Tim Cook says Apple's earnings power is 'probably under-appreciated' in CNBC 'Mad Money' i...

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Comments

  • Reply 21 of 67
    canukstormcanukstorm Posts: 1,795member
    avon b7 said:
    avon b7 said:
    Damage control and totally expected and logical. 

    As usual he will be 'thrilled' to announce Apple's second largest revenue results with so many headwinds in place and that is also logical and expected.

    Company wide things are not bad but iPhone needs to be looked at - closely.



    iPhone needs to be looked at?

    Bullshit.
    Second quarter 2018. Apple got shunted out of second place in world shipments - for the first time since 2010.

    Almost four years of flat sales and now very likely to announce a historic dip in unit sales coinciding with a revenue warning - on its blowout quarter.

    2018 iterative upgrade to iPhone.

    40% wiped off company value in just a few months.

    Company health in general may be good. The iPhone needs to be looked at though. The Chinese iPhone market alone is of such vital strategic importance to Apple that the company formally admitted that any successful ban on iPhone sales in the Chinese market (as a result of QC's legal efforts) would mean Apple having no option to give up the fight against QC.


    "Smartphone shipments in China fell between 12-15.5 percent last year, market data indicated, suggesting a bleak outlook for the sector at a time when behemoths Apple and Samsung Electronics have already issued dour forecasts."

    https://www.reuters.com/article/us-china-smartphone-research/china-smartphone-shipments-seen-down-12-15-5-percent-last-year-market-data-idUSKCN1P20X2

    The entire smartphone market in China is in bad shape right now
    tmaywatto_cobra
  • Reply 22 of 67
    canukstormcanukstorm Posts: 1,795member
    Cook needs to stop talking or if he does talk stop being so defensive. Oh and if the ecosystem is under appreciated by the market whose fault is that? Cook’s.

    More bullshit. How is it Cook’s fault if a bunch of idiotic analysts don’t comprehend the value of the iOS ecosystem? Or don’t understand Apple? Which they clearly don’t given their abysmal track record of always being wrong.
    Then obviously Cook and the management team are doing something wrong If year after year the market and investment community continue to not get the company. If the ecosystem is undervalued then Cook & Team need to do a better job selling it and need to provide the metrics that will tell the story they want told. 
    The market / investment community didn't understand Apple even when Steve Jobs was in charge.  Was he doing something wrong too?
    radarthekatwatto_cobra
  • Reply 23 of 67
    Cook needs to stop talking or if he does talk stop being so defensive. Oh and if the ecosystem is under appreciated by the market whose fault is that? Cook’s.

    More bullshit. How is it Cook’s fault if a bunch of idiotic analysts don’t comprehend the value of the iOS ecosystem? Or don’t understand Apple? Which they clearly don’t given their abysmal track record of always being wrong.
    Then obviously Cook and the management team are doing something wrong If year after year the market and investment community continue to not get the company. If the ecosystem is undervalued then Cook & Team need to do a better job selling it and need to provide the metrics that will tell the story they want told. 

    Who cares if the market gets it?

    Customers sure do “get it” considering the iPhone is, by a country mile, the best selling flagship on the planet. Second place Samsung is lucky to get 1/4 the sales of the iPhone. Huawei, HTC, LG and others are so far behind they’re barely a blip on the radar.

    Why isn’t anyone calling doom & gloom regarding Samsung considering how far behind the iPhone they are? Why isn’t anyone calling doom & gloom on the Google Play Store since it generates half the revenues of The App Store?
    radarthekatwatto_cobra
  • Reply 24 of 67
    avon b7 said:
    avon b7 said:
    Damage control and totally expected and logical. 

    As usual he will be 'thrilled' to announce Apple's second largest revenue results with so many headwinds in place and that is also logical and expected.

    Company wide things are not bad but iPhone needs to be looked at - closely.



    iPhone needs to be looked at?

