or Connect
AppleInsider › Forums › Investors › AAPL Investors › Wall Street pleased by Apple's surprising Sept. quarter, anticipates huge holiday sales
New Posts  All Forums:Forum Nav:

Wall Street pleased by Apple's surprising Sept. quarter, anticipates huge holiday sales - Page 2

post #41 of 50
Quote:
Originally Posted by MJ Web View Post

Tim Cook's AAPL reminds me of a pony trying to stand for the first time after birth. As an investor I'm happy the company surprised on the upside but let's face facts -- AAPL's growth and profits are declining.

"On Monday, Apple reported a profit of $7.5 billion for the fourth fiscal quarter, on revenue of $37.5 billion, down from earnings of $8.2 billion on $36 billion in revenue during the same period last year.

This is not at all the reason for the price drop today, since this is really old news for the markets. (If you went into the 'Analyst Estimate' section of, say,  publicly available data source such as Yahoo!Finance, you'd see that it was right there for months on end.)

 

Just because you read it for the first time somewhere yesterday doesn't make it market-moving news.

post #42 of 50
less than 8 hours after this story is published and apple is down 13 points. what a pointless thing to report on.
post #43 of 50
Quote:
Originally Posted by total View Post

i dont understand one thing, if iphone sales are up 25%, how is that net profit declined 8%, if i consider that iphone price for end user is not cheaper YoY ? Probably cost of new iphones is more expensive, maybe carriers got bigger margins, bigger spend on R&D ? Because when i want to buy new iphone, price is "same" as last year or year before that year.
Apple is not about iphone only, they are building those data centers for iCloud, giving free software by killing Microsoft, which defers the income til next period, also lower this years report tax....spending money to roll out new prdt sand toolings while financing the vendor's equipments, so one has to be long term investor to realize these kind of investments.
Quote:
Originally Posted by drewys808 View Post

Yes, because aapl will continue to release the same few products month after month, year after year.  yawn.  /s

Really?...in what way?  What do you think Cook could have done better?...release an aTV earlier?  Keep margins up by increasing prices?  Not have released an iPad mini?  Rush launch of the iWatch?  The only misstep I think he should take responsibility for was the 2012 iMac debacle.  Seriously, I hear a lot of whining about Cook, but nobody seems to have any better solutions...not even in hindsight!
Quote:
Originally Posted by drewys808 View Post

Yes, because aapl will continue to release the same few products month after month, year after year.  yawn.  /s

Really?...in what way?  What do you think Cook could have done better?...release an aTV earlier?  Keep margins up by increasing prices?  Not have released an iPad mini?  Rush launch of the iWatch?  The only misstep I think he should take responsibility for was the 2012 iMac debacle.  Seriously, I hear a lot of whining about Cook, but nobody seems to have any better solutions...not even in hindsight!
Forget the TV and watches, the next big thing is iInfotaiment in the cars and iPayment, Tim Cook already said the glasses and watches are not the focus
post #44 of 50
The only reason iPad sales are down is a lot of people like me are waiting to update. I've been waiting all year. Once the new iPads are available the old iPad. 2 users like me will be buying them. IMO it's the same reason iPhone 5s's sold so many. With a new one coming out most will hold out.
post #45 of 50
Quote:
Originally Posted by Rogifan View Post

If this is legit that's a big deal. But I'm kind of curious why Apple wouldn't have announced it on their conference call?

They can't announce it until it's in the bag or until their contract with China Mobile allows them to do so.

A contract with a Chinese company doesn't mean you can pop the cork on the bubbly... a large order from a Chinese company doesn't mean it's time to celebrate... Even having the Chinese company acknowledge receiving the product they ordered doesn't mean the deal is done...getting a check from the Chinese company still doesn't mean Apple has the deal in the bag... ONLY when the check clears the bank is it for sure a deal!!!
post #46 of 50
Quote:
 he doesn't see "enough innovation" in the iPhone 5s or new iPads to cause consumer excitement

What a dip shit.  64 bit desktop class processor, iTouch fingerprint id,  M7 motion co processor, 64 bit iOS7, New radical designed Mac Pro.  Mac OSX Mavericks 10.9, New iPad Air, Retina iPad Mini, Haswell based Macbook Pros with Crystalwell graphics, Refreshed Macbook Airs.  

 

Seriously what the hell does this idiot consider innovation?

A Galaxy GS4 with gimmicky hover touch, and a 6 inch screen?

What an ass hat.

post #47 of 50
Quote:
Originally Posted by total View Post
 

i dont understand one thing, if iphone sales are up 25%, how is that net profit declined 8%, if i consider that iphone price for end user is not cheaper YoY ? Probably cost of new iphones is more expensive, maybe carriers got bigger margins, bigger spend on R&D ? Because when i want to buy new iphone, price is "same" as last year or year before that year.

Don't forget about the 900 million that is deferred that Peter Openheimer talked about. That factors into that net profit picture too.

post #48 of 50
Quote:
Originally Posted by AandcMedia View Post
 

P/E is not a good factor for something thing like this. Amazon revenue is great and some of its divisions do immensely well. It loses on the areas its going to strangle with margins in the years to come. Thats why investors love them. They see Amazon making amazing distribution leaps with technology and footprint. They see innovation in Web Services, Amazon Prime, Kindle, soon to be phone, Payments, etc.

LOL. You're certainly welcome to buy/hold/sell whatever you want, but you don't get to make up your own bizarro finance rules.


Edited by anantksundaram - 10/29/13 at 4:38pm
post #49 of 50

The Anal-ists still don't understand Apple's business and it looks like there to stupid to ever get it.

But Apple keeps making money and people are loving there products. 

post #50 of 50
Quote:
Originally Posted by MJ Web View Post
 

AAPL down significantly in an up market, that's the real world results of the numbers posted by AAPL yesterday 

AAPL was also down after the last earning. Broke $400 for the first time if I remembered correctly. Just looks at where it stands now. 

New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: AAPL Investors
AppleInsider › Forums › Investors › AAPL Investors › Wall Street pleased by Apple's surprising Sept. quarter, anticipates huge holiday sales