Analysts disappoint in lower-than-expected accuracy regarding Apple Q3 profits

Analysts have reported a miss on their guesswork for Apple’s Q3 earnings. “Apple provides guidance every quarter, but we keep ignoring it and getting the final figures wrong,” said an interchangeable analyst. Another interchangeable analyst pointed to problems regarding context: “We hear there are ongoing problems in European economies, which strengthened the US dollar, and the new iPhone’s obviously on the way, but we never bother to factor such things into our figures,” she said. “Instead, we just take Apple’s guidance figures, add a small chunk and cross our fingers. But in again using what we thought was a foolproof method, we nonetheless managed another miss.”

A third interchangeable analyst told us while Apple had sold 26 million iPhones (a 28 per cent year-on-year increase), 17 million iPads (84 per cent), four million Macs (two per cent) and 6.8 million iPods (ten per cent down), he was expecting more, “just because, well, it’s Apple, right? I mean, those guys talk about their magical devices, so why can’t they magic more sales out of thin air, to match our guesswork? I just don’t understand it.”

Asked for comment, Apple CFO Peter Oppenheimer said: “Those guys are fucking idiots. Every damn quarter we give them guidance, and every quarter they get more and more ‘confident’ about how much shit we’ll sell. I can’t believe anyone pays these people. How can they be so wrong so often and still in their damn jobs? It’s amazing they’re not all in government.”

July 25, 2012. Read more in: Apple, Technology

3 Comments

Expert analysis of Apple’s Q3 2012 earnings

Apple made more money than the same time last year, and more than its guidance said it would, but less than some ‘analysts’ pulling figures out of thin air—or using the high-end analytical technology known as ‘guessing’—thought it would. Apple’s hugely profitable quarter has therefore been labelled ‘disappointing’ by pretty much everyone, given that guessing is clearly more important than hard facts.

In other words, the same as every fairly recent Apple earnings call.

July 25, 2012. Read more in: Apple, Technology

Comments Off on Expert analysis of Apple’s Q3 2012 earnings

Dear internet: please stop ‘reviewing’ Microsoft Surface until you’ve actually used one

Via The Loop, Trusted Reviews pits the iPad 3 [sic] against the Microsoft Surface. It comes to lots of conclusions, raving about the Surface’s kickstand and smart cover/keyboard, thinness (0.1 mm thinner than Apple’s now clearly far-too-thick iPad), ports, and specs. There’s just one snag: the person writing the article hasn’t actually used the Microsoft Surface, in the same way that almost every single person raving about the Microsoft Surface hasn’t used one. One of the most telling parts of the Trusted Reviews piece involves comparing the screens of the two devices:

We’re still not sure whether the 10.6in Surface RT will only be offered with a 1,366 x 768 resolution or whether the Full HD res found on the Surface Pro will also be an option

In addition, we’ve no idea about specs, almost no idea about how well the keyboard cover actually works, and absolutely no idea how the device is in extended use.

This might sound like sour grapes. You might well be thinking, “Well, you’re such an Apple fan-boy that you’re bound to slag off Microsoft.” Actually, my increasing hatred for such ‘reviews’ has been exacerbated by my new iPad, but not in the way you might think. Apple’s device absolutely looked the part during the keynote and it is in many ways an impressive device—the screen in particular is excellent. But it gets a bit too warm and it remains a bit too heavy. I still like my iPad a lot and I don’t regret buying it, but it certainly doesn’t live up to the initial coverage online—and that’s something you only realise and can only tell after extended use, not through seeing a couple of pictures online and a keynote video.

And at the end of the Trusted Reviews piece:

It might be too early to call a winner

You think‽

July 9, 2012. Read more in: Apple, Technology

3 Comments

The 7-inch iPad mini rumour won’t die, and most pundits are still getting the fundamentals wrong

Everyone in the tech blogging sphere, from major publications to anyone with a WordPress install (hello!) is still banging on about the 7-inch iPad, but there remain fundamental problems with the reporting.

A 7.85-inch iPad would work with Apple’s Human Interface Guidelines, so devs wouldn’t have to do anything.

This has most recently been trotted out by Joel Bernstein and others but isn’t a new argument. I called bullshit on it back in March, and no-one has changed my mind since. While a device of that size might technically enable well-authored apps to work within a ‘comfortable’ range for touch interaction, most devs design for the current form factor and how that feels, not for specific numbers. Games and apps are designed for hitting targets on a ten-inch device. A quick ’n’ dirty comparison here between an iPad and a smaller version (admittedly, in this case, 7 inches, not 7.85) shows how Apple’s own GarageBand would be affected if not reworked for the smaller form factor. At best, the app would be fiddlier, harder and less fun to use. Couple that with a display that’s reportedly not going to be ‘Retina’ (Daring Fireball said it could use the same display ‘sheets’ as the iPhone 3GS), and you have a device that’s by default worse to use than the larger iPad, requires additional development time for devs, and worse to look at.

Sounds much like the competition, not the iPad.

A 7-inch iPad would be just like the iPod mini.

No it bloody wouldn’t. The iPod mini arrived into a market that only had the original iPod for company from an Apple standpoint. Right now, there are already two existing ‘mini’ iOS products: the iPod touch and the iPhone. A better analogy here would be that a 7-inch iPad would be like some kind of halfway house between the iPod and the iPod mini, an iPod sort-of-in-the-middle, if you will. (And, yes, I get that some—although far from all—people are referring to the iPod mini as an example of Apple expanding the market sectors it aims at, but one can easily argue that retaining the iPad 2 did that, in enabling a lower-priced iPad to be sold.)

