Success Quote by Kevin Rollins

Rollins is doing something executives love: turning uncertainty into a strategic weapon. By saying "the jury is out", he frames the consumer electronics business not as a gold rush but as an unresolved court case - verdict pending, evidence messy. That phrasing buys flexibility. If the sector pops, he was cautious but interested; if it collapses, he was the sober realist who saw the risks.

The real punch is in the comparison: "the biggest ones on the planet struggle to make profit consistently". Size, in this telling, is not a moat; it's a warning label. He’s pointing to an industry where brand heat and market share don't automatically translate into margins, because the underlying physics are brutal: rapid commoditization, short product cycles, ruthless price competition, and a supply chain that rewards scale but punishes missteps. If giants can't do it reliably, why should anyone assume newcomers - or adjacent players thinking of expanding - will?

Context matters. Rollins, as a corporate operator, is implicitly answering two audiences: investors who want predictable profit pools and strategists tempted by sexy hardware. He’s also smuggling in a second argument: profits in electronics often accrue away from the shiny devices and toward the less romantic layers - components, platforms, services, enterprise contracts. The subtext is a caution against confusing cultural visibility with business health. Consumer electronics can dominate headlines while quietly eating its own margins.