Funny, the only articles I’ve seen so far on news websites are the typical gloom and doom for Apple screeds. Like this headline from CBS News…
By
ERIK SHERMAN /
MONEYWATCH/October 28, 2013, 5:30 PM
Apple’s strong earnings growth masks iPhone worry
The article then goes on to explain why Apple is doomed anyway, even with strong sales.
That’s the sort of stuff I’m seeing, not these “pleased” analysts.
And as for the “low information” population (as Rush Limbaugh describes them) I’m already hearing from some that “Apple is in financial trouble.” One even explained to me that the iPhone 5C is no good because it will warp if you put it in your pocket. “It has a plastic screen,” he lamented. How do you deal with that kind of ignorance? Apparently the paid trolls are getting the job done.
It's very frustrating watching Apple get trashed in the media all the time, which I feel is doing some real damage. Some of the stuff is so blatantly stupid that it seems likely there is some degree of extortion going on. NYT to Apple: "We don't really want to run this story, but we have to make the money from page hits if you don't 'advertize' with us."
For those of us who know Apple, and their biting, scratching competitors, it is so obvious just how great a company Apple really is. But how does Apple get their message across? By paying up? I'm hoping Apple is able to take advantage of social networks to debunk all the crap out there, which may be one of the reasons for hiring Angela Ahrendts. This video is worth a watch (thanks MessagePad2100):
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.
Apple%u2019s iPhone sales were up sharply, thanks in part to the introduction of new iPhone models last month. But iPad sales were flat, and Mac sales slowed down %u2014 and both of those devices brought in less revenue than a year ago."
That's the truth! And cherry picking only positive spin -- as AI did once again in this article -- is misleading and inaccurate. I hope AAPL learned how to become a disruptor again because that will be a stock price catalyst. But if it keeps releasing the same few products the same month year after year AAPL will become a big yawn of a company.
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.
Apple%u2019s iPhone sales were up sharply, thanks in part to the introduction of new iPhone models last month. But iPad sales were flat, and Mac sales slowed down %u2014 and both of those devices brought in less revenue than a year ago."
That's the truth! And cherry picking only positive spin -- as AI did once again in this article -- is misleading and inaccurate. I hope AAPL learned how to become a disruptor again because that will be a stock price catalyst. But if it keeps releasing the same few products the same month year after year AAPL will become a big yawn of a company.
Apple is more like a race horse that just finished several breathtaking laps, taking a cool down lap before kicking it into high gear again.
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%u2019s iPhone sales were up sharply, thanks in part to the introduction of new iPhone models last month. But iPad sales were flat, and Mac sales slowed down %u2014 and both of those devices brought in less revenue than a year ago."
What's with the "...thanks in part to the intro of new iPhone models..."? So who's cherry picking now? Was this any different than 2012?
Your only good point is concern with iPad sales. I agree this is concerning. But could definitely be due to release cycle (different than 2012) and also see historical correlation to iPhone sales. There's lots to be optimistic about re: iPad (like customer satisfaction, demand, market expansion, education, business, platform loyalty, etc.) but I don't want to be accused of cherry picking.
Quote:
Originally Posted by MJ Web
But if it keeps releasing the same few products the same month year after year AAPL will become a big yawn of a company.
Yes, because aapl will continue to release the same few products month after month, year after year. yawn. /s
Quote:
Originally Posted by MJ Web
Tim Cook's AAPL reminds me of a pony trying to stand for the first time after birth.
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!
China Mobile stores putting up iphone 5c and 5s posters. imo this is a solid hint that China Mobile deal is coming and yet this news is being ignore by AI or the markets.
So weird... imo news sites should try to confirm the images are legit and drop the bomb..
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.
simple, YoY margins are down. The 4S had pretty big margins. The ipad mini also brought down margins. Overall margins are down so less EPS.
It's very frustrating watching Apple get trashed in the media all the time, which I feel is doing some real damage. Some of the stuff is so blatantly stupid that it seems likely there is some degree of extortion going on. NYT to Apple: "We don't really want to run this story, but we have to make the money from page hits if you don't 'advertize' with us."
For those of us who know Apple, and their biting, scratching competitors, it is so obvious just how great a company Apple really is. But how does Apple get their message across? By paying up? I'm hoping Apple is able to take advantage of social networks to debunk all the crap out there, which may be one of the reasons for hiring Angela Ahrendts. This video is worth a watch (thanks MessagePad2100):
I bought my first Apple product even before known about Apple.
