Dan Gallagher
speaker
617 appearances
15 recordings
1 series
first heard Sep 2017
last heard Nov 2019
Dan Gallagher’s voice in public audio — every appearance, attributed to the second.
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Appearances
So I think they're going to hit their limits as far as how much more growth they can get on the revenue side from higher prices.
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Samsung, I think we're already hitting that.
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And again, I think this is going to be a problem kind of in the at least for the foreseeable future in less than until there's something really new that comes with the phones that really improves the use case in some way.
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That's certainly an issue, maybe not so much in the U.S., because Huawei's been picking up share globally quite well, and they can't really sell in the U.S.
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right now because of all the national security issues.
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But globally, they've taken share.
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In fact, Huawei leaped ahead of Apple, at least for the second quarter, was the second largest smartphone seller in the world.
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And so I think in markets like China and some of the other markets, Huawei is doing well with, and they put out a device called the P20, which was a high-end device.
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It's a very nice phone, and it doesn't cost as much as its kind of competing devices from Samsung and Apple.
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So, yes, I think that's an issue globally for these companies, and they're a little shielded from that in the U.S.
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right now, mostly because of politics.
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Honestly, I think as the smartphone market ages, I think we see more consumers like your first scenario where they're realizing that the extra money for the latest and greatest isn't necessarily a big performance leap over something that might be a year old and a lot cheaper.
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Anecdotally, I could tell you a lot of people I know, you know, in the last iPhone cycle found that they liked the iPhone seven or the iPhone eight because they were less money than the 10 still brought a lot of improvements.
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and just didn't feel like the extra price for the 10 based on what that phone brought was worth it for them.
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Your Money Briefing.
Money and market stories from The Wall Street Journal.
Well, I guess it depends on how you define a scar.
If you look at the chart, there's a pretty nice big divot in it when the scandal hit.
But what sparked me to thinking about this was looking at it
And the shares are not only really fully recovered, they've actually added 5% to the level that they were at before this was reported.
Showing 281–300 of 617 · page 15 of 31
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