2/ The following screenshoot is from the linked article. Not surprisingly, nearly every financial metric found in this screenshot is wrong. The assumptions about AirPods sales mix are wrong too. Notice all those blue links.pic.twitter.com/1DCCWqTokK
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2/ The following screenshoot is from the linked article. Not surprisingly, nearly every financial metric found in this screenshot is wrong. The assumptions about AirPods sales mix are wrong too. Notice all those blue links.pic.twitter.com/1DCCWqTokK
3 / The blue links lead to: - A Forbes article based on bad Ming-Chi Kuo #'s. - An AppleInsider article based on bad Counterpoint Research #'s. - A Bloomberg article with a highly questionable / hedged assertion. And... - Two undisclosed Amazon affiliate links (SURPRISE!)
4 / What is the lesson here? Misinformation is rampant. Be careful what you link to / retweet on Twitter. (By the way, the article in question put AirPods revenue at $12 billion in 2019. The actual number will end up being more like half that - closer to $7.5 billion.)
P.S. For those of you interested in AirPods financials, I recommend this @AboveAvalon article from November.
"AirPods Are Becoming A Platform"
(My AirPods financial estimates are derived from Apple management commentary.)
https://www.aboveavalon.com/notes/2019/11/19/airpods-are-becoming-a-platform …pic.twitter.com/tcoae861lG
Chart is misleading Uber is a taxi company and Tesla is a car company ... you could declare as well any company which is using technology as a tech company ... ignoring market segments
I think the virality of that tweet is a microcosm of SV's willingness to be misled about numbers, in general.
Sadly, willingness to be misled by numbers isn't isolated to SV.
Ok, so the “AirPods” orange bar should be half as high. Still bigger than Spotify, Twitter etc etc
But not bigger than they are when combined.
An this is the problem with so many these days - they dont use their brain to engage in basic critical analysis.
Twitter jest przeciążony lub wystąpił chwilowy problem. Spróbuj ponownie lub sprawdź status Twittera, aby uzyskać więcej informacji.