It was the first 17 inch flat panel iMac, circa 2003.
To this day i have noticed a crescendo of nonsense noises about Apple, more garingly from the Guardian.co.uk, the BBC both online and The BBC International. Late in the game is HuffingtonPost.
As someone wrote, Apple success and biz strategy defies the belief of many people.
China Mobile stores putting up iphone 5c and 5s posters. imo this is a solid hint that China Mobile deal is coming and yet this news is being ignore by AI or the markets.
So weird... imo news sites should try to confirm the images are legit and drop the bomb..
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?
Your only good point is concern with iPad sales. I agree this is concerning. But could definitely be due to release cycle (different than 2012) and also see historical correlation to iPhone sales. There's lots to be optimistic about re: iPad (like customer satisfaction, demand, market expansion, education, business, platform loyalty, etc.) but I don't want to be accused of cherry picking.
I almost forgot about the iPad 3. The 3 was released in 4/2012 and it was relatively new for the Sep qtr. no one was expecting the 4 in the fall. Now everyone was expecting the 5 (Air) in October so they may have waited it out.
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.
simple, YoY margins are down. The 4S had pretty big margins. The ipad mini also brought down margins. Overall margins are down so less EPS.
Nope.
Amazons strategy vs Apple strategy.
It is all about the market share, stupid as it is.
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?
I dont even remember someone asking anything about China Mobile on the earning call, its like everyone is looking away at the very moment we have serious hints about this deal becoming real.
Regardless, I am piling up december options calls in case that news is confirmed.
It is all about the market share, stupid as it is.
No it's not its Apple originally strategy with the Mac. The margins were extremely low but they gained market share extremely fast. Then went to high margin product later in life. Sounds kind of what Amazon might be up to expanding into every market at bottom bin prices and spreading its roots.
Quote:
Originally Posted by herbapou
I am assuming you are talking about the stock price or price multiple?
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.
They see Apple just refining existing products. They are great products (and leaps in technology from a technologist point of view) but from an investors point of view the big pay off is now Amazon, its not Apple anymore.
AAPL down significantly in an up market, that's the real world results of the numbers posted by AAPL yesterday -- not anyone's singular opinion! I believe Cook and Openheimer are savvy enough to let Carl Icahn school them on the ways on Wall Street, something AAPL sorely needs at this juncture. I will be buying an iPad with 128 GB. Hope the masses follow suit. If AAPL ever hopes to grow again it requires the following, sooner rather than later!
China Mobil deal
Cheaper iPhone
Bigger iPhone
Apple TV set
iWatch
Wouldn't it be nice to see AAPL go up after reporting earnings for a change?
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.
Comments
ROFL
Funny, the only articles I’ve seen so far on news websites are the typical gloom and doom for Apple screeds. Like this headline from CBS News…
ERIK SHERMAN /
MONEYWATCH/ October 28, 2013, 5:30 PMApple’s strong earnings growth masks iPhone worry
The article then goes on to explain why Apple is doomed anyway, even with strong sales.
That’s the sort of stuff I’m seeing, not these “pleased” analysts.
And as for the “low information” population (as Rush Limbaugh describes them) I’m already hearing from some that “Apple is in financial trouble.” One even explained to me that the iPhone 5C is no good because it will warp if you put it in your pocket. “It has a plastic screen,” he lamented. How do you deal with that kind of ignorance? Apparently the paid trolls are getting the job done.
It's very frustrating watching Apple get trashed in the media all the time, which I feel is doing some real damage. Some of the stuff is so blatantly stupid that it seems likely there is some degree of extortion going on. NYT to Apple: "We don't really want to run this story, but we have to make the money from page hits if you don't 'advertize' with us."
For those of us who know Apple, and their biting, scratching competitors, it is so obvious just how great a company Apple really is. But how does Apple get their message across? By paying up? I'm hoping Apple is able to take advantage of social networks to debunk all the crap out there, which may be one of the reasons for hiring Angela Ahrendts. This video is worth a watch (thanks MessagePad2100):
"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.
Apple%u2019s iPhone sales were up sharply, thanks in part to the introduction of new iPhone models last month. But iPad sales were flat, and Mac sales slowed down %u2014 and both of those devices brought in less revenue than a year ago."
That's the truth! And cherry picking only positive spin -- as AI did once again in this article -- is misleading and inaccurate. I hope AAPL learned how to become a disruptor again because that will be a stock price catalyst. But if it keeps releasing the same few products the same month year after year AAPL will become a big yawn of a company.
