Apple, Inc. stock breaks $545 barrier as Samsung calls 'Crisis Awareness' meeting

Posted:
in AAPL Investors edited February 2014
Apple continued to climb in trading today, closing at $545.96 and reaching a market cap of $491.22 billion as its chief rival Samsung plans for "Crisis Awareness" meeting involving 600 management staff members.



Since January, Apple has bought back 47 million shares that would today have otherwise added over $25.6 billion to the company's market cap that's now increasingly closer to the $500 billion valuation the company had at the beginning of 2013.

The company is still down dramatically from stock price highs of around $700 last September, which when counting those then-outstanding shares, would have given the company a peak valuation of $658 billion.

Today, Apple has fewer outstanding shares than at anytime since 2009, meaning that the stock price would have to go up dramatically to reach last year's valuation.

Cooling competition during the winter holidays

Apple's stock collapse last year was fueled by reports depicting Samsung's Galaxy S and Note models as growing without limit, and largely seen as having the potential to eat into Apple's iPhone 5 and iPad sales. However, those predictions failed to materialize. "As many people are foretelling that downfall of Samsung is coming, they are trying their best to prevent such crisis from happening"

Instead, Apple sold 150 million iPhones, mostly iPhone 5 models, over the fiscal year that ended in September, as well as 71 million iPads, a total of over 221 million premium smartphones and tablets.

Samsung fell far short of initial estimates that it would sell 100 million Galaxy S4 units, instead predicting an estimate of 100 million total Galaxy S and Note series phones, phablets and tablet devices through the end of the year.

Following an all day conference intended to assuage the concerns of investors and analysts earlier this month, Samsung has now scheduled a "management team gathering" to "discuss the strategies for next year."

According to a report by ZDNet Korea, "the main topic of the upcoming meeting is 'Crisis Awareness'. As many people are foretelling that downfall of Samsung is coming, they are trying their best to prevent such crisis from happening."

The company has invited 600 management staff members to attend the four day "global strategizing meeting" in mid December, leaving little room for error in devising a strategy for 2014.

Can't buy me love

Part of Samsung's plans for keeping pace with Apple have been an "aggressive marketing and promotion splurge," as noted in a report by Reuters.

Samsung is expected to spend $14 billion on ads and promotion this year, more than Google spent to acquire Motorola Mobility. That heavy spending "doesn't always bring the desired result," however, as "blatant product placement" in TV shows and film events have turned off audiences while having little impact on tarnishing Apple's image.Samsung is expected to spend $14 billion on ads and promotion this year, more than Google spent to acquire Motorola Mobility

The report cited Oh Jung-suk, an associate professor at the business school of Seoul National University, as saying, "Samsung's marketing is too much focused on projecting an image they aspire to: being innovative and ahead of the pack.

"They are failing to efficiently bridge the gap between the aspiration and how consumers actually respond to the campaign. It's got to be more aligned."

"Samsung spends a bigger chunk of its annual revenue on advertising and promotion than any other of the world's top-20 companies by sales - 5.4 percent, according to Thomson Reuters data," the report noted. "Apple spends just 0.6 percent, and General Motors 3.5 percent."

The report also cited Horace Dediu of Asymco as stating, "the stronger, more differentiated the product, the less it needs to be propped up by advertising."

Analyst Benedict Evans added, "the underlying problem is that Samsung has established itself as a dependable quality brand, not a differentiated or premium quality product, so it does best where it's not competing directly with Apple."
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Comments

  • Reply 1 of 205
    They won't ever get it. Not with a 4 day meeting, not with 600 managers, not by spending $14B on ads. It's simply not in their DNA.

    But they're not doing bad. They have their insurance, shipping and other branches doing very well. and SE will simply continue to pump out stuff for people that think they are better off. This won't ever change, and that's probably a good thing.
  • Reply 2 of 205
    Samsung is and has always been full of shit. Garbage shipped en mass by a production driven company with no outlet for what they churn out. Most devices are given away as gift with purchase.
    Once again; the truth comes out and all you corrupt butt heads are left holding their bag of crap.
    SHIPMENTS FOR SAMSUNG HAVE NO CORRELATION TO DEMAND OR SALES.
  • Reply 3 of 205
    Prepare the cargo ship back to Korea. They might even sink it to collect on the insurance; which is the only way they could make a profit.
    Crisis at Samsung is an understatement.
    Bye Bye Samsuck.
  • Reply 4 of 205
    solipsismxsolipsismx Posts: 19,566member
    philboogie wrote: »
    They won't ever get it. Not with a 4 day meeting, not with 600 managers, not by spending $14B on ads. It's simply not in their DNA.

    But they're not doing bad. They have their insurance, shipping and other branches doing very well. and SE will simply continue to pump out stuff for people that think they are better off. This won't ever change, and that's probably a good thing.