    Bullshit.
    Second quarter 2018. Apple got shunted out of second place in world shipments - for the first time since 2010.

    Almost four years of flat sales and now very likely to announce a historic dip in unit sales coinciding with a revenue warning - on its blowout quarter.

    2018 iterative upgrade to iPhone.

    40% wiped off company value in just a few months.

    Company health in general may be good. The iPhone needs to be looked at though. The Chinese iPhone market alone is of such vital strategic importance to Apple that the company formally admitted that any successful ban on iPhone sales in the Chinese market (as a result of QC's legal efforts) would mean Apple having no option to give up the fight against QC.



    This post proves you are nothing but an outright liar.
    watto_cobra
  • Reply 25 of 67
    jungmarkjungmark Posts: 6,647member
    sirozha said:
    Anyone noticed how relatively empty that Apple store is? 
    Well since a TV interview is taking place, I'm pretty sure they have crowd control off camera. 
    radarthekatwatto_cobra
  • Reply 26 of 67
    jungmarkjungmark Posts: 6,647member
    I wish he name dropped some of the analysts they get Apple wrong for years. 
    SpamSandwichradarthekatwatto_cobra
  • Reply 27 of 67
    tmaytmay Posts: 3,462member
    avon b7 said:
    avon b7 said:
    Damage control and totally expected and logical. 

    As usual he will be 'thrilled' to announce Apple's second largest revenue results with so many headwinds in place and that is also logical and expected.

    Company wide things are not bad but iPhone needs to be looked at - closely.



    iPhone needs to be looked at?

    Bullshit.
    Second quarter 2018. Apple got shunted out of second place in world shipments - for the first time since 2010.

    Almost four years of flat sales and now very likely to announce a historic dip in unit sales coinciding with a revenue warning - on its blowout quarter.

    2018 iterative upgrade to iPhone.

    40% wiped off company value in just a few months.

    Company health in general may be good. The iPhone needs to be looked at though. The Chinese iPhone market alone is of such vital strategic importance to Apple that the company formally admitted that any successful ban on iPhone sales in the Chinese market (as a result of QC's legal efforts) would mean Apple having no option to give up the fight against QC.


    So, Apple sells 200 million iPhones at an ASP of $795 is not the same as selling 200 million Huawei phones at very much less than $250 ASP.

    The Chinese market is crashing, and even Huawei is going to feel it.

    Oh, did I mention Huawei?

    https://www.reuters.com/article/us-huawei-iran-exclusive/exclusive-new-documents-link-huawei-to-suspected-front-companies-in-iran-syria-idUSKCN1P21MH?utm_source=reddit.com

    Looks like what we call in the U.S., the "smoking gun".
    watto_cobra
  • Reply 28 of 67
    avon b7avon b7 Posts: 3,313member
    avon b7 said:
    avon b7 said:
    Damage control and totally expected and logical. 

    As usual he will be 'thrilled' to announce Apple's second largest revenue results with so many headwinds in place and that is also logical and expected.

    Company wide things are not bad but iPhone needs to be looked at - closely.



    iPhone needs to be looked at?

    Bullshit.
    Second quarter 2018. Apple got shunted out of second place in world shipments - for the first time since 2010.

    Almost four years of flat sales and now very likely to announce a historic dip in unit sales coinciding with a revenue warning - on its blowout quarter.

    2018 iterative upgrade to iPhone.

    40% wiped off company value in just a few months.

    Company health in general may be good. The iPhone needs to be looked at though. The Chinese iPhone market alone is of such vital strategic importance to Apple that the company formally admitted that any successful ban on iPhone sales in the Chinese market (as a result of QC's legal efforts) would mean Apple having no option to give up the fight against QC.



    This post proves you are nothing but an outright liar.
    Some links:


    muthuk_vanalingam
  • Reply 29 of 67
    Cook needs to stop talking or if he does talk stop being so defensive. Oh and if the ecosystem is under appreciated by the market whose fault is that? Cook’s.

