HomePod heavyweights: Dilger vs Gurman

AppleInsider’s Daniel Eran Dilger calls BS on Bloomberg’s Mark Gurman.

These two journalists, each with large followings on the internet, have been circling each other for some time. Gurman has been leading with his chin. Dilger just swung a punch.

From Gurman: Apple’s Stumbling HomePod Isn’t the Hot Seller It Wanted

Apple has been touting the HomePod’s superior sound quality but so far hasn’t enticed many consumers to part with $349. By late March, Apple had lowered sales forecasts and cut some orders with Inventec Corp., one of the manufacturers that builds the HomePod for Apple, according to a person familiar with the matter.

From Dilger: Channel checks, sales data on HomePod likely as wrong as it was about Apple Watch in 2015

While Bloomberg based its entire story on the idea that Apple ostensibly cut its HomePod orders from Inventec in late March, it was previously reported in January that Inventec was “working on a relatively small initial shipment of 1 million speakers,” out of a total of 10-12 million expected to be produced in tandem with Foxconn, with orders expected to be split between the two firms.

My take: Get the popcorn.

UPDATE: On Thursday, Above Avalon’s Neil Cybart weighed in from Dilger’s corner.

My suspicion is Bloomberg had one piece of information (Apple cuts HomePod orders with Inventec) and then searched for supporting evidence to reach a more substantive article. This explains the heavy reliance on data from Slice Intelligence and observations from unnamed Apple Store employees.

Unfortunately, we are left with an article that makes no attempt at quantifying claims that HomePod is stumbling out of the gate with actual sales or shipment figures. Instead, the piece does a great job at feeding existing narratives in the marketplace (and there are many of them). Everyone who declared HomePod a dud prior to launch is now using this Bloomberg article as evidence they were right. Welcome to the world of debating Apple success.

5 Comments

  1. Gregg Thurman said:

    There was a time, before Gurman turned to the dark side, when his scoops were reliable. Today not so much, if at all.

    OTOH, Dilger Dilger’s assessments have been exceedingly spot on, just like today’s missive.

    4
    April 12, 2018
    • Gianfranco Pedron said:

      From what I recall Gurman’s scoops were fed to him by sources from within Apple.

      From the unsubstantiated fluff he has been churning out since he went to Bloomberg those sources seem to have dried up (or been fired). Nonetheless, his story has been accepted without question and re-published by all the usual media disinformation outlets. Dilger’s story, unfortunately, not so much.

      2
      April 12, 2018
  2. Neil Cybart weighs in:

    “My suspicion is Bloomberg had one piece of information (Apple cuts HomePod orders with Inventec) and then searched for supporting evidence to reach a more substantive article. This explains the heavy reliance on data from Slice Intelligence and observations from unnamed Apple Store employees.

    “Unfortunately, we are left with an article that makes no attempt at quantifying claims that HomePod is stumbling out of the gate with actual sales or shipment figures. Instead, the piece does a great job at feeding existing narratives in the marketplace (and there are many of them). Everyone who declared HomePod a dud prior to launch is now using this Bloomberg article as evidence they were right. Welcome to the world of debating Apple success.”

    1
    April 13, 2018
  3. Adam Foster said:

    I’ve got three and my brother bought four… we love them!

    0
    April 13, 2018
    • Peter Kropf said:

      Hi Adam,

      I’m thinking of getting one. Why do you two live yours?

      Thanks for your Reply,

      0
      April 13, 2018

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