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Apple’s shareholders are afraid
Despite an upward 2015, something peculiar happened this month: the value of Apple shares fell below US $ 100 for the first time since October 2014 .
A dramatic drop from US $ 132 to those who was quoted in May 2015.
And on Tuesday really know if 2016 will be a tough year for the technology giant.
On the one hand, the report of an impressive holiday season with revenues, once again break records expected.
But the evaluation that will make Apple about expectations for the months ahead as investors wait anxiously.
That’s where the company indicated what their concerns, issues that reveal or at least that stressed his directive
And the worried investors expect Apple to read as follows:. for the first time, iPhone sales are declining
. Decline!
The iPhone!
This is an important issue.
New Business
According to the latest figures released by Apple in October smartphone sales represented 63% of revenue across the company .
And that’s all before entering people after my purchase, you subscribe to Apple Music and does many other things with your phone from Apple also brings profit.
The rest of its major products do not do it or shadow.
The Mac has avoided the huge drop that affects the entire industry, but still only represents 13%.
The iPad, meanwhile, represents 8%, although it may achieve a certain push thanks to the recent launch of the new iPad Pro, the largest version of the tablet that comes with a keyboard and a small stylus.
The Apple Watch has been the main launch of the company in recent times . However, it is still unknown how successful it has been since its figures are included in the category of “other”, which also includes the IPod, the Beats headphones and other things.
Overall, ” other “products represent 6% of the total.
Probably the clock has been a product with high demand during Christmas, so Apple would start giving indications of how well you’re doing. But wait and see.
And the dependence of the company on the iPhone is what worries investors .
Apple usually has loyal customers. The data indicate that once hooked, consumers tend to stick with Apple rather than switch to a competitor as Samsung. But now there seems to be a deadlock in achieving a new clientele.
stake everything
That’s why China is so important.
Currently, Apple collects more money in China than what obtains in Europe and is on track to overtake the United States.
“If China falls, so will Apple,” said Daniel Ives, investor Apple FBR Capital Markets.
“They’re really betting everything on the growth opportunities in China,” adds
Almost all of Apple’s earnings. During last year They resulted from expansion in China: new stores and new customers, until recently, had to settle for imitations horrible pirates
But the instability in the Chinese economy has shaken global markets.. If China continues down its performance, it can be difficult for Apple to continue growing in this market in the long run.
However, for most investors and analysts, China is not a problem. . By now
It is probably still a huge growth opportunity for Apple in 2016: there are currently only 30 Apple stores across China, while in California there are only 53
. Available information indicates that the main objective of Apple in China, the middle class is still consumed with enthusiasm, especially when it comes to buying Apple products.
Predicting the future
Trying to predict the future of Apple is a dangerous habit.
rarely ends well. If not just ask the former head of Microsoft Steve Ballmer, famous for his phrase: “The iPhone is a great device to send email”. And everyone in Blackberry. And in Nokia.
But we can not help but speculate, so here’s a summary of what investors and analysts think might happen in 2016.
- The iPhone will be released in July, possibly without a coupling to hearing aids, and give you massive boost sales of iPhone (and even perhaps the headset)
- A new cheaper iPhone-called the “5E.” – will hit emerging countries. It can be an excellent product for markets such as India where, as I recently learned, the company is requesting to open their own brand stores.
- China will become a market still more important and give little sign that the economy is cooling, at least in regard to Apple.
- A large acquisition Apple will open a fast track to a new area. According to him the investor Daniel Ives told the BBC, buying Netflix, for instance, would be something that “would generate great enthusiasm on Wall Street”.
In the route
And there is the mention of a word that would give an instant boost to Apple’s stock. auto
The rumors that Apple is developing a automobile have become a buzz loudly in the last six months .
Some predict that Apple seeks to build a vehicle, others say it would be wiser to work with a company car to integrate existing software Apple (already happens with carplay, a sort of light version of iOS designed for driving.
“We always come back to the same question of whether they can come up with something as impressive as the iPhone,” says Carolina Milanesi, analyst at Kantar Worldpanel ComTech. “I do not know if that will force us to wait until the car hits the market.”
He cautions, however, he does not believe that investors will never get to be completely satisfied with Apple.
“If they can do 10, 11. If they do want 11 want 12″, concludes.
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