Of course. And if March was predicted to be a record quarter then all eyes (read: pessimism) would be on June. Every time Apple has a good quarter and the stock does nothing people say it’s not about the past but the future. Because with Apple the future can never be as good or better than the past. Wall Street is constantly assuming doom is around the quarter. And Apple leadership have done squat to change that narrative. All the stock buybacks in the world and Apple’s PE is still pathetic and the stock way more volatile compared to its tech peers. One sketchy supply chain rumor from Asia and the stock drops 2%. Disgusting. And a perfect example is Facebook. They admitted engagement is down because of the changes they made to the newsfeed yet the stock is up 4% today. If that was Apple the stock would be tanking today.
Always had eyes on next quarter in the last 10 years and iPhone beats it every time. Anal ists never gave up the the bash of AAPL.
Of course. And if March was predicted to be a record quarter then all eyes (read: pessimism) would be on June. Every time Apple has a good quarter and the stock does nothing people say it’s not about the past but the future. Because with Apple the future can never be as good or better than the past. Wall Street is constantly assuming doom is around the quarter. And Apple leadership have done squat to change that narrative. All the stock buybacks in the world and Apple’s PE is still pathetic and the stock way more volatile compared to its tech peers. One sketchy supply chain rumor from Asia and the stock drops 2%. Disgusting. And a perfect example is Facebook. They admitted engagement is down because of the changes they made to the newsfeed yet the stock is up 4% today. If that was Apple the stock would be tanking today.
Everything fine except blaming Cook and friends. How do you rationalize this? Contrary to your claim, Cook has tried to teach Wall Street, has already told people they don't manage to the stock price, and not to listen to supply chain guessers or parts-pricing guessers. He has said this specifically. Meanwhile, they continue batting hits out of the park, raking in the money people are throwing at them, quarter after quarter. What more do you expect them to do?
This isn’t about Apple managing to a stock price. Why aren’t Amazon, Google, Facebook and even Microsoft perpetually doomed the way Apple is? Why is Apple always one quarter or product launch away from disaster but none of their peers are? To suggest there’s nothing Cook and Apple leadership can do about this is nonsense.
Because they aren’t. That’s just irrational investor fear
Again, besides telling them not to, which they already are, what sort of action are you asking of Apple leadership?
I'll be surprised if Apple breaks out iPhone X sales from other iPhones. I don't think they've ever done it recently. If they choose not to break out sales, people will be pissed! I can't wait!
I don'y know what to think. On one hand, when has Apple's guidance ever been wrong? And Apple is repatriating $350B in the new tax law. OTOH, they missed the holiday season with a new product, batterygate is in full swing, software updates seem to have no QC, whole product lines have been dropped (airports and monitors,) the dollar continues to plummet, and who knows if a trade war with china is about to break out.
I guess Tim and Luca will reveal all soon.
They will be bringing back the overseas profits over time. It’s not all coming back in one giant lump sum.
Why the fuck is every quarter the same thing? "Analysts export record-smashing quarter, but worried Apple is doomed for the next one"? I literally feel like we've had the same shitty headlines for YEARS, every single quarter. And yet, nobody is accountable for anything being said. The most successful company on the planet is now actually EXPECTED to smash their own records every single year, as if that's the standard for barely getting by.
Of course. And if March was predicted to be a record quarter then all eyes (read: pessimism) would be on June. Every time Apple has a good quarter and the stock does nothing people say it’s not about the past but the future. Because with Apple the future can never be as good or better than the past. Wall Street is constantly assuming doom is around the quarter. And Apple leadership have done squat to change that narrative. All the stock buybacks in the world and Apple’s PE is still pathetic and the stock way more volatile compared to its tech peers. One sketchy supply chain rumor from Asia and the stock drops 2%. Disgusting. And a perfect example is Facebook. They admitted engagement is down because of the changes they made to the newsfeed yet the stock is up 4% today. If that was Apple the stock would be tanking today.
Everything fine except blaming Cook and friends. How do you rationalize this? Contrary to your claim, Cook has tried to teach Wall Street, has already told people they don't manage to the stock price, and not to listen to supply chain guessers or parts-pricing guessers. He has said this specifically. Meanwhile, they continue batting hits out of the park, raking in the money people are throwing at them, quarter after quarter. What more do you expect them to do?
This isn’t about Apple managing to a stock price. Why aren’t Amazon, Google, Facebook and even Microsoft perpetually doomed the way Apple is? Why is Apple always one quarter or product launch away from disaster but none of their peers are? To suggest there’s nothing Cook and Apple leadership can do about this is nonsense.
