Nomura cuts target on Apple to $530 from $660; blames Apple iPhone margins
0. phoneArena 15 Jan 2013, 09:42 posted on
Stuart Jeffrey, an analyst with Japanese brokerage house Nomura, has reiterated his neutral rating on the shares of Apple, while lowering his target price to $530 from $660; the analyst's concerns are that profit margins for the Apple iPhone have peaked and a drop would lead to lower than forecast earnings for the company while a low priced Apple iPhone would also pressure margins...
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1. brar.arsh (Posts: 174; Member since: 12 Sep 2012)
Fruit feeling the Heat of Green Robot.. :D
3. blingblingthing (Posts: 490; Member since: 23 Oct 2012)
Maybe less time talking to the lawyers and more talking to the IOS developers would help things.
15. rusticguy (Posts: 2828; Member since: 11 Aug 2012)
This is impact of backfired Thermonuclear Strategy.
27. blingblingthing (Posts: 490; Member since: 23 Oct 2012)
Or bringing an iPhone to a smartphone fight.
35. Droid_X_Doug (Posts: 5993; Member since: 22 Dec 2010)
I think Apple is in a worse position than a matter of margins would indicate. Apple has a fundamental problem with its UI. Imagine if the Android community were stuck (in its entirety) on say, Froyo. That is the problem for Apple with iOS. Users aren't faced with a compelling reason to go out and buy a new iToy, since they just got one 6 (or whatever) months ago, nothing has changed. gMaps has solved the problems of iMaps. iUsers are seeing how other flagship phones are shipping with 4.5+ inch displays and the argument about not being able to use a phone one-handed with a display larger than 4 inches is wearing thin.
The problem for Apple is stagnation. Stagnation of its sales engine is much more serious than margins being lower than desired.
2. menny07 (Posts: 89; Member since: 13 Dec 2012)
Its all over the news. Apple isn't "cool" anymore, if you say so. People are becoming aware of other great options. iOS is just so stagnated people are getting tired of it.... That's why SOFTWARE makes all the difference. Windows is charging and Android keeps on innovating.
4. McJobs (Posts: 107; Member since: 08 Jul 2012)
People want innovation from the leader in innovation, not taller iPhone 4/4S...
5. Tones (Posts: 54; Member since: 23 Aug 2012)
Apple tried to crush the competition rather than rising to the competition and raising their game. And i hope they pay for that.
6. davecann2 (Posts: 460; Member since: 15 Mar 2011)
I am an iOS user who, for months now, have been considering jumping ship to Android (GS3). IMO... the iOS has become boring and dated. The new features that Apple crams into every iteration are just too minor and useless for me to make a switch from my current iPhone 4 to the latest 5. I need more... This is what needs to happen...
- A complete refresh of iOS is a MUST! The lame notification system and old school look has to be retired and reworked.
- A larger screen; The jump to a 4" display was a lame attempt at competing with lager 4+" displays. IMO it failed.. there really isn’t that much of difference to make it worth the hype.
- Better integration with ? . Android's integration with Google is simply awesome. Enough Said.
... I'm not completely convinced I want to just ship just yet but I am seriously considering in in the next few months if Apple doesn’t come out swinging with its next release.
21. Mxyzptlk (Posts: 5487; Member since: 21 Apr 2012)
Some of your points are very off.
1. Actually ios integrates well with the iPhone. Google services are only fully integrates on the nexus line of phones.
2. Why fix what was never broken? iOS is more intuitive than it ever was before.
3. Large screens aren't always the best.
Everything you said is just your own pov and not a fact. I've talked to a lot of people and many if them enjoy ios as it is.
30. blingblingthing (Posts: 490; Member since: 23 Oct 2012)
1. Both those points both of you made are opinions. You both can give better supporting arguments.
2. While it is intuitive, it is on that android level. A lot of things on android just seem to take fewer clicks. The way it multitasks and can close apps, a central back button , home and multitask button, a swipe keyboard , removing unwanted notifications. Widgets etc.
