Apple employees - what’s the sentiment there?

BlackRock aetos
Jan 3 32 Comments

The stock is down almost as much as during 2008 and all metrics are showing peak iPhone demand. What’s going on internally though, and how are you all digesting this?

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TOP 32 Comments
  • Apple magikarp16
    We will fight, work hard, kick ass and break records again.
    Jan 3 6
    • Apple fu manchu
      Whenever Trump ends the trade war. But magikarp is right. We’ll continue to focus on the customer and work hard.
      Jan 3
    • Barclays PLC FAANGHNTER
      Headphone Jack technology when ?
      Jan 3
    • Intel / Eng xdCS17
      All the headphone jack engineers probably were transferred to the dongle development labs
      Jan 3
    • Google sunnyvale8
      This has nothing to do with any trade war but your can believe the crook
      Jan 3
    • Apple fu manchu
      Haha. Sure it doesn’t my fellow magaite. That’s why all the financial talking heads aren’t talking about a softening in the global market and trade war between the two largest economies. Oh wait...never mind. That exactly what they’re talking about.
      Jan 4
  • Flagged by the community.

    • Apple / R&D EqbI36
      What where are these “internal polls”? BS
      Jan 3
    • Facebook public2
      Only 40%? That cannot be right
      Jan 3
  • Apple needs a genius product guy, not a finance guy who squeezes on margins.
    Jan 3 1
    • Apple suiwbwsj
      And it’s hilarious that he used to run operations and now our supply chain is a hot mess
      Jan 3
  • Apple cmcm89
    The whole market is down, i dont understand why they are making today such a big deal. And yes, they need new toys.
    Jan 3 2
    • Apple shaunevrs
      The whole market is down because of Apple. Open your 🤩
      Jan 3
    • Didn’t you guys just added fuel to the fire?
      Jan 3
  • Cisco / Other
    sahshe

    Cisco Other

    PRE
    Cisco
    sahshemore
    Apple has to go down further. The company has to get back it's innovation engine working or atleast make a massive bet on acquisition.. Tesla???
    Jan 3 2
    • eBay 🍜 soup
      Tesla is absolutely illogical to buy.
      -acquisitions are done considering synergies at the supply side and I see no synergies between Tesla and apple
      -if I have to, I would rather buy GM which is also cheaper
      Jan 3
    • The synergy is a Tesla knows how to innovate, Apple knows how to bleed customers dry.
      Jan 4
  • Roku
    FIRE👈

    Roku

    PRE
    Yahoo
    FIRE👈more
    2008? Ah? Apple was trading at $145 during June 2017. It is not that low, end of 2017 and 2018 everything was inflated.
    Jan 3 1
    • BlackRock aetos
      OP
      Percentage wise. Both are about a 40% decline
      Jan 3
  • Apple fezzik
    The bedwetting is tiresome. China tanked (and it was broad consumer demand that tanked, not just Apple). Everything else was great. Ex-China, it would have been a record quarter. Yes, the Chinese market demand softening is and will continue to be an issue, but everybody and her sister is jumping in as if it justifies their priors. “iPhone growth is over” - smartphone units have been flat for a while. “Apple can’t innovate without Steve” - been saying that for 10 years. “$1000+ is too much” - it wasn’t too much last year, and outside China it wasn’t too much this year either.

    This is a big deal, but filter the stuff which looks at the real problems and the stuff which is just bloviating one-note criticisms.

    Horace Dediu offers a nice counterbalance.
    Jan 3 2
    • Google sunnyvale8
      Hi timmy
      Jan 3
    • Apple fezzik
      Meh. Offer a substantive thought if you have one. Everything I said was factual and accurate. The problem is circumscribed to China, which is broadly reflected on other consumer goods (ask Ford). People are piggybacking on it to push their already existing criticisms, which they aren’t new, aren’t actually related to the problem at hand, and fall apart after even cursory analysis.

      It’s not a bed of roses. There are real problems. The crap commentators (including here) are pushing are not them. Ignore the noise and beware the overreaction.
      Jan 6
  • Apple hfr
    I’m super into it. I’ve always been jealous about people who got the stock when it was cheaper. Now’s my chance! More units per yearly stock refresh, cheaper ESPP price, what’s not to like?

    I also generally just can’t stand bubbles and am thrilled to see this one burst so people can get back to working on worthwhile tech that solves real problems. Downturns have a way of helping focus organizations that I’m hoping to enjoy here in the next few years.

    (I’m also really proud that amidst this maelstrom parts of the company are doing really well! We’re quietly diversifying outside just phones! Hell even iPad was up. Everyone was saying the mac was fucked not too long ago and we just broke all the records for Mac revenue. The watch is finally a product worth buying and AirPods are basically crack that most folks haven’t been able to duplicate. Services is doing really well financially but it’s hard to find much joy in iTunes doing well because that just feels like more people have to put up with that bullshit. But maybe this finally means someone realizes we should make those products good and it actually happens? I can dream.)
    Jan 4 0
  • Nvidia jammys
    Blackrock spy 🕵️‍♂️
    Jan 3 0
  • Facebook / Eng EntBlind
    The whole market is down, I wouldn’t attribute it to Apple’s prospects
    Jan 3 3
    • PayPal uuberr
      The market is down due to Apple after Tim cook's email
      Jan 3
    • Apple fu manchu
      Eventually someone will have to had sent a letter that that to shareholders. The global market is softening. The trade war is bringing on all kinds of pain. What did we think was the result from this? I
      Jan 3
    • Google sunnyvale8
      Tim cook bs
      Jan 3
  • Employees are actually buying Samsung burner phones to talk about the problems as they can no longer afford apple-made burner phones ....
    Jan 4 0
  • Tim Cook has been "faking it" for over 3 years to artificially pump the stock. Stiffing Qualcomm, using mediocre Intel chips requiring expensive rework, hiking prices EVERYWHERE, destroying repairability of everything, slowing down iPhones to to force upgrades, $500 phone backs and soldered-on ssds! Rats are abandoning the iTunes store for subscriptions (Netflix, Spotify). Tim Cook's pants have been down and he has been caught at this for over 2 years but the sheeple investors are just starting to realize he's doing horrible long-term damage to the brand (Apple = Greedle)! ... People have stopped buying the phones which are the entry to the roach motel ecosystem!
    Jan 4 0
  • Oracle buzzrd
    Telecom/bandwidth/data prices have been declining, and so are the prices of commodity hardware. Apple has been increasing prices roughly $50-100 per year since iPhone. What could go wrong?
    Jan 3 0