Friday in CE: Tim Cook Unusually Quiet About 'Android Switchers' During Apple Earnings Call
The cat is out of the bag and it is no secret that the iPhone X didn't sell the way Apple wanted it to. In fact, they have already cut production by nearly half for Q1 2018 in the face of weak demand from key markets.
And if we've said it once, we've said it 100 times, this is not a big deal. It was an experimental concept that was probably priced a little high. It's an unfortunate realization that premium smartphones are going to stay in the sub-$1,000 range but $1,200 is apparently just too much.
So if the price wasn't the sole issue, what is? Speculation has begun that Android is finally starting to reclaim Apple loyalists after an otherwise talkative Tim Cook was quiet about 'Android switchers' during Apple's earnings call last night. Which is underscored by his five mentions of 'Android switchers' during his 2015 call.
What he is referring to is people switching to Apple, not from it, essentially boasting that the iPhone 6 was strong earn the loyalty of Android users. Apparently, that isn't the case for the new iPhone X. About two-thirds of the way through the call, the analyst Laura Martin of Needham & Company asked Cook, "Switchers in the quarter, you often give us switchers."
Cook responded: "It is so early on this product cycle, particularly with the iPhone X only starting in November, that we do not feel we have data at this point that would be very meaningful to share. And so I'll punt that question until next time around."
It is difficult to believe that Apple suddenly doesn't have "meaningful" data on how many people are choosing iPhone over Android.
Business Insider has detailed Apple's smartphone growth over the past few years and the really interesting data points are in Apple's growth against the market. Yes, for one brand to defy gravity and climb charts while competitors fall is impressive, but that gap is closing quickly.
Then again, Apple is doubling-down on the iPhone X design, releasing a line of them next year probably without the alternative style that people have been used too over the past decade.
Is Google Fiber Spinning the Drain?
When we first heard about the disruption Google Fiber planned to bring to big telecom companies, it was nearly a time to celebrate. It was finally competition to one of the toughest markets in the nation.
Fast forward a few years and Google Fiber found that it was a lot harder than they thought to get the infrastructure and footing they needed to make an impact. In fact, their stagnation has started to turn into a regression as companies are shuttered with no new cities on Google Fiber's plan.
“As with any acquisition, we’ve spent some time evaluating the Webpass business. As a result of our analysis, we’ve made the decision to wind down Webpass operations in Boston,” an Access spokesperson said by email to The Verge. “We’ll work with customers and partners to minimize disruption, and there will be no immediate impacts to their Webpass service. We continue to see strong subscriber response across the rest of the Webpass portfolio, including successful launches in Denver and Seattle in 2017.”
But you need only look at Google Fiber’s service map for a dose of reality and an idea of how those dreams have stalled over the last few years. At present, there are zero “upcoming Fiber city” locations listed on Google Fiber’s map — only “potential” areas of future service. Google Fiber hasn’t yet updated the map to remove Boston as a Webpass city. Chicago, Denver, Miami, Oakland / East Bay, San Diego, San Francisco, and Seattle are the remaining Webpass service areas. Those cities are apparently safe from losing service for now; a person familiar with Webpass said the Boston market had been underperforming compared to other regions.
— Google Fiber (@googlefiber) October 25, 2017
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