I anticipate the in the next quarter report which should include the iphone 12 sales, we should see a continued trend of lower sales. Primarily because it seems they had a lot of constraint in manufacturing and distribution with these models. There has been super strong demand early on with all the carrier incentives but once people saw the distribution delays that went out almost a month, I think that demand quickly died down as people wait for faster arrival times and more option diversity (iphone 12 mini models come to market).
This is all speculation and I am using my own experience here to determine this but I don’t think the coming results are going to be as aggressive within the next quarter or so as distribution for the phones continue to be limited with rising cases and manufacturing capacity also potentially being limited
I bought a nest secure system for my parents home since the system was more advanced then ADT and we already had the nest thermostat. I didn’t think Google would stop their support for the system since it was a hardware product and believed they were aiming for a HomeKit ecosystem.
Hindsight, I was very wrong and I am now extremely disappointed. There is an obvious amount of opportunity here but I guess with all the monopoly talk, this doesn’t fit their product value and growth strategy.
You can’t count on google for expensive consumer products that do not fit within their core search product or have some affiliation to keeping you retained to their core search product.
This is all speculation and I am using my own experience here to determine this but I don’t think the coming results are going to be as aggressive within the next quarter or so as distribution for the phones continue to be limited with rising cases and manufacturing capacity also potentially being limited