{"id":14765,"date":"2017-04-02T13:22:21","date_gmt":"2017-04-02T12:22:21","guid":{"rendered":"http:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/?p=14765"},"modified":"2017-04-02T23:31:35","modified_gmt":"2017-04-02T22:31:35","slug":"apple-qui-rit-wacom-qui-pleure","status":"publish","type":"post","link":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/apple-qui-rit-wacom-qui-pleure\/","title":{"rendered":"Apple qui rit, Wacom qui pleure"},"content":{"rendered":"

\"lepetitprince_initiative5\"<\/p>\n

On commence par Apple, qui, apr\u00e8s 1 an de baisse, renoue avec le succ\u00e8s, mais toujours bas\u00e9 sur l’iPhone. On a droit \u00e0 des\u00a0r\u00e9sultats \u00e0 la HTC, c’est \u00e0 dire tous les 2 ans , quand les gens changent leur mobile apr\u00e8s la fin de l’abonnement de 24 mois (aux US), on a une explosion des ventes d’iPhone. Donc on aura + 25 et -25% en alternance chaque ann\u00e9e. Tim Cook a assur\u00e9 l’apr\u00e8s-vente en faisant des concessions un peu partout. En Inde, en Chine. Il a bien cir\u00e9 les pompes. Si le service Apple Music s’en tire bien (comme quoi Apple et Zik fonctionne toujours), les recettes de l’Apple Watch sont toujours dans le flou. Le plus dr\u00f4le concerne les \u00e9lections am\u00e9ricaines. Apr\u00e8s avoir soutenu Hillary, le lendemain de la victoire de\u00a0Trumpy, Captain Cook\u00a0s’\u00e9tait couch\u00e9 en allant le voir. Finalement depuis l’\u00e9lection de Trumpy, l’action AAPL et le Nasdaq ne font\u00a0que monter. On d\u00e9passe pour la 1er fois, depuis la scission, les 140$ pour l’action d’Apple. Merci qui? Trumpy le fait participer \u00e0 une commision HT\u00a0et troque son Samsung 3 pour un iPhone tout frais. Merci qui ?<\/p>\n

\"Capture<\/p>\n

Consid\u00e9r\u00e9 comme un gestionnaire des ann\u00e9es 90 ( lien<\/a>), Tim Cook a un nouveau combat, \u00e0 part\u00a0visiter\u00a0Marseille sans se faire voler son iPhone, c’est de combattre les Fake News. On ne rigole pas. On lui propose d\u00e9j\u00e0 de retirer le mot \u00ab\u00a0Pro\u00a0\u00bb \u00e0 plusieurs\u00a0productions d’Apple comme l’iPad Pro ou le MacBook Pro, qui ne sont pas des produits pro, \u00e7a serai d\u00e9j\u00e0 un d\u00e9but. On\u00a0attend que tous le\u00a0bureaux de surveillance du futur mur entre les USA et le Mexique soient \u00e9quip\u00e9s d’iMac et le personnel d’iPhones, on va voir comment Tim va r\u00e9agir. Fake News certainement.
\nLe point positif dans les r\u00e9sultats financiers est une l\u00e9g\u00e8re augmentation des ventes de Mac. On \u00a0attend\u00a0avec impatience un nouveau Mac\u00a0mini ou un nouveau segment entre le Mac Pro (le cendrier qui a disparu de la circulation) et le Mac mini. Quant aux iPads, c’est dommage que les ventes s’effondrent, notamment pour un produit qui \u00e9tait cens\u00e9 killer les PCs. Et si la lutte \u00e0 mort contre les PCs \u00e9tait suicidaire?\u00a0L’ordi de bureau \u00e9tant \u00e0 l’origine de tous ces appareils HT, l’\u00e9liminer serait en fait d\u00e9truire la s\u00e8ve de tout ce qui nous entoure. D’un autre c\u00f4t\u00e9, Apple est tr\u00e8s tr\u00e8s en retard, sur tout ce qui est d’actualit\u00e9 : VR, 3D print, Digital Ink,… En conclusion, l’Apple Car aura \u00e9t\u00e9 une activit\u00e9 cannibale pour Apple. Il y int\u00e9r\u00eat d’avoir un retour sur investissement. Fort possible que des r\u00e9sultats de R&D sur la tuture \u00e0 la pomme nous pondent un nouveau produit loin du sujet initial.<\/p>\n