If "the street" is pleased, then they sure have a funny way of showing it.
" src="http://forums-files.appleinsider.com/images/smilies//lol.gif" />
Apple is more like a race horse that just finished several breathtaking laps, taking a cool down lap before kicking it into high gear again.
If that worries you, then sell.
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%u2019s iPhone sales were up sharply, thanks in part to the introduction of new iPhone models last month. But iPad sales were flat, and Mac sales slowed down %u2014 and both of those devices brought in less revenue than a year ago."
What's with the "...thanks in part to the intro of new iPhone models..."? So who's cherry picking now? Was this any different than 2012?
Your only good point is concern with iPad sales. I agree this is concerning. But could definitely be due to release cycle (different than 2012) and also see historical correlation to iPhone sales. There's lots to be optimistic about re: iPad (like customer satisfaction, demand, market expansion, education, business, platform loyalty, etc.) but I don't want to be accused of cherry picking.
Quote:
But if it keeps releasing the same few products the same month year after year AAPL will become a big yawn of a company.
Yes, because aapl will continue to release the same few products month after month, year after year. yawn. /s
Tim Cook's AAPL reminds me of a pony trying to stand for the first time after birth.
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!
China Mobile stores putting up iphone 5c and 5s posters. imo this is a solid hint that China Mobile deal is coming and yet this news is being ignore by AI or the markets.
So weird... imo news sites should try to confirm the images are legit and drop the bomb..
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.
simple, YoY margins are down. The 4S had pretty big margins. The ipad mini also brought down margins. Overall margins are down so less EPS.
It's very frustrating watching Apple get trashed in the media all the time, which I feel is doing some real damage. Some of the stuff is so blatantly stupid that it seems likely there is some degree of extortion going on. NYT to Apple: "We don't really want to run this story, but we have to make the money from page hits if you don't 'advertize' with us."
For those of us who know Apple, and their biting, scratching competitors, it is so obvious just how great a company Apple really is. But how does Apple get their message across? By paying up? I'm hoping Apple is able to take advantage of social networks to debunk all the crap out there, which may be one of the reasons for hiring Angela Ahrendts. This video is worth a watch (thanks MessagePad2100):
I bought my first Apple product even before known about Apple.
It was the first 17 inch flat panel iMac, circa 2003.
To this day i have noticed a crescendo of nonsense noises about Apple, more garingly from the Guardian.co.uk, the BBC both online and The BBC International. Late in the game is HuffingtonPost.
As someone wrote, Apple success and biz strategy defies the belief of many people.
I almost forgot about the iPad 3. The 3 was released in 4/2012 and it was relatively new for the Sep qtr. no one was expecting the 4 in the fall. Now everyone was expecting the 5 (Air) in October so they may have waited it out.
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.
simple, YoY margins are down. The 4S had pretty big margins. The ipad mini also brought down margins. Overall margins are down so less EPS.
Nope.
Amazons strategy vs Apple strategy.
It is all about the market share, stupid as it is.
ope.
Amazons strategy vs Apple strategy.
It is all about the market share, stupid as it is.
I am assuming you are talking about the stock price or price multiple?
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?
I dont even remember someone asking anything about China Mobile on the earning call, its like everyone is looking away at the very moment we have serious hints about this deal becoming real.
Regardless, I am piling up december options calls in case that news is confirmed.
Real of fake? that is the question
Nope.
Amazons strategy vs Apple strategy.
It is all about the market share, stupid as it is.
No it's not its Apple originally strategy with the Mac. The margins were extremely low but they gained market share extremely fast. Then went to high margin product later in life. Sounds kind of what Amazon might be up to expanding into every market at bottom bin prices and spreading its roots.
I am assuming you are talking about the stock price or price multiple?
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.
They see Apple just refining existing products. They are great products (and leaps in technology from a technologist point of view) but from an investors point of view the big pay off is now Amazon, its not Apple anymore.
AAPL down significantly in an up market, that's the real world results of the numbers posted by AAPL yesterday -- not anyone's singular opinion! I believe Cook and Openheimer are savvy enough to let Carl Icahn school them on the ways on Wall Street, something AAPL sorely needs at this juncture. I will be buying an iPad with 128 GB. Hope the masses follow suit. If AAPL ever hopes to grow again it requires the following, sooner rather than later!
China Mobil deal
Cheaper iPhone
Bigger iPhone
Apple TV set
iWatch
Wouldn't it be nice to see AAPL go up after reporting earnings for a change?
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.