3. If a large screen isn't always best , that means a small isn't always best either. Plus, the only people saying that sort of thing is people that haven't used bigger screens.
42. LionStone (Posts: 535; Member since: 10 Dec 2010)
I showed some new features to Android notifications to my apple friend and all he replied was, "oh I'd never use that!" And I replied back, "yes you would, if apple had it".
34. Jonathan41 (Posts: 532; Member since: 22 Mar 2012)
No doubt. No one is calming that there aren't people that love iOS. Nothing wrong with that. BTW, You're always so defensive about Apple. When generally compared to other OS's iOS is a lot less immersive because, of it's simplicity and boring compared to the other options on the market. I've been saying it for years now but iOS, is an app drawer. Any Android or WP user will tell you, app drawers are boring lol. iOS is a operating system for people that are new to smartphones. It's the high school of OS's. When you first start learning it you're like this is awesome but, after you've seen everything you're ready to move on to the next level. Windows Phone is college and Android is a lucrative career.
37. davecann2 (Posts: 460; Member since: 15 Mar 2011)
Good and valid opints.
Let me just say that I absolutely love iOS and my iPhone but have become bored of using it. I am not playing down how well the OS performs and works in its own simplicity. I'm just saying that I need something fresh to keep my interset...
I have co-workers that have showing me what their Android can do that my iPhone cant and I must say its impressive and not gimmicky. I love the intergration with Google and its use of notifications....
I just strongly feel that Apple is lossing ground quickly and keeps dishing out the same stuff every release. I think many users feel the same as me.
43. LionStone (Posts: 535; Member since: 10 Dec 2010)
#1 is incorrect... I do have full integration capabilities with Google services but I do not have a Nexus device, I have an HTC DROID DNA. In other words, one doesn't have to have a Nexus to have full Google integration.
8. xtremesv (Posts: 248; Member since: 21 Oct 2011)
Finally a sensible analyst. Apple lost its touch, everyone can see that.
9. darkkjedii (Posts: 14382; Member since: 05 Feb 2011)
People can I ask a question, and I hope for intelligent responses? Why do u want to see apple fail, or do u?
11. davecann2 (Posts: 460; Member since: 15 Mar 2011)
I definetely want Apple to succeed... I love Apple products and their support is simply unmatch. WIth that said... Apple has fallen behind Android in inovation.
38. davecann2 (Posts: 460; Member since: 15 Mar 2011)
If I recall you are an iPhone user like me. I appreciate user who are not fanboys much like you and I. We both respect and enjoy Apple products but also have an interest for other technologies.
16. -SEUL8TR- (Posts: 113; Member since: 13 Jan 2013)
They don't deserve to be on the top, they should belong where Nokia and BB stands, rotten Apple!
26. chaoticrazor (Posts: 2347; Member since: 28 Aug 2012)
tbh neither does samsung
motorola, HTC, Sony and Nokia deserve to rise as both samsung and apple get put in there place
either way though apple is here to stay so all you annoyed fanboys should get out of your head that they will die
28. -SEUL8TR- (Posts: 113; Member since: 13 Jan 2013)
Apple won't stay here for long from $750 they have tumbled to $ 500 mark, this is really very great news, these bullies and cowards needs to taught a lesson!
Fanboys, you must be an Apple cult or hippie z0πbi£$„...?
39. chaoticrazor (Posts: 2347; Member since: 28 Aug 2012)
lmao you are such a mindless fanboy that just follows the hating trend
''hey look at me i hate apple too guys''
is that what you scream and shout kid? apple are in a position where they can turn it all around. the problem is there arrogance which apple users admit as most apple users now are more reasonable then the android swarm. couple apple trolls left but they are taken seriously
''you must be an Apple cult or hippie z0πbi£$''
nah kid im a tech lover whatever i want i get regardless of os or brand etc. i dont feel the nned to be a complete idiot and act like a product is the devil reborn
so come back to me when you grow up
14. tedkord (Posts: 6417; Member since: 17 Jun 2009)
I want Apple to succeed in the market. I want them to fail miserably in the courtroom.