Passons \u00e0 Wacom. C’est catastrophique et\u00a0c’est pas moi qui le dit. On a droit \u00e0 du \u00ab\u00a0extarordinary losses<\/a>\u00ab\u00a0. Pourtant apr\u00e8s l’\u00e9lection de \u00a0Trumpy et son investiture, l’action \u00e9tait pass\u00e9e de 300 \u00e0 500 JPY. Comme quoi, du blond platine aux manettes, \u00e7a booste. L\u00e0, apr\u00e8s l’annonce du dernier CA \u00e0 la fin de l’ann\u00e9e fiscale, \u00e7a a refroidi tout le monde.<\/p>\n

\"Capture<\/p>\n

C’est simple. Les r\u00e9sultats, c’est du 3 chiffres avec un \u00ab\u00a0–\u00a0\u00bb devant.<\/p>\n

\"Capture<\/p>\n

On s’\u00e9tait marr\u00e9 \u00e0 plusieurs fois dans ce blog de leur plan lanc\u00e9 en 2015, o\u00f9 \u00e7a misait sur du + 15% en s’appuyant sur les march\u00e9s chinois et… Am\u00e9ricains. La Chine, \u00e7a stagne et on\u00a0sait que l’\u00e9tat \u00e9conomique du pay de l’oncle Sam est catastrophique. M\u00eame les blancs vivent moins, c’est dire. R\u00e9sultat : l\u00e0 o\u00f9 Wacom chute le plus, c’est aux USA.<\/p>\n

\"Capture<\/p>\n

Wacom prend des nouvelles mesures strat\u00e9giques<\/a>. Conclusion : baisses des salaires des big boss (comme Tim qui avait baiss\u00e9 sa r\u00e9mun\u00e9ration de 11%). L\u00e0, on est \u00e0 du 20% et 10%. Le bib big boss Yamada laissera sa place en mars 2018 (annonc\u00e9 dans un post pr\u00e9c\u00e9dent). Des licenciements… Mais aussi \u00ab\u00a0To ensure swift and flexible response to market needs and accelerate growth, Wacom reorganized to a system of several separate global business units, restructuring marketing, sales, and other operational activities by region.<\/em>\u00a0\u00bb En gros, cela revient \u00e0 ce qu’\u00e9tait Wacom avant\u00a02005. C’est \u00e0 ce moment\u00a0qu’on avait eu le nouveau logo avec la fusion de tous entit\u00e9s r\u00e9gionales qui \u00e9taient ind\u00e9pendantes. lol Est ce que cela va marcher, vu que c’est ce qui se faisait au XXi\u00e8me si\u00e8cle ?… Tim g\u00e8re bien bien Apple comme un mec des ann\u00e9es 90. Le logo mal aim\u00e9, va t’il changer aussi? On fait un pari…<\/p>\n

Le seul truc positif, qui n’en ai pas un, c’est que Wacom vend sa techno et l\u00e0, \u00e7a chiffre. Wacom = Sega?<\/p>\n

\"Capture<\/p>\n

\u00c9galement, la seule gamme, qui perd pas trop en vente, ce sont les Cintiq<\/a>. On attend donc avec impatience le futur Cintiq HD de 22 pouces, voire plus.
\nPour finir, le plan strat\u00e9gique de Wacom :<\/p>\n

\"Capture<\/p>\n

On termine par Adobe, qui tranquillou, qui r\u00e9ussit tout ce qu’il entreprend, du passage \u00e0 l’abonnement et \u00e0 l’insertion de l’IA dans le Marketing Cloud. C’est clair qu’en invitant Georges Clooney, \u00e7a fait fort. S\u00fbrement et doucement, Adobe fait un sans faute.<\/p>\n