Because they aren’t. That’s just irrational investor fear
Again, besides telling them not to, which they already are, what sort of action are you asking of Apple leadership?
But why is there this irrational investor fear with Apple but not its tech competitors? You’re saying Apple leadership is powerless to do anything about it?
Of course. And if March was predicted to be a record quarter then all eyes (read: pessimism) would be on June. Every time Apple has a good quarter and the stock does nothing people say it’s not about the past but the future. Because with Apple the future can never be as good or better than the past. Wall Street is constantly assuming doom is around the quarter. And Apple leadership have done squat to change that narrative. All the stock buybacks in the world and Apple’s PE is still pathetic and the stock way more volatile compared to its tech peers. One sketchy supply chain rumor from Asia and the stock drops 2%. Disgusting. And a perfect example is Facebook. They admitted engagement is down because of the changes they made to the newsfeed yet the stock is up 4% today. If that was Apple the stock would be tanking today.
Everything fine except blaming Cook and friends. How do you rationalize this? Contrary to your claim, Cook has tried to teach Wall Street, has already told people they don't manage to the stock price, and not to listen to supply chain guessers or parts-pricing guessers. He has said this specifically. Meanwhile, they continue batting hits out of the park, raking in the money people are throwing at them, quarter after quarter. What more do you expect them to do?
This isn’t about Apple managing to a stock price. Why aren’t Amazon, Google, Facebook and even Microsoft perpetually doomed the way Apple is? Why is Apple always one quarter or product launch away from disaster but none of their peers are? To suggest there’s nothing Cook and Apple leadership can do about this is nonsense.
Because they aren’t. That’s just irrational investor fear
Again, besides telling them not to, which they already are, what sort of action are you asking of Apple leadership?
But why is there this irrational investor fear with Apple but not its tech competitors? You’re saying Apple leadership is powerless to do anything about it?
Because when you used to be on the bottom and now you're on top, and when you chose to manage for delighting the customer and not the stock price, clueless investors get weird.
Contrary to your "done squat" claim, Cook has told investors that's stupid. Again, what more would you suggest they do?
Of course. And if March was predicted to be a record quarter then all eyes (read: pessimism) would be on June. Every time Apple has a good quarter and the stock does nothing people say it’s not about the past but the future. Because with Apple the future can never be as good or better than the past. Wall Street is constantly assuming doom is around the quarter. And Apple leadership have done squat to change that narrative. All the stock buybacks in the world and Apple’s PE is still pathetic and the stock way more volatile compared to its tech peers. One sketchy supply chain rumor from Asia and the stock drops 2%. Disgusting. And a perfect example is Facebook. They admitted engagement is down because of the changes they made to the newsfeed yet the stock is up 4% today. If that was Apple the stock would be tanking today.
Everything fine except blaming Cook and friends. How do you rationalize this? Contrary to your claim, Cook has tried to teach Wall Street, has already told people they don't manage to the stock price, and not to listen to supply chain guessers or parts-pricing guessers. He has said this specifically. Meanwhile, they continue batting hits out of the park, raking in the money people are throwing at them, quarter after quarter. What more do you expect them to do?
This isn’t about Apple managing to a stock price. Why aren’t Amazon, Google, Facebook and even Microsoft perpetually doomed the way Apple is? Why is Apple always one quarter or product launch away from disaster but none of their peers are? To suggest there’s nothing Cook and Apple leadership can do about this is nonsense.
Because they aren’t. That’s just irrational investor fear
Again, besides telling them not to, which they already are, what sort of action are you asking of Apple leadership?
But why is there this irrational investor fear with Apple but not its tech competitors? You’re saying Apple leadership is powerless to do anything about it?
It is not that they are powerless, it is that they are not interested in dedicating significant time towards it. It is a choice that they have made consciously. And I tend to agree with that sentiment. Because, the more time you spend with hot-heads in wall street tending to their fat egos, the more they are going to demand from you and it would be a vicious cycle. Different companies have decided to draw the line at different points, with Apple management almost literally having decided to ignore all the hot-heads and focus on the task on hand, i.e. making great products. It is a very difficult balancing act, and there is really no right/wrong approach (one size fits all approach) that every company can stick to. This is the choice that Apple has made for themselves, and there is nothing wrong in it.