    Maybe not, but they also seem to be the only company that is actually trying to figure out how and why Apple has the following it has. That as unique among Android-based vendors as Apple is among smartphone vendors.
  • Reply 5 of 205
    saareksaarek Posts: 1,582member
    I'd hardly describe Samsung as a company in crisis. They essentially own the Android market & are highly successful in other electronic areas.

    Their exponential growth had to slow eventually as it was all at the expense of other Andriod handset manufacturers & there isn't really any market share to take any more.
  • Reply 6 of 205
    So the old saying "[I]there are only two companies making money in mobile... Apple and Samsung[/I]" is no longer true?

    I didn't think Samsung was doing [I]that[/I] bad. :wow:
  • Reply 7 of 205

    Panic mode in Seoul. Now, I wonder why Slappy always told me it was Apple there was Doomed? Maybe I misunderstood something.

    Happy Thanksgiving to you all in the States.

  • Reply 8 of 205
    Samsung has little to worry about.

    But apple has some things to worry about. This Tim Cook Guy doesn't seem to have the same magic.
  • Reply 9 of 205

    That last paragraph sums it up pretty nicely.

  • Reply 10 of 205
    jungmarkjungmark Posts: 6,927member
    Samsung has little to worry about.

    But apple has some things to worry about. This Tim Cook Guy doesn't seem to have the same magic.

    I hope you're being sarcastic. Don't want to add someone to my block list during the holidays.

    I thought Apple is doomed?! What's the narrative this week, NYT?
  • Reply 10 of 205
    drblankdrblank Posts: 3,385member
    Crisis Awareness? Yeah!!!!!!! I wonder if they are going to lay people off and if so, what aspects of their business will be affected the most.
  • Reply 12 of 205
    solipsismxsolipsismx Posts: 19,566member
    Samsung has little to worry about.

    But apple has some things to worry about. This Tim Cook Guy doesn't seem to have the same magic.

    I'm very pleased with all the HW releases since Tim Cook has taken over.
  • Reply 13 of 205
    sflocalsflocal Posts: 6,136member
    solipsismx wrote: »
    I'm very pleased with all the HW releases since Tim Cook has taken over.
    Good to have you back Solips! You just couldn't stay away eh? :)

    Happy Thanksgiving to you!
  • Reply 14 of 205
    solipsismx wrote: »
    Samsung has little to worry about.

    But apple has some things to worry about. This Tim Cook Guy doesn't seem to have the same magic.

    I'm very pleased with all the HW releases since Tim Cook has taken over.

    System and application software too!
  • Reply 15 of 205
    Quote:

    Originally Posted by thegreatbosan View Post

     

    Panic mode in Seoul.


    I think the only ones panicking right now are Android zealots who read headlines like this and think it means something.  :)

     

    Those who watch the mobile biz more carefully understand that the "crisis" referred to in the source article merely reflects the company's ongoing management philosophy of "Perpetual Crisis".  Search for that phrase with "Samsung" and you'll see a lot of biz articles discussing it for years.

     

    I can't say I subscribe to that philosophy myself, but since it's helped make them into Apple's only plausible competitor it seems to work well enough for them.

  • Reply 16 of 205
    solipsismxsolipsismx Posts: 19,566member
    System and application software too!

    I certainly do like that iOS 7 was radically modernized as well as many changes with Mac OS X (which Messages was flatter like iOS) but my favorite changes are all in the new MBPs with IPS Retina displays, the eschew the ODD and HDD in favour of a PCIe-SSD. I'm not saying these wouldn't have happened under Jobs but they definitely happened under Tim Cook.
  • Reply 17 of 205
    sennensennen Posts: 1,472member
    Quote:


    Samsung is expected to spend $14 billion on ads and promotion this year


     

    And they say Apple is all hype and marketing... :rolleyes: That's an obscene amount to spend on fluff.

  • Reply 18 of 205
    kpomkpom Posts: 660member
    Regarding the buyback, part of the reason that the price is up is that there are fewer shares outstanding. Theoretically, the market cap should be the same regardless of the number of shares outstanding, so if the buybacks hadn't happened, Apple's stock price would be a bit lower (adjusted for the cash that Apple paid for the shares it bought back). So if it paid $23.5 billion for the 47 million shares it bought back ($500/share), in theory if it hadn't done the buyback, today its market cap would be $514.7 billion instead of $491.2 billion, but shares outstanding would be 946,736,000 instead of about 899,736,000, implying a price of about $543.65. It's not exact (as the market is always a bit imprecise), but that's the general principle.
  • Reply 19 of 205
    tmaytmay Posts: 6,455member

    Samsung "Copied early".

     

    They don't need to keep copying now that they have a head start on the other Android OEM"s, but they are going to find that their margins are going to get hit very badly with those kinds of marketing costs.

     

    That and aggressive Chinese OEM's are going to take the lower end market.

  • Reply 20 of 205

    Classy buddy.

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