\"Capture<\/p>\n

On va caser du Autodesk pour r\u00e9ellement finir. Autodesk, apr\u00e8s son passage \u00e0 l’abonnement, qui a sucr\u00e9 10% des effectifs l’ann\u00e9e derni\u00e8re et a vu une baisse de son CA, l\u00e0 c’est un peu l’inconnu pour ce d\u00e9but 2017. Tellement inconnu, qu’en faisant une recherche rapide, j’ai rien\u00a0trouv\u00e9. lol Il est clair que l’abonnement \u00e0 200\u20ac par mois pour un soft, \u00e7a doit\u00a0pas trop passer. Mais bon, c’est ce qui s’\u00e9tait pass\u00e9 avec Adobe lors de la 1er ann\u00e9e, puis un ajustement des prix avait fait fondre la glace. Wait and see.<\/p>\n

\"Capture<\/p>\n","protected":false},"excerpt":{"rendered":"

On commence par Apple, qui, apr\u00e8s 1 an de baisse, renoue avec le succ\u00e8s, mais toujours bas\u00e9 sur l’iPhone. On<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","footnotes":""},"categories":[284,370],"tags":[],"class_list":["post-14765","post","type-post","status-publish","format-standard","hentry","category-aapl-2","category-action-wacom"],"yoast_head":"\nApple qui rit, Wacom qui pleure - WacometmaPomme<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/apple-qui-rit-wacom-qui-pleure\/\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"le petit Prince\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.vincenwoo.com\\\/vincenwoo\\\/site_wacom_et_mapomme\\\/apple-qui-rit-wacom-qui-pleure\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.vincenwoo.com\\\/vincenwoo\\\/site_wacom_et_mapomme\\\/apple-qui-rit-wacom-qui-pleure\\\/\"},\"author\":{\"name\":\"le petit Prince\",\"@id\":\"https:\\\/\\\/www.vincenwoo.com\\\/vincenwoo\\\/site_wacom_et_mapomme\\\/#\\\/schema\\\/person\\\/c73e613dafd74d69555f3fdb9ee73d3c\"},\"headline\":\"Apple qui rit, Wacom qui pleure\",\"datePublished\":\"2017-04-02T12:22:21+00:00\",\"dateModified\":\"2017-04-02T22:31:35+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.vincenwoo.com\\\/vincenwoo\\\/site_wacom_et_mapomme\\\/apple-qui-rit-wacom-qui-pleure\\\/\"},\"wordCount\":1015,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.vincenwoo.com\\\/vincenwoo\\\/site_wacom_et_mapomme\\\/#\\\/schema\\\/person\\\/5b214d0040686a387985b9f290a2ce25\"},\"image\":{\"@id\":\"https:\\\/\\\/www.vincenwoo.com\\\/vincenwoo\\\/site_wacom_et_mapomme\\\/apple-qui-rit-wacom-qui-pleure\\\/#primaryimage\"},\"thumbnailUrl\":\"http:\\\/\\\/www.vincenwoo.com\\\/vincenwoo\\\/site_wacom_et_mapomme\\\/wp-content\\\/uploads\\\/2013\\\/09\\\/lepetitprince_initiative5.png\",\"articleSection\":[\"AAPL\",\"Action Wacom\"],\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.vincenwoo.com\\\/vincenwoo\\\/site_wacom_et_mapomme\\\/apple-qui-rit-wacom-qui-pleure\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.vincenwoo.com\\\/vincenwoo\\\/site_wacom_et_mapomme\\\/apple-qui-rit-wacom-qui-pleure\\\/\",\"url\":\"https:\\\/\\\/www.vincenwoo.com\\\/vincenwoo\\\/site_wacom_et_mapomme\\\/apple-qui-rit-wacom-qui-pleure\\\/\",\"name\":\"Apple qui rit, Wacom qui pleure - 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