Apple's Q3 2005 Financial Result Webcast

[MacRumors]

http://www.macrumors.com/images/macrumorsthreadlogo.gif (http://www.macrumors.com)

Apple will be broadcasting (http://www.apple.com/quicktime/qtv/earningsq305/) their Q3 2005 Financial Results on Wednesday, July 13 2005 at 2pm PT.

Financial results and recent sales performance will be disclosed. During the previous conference call (http://www.macrumors.com/pages/2005/04/20050413171014.shtml) for Q2 2005, Apple revealed that they would stop reporting CPU sales by product family for strategic reasons.

No doubt, Apple's move to Intel will be a topic of discussion during the Question and Answer session.

[mj_1903]

Looking forward to it, should be another bumper quarter for Macintosh sales.

[Switzermac]

interesting should put my stock up

[liketom]

interesting should put my stock up
untill they say they are not shipping any new macs until september

[Fabio_gsilva]

I've heard different versions about the Mini sales throughout the web, and I wonder wich is true:
1) Minis were selling very well, even better than estimated by Apple;
2) Minis were selling well, but it didn't reach Apples objectives;
3) The Mac Mini was a mistake, and Apple are very unhappy with them.

Personally, I don't believe in the third, and I take me as example. I always wanted a Mac, but I never had the money to buy it (they are very expensive here in Brazil). With the Mini, I bought my first mac and finally entered in the Apple world, wich I don't wannna leave anymore!

Anny ideas?

[miketcool]

Guess that makes sense that they will be hiding there stock info, could definitely be used against them by another PC maker.

[840quadra]

heh.. I just buy their computers, not their stock..

I should start in the stock market soon, but I doubt I will start with apple at this point.

[mj_1903]

I've heard different versions about the Mini sales throughout the web, and I wonder wich is true:
1) Minis were selling very well, even better than estimated by Apple;
2) Minis were selling well, but it didn't reach Apples objectives;
3) The Mac Mini was a mistake, and Apple are very unhappy with them.

Personally, I don't believe in the third, and I take me as example. I always wanted a Mac, but I never had the money to buy it (they are very expensive here in Brazil). With the Mini, I bought my first mac and finally entered in the Apple world, wich I don't wannna leave anymore!

Anny ideas?

It doesn't really matter how well it is selling. Apple will discontinue it if it is making a loss and until they do assume it is selling well. :)

[mj_1903]

untill they say they are not shipping any new macs until september

And the likelihood of that is 0. Computer industries function off upgrades and Apple are not about to kill their sales before the major upgrade (Intel chip move).

[iGary]

Been looking forward to this.

Interesting to see how figures went during the most historically dead quarter of the year.

[sinisterdesign]

i'm looking fwd to seeing how sales go in the next couple quarters. maybe we'll see a new ipod or something during that time. something bright & shiny to take our focus off the outdated processors... :^\

[jdechko]

I am interested in seeing how the announcement of the switch has affected Apple's sales. However, the sales difference will be marginal with that of last quarter's sales because the announcement came a month ago. This next quarter should provide us with some better insight as to how the announcement affected sales.

[jrober]

Should not Apple be podcasting these financial results and make it avaliable via subscription in iTunes?
:D

John

[~Shard~]

I'll be curious to hear how iPod sales have gone versus previous quarters. Will indications point to a slow down at all? It will have to happen eventually.

Interesting strategic move to stop reporting CPU sales by product family...

[autrefois]

I am interested in seeing how the announcement of the switch has affected Apple's sales. However, the sales difference will be marginal with that of last quarter's sales because the announcement came a month ago. This next quarter should provide us with some better insight as to how the announcement affected sales.

Does anyone (else) think that Apple's announcement to not break their numbers down might be related to the switch to Intel? Although it's not likely reflected in this quarter's number, they would have known that their sales would likely go down until the Intel transition gets underway. If they had already decided or were very seriously considering the Intel move when they made the announcement not to break down sales figures by product family, then it would make sense for them to not be as specific about what units are selling in case certain products are hit harder than others.

