Fritz Lanman

Senior Director, Microsoft

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Facebook Logo
FB $19.71
  • made a price estimate 3/7/13
  • tags: FB
  •  Facebook's Average Monthly Unique Visitors
     Facebook's Gross Margin
     Worldwide Social Commerce Revenues
     Facebook's Revenue per Page View (RPM)
      [ less... ]
     Facebook's Average Monthly Unique Visitors
     Facebook's Gross Margin
     Worldwide Social Commerce Revenues
     Facebook's Revenue per Page View (RPM)
     
    Apple Logo
    AAPL $79.34
  • made a price estimate 3/5/13
  • tags: AAPL
  •  iPhone Gross Profit Margin
     Mac Notebooks Market Share
     iPhone Pricing
      [ less... ]
     iPhone Gross Profit Margin
     Mac Notebooks Market Share
     iPhone Pricing
     
    Apple Logo
  • commented 3/5/13
  • tags: AAPL
  • Comment on iPhone Gross Profit Margin

    Apple could really get slammed on Gross Margins given carrier negotiating leverage increasing against them. iPod, which dominates the MP3 market, was never above 30%. Apple will always have higher GMs than a typical CE company (i.e., 15-20%) b/c of brand premium, but not THAT much higher. [ less... ]
    Comment on iPhone Gross Profit Margin Apple could really get slammed on Gross Margins given carrier negotiating leverage increasing against them. iPod, which dominates the MP3 market, was never above 30%. Apple will always have higher GMs than a typical CE company (i.e., 15-20%) b/c of brand premium, but not THAT much higher.
    Apple Logo
  • commented 3/5/13
  • tags: AAPL
  • Comment on iPhone Pricing

    Android commoditization will be faster than anticipated as A) Android is closing the quality gap with iOS and B) the operators are gaining leverage over Apple and hence hurting Apple's pricing power. The innovation cycle in mobile is slowing so Apple's 'innovation advantage' is reduced, especially without Jobs to push the envelope. Therefore, Apple will either lower price in order to maintain share or they'll hold price and lose share. I'm betting on the former - especially as BOM comes down so they can afford to reduce price. [ less... ]
    Comment on iPhone Pricing Android commoditization will be faster than anticipated as A) Android is closing the quality gap with iOS and B) the operators are gaining leverage over Apple and hence hurting Apple's pricing power. The innovation cycle in mobile is slowing so Apple's 'innovation advantage' is reduced, especially without Jobs to push the envelope. Therefore, Apple will either lower price in order to maintain share or they'll hold price and lose share. I'm betting on the former - especially as BOM comes down so they can afford to reduce price.

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