    More bullshit. How is it Cook’s fault if a bunch of idiotic analysts don’t comprehend the value of the iOS ecosystem? Or don’t understand Apple? Which they clearly don’t given their abysmal track record of always being wrong.
    The VALUE of IOS system? Are you nuts?
    IOS cannot even handle multitasking and decent file management! 
    Look at the iPad Pro, cannot even handle usb file systems! 
    muthuk_vanalingam
  • Reply 30 of 67
    sirozha said:
    Anyone noticed how relatively empty that Apple store is? 
    I have noticed this in the past few months at a couple of Apple stores in and around Boston.

    And, surprisingly, Microsoft stores seem to have more people in there -- but not all that much more -- than those wearing green/red/yellow/blue t-shirts...
    edited January 8 muthuk_vanalingam
  • Reply 31 of 67
    avon b7avon b7 Posts: 3,313member
    I visited one in Barcelona just before Christmas (around 18.30h on a weekend) and was expecting huge queues. That wasn't the case. It wasn't empty by any stretch but I was surprised there weren't lot's more people in there.

    The Media Markt just next door had a huge queue just to get into the store.
    edited January 8 muthuk_vanalingam
  • Reply 32 of 67
    sflocalsflocal Posts: 4,425member
    avon b7 said:
    Damage control and totally expected and logical. 

    As usual he will be 'thrilled' to announce Apple's second largest revenue results with so many headwinds in place and that is also logical and expected.

    Company wide things are not bad but iPhone needs to be looked at - closely.


    Nonsense.  Any other company out there would KILL to have a “bad” $84B quarter.

    Tim Cook is calling out these Wall Street monkeys.
    radarthekatwatto_cobra
  • Reply 33 of 67
    avon b7avon b7 Posts: 3,313member
    sflocal said:
    avon b7 said:
    Damage control and totally expected and logical. 

    As usual he will be 'thrilled' to announce Apple's second largest revenue results with so many headwinds in place and that is also logical and expected.

    Company wide things are not bad but iPhone needs to be looked at - closely.


    Nonsense.  Any other company out there would KILL to have a “bad” $84B quarter.

    Tim Cook is calling out these Wall Street monkeys.
    That's $84B in global Apple business and yes people would kill for that but you wilfully ignore that my comments are on the iPhone business and that is far from nonsense when you put the year into perspective.


    edited January 8 muthuk_vanalingam
  • Reply 34 of 67
    sflocalsflocal Posts: 4,425member
    avon b7 said:
    sflocal said:
    avon b7 said:
    Damage control and totally expected and logical. 

    As usual he will be 'thrilled' to announce Apple's second largest revenue results with so many headwinds in place and that is also logical and expected.

    Company wide things are not bad but iPhone needs to be looked at - closely.


    Nonsense.  Any other company out there would KILL to have a “bad” $84B quarter.

    Tim Cook is calling out these Wall Street monkeys.
    That's $84B in global Apple business and yes people would kill fir that but you wilfully ignore that my comments are on the iPhone business and that is far from nonsense when you put the year into perspective.


    You mean the phone business that EVERY phone manufacturer is going through from the holiday quarter?  I didn't conveniently step around your comments.  They were just not worth discussing with you.
    watto_cobra
  • Reply 35 of 67
    radarthekatradarthekat Posts: 2,970moderator
    avon b7 said:
    Damage control and totally expected and logical. 

    As usual he will be 'thrilled' to announce Apple's second largest revenue results with so many headwinds in place and that is also logical and expected.

    Company wide things are not bad but iPhone needs to be looked at - closely.


    He’s also going to announce the highest ever earnings per share.  I know a lot of folks cast the buybacks as ‘financial engineering’ but concentrating profits into the hands of those who are long-term investors is exactly what we long-term investors love.  Apple is in affect buying out our partners (fellow shareholders) on our behalf, leaving each of us with a larger share of future earnings.