[Freg3000]

Should not Apple be podcasting these financial results and make it avaliable via subscription in iTunes?
:D

John

They have been available in the past, not as a Podcast of course.

http://phobos.apple.com/WebObjects/MZStore.woa/wa/viewAlbum?playlistId=41439205

[wdlove]

It's interesting that Apple will no longer report on sales of the individual CPU family. Probably partly proprietary reasons so that the competition can't use the information. All that the stockholders really care about is the bottom line.

[mklos]

Does anyone (else) think that Apple's announcement to not break their numbers down might be related to the switch to Intel? Although it's not likely reflected in this quarter's number, they would have known that their sales would likely go down until the Intel transition gets underway. If they had already decided or were very seriously considering the Intel move when they made the announcement not to break down sales figures by product family, then it would make sense for them to not be as specific about what units are selling in case certain products are hit harder than others.

I think thats part of the reason. It may piss invenstors off, but there isn't anything that says that Apple has to break down its sales of each individual computer model. Does Dell break down its sales of all the different models, probably not! PowerMac sales are so embarrassing for Apple right now, I can see why they don't want to tell the numbers anymore.

[dontmatter]

Well, now we'll find out how macs are doing post intel announcment pre intel chips. :crosses fingers:

I'd bet on OK, but not much better for this one. It's the next one that'll show it, though.

[ham_man]

Will be interesting to see how numbers fared after the Intel announcment and after hearing all of this news about overstocking...

[dontmatter]

Does anyone (else) think that Apple's announcement to not break their numbers down might be related to the switch to Intel? Although it's not likely reflected in this quarter's number, they would have known that their sales would likely go down until the Intel transition gets underway. If they had already decided or were very seriously considering the Intel move when they made the announcement not to break down sales figures by product family, then it would make sense for them to not be as specific about what units are selling in case certain products are hit harder than others.

yeah, sounds about right to me. More than that, if it sinks a bit, nobody can analyze it (and therefore talk and publicize it) that much. I'd bet on something like a huge drop in laptop sales, b/c of the chips coming up for those, but anything with a G5 holding steady, because those aren't changing for a good while, and lots of mac users will want to pick one up before the intel switch b/c they think ppc is better.

[24C]

Bring on those "disguised" results and the column inches of hyperbole :D

[shamino]

interesting should put my stock up
Historically, Apple stock rises leading up to the conference call. Then it drops sharply the day afterwards. 2-3 days later, it rises back to where it belongs.

The same thing usually happens WRT all major Apple announcements (including product releases).

Of course, this historic trend doesn't necessarily mean it will happen this time. Just don't be surprised if it goes down after a report of good news. The stock market is weird and doesn't always reflect reality.

[shamino]

heh.. I just buy their computers, not their stock..

I should start in the stock market soon, but I doubt I will start with apple at this point.
Definitely don't start with Apple.

For long-term investments, you either want to put your money in mutual funds (so a professional manager can look after the day-to-day trading) or in stocks that tend to do well over the long-haul (so you can buy them and hold them for a long time.)

Apple stock seems more oriented towards speculation. Not counting the big price increase of 2004, Apple's stock typicall oscillates around a (more or less) fixed position. Right now, it seems to be swinging back and forth between about 35 and 40 dollars. If you want to make money off of this, you either must hold the shares until something big pushes it up to a new plateau (and hope nothing causes it to drop to a lower plateau), or you must be willing to make frequent trades. And frequent trading is a recipe for disaster unless you make a full-time career out of it and get really lucky.

[paulsecic]

Looking forward to it, should be another bumper quarter for Macintosh sales.
I hope the go under for switching to Intel. Besides Mac OSX & Windows are the same.

[DakotaGuy]

The Intel announcement came near the end of the quarter so I don't think you will see sales taking that much of a hit especially considering the iMac G5 is still a very popular computer. Just wait until next quarter though. It will get ugly soon.

