I'd normally agree if we didn't see a multitude have to do just that after a bad update that Apple has since fixed.
No… think a little harder. If they only own iDevices, they don’t have a computer with which to restore the Apple TV in the first place, so they don’t need a cable to attach to the nonexistent computer.
Contrast that with Apples approach. Apple actually releases there "sold numbers" as in being in a paying customers hands every quarter in ther 10Q filing with the U.S. Securities and Exchange Commission. You can read how many Apple sold last quarter Here.This is a requirement of a Company Traded in the U.S. Samsung and any other manufacturer not traded in the U.S. does not have to do this because there technically not traded in this country (The U.S.).
Your link doesn't claim what you ascribe to it. Note too that the doc you're using says "The preparation of these condensed consolidated financial statements in conformity with U.S. generally accepted accounting principles (“GAAP”) requires management to make estimates and assumptions that affect the amounts reported in these condensed consolidated financial statements and accompanying notes. Actual results could differ materially from those estimates."
I would agree with anyone that claimed Apple is at least making an attempt to estimate channel inventory, something I don't think any of it's competitors does, which helps it's investors make an educated guess of sell-thru. Kudos to Apple for that. No where does Apple claim it's estimates of channel inventory are anything other than that. They never say it's based on partner inventory reports or any other physical count of sales to end-users. In fact Apple won't say just how they arrive at the estimates. Some people are erroneously thinking Apple is reporting audited and factual end-user sales, something they really aren't doing.
I'm waiting for the retina mini myself. I wonder if Apple will ever add a USB port to their iPad line. It would sure open it up to be a lot more useful.
Your link doesn't claim what you ascribe to it. Note too that the doc you're using says "The preparation of these condensed consolidated financial statements in conformity with U.S. generally accepted accounting principles (“GAAP”) requires management to make estimates and assumptions that affect the amounts reported in these condensed consolidated financial statements and accompanying notes. Actual results could differ materially from those estimates."
Yes it does.
Page 27 lists unit sales for all apple products with the header:
Quote:
Net Sales
The following table shows net sales by operating segment and net sales and unit salesby product during the three- and nine-month periods ended June 29, 2013 and June 30, 2012 (in millions, except unit sales in thousands):
One reason that "Actual results could differ materially from those estimates" is because while this form is being prepared the number could change, Apple is just covering there legal bases to say that "at the time of this filing" this was our number, but it could change by time you get this document (as in going up slightly).
Page 27 lists unit sales for all apple products with the header:
One reason that "Actual results could differ materially from those estimates" is because while this form is being prepared the number could change, Apple is just covering there legal bases to say that "at the time of this filing" this was our number, but it could change.
Yes it does. Estimated unit sales are not the same as sell-thru.
No… think a little harder. If they only own iDevices, they don’t have a computer with which to restore the Apple TV in the first place, so they don’t need a cable to attach to the nonexistent computer.
Unit Sales include sell-in, so this proves nothing. Just like the 5S/5C sales numbers, Apple can also use 'sell-in' numbers to distort actual sales.
BS. These are sales to end customers, and if you want to go there, Tim cook told us that channel inventory was at about 2 weeks for the iPhone 5 before the launch of the 5s.
Also this is for Q3 which has already ended. 3 months ago.
Also the proof is in the revenue apple reports as well. If these units are in channel inventory then were does the money there reporting come from? Do they just make up the revenue? Lie on there 10Q filing?
Yes it does. Estimated unit sales are not the same as sell-thru.
Apple acutally reports sales to end customers in there filings and always has. Not channel inventory.
They dont even count online sales for there opening weekends on devices and dont count the devices that are in transit to there end customers until there signed for as sales.
Tell me this do you ever see apple buying back inventory? From channel partners? No. They dont have to there sold.
Lol.. ... Bogus. As tim cooksaid once..." What are these people dong with their tablets?'
Apple still has over 75% of the web traffic in tablets with ipad. So really ... What are those people with other brands doing with their tablets.
Watch the october launch of the ipads... Another block buster on its way.. And the competition and apple haters are getting real desperate and nervous!
I'm an expat living in China and see very few Android tablets in major metropolitan areas. They are even using iPads in restaurants to display menus and take orders.
I believe you, but where are the Android tablets? Are people afraid to take them out of their house. I was on a flight yesterday (SFO to DFW). I walked the length of the plane in coach and saw 40 iPads out, 1 surface, and 1 kindle fire.
If it is just that people are buying them and not using them, Androids tablet market share is going to be pretty short lived.
Apple acutally reports sales to end customers in there filings and always has. Not channel inventory.