    As to this current context, you stated it correctly; there are significant headwinds, but these are not of Apple’s making nor are they specific to Apple.  Without the trade war and associated pin action (heightened nationalism, etc), without the Qualcomm fracas (that was Qualcomm’s doing), and other exogenous factors, Apple’s quarter would likely have met guidance.  While nobody can know for sure, what we do know is that a certain person has ripped up the rule book and thrown trade relations into chaos.  That’s the very definition of extraordinary times.  Apple is fine and is piloting through this period, still making the most profits of any company.  
    edited January 8 watto_cobra
  • Reply 36 of 67
    radarthekatradarthekat Posts: 2,970moderator
    avon b7 said:
    avon b7 said:
    Damage control and totally expected and logical. 

    As usual he will be 'thrilled' to announce Apple's second largest revenue results with so many headwinds in place and that is also logical and expected.

    Company wide things are not bad but iPhone needs to be looked at - closely.



    iPhone needs to be looked at?

    Bullshit.
    Second quarter 2018. Apple got shunted out of second place in world shipments - for the first time since 2010.

    Almost four years of flat sales and now very likely to announce a historic dip in unit sales coinciding with a revenue warning - on its blowout quarter.

    2018 iterative upgrade to iPhone.

    40% wiped off company value in just a few months.

    Company health in general may be good. The iPhone needs to be looked at though. The Chinese iPhone market alone is of such vital strategic importance to Apple that the company formally admitted that any successful ban on iPhone sales in the Chinese market (as a result of QC's legal efforts) would mean Apple having no option to give up the fight against QC.


    You’re showing your amateurishness.  

    Apple has never competed for unit sales.  Never.  

    Revenue and profits have have grown significantly over the past four years.  Again you focus on the meaningless units sales meme.  Takes your credibility to zero.  ZERO

    The 40% comment really shows you have zero investing chops.  40% was erased from the price of Apple shares. That has zero to do with the ‘value’ of the company.  That you don’t have even this much insight speaks volumes.  I’m going to have to begin talking to you as I would a child.  Yes, that’s exactly how I see you now.

    It’s going to be okay, AvonB.  Don’t worry your mind.  Get your rest, now.  
    edited January 8 watto_cobra
  • Reply 37 of 67
    avon b7avon b7 Posts: 3,313member
    sflocal said:
    avon b7 said:
    sflocal said:
    avon b7 said:
    Damage control and totally expected and logical. 

    As usual he will be 'thrilled' to announce Apple's second largest revenue results with so many headwinds in place and that is also logical and expected.

    Company wide things are not bad but iPhone needs to be looked at - closely.


    Nonsense.  Any other company out there would KILL to have a “bad” $84B quarter.

    Tim Cook is calling out these Wall Street monkeys.
    That's $84B in global Apple business and yes people would kill fir that but you wilfully ignore that my comments are on the iPhone business and that is far from nonsense when you put the year into perspective.


    You mean the phone business that EVERY phone manufacturer is going through from the holiday quarter?  I didn't conveniently step around your comments.  They were just not worth discussing with you.
    Apple sales have been flat for years. This isn't about the holiday quarter. The holiday quarter is simply the wake up jolt.
    muthuk_vanalingam
  • Reply 38 of 67
    radarthekatradarthekat Posts: 2,970moderator

    Cook needs to stop talking or if he does talk stop being so defensive. Oh and if the ecosystem is under appreciated by the market whose fault is that? Cook’s.

