Could be that folk are passing on the iPad and going with a humongous iPhone instead.
Yeah I don't get what people were expecting. In some ways to me the new MacBook is more compelling than an iPad. And I'll bet any money it takes share from iPad this next quarter.
Cook says Watch demand greater than supply. Doesn't think Apple will be able to sell in additional countries until at least June. Says customer reaction so far has been off the charts. Says Apple is making adjustments to get in line with customer preference in terms of models.
Cook says Watch demand greater than supply. Doesn't think Apple will be able to sell in additional countries until at least June. Says customer reaction so far has been off the charts. Says Apple is making adjustments to get in line with customer preference in terms of models.
Yep.
"Explain why your R&D is up?"
Did she really think they were going to explain why? " src="http://forums-files.appleinsider.com/images/smilies//lol.gif" />
Could be that folk are passing on the iPad and going with a humongous iPhone instead.
Yes, or they might go with a tiny Mac, like the new MacBook, which you have to see in person (I did yesterday for the first time) to understand just how small and light and beautiful it is. I'm still using my late 2008 MacBook Pro, which is great for everything except video editing. It works for video editing, but it takes a long time to process effects and you really can't do frame accurate editing because the frame rate isn't all that high. In spite of the MacBook garnering criticism because it's underpowered, it processed video effects virtually in real time. And the display color is much better than mine and it's far more consistent from all angles. I actually discovered that video I shot and processed looks far better than I thought it did. Now that's still not a machine that I would buy for myself, but I have to admit I was pretty impressed, even with the lack of ports. Perfect machine for people who want portability and are not doing intense content creation and even though it's priced much higher than an iPad, I can see people choosing this over an iPad.
As for the iPad, I think they have to add some value add to that device that completely distinguishes it from the Mac or a phone. I don't know what that might be, but I think it would have to be hardware based. Or, they need to find a way to lower the price and make the purchase decision a no-brainer. Or they need to find the "killer app" for it and the give that away with the device. Or give away 300 iTunes songs with purchase of the device.
Or they can not worry about it and just sell to demand, whatever that might be. Steve Jobs used to say that Apple did not care about cannibalization to other Apple products. If people are buying the iPhone 6 Plus instead of an iPad, so what?
I don't care. Last week when Google, Microsoft and Amazon announced (all on the same day) their stocks immediately shot up 4, 5 or more percent after hours. There's nothing in this quarter that warrants the stock being up only 1.2% after hours. Nobody should be surprised by light iPad sales at this point and new Macs didn't really ship until April. Maybe the stock will get a bounce when the conference call starts but it's rare that anything Tim Cook says makes the stock go higher.
I noticed that too. Absolutely ridiculous. We know that google has bought out congress and the white house, now it appears they're buying out wall street as well: Google chairman Eric [piece of] Schmidt invests in computer driven hedge fund. I don't think it's a coincidence that GOOG went up, despite a bad financial report and continued degradation of future earning potential.
Someone asked about Watch margins and why Apple expects them to be lower than company aggregate next quarter and Tim didn't really answer. Though he did say those BOM estimates that come out from iSuppli and others are nowhere near accurate.
No kidding. Any Android trash-can would kill to have those kind of numbers each quarter. But hey, this is Apple. Apple can never have any product line go down... even if it's being offset by those lost iPad sales going into iPhone6+ models with higher margins.
I noticed that too. Absolutely ridiculous. We know that google has bought out congress and the white house, now it appears they're buying out wall street as well: Google chairman Eric [piece of] Schmidt invests in computer driven hedge fund. I don't think it's a coincidence that GOOG went up, despite a bad financial report and continued degradation of future earning potential.
You know it's bad when CNBC and Bloomberg talking heads are scratching their head as to why AAPL isn't up more after hours. Microsoft is the second or third largest company by market cap and after they reported their stock went up almost 11%. If anyone but Apple reported a quarter like Apple did today their stock would be up a hell of a lot more than 1%.
Not necessarily a turn around, but a leveling off. Instead it dropped even more.
Based on Cook's comments I have a feeling Apple is going to push iPad in the enterprise hard and future innovation may be geared towards enterprise/vertical markets. I think Apple has accepted that iPhone and Mac will continue to cannibalize iPad in the consumer space.
I noticed that too. Absolutely ridiculous. We know that google has bought out congress and the white house, now it appears they're buying out wall street as well: Google chairman Eric [piece of] Schmidt invests in computer driven hedge fund. I don't think it's a coincidence that GOOG went up, despite a bad financial report and continued degradation of future earning potential.
Speaking of ridiculous, comments like this take the cake. Do you pay any attention to the actual stock charts? Any whatsoever?
You know it's bad when CNBC and Bloomberg talking heads are scratching their head as to why AAPL isn't up more after hours. Microsoft is the second or third largest company by market cap and after they reported their stock went up almost 11%. If anyone but Apple reported a quarter like Apple did today their stock would be up a hell of a lot more than 1%.
Considering it's their most important, influential product and the hub of their entire ecosystem- yes, it is fantastic news.
You would never give Apple a shred of fucking credit even if your pathetic, miserable life depended on it.