If you're going to claim that as a fact you could offer a link to it. Unless of course they don't.*
FWIW you seldom see reports of other vendors buying back smartphone of tablet stock either. In fact it's pretty rare to see it reported tho it's happened. Does that prove those "other smart devices" are selling too if they don't report returns?
If you're going to claim that you could offer a link to prove it. Unless of course they don't.
FWIW you seldom see reports of other vendors buying back smartphone of tablet stock either. In fact it's pretty rare to see it reported tho it's happened. Does that prove those "other smart devices" are selling too if they don't report returns?
I did provide the link but your not willing to accept that apple does not lie on there 10Q filing.
So this exorcise is completely pointless because no matter what I say you will not believe it.
I will just leave it at this you believe what you want to and I will believe what I want to.
I did provide the link but your not willing to accept that apple does not lie on there 10Q filing.
So this exorcise is completely pointless because no matter what I say you will not believe it.
I will just leave it at this you believe what you want to and I will believe what I want to.
The rest is a waste of time.
I've no doubt you'll believe whatever you wish to see.
Apple doesn't lie on their 10-Q, nor has anyone said they do. They also don't say what you think they do.
Apple acutally reports sales to end customers in there filings and always has. Not channel inventory.
If you're going to claim that you could offer a link to prove it. Unless of course they don't.*
FWIW you seldom see reports of other vendors buying back smartphone of tablet stock either. In fact it's pretty rare to see it reported tho it's happened. Does that prove those "other smart devices" are selling too if they don't report returns?
*I'll save you the trouble. They don't.
He told you where to look. Go for it. If your too lazy to read a transcript of the call or look up the data thats your problem. What Apple reports is shipments, starting channel inventory and ending channel inventory for the reporting period. The reader/listener is left to do the basic mathematics required to find out what went to customers. Apple is the only major phone manufacturer that reports any sales statistics at all. I will not provide you a link to that, but once again you are welcome to go read all of their fillings and transcripts and see if you come up with something different.
You being incredibly lazy and just making things up does not require other people to do your work for you. Do you have a link stating that Apple is lying in all of their reports? (I assume such a link would come from the DOJ or the SEC).
If I remember right, these types of LCD displays are still very new for that size, meaning supply constraints are probably very real. The amount needed for Nexus tablets would be quite different than for iPad minis.
Apple doesn't seem to have a problem making 3.5", 4" and 9.7" retina displays. Why would 7.9" be so problematic? Especially for a company that is supposedly the envy of the word when it comes to supply chain? Apparently Apple can do just about anything....except produce retina displays for the iPad mini. Even though competitors don't seems to have a problem doing it. I don't get it.
I don't think anyone is saying that Apple is doomed. But this follows the trend in smartphones, where Apple is losing their dominant marketshare. I think it is relevant not to the different Android manufacturers, but to the two platforms as a whole: which platform/ecosystem will be dominant, Apple's or Androids? I'd like to hear your opinion on what consequences are if Android is the dominant platform. Will the developers bring their A game to it? Will they develop for Android first and Apple second? (and Windows third?).
Outside of maybe a qtr or two, Apple has rarely been dominant in smartphone market share. Most devs still develop for iPhone first even though Android is #1 in shipments. Devs also make more money on iOS.
The funny thing is, the iPhone is still the #1 phone in the world and the iPads are still the #1 and #2 tablets in the world. What Android means as a platform is hard to figure. One thing we know is that developers don't make any money it. What that tells me is that a very small piece of what is called Android can actually run apps from the Google Play store. This is also probably why Google still makes absolutely nothing off of Android.
Comments
Anyone who only owns iDevices won’t be restoring their Apple TV in the first place, so they wouldn’t need a cable.
Gotta think things through.
I'd normally agree if we didn't see a multitude have to do just that after a bad update that Apple has since fixed.
No… think a little harder. If they only own iDevices, they don’t have a computer with which to restore the Apple TV in the first place, so they don’t need a cable to attach to the nonexistent computer.
Your link doesn't claim what you ascribe to it. Note too that the doc you're using says "The preparation of these condensed consolidated financial statements in conformity with U.S. generally accepted accounting principles (“GAAP”) requires management to make estimates and assumptions that affect the amounts reported in these condensed consolidated financial statements and accompanying notes. Actual results could differ materially from those estimates."
I would agree with anyone that claimed Apple is at least making an attempt to estimate channel inventory, something I don't think any of it's competitors does, which helps it's investors make an educated guess of sell-thru. Kudos to Apple for that. No where does Apple claim it's estimates of channel inventory are anything other than that. They never say it's based on partner inventory reports or any other physical count of sales to end-users. In fact Apple won't say just how they arrive at the estimates. Some people are erroneously thinking Apple is reporting audited and factual end-user sales, something they really aren't doing.
