With Apple's stock value going down to its lowest level in years (half of its highest value) , the question comes to mind whether the value of customer experience is going down. Considering that Apple is the epitome of great customer experiences, do the falling stock price means that investors no longer value great customer experience. Or is the competition coping up with the Apple fever. One of the obvious reason we see is that Samsung is catching up with good features on its phone and great experience in using them, however they are not yet on par wit the apple retail store.
Not even the news of Apple getting an upper hand on its patent battle with Motorola was able to change investors minds or confidence on Apple.
One of the issues investor see in Apple is its hoard of cash for some reason in America this is not a good thing even if you have 156B US$ in the bank. In Asia, having a lot cash is a gold mine. This of course have to do with culture, the American culture is built on spending while the Asian culture is built on savings. Or perhaps a ploy by some investors to drive down Apple's value, buy a lot of shares from panic sellers then obtain more dividends. The question is will Apple vow to the pressure of giving away most of its cash at hand? Apple of course being an American company with mostly American investors went for the easy solution. Give everyone more money.
In my on little world, for companies like Apple perhaps the fix is not about the money… OK Steve Jobs is gone, but there are still a lot of great people. The main culprit here is the absence of new and exciting products that can create more sales or open more market segments. Hopefully Apple will not end up as BlackBerry which lost its edge in innovation after it become the defacto Smartphone of full phone key-board generation. For a moment here the future might not be in Apple but in cars when your entire car becomes your phone or the other way around your phone becomes your car. How smart is that?
Back to Customer Experience. I think great Customer Experience is still on a roll, ultimately it is the customer who can make the difference between a company doing well or not. If customers keep buying Apple products although Apple shares keep going down (not logical) at the end of the day Apple will still have revenues that dwarf everyone (42B$ in 2012) and is very profitable. Perhaps what Apple need is another Steve Jobs.
One of the dark cloud here is HP rated to have a very good customer experience but not able to capitalize on it in terms of success comparable to Apple. The HP financial development is something we should watch and how will they improve financially after they managed to fix their customer experience woes of the past.
Not even the news of Apple getting an upper hand on its patent battle with Motorola was able to change investors minds or confidence on Apple.
One of the issues investor see in Apple is its hoard of cash for some reason in America this is not a good thing even if you have 156B US$ in the bank. In Asia, having a lot cash is a gold mine. This of course have to do with culture, the American culture is built on spending while the Asian culture is built on savings. Or perhaps a ploy by some investors to drive down Apple's value, buy a lot of shares from panic sellers then obtain more dividends. The question is will Apple vow to the pressure of giving away most of its cash at hand? Apple of course being an American company with mostly American investors went for the easy solution. Give everyone more money.
In my on little world, for companies like Apple perhaps the fix is not about the money… OK Steve Jobs is gone, but there are still a lot of great people. The main culprit here is the absence of new and exciting products that can create more sales or open more market segments. Hopefully Apple will not end up as BlackBerry which lost its edge in innovation after it become the defacto Smartphone of full phone key-board generation. For a moment here the future might not be in Apple but in cars when your entire car becomes your phone or the other way around your phone becomes your car. How smart is that?
Back to Customer Experience. I think great Customer Experience is still on a roll, ultimately it is the customer who can make the difference between a company doing well or not. If customers keep buying Apple products although Apple shares keep going down (not logical) at the end of the day Apple will still have revenues that dwarf everyone (42B$ in 2012) and is very profitable. Perhaps what Apple need is another Steve Jobs.
One of the dark cloud here is HP rated to have a very good customer experience but not able to capitalize on it in terms of success comparable to Apple. The HP financial development is something we should watch and how will they improve financially after they managed to fix their customer experience woes of the past.
No comments:
Post a Comment