tepid ... [UBS China] distributor checks find that iPhone 7 sales are weaker than the 6s was out of the box [after launch]. Apple [is] losing share to domestic handsets ... Apple's brand remains strong, but the App Store can be difficult to access and slow.feedback

Where I think it's been underwhelming on the hardware side, which of course is where they make their money. The technology is just not there to really get the Watch away from the iPhone yet.feedback

It doesn't look like the features are going to be tremendously different. People are already talking about the iPhone 8 the next year. Our work suggests that people in fact are hanging on to phones longer.feedback

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Quotes by Steven Milunovich on IPhone

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