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by skgoa
2518 days ago
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Eh, you are equating slow growth with "running out of steam". Even if they don't grow from here on out, they will stay one of the world's most profitable companies for decades. Apple is turning into a stable, mature company. This is a completely normal and expected stage in the business lifecycle. I agree on Apple having been more or less stagnant for a while now. It's no surprise when you look at their products IMO. They seem to mainly be consolidating the market share that they have. As a consumer, you get immense advantages from staying inside their ecosystem, but there seem few people left who aren't yet in their ecosystem and are open to getting into it at the same time. But calling this a "disaster" is a bit much. The "iPhone gravy train" is still going very strong, albeit a tiny bit slower. They have lots of other products that sell very well. They make a huge amount of practically free cash from their plattforms. If their services and content creation efforts are even semi-successful, they will continue to diversify away from being just a consumer electronics company. |
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Good grief. The quote in context was "These aren't "bad" numbers, but for Apple they're sort of a disaster." You really insist on skipping not one but three qualifiers? I specifically stated they weren't bad, that the analysis was relative to Apple's historical performance, and I even put a "sort of" in front!
And I stand by that. If you have a company whose stock is priced at a level defined by a decade of profitability the like of which the modern world literally has not seen, these numbers represent a pretty radical correction even if there are lots of Fortune 500 companies that would love to have a balance sheet like this. They aren't Apple.