A dangerous idea to have hanging around
Apple made headlines with its recent announcement that it will no longer report how many units of its devices it sells each quarter. That may frustrate analysts and reporters, but it also leaves an open goal for people who have an interest in Apple’s image being tarnished.
This week has seen a few stories floating around about how demand for Apple’s latest iPhones is lower
. Whether this is true or not, there are plenty of people who would like it to be – people who want to short Apple’s stock price, rival smartphone companies…
And because Apple isn’t going to tell us how many iPhones it’s sold this quarter, we’ll never know.
There’s an argument that as Apple diversifies into subscription-based revenue for services like Apple Music and iCloud, device sale numbers simple aren’t as important as they once were.
And Amazon and some other companies don’t break out device sales numbers in their earnings reports, but Apple’s ongoing success as the most valuable company in the world opens it up to particularly high levels of interest and analysis.
By not telling us how many devices it’s selling, Apple leaves itself open to FUD
-merchants, altering our perception of the iPhone’s success through a drip-drip of stories about missed sales targets that it can’t confirm or deny.
And regardless of how the smartphone market is doing as a whole, ‘people don’t buy iPhones anymore’ is a dangerous idea to have hanging around.