josu

red oak said:

Apple is getting 30% on an increasing portion of Netflix's revenue.   The Netflix app is #12 top grossing  

this is seems to be completely under the radar

Good point, I suscribe to Netflix the moment they offered it here and I do it from the iOS App using iTunes cards to pay for it.

cash907censored said:

Raise your hand if you did not see this coming. Everyone with their hand raised, smack yourselves in the face. 
Good. Now learn from your mistake. 

What's the problem, it was free only in the US, outside is only available with Apple Music subscription. For once Apple is leveling you with us, not make us wait, and wait, and wait... Here in Spain still no TV Shows in iTunes or AppleTV, or News app.

Gene Munster probably is wrong, this are my reasons: Since launch to the end of the holiday season 2015 had one week less, the first one after the launch, its accountable in the FQ4 but it is included in the production plan for the end of the year. Given that the weekend sales extended after the end of the quarter, some part of that sales must be accountable for first quarter 2016.

So if Apple ordered 90 million units of the 6s with a week less to sell, assuming the device has sold as much as the 6, Apple must have in its hands as much as 17 million units. Last year march quarter sales where 61 million, assuming 90% where iPhone 6 / 6 Plus, we can assume the where some units left in the channel and subtract the 17 million and you have roughly that 30% cut in production with the same sales figures. Add to that the 6 right now is a much more attractive product than ever have Apple got for a second year device, its the first year a second year device has a 64GB capacity option and is a good guess that its selling better than any previous second year one, and you have better sales than last FY in both quarters.

JamesBB said:

hammerd2 said:

"As for the just ended quarter, Munster expects revenue of $76.5 to $77.5 billion on sales of 75 to 76 million iPhones, 5.8 million Macs and 17.5 million iPads. He pegs gross margins at 40 percent"

Wow, this guy must have been up half the night burning the midnight oil, tapping away at his calculator, checking inventory and sales channels, etc to have generated such specific numbers. Oh, hang on -

"Apple is providing the following guidance for its fiscal 2016 first quarter:

• revenue between $75.5 billion and $77.5 billion
• gross margin between 39 percent and 40 percent"

Really, what is the point in these people ? Do their clients actually PAY for this indepth analysis ?

So in 2 weeks' time when Apple give their forward guidance - free of charge - which will either prove correct or conservative, how long will it take these guys to chunter on before coming out with their new predictions that are pretty much identical ?

Let's not forget that this current Apple forecast shows income growth while also including 5+% added costs due to currency fluctuations.

Tim Cook is the best Apple analyst hands down, although he tends to be slightly conservative in his estimates.

Yes, but remember in early 2013 those guys forecasted an big slowdown and a decline in revenue and profits and the last actually happened, Apple profits declined in 2013, so they are not as mislead as we would like.

But there's a silver lining, In late 2012 Apple management cashed their stock options, so they probably knew what will happen, this time they don't have do it. Not only that, they extended the stock option program to more management levels, hardly a sign of trouble ahead, if only because as the top management levels, mid levels have enough knowledge of what is happening to react over this if they see no growth in the future, and no stock growth potential. Also, even though its cautions, most analyst keep or had trimmed slightly its price targets, so they don't see the scenario as grim as they saw it in 2013. And remember they only where right in profits, and that was related to lower gross margins than usual than with sales growth. Now the gross margins are in the 40% range, Apple usual margins

What really surprise me in this Apple Insider vs. Business Insider articles is no reference to the guy that created it, A guy that's can't be a broker anymore because he manipulated stock prices and investors misleading them to stocks with a very dubious value. C'mon the guy paid a big fine to avoid ending in the joint. That's Business Insider founder. I have ever ask myself why anybody can give any credibility to a blog founded by a felon whose crimes are related exactly with the same business he "inform" now.