Poucos o leêm por cá, a menos que exista um directo interesse na matéria -vulgo, investidor- ou, por uma ou outra razão -profissional, porventura- precisem estar informados: são os relatórios trimestrais de actividade da Apple, documentos públicos como só o podem ser. O último disponível é o 10-Q
São sessenta páginas e, como em tudo, umas mais interessantes que outras, até porque às vezes, aparece aquele pergunta difícil: 'quantos utilizadores Mac existem no mundo?' se bem que este documento por si só, não responde a isso directamente, mas o conjunto deles -ao longo dos anos- responderá e é uma questão de contas, não necessariamente fáceis, mas exequíveis.
Achei interessante -já nos 'considerando'- a seguinte passagem:
[...]"The Company’s future operating performance depends on the performance of distributors, carriers and other resellers. The Company distributes its products through wholesalers, resellers, national and regional retailers, value-added resellers, and cataloguers, many of whom distribute products from competing manufacturers. The Company also sells many of its products and resells third-party products in most of its major markets directly to customers, certain education customers, cellular network carriers’ distribution channels and certain resellers through its online and retail stores. Many resellers operate on narrow operating margins and have been negatively affected in the past by weak economic conditions. Some resellers have perceived the expansion of the Company’s direct sales as conflicting with their business interests as distributors and resellers of the Company’s products. Such a perception could discourage resellers from investing resources in the distribution and sale of the Company’s products or lead them to limit or cease distribution of those products. The Company’s financial condition and operating results could be materially adversely affected if the financial condition of these resellers weakens, if resellers stopped distributing the Company’s products, or if uncertainty regarding demand for the Company’s products caused resellers to reduce their ordering and marketing of the Company’s products. The Company has invested and will continue to invest in programs to enhance reseller sales, including staffing selected resellers’ stores with Company employees and contractors and improving product placement displays".[...]
será do senso comum, penso, que hostilizar os parceiros nunca seria medida certa. Mas há quem assim não entenda.
Créditos: imagem apple.com
São sessenta páginas e, como em tudo, umas mais interessantes que outras, até porque às vezes, aparece aquele pergunta difícil: 'quantos utilizadores Mac existem no mundo?' se bem que este documento por si só, não responde a isso directamente, mas o conjunto deles -ao longo dos anos- responderá e é uma questão de contas, não necessariamente fáceis, mas exequíveis.
Achei interessante -já nos 'considerando'- a seguinte passagem:
[...]"The Company’s future operating performance depends on the performance of distributors, carriers and other resellers. The Company distributes its products through wholesalers, resellers, national and regional retailers, value-added resellers, and cataloguers, many of whom distribute products from competing manufacturers. The Company also sells many of its products and resells third-party products in most of its major markets directly to customers, certain education customers, cellular network carriers’ distribution channels and certain resellers through its online and retail stores. Many resellers operate on narrow operating margins and have been negatively affected in the past by weak economic conditions. Some resellers have perceived the expansion of the Company’s direct sales as conflicting with their business interests as distributors and resellers of the Company’s products. Such a perception could discourage resellers from investing resources in the distribution and sale of the Company’s products or lead them to limit or cease distribution of those products. The Company’s financial condition and operating results could be materially adversely affected if the financial condition of these resellers weakens, if resellers stopped distributing the Company’s products, or if uncertainty regarding demand for the Company’s products caused resellers to reduce their ordering and marketing of the Company’s products. The Company has invested and will continue to invest in programs to enhance reseller sales, including staffing selected resellers’ stores with Company employees and contractors and improving product placement displays".[...]
será do senso comum, penso, que hostilizar os parceiros nunca seria medida certa. Mas há quem assim não entenda.
Créditos: imagem apple.com
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