iPhone 6s, 6s Plus, iPad Pro and Apple TV: Six analyst reactions as share price slips
Several new highly anticipated Apple products have now been revealed – the iPhone 6s, 6s Plus, iPad Pro and Apple TV – but investors are not necessarily as blown away as Apple fan boys (and girls) are, with shares sliding by as much as two per cent following the big reveal.
Analysts keeping an eagle-eye on boss Tim Cook's announcement identified some of the key insights from the event amid all the fanfare – here are six of the best.
1. An upgrade program is a smart move
The iPhone Upgrade Program aims to increase the replacement of older iPhones. This is key for Apple as the market reaches plateau
— Francisco Jeronimo (@fjeronimo) September 9, 2015
Apple’s own iPhone upgrade program helps them control more the secondary/grey market. Also huge.
— Ben Bajarin (@BenBajarin) September 9, 2015
Apple doing their own iPhone upgrade plan is potentially huge. Particularly for other markets than the US.
— Ben Bajarin (@BenBajarin) September 9, 2015
2. Why would Apple get into accessories?
https://twitter.com/BenedictEvans/status/641670824114655232
3. 3D Touch really is revolutionary
https://twitter.com/neiltwitz/status/641680714732142592
"3D Touch takes established functionality and embeds it in a phone, meaning this isn’t a gimmick, it’s a natural evolution – much like Fingerprint ID." – Ernest Doku, USwitch
This will be tough for companies not deeply integrating hardware and software to duplicate.
— Ben Bajarin (@BenBajarin) September 9, 2015
4. Apple TV isn't quite there… yet
"The rebooted Apple TV certainly isn’t the console killer nor the revolutionary experience many thought it would be, but it does bring Apple on par in the swift and competitive TV streaming space. About time too, because Apple TV has been pretty lacklustre while Google Chromecast and Amazon Fire TV have dominated the on-demand living room. For now, Apple’s dedicated TV operating system seems to have a great new user interface, and a mix of quirky casual games. There are also some clever hardware touches – a Bluetooth remote means no more pointing at the box – and iPhone style charging means no more rooting for new batteries.” – Ernest Doku, USwitch
Shopping on your TV will be a thing
— Horace Dediu (@asymco) September 9, 2015
“With 11,000 existing developers and a tvOS built on iOS, Apple stands to disrupt TV by exploiting its strength in mobile. Broadcast content remains the challenge, but growth in AppleTV will ultimately leave content providers with little option." – Geoff Blaber, CCS Insight
5. There's a lot to live up to
"Apple still has headroom for growth – both through new users and replacement within its existing customer base. However, meeting investor expectations and year-on-year comparisons with a stellar iPhone 6 performance is likely to prove a challenge." – Geoff Blaber, CCS Insight
6. The iPad Pro won't have mass appeal
"The iPad Pro should invigorate its iPad line and provides a clear option for enterprise when coupled with keyboard accessories and a growing focus on enterprise apps. Nonetheless, a premium priced iPad Pro is unlikely to dramatically impact volumes in a saturated tablet market characterized by long replacement rates. The price of the iPad Pro
will be a barrier for many, but the combination of enterprise partnerships and creative apps plus new accessories will extend the opportunity for Apple in business." – Geoff Blaber, CCS Insight
“But for the average consumer, the iPad Pro isn't more than a big screen and stereo sound, with a colossal price tag. And all those accessories, like ApplePencil, are sold separately and don’t come cheap either. This is very much pitched at the business user.” – Ernest Doku, USwitch