Apple Ka Toofani Quarter!
So, Apple Inc. ne apne second quarter of 2026 mein revenue mein 17% ka zabardast jump dikhaya hai, total $111.2 billion tak pahunch gaya hai. Is success ka credit mainly India ko jaata hai, jahan company ne har product mein double-digit growth record kiya hai. CEO Tim Cook toh India ko ek "huge opportunity" bata rahe hain aur unka kehna hai ki India mein unka retail presence badh raha hai. Lekin, yeh growth aise hi nahi mil rahi, bhai. Aage chal kar kaafi competition aur ek bade leadership change ka bhi saamna karna padega.
iPhone Aur Services Ka Dhamaka!
Investors ka confidence bhi full hai, stock $270.17-$271.35 ke aas paas chal raha hai. Sabse badi baat, iPhone 17 ki demand ne kamaal kar diya, jisse iPhone revenue 22% badh kar $57 billion ho gaya. India ne yahan bhi record revenue mein bada yogdaan diya hai. iPhones, Macs, iPads sab mein double-digit growth dikhi. Aur haan, Services revenue bhi record par pahunch gaya, 16% upar.
India Market Mein Apple Ka 'Game Plan'?
Apple ab India mein apne stores bhi khol raha hai, abhi sixth store Mumbai ke Borivali mein launch kiya hai. Smartphone aur PC market India mein bahut bada hai, par Apple ka share abhi bhi kam hai, lagbhag 7-10% smartphones mein. Samsung aur Vivo jaise brands aage hain, Samsung 16% aur Vivo 20% market share rakhte hain. PC market mein bhi Mac shipments 62.3% badhi hai Q4 2024 mein, par share sirf 7% hai, HP aur Lenovo se kaafi peeche. Isi liye Rs 69,900 mein naya MacBook Neo launch kiya hai, students aur pehli baar khareedne walon ko target karne ke liye, kyuki yahan price bahut matter karta hai.
Competition Aur CEO Change Ki Chinta
India mein growth achhi hai, par market share kam hone se competition bahut zyada hai. Price-sensitive market mein Android phones ke saamne compete karna mushkil hai. Aur September 1, 2026 ko CEO Tim Cook ki jagah John Ternus aa rahe hain, jisse thoda strategic uncertainty hai. Ternus ko India jaise emerging markets mein Apple ki position maintain karni hogi, khas kar jab inflation logon ki khareedari ko affect kar raha hai. Samsung toh kabhi kabhi premium smartphone market mein aage bhi nikal jaata hai, matlab premium segment mein bhi dominance pakka nahi hai.
