San Francisco (AFP) – The explosive growth time is it over for Apple? The question is asked with lower expected sales of the iPhone, even if the US computer group seeks to revive by refocusing on services.
The announcement on the eve of a historic net profit 18.4 billion did not prevent the action of the Apple brand losing 4.73% to 95.26 dollars Wednesday around 6:40 p.m. GMT on the New York Stock Exchange. The market value of the group remains at a comfortable $ 528 billion, but since the last peak of the action last summer ($ 133), it was amputated a good quarter.
“Apple is now more clearly a growing business,” said in a note Shebly Seyrafi, FBN Securities analyst, believing that this will lead fund managers to reduce their positions.
After a long time seemed immune, Apple seems indeed finally caught by the global economic turmoil and the slowdown in the growth of the smartphone market.
His boss Tim Cook notably confessed Tuesday he was beginning to see signs of a slowdown in China, its largest market with the United States. Its revenues are increased again by 14% over the three months ended in late December, but they had almost doubled the previous quarter
Above all, it confirmed what many observers feared for months. The iPhone sales, the locomotive that pulls the two thirds of the turnover of the group, will drop. This will occur this quarter and this will be a first since the release of the first model in 2007.
The iPhone may have hit its peak during the Christmas quarter, where 74.8 million units sold is a new record, but nothing beats the previous year (74.5 million).
“Compared to competition, the performance of the iPhone remains very strong but there are headwinds on the mature market of smartphones that Apple finally hit, “said Ian Fogg, an analyst at IHS
-. Recovery by the services? –
“In general, the market is slowing Apple resisted.” so far, but today “competition just as much of its own products in previous years as Samsung, Huawei and Xiaomi. The hardest Apple competitor, it is itself, because it must persuade existing iPhone owners to change and buy the latest model, “argues Ian FOOG.
Many analysts still fall Apple last quarter still managed to increase the average selling price of the iPhone, which supports its margins even if volume growth is slowing.
If some, like Deutsche Bank, for example, do not rule out a decline in cumulative sales throughout the year, others expect a rebound after an expected cooling in the spring for 5S models , smaller then the new range (7 and 7 Plus) in the fall. It remains to be seen whether these will be innovations qu’apporteront significant enough to renew the enthusiasm created in 2014 by the iPhone 6 and 6 Plus large screens.
Meanwhile, Apple is also working to change the current discourse, highlighting its efforts in services that could be a source of growth.
Tim Cook said on Tuesday that a “growing portion” of revenues were derived installed base of appliances brand, which exceeds one billion units worldwide across all devices and pushes their owner to buy apps, movies or music in online stores of the group, which use new services such as system apple pay payments.
“Apple is always much considered a company that sells appliances, with the majority of its revenue from a product, the iPhone,” say analysts at Phillip Securities Research . This vision is not necessarily wrong, but “Apple made great strides to make the transition to a service company,” they add.
“If the Mac, iPad and Watch have disappointed, services remained strong during the quarter “parties (turnover increased 26% to $ 6.1 billion), and they” should gain in importance “in the long term, experts also believe BMO Capital Markets
. Source: AFP
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