I'm waiting for the retina mini myself. I wonder if Apple will ever add a USB port to their iPad line. It would sure open it up to be a lot more useful.
Air Drop. Also they do make usb adapters.
Your link doesn't claim what you ascribe to it. Note too that the doc you're using says "The preparation of these condensed consolidated financial statements in conformity with U.S. generally accepted accounting principles (“GAAP”) requires management to make estimates and assumptions that affect the amounts reported in these condensed consolidated financial statements and accompanying notes. Actual results could differ materially from those estimates."
Yes it does.
Page 27 lists unit sales for all apple products with the header:
Net Sales
The following table shows net sales by operating segment and net sales and unit sales by product during the three- and nine-month periods ended June 29, 2013 and June 30, 2012 (in millions, except unit sales in thousands):
One reason that "Actual results could differ materially from those estimates" is because while this form is being prepared the number could change, Apple is just covering there legal bases to say that "at the time of this filing" this was our number, but it could change by time you get this document (as in going up slightly).
Page 27 lists unit sales for all apple products with the header:
Unit Sales include sell-in, so this proves nothing. Just like the 5S/5C sales numbers, Apple can also use 'sell-in' numbers to distort actual sales.
Yes it does. Estimated unit sales are not the same as sell-thru.
Well iDevices include iMac in my book.
Unit Sales include sell-in, so this proves nothing. Just like the 5S/5C sales numbers, Apple can also use 'sell-in' numbers to distort actual sales.
BS. These are sales to end customers, and if you want to go there, Tim cook told us that channel inventory was at about 2 weeks for the iPhone 5 before the launch of the 5s.
Also this is for Q3 which has already ended. 3 months ago.
Also the proof is in the revenue apple reports as well. If these units are in channel inventory then were does the money there reporting come from? Do they just make up the revenue? Lie on there 10Q filing?
I think not.
Yes it does. Estimated unit sales are not the same as sell-thru.
Apple acutally reports sales to end customers in there filings and always has. Not channel inventory.
They dont even count online sales for there opening weekends on devices and dont count the devices that are in transit to there end customers until there signed for as sales.
Tell me this do you ever see apple buying back inventory? From channel partners? No. They dont have to there sold.
As tim cooksaid once..." What are these people dong with their tablets?'
Apple still has over 75% of the web traffic in tablets with ipad.
So really ... What are those people with other brands doing with their tablets.
Watch the october launch of the ipads... Another block buster on its way.. And the competition and apple haters are getting real desperate and nervous!
I believe you, but where are the Android tablets? Are people afraid to take them out of their house. I was on a flight yesterday (SFO to DFW). I walked the length of the plane in coach and saw 40 iPads out, 1 surface, and 1 kindle fire.
If it is just that people are buying them and not using them, Androids tablet market share is going to be pretty short lived.
If you're going to claim that as a fact you could offer a link to it. Unless of course they don't.*
FWIW you seldom see reports of other vendors buying back smartphone of tablet stock either. In fact it's pretty rare to see it reported tho it's happened. Does that prove those "other smart devices" are selling too if they don't report returns?
*I'll save you the trouble. They don't.
Amazon is not making a profit because their investors do not require them to do so.
If you're going to claim that you could offer a link to prove it. Unless of course they don't.
FWIW you seldom see reports of other vendors buying back smartphone of tablet stock either. In fact it's pretty rare to see it reported tho it's happened. Does that prove those "other smart devices" are selling too if they don't report returns?
I did provide the link but your not willing to accept that apple does not lie on there 10Q filing.
So this exorcise is completely pointless because no matter what I say you will not believe it.
I will just leave it at this you believe what you want to and I will believe what I want to.
The rest is a waste of time.
I've no doubt you'll believe whatever you wish to see.
Apple doesn't lie on their 10-Q, nor has anyone said they do. They also don't say what you think they do.
He told you where to look. Go for it. If your too lazy to read a transcript of the call or look up the data thats your problem. What Apple reports is shipments, starting channel inventory and ending channel inventory for the reporting period. The reader/listener is left to do the basic mathematics required to find out what went to customers. Apple is the only major phone manufacturer that reports any sales statistics at all. I will not provide you a link to that, but once again you are welcome to go read all of their fillings and transcripts and see if you come up with something different.
You being incredibly lazy and just making things up does not require other people to do your work for you. Do you have a link stating that Apple is lying in all of their reports? (I assume such a link would come from the DOJ or the SEC).
The funny thing is, the iPhone is still the #1 phone in the world and the iPads are still the #1 and #2 tablets in the world. What Android means as a platform is hard to figure. One thing we know is that developers don't make any money it. What that tells me is that a very small piece of what is called Android can actually run apps from the Google Play store. This is also probably why Google still makes absolutely nothing off of Android.