iPads are the future of mobile computing, not Macs.
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Apple Forecasted to Report Record Earnings Next Week, but Will iPhone 8 Keep Driving Growth?
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The last 3 quarters have seen substantial year-over-year declines in both revenues and net earnings. So, yeah, recently it has been something other than record profits.
That said, as the OP suggests, this past quarter likely provided record quarterly revenue. Apple's own guidance range was above that of last year's first quarter revenue. That result will be aided by there being an extra week (14) in this past quarter as compared to last year's first quarter and most of Apple's quarters.
The question (or a question) is, will this past quarter show record net earnings? It likely won't, even with the extra week.
Back in the Sculley era, Apple was also making obscene amounts of money right before they almost collapsed into bankruptcy. I don't have the interview handy, but Steve Jobs talks about this. It's funny how history is repeating almost exactly as before.
$76.6 billion in revenue and Tim Cook and co. still can't be arsed to make a decent desktop machine for people who love macOS. What a massive **** that bloke is.
The PE model is virtually useless for a growth company, such as Netflix. Their YoY revenue growth is close to 40%. When Apple was growing that quickly, the PE for AAPL was over 100, and it stayed there for a long time. Crazy, people said. My basis: $0.40. For whatever that adds to the discussion.
I'm shocked they didn't listen to your pleas. Did you try Tim's private line?
How will an iPhone import ban affect Apple's obscene profits?
LOL!
Just kidding. Should the U.S. International Trade Commission rule against Apple, the US president will promptly intervene on Apple's behalf -- again ("Obama overturns Apple import ban").
Because Apple.
~~
LOL!
Just kidding. Should the U.S. International Trade Commission rule against Apple, the US president will promptly intervene on Apple's behalf -- again ("Obama overturns Apple import ban").
Because Apple.
~~
Your basic point has merit, and I'm not suggesting that Apple from 2009 to 2012 was at the same place in its history as Netflix is now in its - i.e., when it comes to growth cycles and the potential for growth going forward.
But... Apple grew revenues by 52% in 2010, 66% in 2011, and 45% in 2012. And AAPL's PE was nowhere near 100 at that time. It grew revenue by 265% and net earnings by more than 400% from 2009 to 2012.
No they arent. The non existent file systems and tools avail to use the os are clunky (fingers) and inprecise. Some other company (google)? will figure out a real solution to mobile computing of the future, but ios, in its inevitably crippled form, will not be it.
You like to talk about mac os as being 'the past' with ios being 'the future'. But cant you see you are probably being as stuck in the dirt as us mac enthusiasts, clinging to what you are comfortable with, and assuming therefore thats the 'future'?
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Ok, that is your opinion.
I myself expect a little more from this great company, they used to surprise us. They don' t really do that anymore these days and are compatable to the competition. There were days they vaporized the competition.
The last great thing apple did was to add ipad functions in ios 9, like splitscreen, pip. And i really like the airpods.
I want more of these things.
Two years from now,
people will laugh at folks like you. Lets see:
Stocks will never fall (1997), the housing market is a sure bet (2006).
Guys like you are born to be burned.
It was well above 50 many times from 2001 to 2005. The stability in the PE after 2008 (12-20 range) is a pretty reasonable reflection of the company's earnings growth.
The iPhone 8 has huge potential. The campany also has huge growth potential in its PC, Apple TV and services divisions.
The Apple Watch is still probably two years away from maturing, so I see some growth still left in the category, but nowhere near as much as services.
The Apple Watch is still probably two years away from maturing, so I see some growth still left in the category, but nowhere near as much as services.
Not for the software I need to run which is not avalable on iOS. They may be the future for a lot of people but nothing beats a laptop for a lot of people too. i.e. people are different and have different needs, for example, I need a cursor, proper keyboard and screen real estate to get my work done.
The old cars and trucks analogy.
Macs will still be around, but expect updates to be fewer and further in between. You will still have your Mac Pro for whatever heavy duty work you have to do, but for many people, I believe the iPad Pro will eventually become "good enough" for their needs and become the favoured computing device of choice for many.
It's easy to forget that the Mac has been around for over 20 years and I feel it is pretty much "complete". Subsequent updates likely aren't going to offer meaningful improvements in performance or radically new features. Conversely, iOS is still so new and I see so much promise and so many more things that can be done with it.
Macs will still be around, but expect updates to be fewer and further in between. You will still have your Mac Pro for whatever heavy duty work you have to do, but for many people, I believe the iPad Pro will eventually become "good enough" for their needs and become the favoured computing device of choice for many.
It's easy to forget that the Mac has been around for over 20 years and I feel it is pretty much "complete". Subsequent updates likely aren't going to offer meaningful improvements in performance or radically new features. Conversely, iOS is still so new and I see so much promise and so many more things that can be done with it.
Google Steve jobs speach on cars and trucks. iPads will never replace a "truck" . Mobile computing very much needs trucks now and the future.
The transition to iPads had already happened , the only thing that would shake things up is an iPad running macOS , like a surface hybrid.
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In short, Apple puts out a premium product. Even if they don't update their hardware as they should in some respects. They still put out a quality, long-lasting, working product that is efficient with security in check.
At this point it's pretty clear that from now on, S versions will be released alongside new models every year. And that's what Apple should have done from the start.
It's simply not feasible to have a radical new redesign every year. I think this could be Apple signalling they are moving towards a 3-year refresh cycle now, rather than 2.
It's definitely "feasible" as all other OEMs are doing exactly that, for multiple product lines.
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I bought my house with pure stock market gains, and since then I'm up another 90% on a new set of investments, simply holding strong, stubbornly, on certain stocks. I went through the 2009 recession with my entire portfolio intact, only to add some when prices got unrealistically low. That was painful, but those decisions paid off handsomely.
"Guys like me" are less likely to be burned than caffeine-injected traders, and that's what historical data on stock markets teach us.
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Ahh, the wonders of the internets: You get to be anyone you want to be.
You > The rich investor who never errs, so take your stock advice as gospel!
Me > I guess I'll be Ryan Gosling. Prove me wrong! LOL.
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Which invariably end up being minor variations of one another, and which typically bring in razor thin margins for the companies. At the same time, you further tax your supply chain and lose the economies of scale that come with manufacturing a single product at scale.
Nor does it make sense. What kind of message are you sending if you release 2 iPhones with 2 radically different designs? Either it's the best or it isn't. If you believe that one particular design is the "best" possible, then why aren't you putting all your resources behind that one "best design"?
Isn't it ironic that advice for Apple invariably revolves around telling Apple to stop doing what is working well for it, and to copy what other far less successful companies are doing?