Apple has to respond to the growing threat of other 7-inch tablets.

Anyone writing something like this, please either do a tiny bit of research on what makes Apple tick, or do us all a favour and just stop writing articles about tech. Thanks.

Note that I don’t doubt Apple could make a 7-inch iPad. In fact, I’d be amazed if prototypes of that size didn’t exist from day-one in Cupertino (along with a range of sizes beyond the original iPad’s form factor). But if Apple releases one into the wild, it’ll have a lot of questions to answer surrounding usability and quality, and I’d hope there would be something in the device that makes it more than a me-too product beyond it being an iPad.

The one thing that makes me cautious on dismissing the 7-inch iPad rumour entirely (if not much of the writing about the device) is that iPod touch sales are in the toilet and that line continues to decline. Perhaps an iPad mini could be a replacement of sorts—a new, more powerful small(ish) iOS device. Apple’s happily killed products before, to ensure it didn’t stagnate (including the original and popular iPod mini, which was unceremoniously dumped in favour of the iPod nano), but the company has also regularly evolved existing products. So while we could see a new iPad, there’s the possibility the iPod touch will grow a bit, in terms of screen size and/or feature set, and perhaps be rebranded; although the first of those things would still require dev work for fully optimised apps, it could with a Retina display still look really good (if not as pin-sharp as the iPhone and existing iPod touch), although there remains the issue that ‘phablet’-sized devices hardly set the world alight when they came from other vendors.

July 6, 2012. Read more in: Apple, Technology

8 Comments

BBC and Guardian respond regarding editing the Paul Chambers Twitter joke trial tweet

I yesterday reported on the BBC mis-quoting the Paul Chambers ‘Twitter joke trial’ tweet. The organisation edited the tweet, drastically changing its context, and turning a gooky if perhaps ill-considered social media message into one that resembled whatever it is the CPS presumably thinks Chambers meant.

The BBC’s version:

Robin Hood Airport is closed. You’ve got a week and a bit… otherwise I’m blowing the airport sky high!

The original:

Crap! Robin Hood airport is closed. You’ve got a week and a bit to get your shit together otherwise I’m blowing the airport sky high!!

The changes in bold:

Crap! Robin Hood airport is closed. You’ve got a week and a bit to get your shit together otherwise I’m blowing the airport sky high!!

As far as I can tell, the BBC article was subsequently edited at least twice, and, oddly, the tweet is still incorrect, omitting ‘and a bit’. Not good. The Guardian also messed up in a similar fashion in its latest article on the case. Along with writing my blog post, I mentioned the Guardian error on Twitter, copying in the Guardian account and that of its writer, and I filed a complaint with the BBC. The replies I got were interesting.

First, the Guardian. Writer Martin Wainwright (@mswainwright) took the time to write to many people who contacted him, apologised and said he’d simply gotten too busy. He then, amusingly, retweeted the entire tweet before the edited article went live. (Let’s hope the CPS wasn’t watching, eh?) He also sent me the following message:

Thanks ever so. I’ve had a curious day today: student bins, transit of venus, weather (twice), Ibsen’s Doll’s House, the Tweet, sheep racing in Barnsley and the poor Heathcliff actor. This is an explanation, not an excuse I hasten to add, tho’ one intrsesting thing is that the Northerner (my main love these days) gets you very used to corrections and comments in the thread and maybe I’ve eased off a bit knowing how many pleasant people there are who put me right kindly. Or it’s just age (62).  Anyway, sorry this isn’t a proper Tweet at all but thanks v much & to others who may come across this.

In short, then: writer in a hurry; makes an error; gets corrected; makes corrections; apologises. Note that the article’s headline was also amended, as was some of the copy, to make the former less accusatory and the latter more accurate. All good.

So, the BBC. My complaint stated that the edit was not in anyone’s interests, introduces bias, and changes the tweet’s meaning and context. I suggested that either the article should have stated the tweet was edited, included it in full, or included ‘censored’ profanity (i.e. Cr*p!), and noted that in the text. Here’s the reply I received from Laura Ellis, Head of New Media, BBC English Regions:

Initially we omitted the sections of Mr Chambers’ tweet that we thought may cause offence because they contain swear words.

I do not believe this fundamentally alters the sense of the tweet that he posted, however, we have since reconsidered and in the interest of absolute clarity we have included the full tweet.

Some quick points. First, if an entire case hinges on the meaning infused within 140 characters of text, it does everyone a disservice to change those 140 characters in any way, regardless of the ‘offence’ they could cause. Frankly, one might argue images of broken, battered, bloodied bodies in warzones might cause offence, but the BBC has shown plenty of those in the past, because it’s in the interests of the story. So mild profanity is no excuse, especially when it changes the context of the tweet. (Clearly, Laura disagreed, and also ignored my point about how the BBC could have gotten around the problem via cunning use of asterisks.)

This entire event also throws into light questions surrounding integrity and reporting in general. Journalists are too busy these days, which can lead to errors. And in some cases corrections will be made, despite, apparently, some organisations not initially thinking such things necessary. Even in the best-case scenario for corrections—i.e. what happened with the Guardian—there’s still the likelihood that information has been picked up by other sources and spread around the web. I’m not sure what the solution is, but I sure hope the industry finds one soon.

(Should you wish to donate to the trial fund for Paul Chambers, you can do so here.)

May 29, 2012. Read more in: News, Technology

2 Comments

« older postsnewer posts »