    More bullshit. How is it Cook’s fault if a bunch of idiotic analysts don’t comprehend the value of the iOS ecosystem? Or don’t understand Apple? Which they clearly don’t given their abysmal track record of always being wrong.
    Then obviously Cook and the management team are doing something wrong If year after year the market and investment community continue to not get the company. If the ecosystem is undervalued then Cook & Team need to do a better job selling it and need to provide the metrics that will tell the story they want told. 
    No, that’s not what’s obvious.  Cook and his management team are responsible to shepard the business along, through good times and bad.  The measure of that comes from, among other metrics, the size of the installed base much more than what analysts are saying.  People who take money out of their bank accounts to buy Apple products are the voters in this context.  To sway the analysts and pundits would be to cater to them, and perhaps to spend more money on advertising in their publications than the combined Android industry does.  Because that’s a factor in how they cast Apple against Android.  You’d have to be blind not to see that.  Is that what you want Apple management to do?  Buy favor with analysts and pundits?  Or make products that appeal to an ever growing installed base of highly satisfied consumers?  
    watto_cobra
  • Reply 39 of 67
    radarthekatradarthekat Posts: 2,970moderator

    sirozha said:

    Cook needs to stop talking or if he does talk stop being so defensive. Oh and if the ecosystem is under appreciated by the market whose fault is that? Cook’s.
    No, it's the fault of analysts who have been dazzled by the bright, shiny object called "iPhone" and were unable to see anything else.

    Meanwhile, the ecosystem that powers both it and the Mac line continued to quietly grow and grow stronger each year.
    It's interesting  you would say this about the Apple ecosystem. In my opinion, the ecosystem in complete shambles, as Tim Cook's Apple has taken a baseball bat to the ecosystem that SJ built. 
    I’m sure you have a few examples in mind, but you’d have to be myopic to cite them and not provide a survey of all that’s changed in the ecosystem since... whenever (Job’s era, 1980s, since iPhone 5?).  Apple has, each year, onboarded huge numbers of new users while adding services, continuity, partners doing medical studies using Apple products, and a myriad of other extensions and additions to its ecosystem.  Show me what Samsung has done, ecosystem wise.  Or Huawei, or _________.  
    edited January 8 watto_cobra
  • Reply 40 of 67
    radarthekatradarthekat Posts: 2,970moderator
    tmay said:
    avon b7 said:
    avon b7 said:
    Damage control and totally expected and logical. 

    As usual he will be 'thrilled' to announce Apple's second largest revenue results with so many headwinds in place and that is also logical and expected.

    Company wide things are not bad but iPhone needs to be looked at - closely.



    iPhone needs to be looked at?

    Bullshit.
    Second quarter 2018. Apple got shunted out of second place in world shipments - for the first time since 2010.

    Almost four years of flat sales and now very likely to announce a historic dip in unit sales coinciding with a revenue warning - on its blowout quarter.

    2018 iterative upgrade to iPhone.

    40% wiped off company value in just a few months.

    Company health in general may be good. The iPhone needs to be looked at though. The Chinese iPhone market alone is of such vital strategic importance to Apple that the company formally admitted that any successful ban on iPhone sales in the Chinese market (as a result of QC's legal efforts) would mean Apple having no option to give up the fight against QC.


    So, Apple sells 200 million iPhones at an ASP of $795 is not the same as selling 200 million Huawei phones at very much less than $250 ASP.

    The Chinese market is crashing, and even Huawei is going to feel it.

    Oh, did I mention Huawei?

    https://www.reuters.com/article/us-huawei-iran-exclusive/exclusive-new-documents-link-huawei-to-suspected-front-companies-in-iran-syria-idUSKCN1P21MH?utm_source=reddit.com

    Looks like what we call in the U.S., the "smoking gun".
    AvonB will never conjecture how many iPhones Apple would sell if they lowered the ASP to $250 (giving up all profits in the process).  Because he doesn’t want to have to admit it’s hard making the kind of profits Apple makes, especially selling smartphones against those who are willing to sell for so much less and at minimal or no profit.  Apple has a very difficult job, indeed, and up until the trade war fiasco, was going nowhere but straight up.  Yeah, there’s going to be a problem when trade relations are thrown into chaos, but he seems to lack the subtlety of mind to comprehend any of this.  
    ericthehalfbeewatto_cobra
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