[thejadedmonkey]

I hope the go under for switching to Intel. Besides Mac OSX & Windows are the same.
Do you even use OS X? Cuz I do, and I'm still looking the the start menu on OS X...X is nothing like XP.

[~Shard~]

I hope the go under for switching to Intel. Besides Mac OSX & Windows are the same.

Why would you want a company to go under for making a smart business decision key to the future strategic direction of the company? Would you rather them stay with IBM's go-nowhere roadmap and fail? :confused:

As for your OS comment, I don't even know where to begin with that one. Ease of use, responsiveness, no registry, UNIX-based, secure... I could go on for hours on differences as well as pluses and minuses of each system. But I suppose as Mechcozmo's 'tar states, it's best not to feed the trolls. :cool:

[hob]

Is this meant to be starting now? I only ask because I'm a time-zone retard, and I'd hate to be hitting my refresh button for no reason...

[hob]

Is this meant to be starting now? I only ask because I'm a time-zone retard, and I'd hate to be hitting my refresh button for no reason...
OK, just noticed my mistake... see you on the 13th!!

[speleoterra]

i can't help wonder that Stevie annoucing the Intel thing would obviously affect mac sales for the near future.
why would you shoot yourself in the foot if you didn't ALREADY have things lined up with Intel to take over, SOON.

G5 Powerbook anyone via Intel? like tomorrow the 7th.
:confused:

[rdowns]

Banc of America Securities reiterated a "buy" rating and adjusted estimates on Apple Computer (nasdaq: AAPL - news - people ). Banc of America raised Apple's earnings-per-share estimates for 2005 and 2006 to $1.32 and $1.44, respectively, from $1.29 and $1.40. Apple reports fiscal third-quarter earnings on July 13. The research firm forecasts sales 5.4 million iPod units and CPU growth rates of 26% to 28%, respectively, for the fiscal third quarter. "We think this range of results will be good enough to hold the stock or mildly positive." Banc of America believes that demand for the iPod Shuffle has been weak while demand for the iPod mini has shown strength. "We expect a new Shuffle in the next few months, and believe an LCD-based refresh is needed." The research firm said that demand for the iMac has been solid while demand for the Mac mini has been weak. Banc of America has lowered the stock's price target to $43 from $44

[wdlove]

i can't help wonder that Stevie announcing the Intel thing would obviously affect mac sales for the near future.
why would you shoot yourself in the foot if you didn't ALREADY have things lined up with Intel to take over, SOON.

G5 Powerbook anyone via Intel? like tomorrow the 7th.
:confused:

An Intel Mac won't arrive until 2006. The earliest would be a release announcement at MWSF in January. I don't really think Apple will use the G5 designation on the PowerBook.

[~Shard~]

An Intel Mac won't arrive until 2006. The earliest would be a release announcement at MWSF in January. I don't really think Apple will use the G5 designation on the PowerBook.

I agree - I think an announcement at MWSF is pushing it, but if one is indeed made, I don't see a shipping date on the actual product for at least 4 months afterwards. Throw in some supply/demand issues as well and it might be more like 6 months.

As this will be the next generation of chips being used in Mac machines, the chances of Apple keeping the "G5" label is essentially zero.

[tex210]

The elevator music has started!

[Applespider]

The elevator music has started!

Yeah... which intern did they let loose on Garageband? :rolleyes:

[OCOTILLO]

I hope the go under for switching to Intel. Besides Mac OSX & Windows are the same.
What the devil does this mean?

[Lacero]

Music accounts for 32% of Apple revenue 3rd quarter. OMG. And 80% market share of music downloads.

[Shaun.P]

I can't get the stream to work...it just shows me a picture of the times it's meant to be on, I press play and it plays for like 2 seconds just showing me the picture...

[iMeowbot]

Numbers are preliminary, but the Macintel announcement doesn't seem to be hurting sales so far.