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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WSJ Your Money Briefing · Microsoft Proves Big Tech Can Weather the Storms · 30 Nov 2018 podcast

My pleasure.

WSJ Your Money Briefing · New iPhones: Wall Street Is Focused on the Price · 11 Sep 2018 podcast

It is, and it makes it kind of an interesting event because consumers, of course, want the lowest price you can get.

But if Apple priced it too low, they'd probably get a bad reaction from investors because we're in a period where iPhone sales, unit sales aren't really changing much because overall smartphone sales aren't really growing either.

The way Apple is getting growth is they are putting more –

higher-priced devices into the mix, and therefore raising the revenues they're getting from the iPhone business.

So in this last season, they did that with the iPhone X, the way some people see it.

That's an expensive phone that kind of raised that price.

They need to keep that price up, and this is next cycle.

Yeah.

And I think, you know, if the plans that we're seeing, you know, based on, you know, our reporting and some other news outlets, it looks like there'll be more devices that are at that price level or above.

You know, one of them, they're going to put out essentially a larger version of the iPhone, you know, X, you know, with an OLED screen and even bigger size.

And I don't know what price that's going to be, but certainly going to be more than a thousand.

So,

You know, they have to keep these premium ones, you know, up there and hopefully get some demand on them.

But they also need, you know, consumers are going to buy a lot of, you know, they have a mix of phones, you know, across various price points.

So obviously not all iPhone buyers are going to go with that.

But what Apple does need is enough of them to go with it that the price and revenues keep coming up for them.

Yeah, and honestly, it's not just Apple either.

I think, you know, think of it this way.

We're more than 10 years now into what this modern smartphone market is.

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