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Pay Attention to ASP

Published on Nov 25, 2015

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1.

Pay Attention to ASP

Rags Srinivasan
Photo by Xevi V
2.

 Q2'14 iPAD NUMBERS

3.

 Q1'14 iPAD NUMBERS

4.

PAY ATTENTION TO ASPs

5.

ASP INCREASED 5.7%

LOOKS LIKE SMALL POTATOES?
Photo by SalFalko
6.

HAD IT STAYED THE SAME

APPLES PROFIT WOULD HAVE BEEN $409M LOWER
Photo by anieto2k
7.

LET ME REPEAT

ASP INCREASE GOT HALF A BILLION PROFIT
8.

WHAT IS HAPPENING?

WHY DID ASP INCREASE WHILE UNITS FELL?
Photo by Leo Reynolds
9.

LET US LOOK AT DEMAND CURVE

IS THERE JUST ONE DEMAND CURVE?
10.

THERE ARE ATLEAST TWO

11.

Those who prefer cheaper models moved to other tablets

Those who prefer premium aren't enough to make up units

12.

APPLE KEPT PROFITABLE CUSTOMERS

OTHERS GOT THE LESS PROFITABLE ONES
Photo by Thomas Leuthard
13.

WOULD YOU HAVE IT ANY OTHER WAY?

ENGRAVE YOUR ANSWER ON iPAD AND SEND TO ME

Rags Srinivasan

http://iterativepath.wordpress.com