Apple have the attitude that because they succeed in a market, all aspects of that market belong to them. They need some humility, the humility they seem to have lost since Microsoft d saved them from oblivion.
20. yingcong6 (Posts: 22; Member since: 09 Feb 2012)
I like to see apple fail with these reasons. First, when a company is aware of failing, it will put more effort on it's products rather than other things like patenting. Second, apple is too arrogant. It deserves the stock price drop. Third, apple is used to reserve some technologies for the next generation products. Sometimes bud fixes are called improvement or innovation. There are still many reasons that I want apple get shocked.
22. -SEUL8TR- (Posts: 113; Member since: 13 Jan 2013)
They have brainwashed innocent unsmart illiterate hippys and cults claiming Apple has invented and created everything, not knowing whose behind who, overpriced midrange product, iTunes tottaly suck just like Zone, closed restricted OS where you can't download MP3, and has no Flash to watch rich web browsing, the negative drawback list continues.....
31. blingblingthing (Posts: 490; Member since: 23 Oct 2012)
I wouldn't just say I want them to fail. I just dislike their anti competitive practices and the fact that the competition is well ahead.
Should apple make I more compelling product that is competitively priced, I would buy it. When I first used my first gen iPod touch it was really impressive. Really sold build and great features. But the competition has caught up and passed them. They just need to compete better and not bitter.
40. VZWuser76 (Posts: 2449; Member since: 04 Mar 2010)
I don't want to see apple fail or go away, but things need to change. They need to focus more on beating the competition with actual innovation and giving their customers what they want, not what apple says they need. They need to take better care of their customers after the sale. I'm not necessarily talking about with their hardware, but with their services. My animosity for apple comes out of an issue with itunes that was the fault of their software. I tried everything they told m to fix it & when that didn't work I was supposed to redownload the content on my dime, even though I wasn't at fault.
Apple, WP, RIM, & Android need to remain in the mobile sphere to spur innovative spirit. If one platform has a stranglehold on the market they can get lazy & innovation will slow to a crawl. And with the patent situation we currently have it makes it extremely difficult for a new platform to come onto the scene. So I'm not looking for them o fail, but they need to focus more on the customer rather than on their ego IMHO.
10. threed61 (Posts: 148; Member since: 27 May 2011)
Nobody stays cool forever. Google should keep that in mind as well.
17. rusticguy (Posts: 2828; Member since: 11 Aug 2012)
Yes it's human nature to get bored of things that start looking too monotonous
19. -SEUL8TR- (Posts: 113; Member since: 13 Jan 2013)
There no way near like Apple, at least they provide free services, where as TTF he same Apps on Android are free, where's Apple charge you £1, what a rip off.
25. threed61 (Posts: 148; Member since: 27 May 2011)
I wasn't criticizing Google, just reminding them to keep innovating and stay ahead of the curve.
18. -SEUL8TR- (Posts: 113; Member since: 13 Jan 2013)
Tell me about it, its really good news and in the coming moths shares should tumble to $300....! Can't wait.....
24. Jonathan41 (Posts: 532; Member since: 22 Mar 2012)
I bet you anything that OS 7 will be a close offshot of android. Apple will do widgets just like they did the notification bar and clame that nothing like it has ever been done like it before them. Then sue.
29. -SEUL8TR- (Posts: 113; Member since: 13 Jan 2013)
Please I hope they don't, let it remain how it is.
36. cripton805 (Posts: 1131; Member since: 18 Mar 2012)
They really need to add more features. iMaps and Siri just dont cut it. If they continue this downward spiral and release a thinner 5s with a 13mp camera and a quad core only, nobody can tell the difference.
I literally walked past an iPhone 5 at the store an thought it was the 4 until I walked up to it. They had a 4 and a 5 right next to each other and I stood there looking at the similarities from 2 generations ago.