My concern is real; if the iPhone's momentum is ever gone, we'll see Apple go down like a meteor - just like Nokia was once certain of its gigantic phone cash cow.
Comments
Yeah I don't get what people were expecting. In some ways to me the new MacBook is more compelling than an iPad. And I'll bet any money it takes share from iPad this next quarter.
Not really surprised, the Mac is a more compelling product than the iPad.
Sometimes, sometimes not.
It certainly looks that way.
Cook says Watch demand greater than supply. Doesn't think Apple will be able to sell in additional countries until at least June. Says customer reaction so far has been off the charts. Says Apple is making adjustments to get in line with customer preference in terms of models.
Yep.
"Explain why your R&D is up?"
Did she really think they were going to explain why?
" src="http://forums-files.appleinsider.com/images/smilies//lol.gif" />
Luca said Watch margins will be lower than company average.
Tim Cook said about 20% of install based has upgraded to iPhone 6.
Could be that folk are passing on the iPad and going with a humongous iPhone instead.
Yes, or they might go with a tiny Mac, like the new MacBook, which you have to see in person (I did yesterday for the first time) to understand just how small and light and beautiful it is. I'm still using my late 2008 MacBook Pro, which is great for everything except video editing. It works for video editing, but it takes a long time to process effects and you really can't do frame accurate editing because the frame rate isn't all that high. In spite of the MacBook garnering criticism because it's underpowered, it processed video effects virtually in real time. And the display color is much better than mine and it's far more consistent from all angles. I actually discovered that video I shot and processed looks far better than I thought it did. Now that's still not a machine that I would buy for myself, but I have to admit I was pretty impressed, even with the lack of ports. Perfect machine for people who want portability and are not doing intense content creation and even though it's priced much higher than an iPad, I can see people choosing this over an iPad.
As for the iPad, I think they have to add some value add to that device that completely distinguishes it from the Mac or a phone. I don't know what that might be, but I think it would have to be hardware based. Or, they need to find a way to lower the price and make the purchase decision a no-brainer. Or they need to find the "killer app" for it and the give that away with the device. Or give away 300 iTunes songs with purchase of the device.
Or they can not worry about it and just sell to demand, whatever that might be. Steve Jobs used to say that Apple did not care about cannibalization to other Apple products. If people are buying the iPhone 6 Plus instead of an iPad, so what?
And 70% of their revenue now depends on the iPhone - good news?
Just in case, think of it as Chile without the copper.
A better analogy would be you without your boy-toy BF.
Go back into whatever hole you came out of so we can slam a metal plate over it and be done with you.
$5 you'll then whine with another thread, having a boo-hoo moment why trolls are being banned.
I don't care. Last week when Google, Microsoft and Amazon announced (all on the same day) their stocks immediately shot up 4, 5 or more percent after hours. There's nothing in this quarter that warrants the stock being up only 1.2% after hours. Nobody should be surprised by light iPad sales at this point and new Macs didn't really ship until April. Maybe the stock will get a bounce when the conference call starts but it's rare that anything Tim Cook says makes the stock go higher.
I noticed that too. Absolutely ridiculous. We know that google has bought out congress and the white house, now it appears they're buying out wall street as well: Google chairman Eric [piece of] Schmidt invests in computer driven hedge fund. I don't think it's a coincidence that GOOG went up, despite a bad financial report and continued degradation of future earning potential.
12.6 Million iPads is disappointing? dafuq
No kidding. Any Android trash-can would kill to have those kind of numbers each quarter. But hey, this is Apple. Apple can never have any product line go down... even if it's being offset by those lost iPad sales going into iPhone6+ models with higher margins.
Not necessarily a turn around, but a leveling off. Instead it dropped even more.
You know it's bad when CNBC and Bloomberg talking heads are scratching their head as to why AAPL isn't up more after hours. Microsoft is the second or third largest company by market cap and after they reported their stock went up almost 11%. If anyone but Apple reported a quarter like Apple did today their stock would be up a hell of a lot more than 1%.
Based on Cook's comments I have a feeling Apple is going to push iPad in the enterprise hard and future innovation may be geared towards enterprise/vertical markets. I think Apple has accepted that iPhone and Mac will continue to cannibalize iPad in the consumer space.
I noticed that too. Absolutely ridiculous. We know that google has bought out congress and the white house, now it appears they're buying out wall street as well: Google chairman Eric [piece of] Schmidt invests in computer driven hedge fund. I don't think it's a coincidence that GOOG went up, despite a bad financial report and continued degradation of future earning potential.
You know it's bad when CNBC and Bloomberg talking heads are scratching their head as to why AAPL isn't up more after hours. Microsoft is the second or third largest company by market cap and after they reported their stock went up almost 11%. If anyone but Apple reported a quarter like Apple did today their stock would be up a hell of a lot more than 1%.
Conspiracy theories are sooo boring.
My concern is real; if the iPhone's momentum is ever gone, we'll see Apple go down like a meteor - just like Nokia was once certain of its gigantic phone cash cow.
So what about new Mac Pros?
Are you Slurpy's wife?