mpantone

ssfe11 said:

I think it will all be about JuneQ guidance which with the dollar falling off a cliff, iPhone panic buying and stock price favorabiliy buyback ramp ups should be pretty strong. 

Apple has not provided guidance since before the pandemic so five years ago.

The conference call with the ANALysts may provide a few hints about their level of optimism/pessimism if you pay attention to Apple executives' word choices however between tariffs, the bond market, the weakening dollar, and interest rates, it is highly unlikely that Apple (or most other companies in the Fortune 500 for that matter) will be setting new revenue records in 2025 or 2026. However don't expect any numerical figures or guesstimates from Apple.

Perhaps more than anything else global investors showing less confidence in the US dollar as a safe haven is the most troubling development from the current administration's policies. There is much more interest in European bonds and gold in the past few months (even before the tariffs kicked in). I have "economic headwinds" on my Apple ANALyst call bingo card.

lowededwookie said:

Therefore, by saying Messages is being used more than Facebook Messenger is technically correct but not really relevant to this case of social media. But then look at the top four platforms for social media - Facebook, Instagram, X, Threads. How many of those are owned by Meta? And they’re trying to say they don’t have a monopoly on social media?

Look, Meta is never going to say "Yeah, we monopolized social media." Get a clue, it's not in their interest to make such a statement. They are trying to stay out of the antitrust spotlight.

Do you need additional enlightenment? People here will give it to you (or anyone else who) should you request it. Just ask.

This isn't rocket science.

9secondkox2 said:

What the heck.

... (truncated for brevity)

It’s wrong. Please stop. 

My takeaway from your screed is that you have issues about reality. And we have been here numerous times before.

Your comments are sometimes entertaining though, very similar to SNL parodies. I'll give you that, please do carry on.

welshdog said:

They should use Beryllium alloy for the chassis. Strong and light and only toxic a little bit.

And how much will Beryllium alloy add to COGS? I will ignore the comment about toxicity for the moment which isn't really a selling point. But you brought it up which might be something you'll regret.

charlesn said:

Well, considering that Apple is the 800 pound gorilla in the consumer electronics space, it will obviously benefit most from any tariff relief by virtue of its huge sales. As far as tariff exemption lines added that "consist of products that Apple makes, but few others do" that's not as favorable to Apple as it sounds. Look at smartphones: there's Apple, Samsung, Google and nobody else that matters. Similarly, with computers, you have a small handful of companies that matter and that's it. So I would imagine that Apple's primary competitors in every line are benefitting from the exemptions, too. 

For sure the temporary tariff exemptions are helping other companies which is why there was a broader market (and electronics sector) bounce after the White House announced the exemption.

Also, when the White House was escalating their retaliatory tariff snit with China, some other companies' stock prices got pummelled even worse than Apple. Notably Dell and HP share prices took massive beatings. We've also seen Nvidia take a beating even though their technology is not present in any currently marketed Apple device to my knowledge. Same with AMD and Intel.

However you're just looking at the top level label on the box. There are tons of components in all types of products. The tariff isn't just applied to the final assembled SKU.

Companies who are more focused on services (Google, Meta, Amazon, etc.) are less affected by technology hardware tariffs in terms of revenue but certainly those tariffs affect operations (the cost of doing business) in doing things like increasing the server costs in data centers, stuff like that.

In the end, nothing will be cheaper for Americans, everything will end up costing more. Tariffs are really just a federal sales tax without being a line item on a store receipt.