Of course. And if March was predicted to be a record quarter then all eyes (read: pessimism) would be on June. Every time Apple has a good quarter and the stock does nothing people say it’s not about the past but the future. Because with Apple the future can never be as good or better than the past. Wall Street is constantly assuming doom is around the quarter. And Apple leadership have done squat to change that narrative. All the stock buybacks in the world and Apple’s PE is still pathetic and the stock way more volatile compared to its tech peers. One sketchy supply chain rumor from Asia and the stock drops 2%. Disgusting. And a perfect example is Facebook. They admitted engagement is down because of the changes they made to the newsfeed yet the stock is up 4% today. If that was Apple the stock would be tanking today.
Everything fine except blaming Cook and friends. How do you rationalize this? Contrary to your claim, Cook has tried to teach Wall Street, has already told people they don't manage to the stock price, and not to listen to supply chain guessers or parts-pricing guessers. He has said this specifically. Meanwhile, they continue batting hits out of the park, raking in the money people are throwing at them, quarter after quarter. What more do you expect them to do?
This isn’t about Apple managing to a stock price. Why aren’t Amazon, Google, Facebook and even Microsoft perpetually doomed the way Apple is? Why is Apple always one quarter or product launch away from disaster but none of their peers are? To suggest there’s nothing Cook and Apple leadership can do about this is nonsense.
Ah, the hallmark of the armchair CEO: lots of whining, no workable suggestions on how to fix the problem.
Of course. And if March was predicted to be a record quarter then all eyes (read: pessimism) would be on June. Every time Apple has a good quarter and the stock does nothing people say it’s not about the past but the future. Because with Apple the future can never be as good or better than the past. Wall Street is constantly assuming doom is around the quarter. And Apple leadership have done squat to change that narrative. All the stock buybacks in the world and Apple’s PE is still pathetic and the stock way more volatile compared to its tech peers. One sketchy supply chain rumor from Asia and the stock drops 2%. Disgusting. And a perfect example is Facebook. They admitted engagement is down because of the changes they made to the newsfeed yet the stock is up 4% today. If that was Apple the stock would be tanking today.
I don’t think there is any other tech company that is assessed in this “constant hunt for bad news” kind of a way.
Maybe not as wide scale, but that's because of Apple's mindshare more than anything else. This forum, for instance, has members that have been saying that pretty much every (if not every) Apple competitor will be shuttering its doors in some ridiculously short duration. The number of times I've read on this forum by regulars that Microsoft will fold within some 6 to 12 month timeframe is wierdly high, despite them being able to cost for years, if not decades, even if they don't make another sale starting right this moment.
Once again, you’re going to have to point out one of those posts that states Microsoft is going to crash in six to twelve months. As far as I can tell, their cloud strategy is working very nicely.
Of course. And if March was predicted to be a record quarter then all eyes (read: pessimism) would be on June. Every time Apple has a good quarter and the stock does nothing people say it’s not about the past but the future. Because with Apple the future can never be as good or better than the past. Wall Street is constantly assuming doom is around the quarter. And Apple leadership have done squat to change that narrative. All the stock buybacks in the world and Apple’s PE is still pathetic and the stock way more volatile compared to its tech peers. One sketchy supply chain rumor from Asia and the stock drops 2%. Disgusting. And a perfect example is Facebook. They admitted engagement is down because of the changes they made to the newsfeed yet the stock is up 4% today. If that was Apple the stock would be tanking today.
I don’t think there is any other tech company that is assessed in this “constant hunt for bad news” kind of a way.
Maybe not as wide scale, but that's because of Apple's mindshare more than anything else. This forum, for instance, has members that have been saying that pretty much every (if not every) Apple competitor will be shuttering its doors in some ridiculously short duration. The number of times I've read on this forum by regulars that Microsoft will fold within some 6 to 12 month timeframe is wierdly high, despite them being able to cost for years, if not decades, even if they don't make another sale starting right this moment.
Once again, you’re going to have to point out one of those posts that states Microsoft is going to crash in six to twelve months. As far as I can tell, their cloud strategy is working very nicely.
And if it was feasible to search, I would. If you don’t want to believe that pro-Apple members make ridiculous statements then go right ahead. I likely know when you posted this comment so I can tag it in the future when it happens again (but hopefully you’ll be paying attention next time).
Many aspects of MS are doing great. Even Surface has added value to MS, even if it’s not a profit center for the company. Apple has plenty of those, too.
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Again, besides telling them not to, which they already are, what sort of action are you asking of Apple leadership?
Contrary to your "done squat" claim, Cook has told investors that's stupid. Again, what more would you suggest they do?
Once again, you’re going to have to point out one of those posts that states Microsoft is going to crash in six to twelve months. As far as I can tell, their cloud strategy is working very nicely.
Many aspects of MS are doing great. Even Surface has added value to MS, even if it’s not a profit center for the company. Apple has plenty of those, too.