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Apple Predicted to Beat Expectations in Third Quarter on Strong iPhone Sales and Growth in China
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Yeah but that's a really simplistic analysis to make. The Watch obviously sold more because of the halo effect. The Apple brand got so big with the iPhone, that's why a new Apple product will sell a lot. If the Watch had been introduced instead of the iPhone do you think it would have sold more than 1.5 million the iPhone did?
I can't wait to see the new form factor in 7 I guess. I really hope there isn't a bezel!
Me too! I want to see a small reduction in the bezels from the sides and a bigger one in the top and bottom bezels.
That is the picture that apple has used for the iPhone 6 on their website since it was announced. http://www.apple.com/iphone-6/
That is the picture that apple has used for the iPhone 6 on their website since it was announced. http://www.apple.com/iphone-6/
I am in there with a magsafe adapter plug for $ 20.00 for my new (used on eBay) MBP 2012, but not listed.
Go figure!
Hope it doesn't impact the share price too much.
It'll be pretty easy to back out the watch sales numbers, though. Growth in that # should be attributable to the watch, generally speaking.
What kind of poppycock baloney are you...
Oh, its you. Great post! Have a nice day.
LOL! LikewiseWhat kind of poppycock baloney are you...
Oh, its you. Great post! Have a nice day.
Possibly... if revenue of all the other items in the group are stable... but what happens if the other items in group drop (or suddenly rise) in revenue (eg, the revenues from the Beats acquisitions is grouped into Others)?
When everything bundled into Others, if say accessories sales or ATV or iPods sales drop (or rise) off it can mess up the numbers - especially if there is only a few million watches sold.
This explains perfectly why Apple chooses to lump it into 'other'. That way they can hide the true numbers and not be pinned to unreasonable expectations of analysts which have contributed to wild mood swings in the stock price.
correct... I believe that Apple explained that they wanted to hide the numbers. It's also good strategy if they embark on a risky endeavor where a product can fail or initial sales is expected to be bad...
cheesyappleuser, I wonder if you actually read what you wrote... I did, and I'm still scratching my head in disbelief.
Taking it a bit at a time:
"Well, if you count iPad sales in Q1 also beat those of the iPhone, and count how badly the iPad is faring"
If you consider Apple selling about 50 million iPads this year, and earning about 90% of the profits from worldwide tablet sales, as fairing "badly", then that would be the Bizarro World definition of "badly".
"I'd say long-term product sales are inversely proportional to the product's initial success."
I'd say that is the most irrational comment I've read in a while. Using your "logic", the iPhone in 2007 was a runaway success for Apple, selling more in its first year than any previous Apple product. Therefore (using your "inversely proportional" method of madness) the iPhone has been a sales "flop"!?!
"So, based in this (yes, I'm an analyst)"
You are no analyst that I would ever take advice from... in fact I would probably do better doing the OPPOSITE of what you advised.
"I conclude the Apple Watch will be a flop."
Uh... you are too late. The Apple Watch has already been a runaway success for Apple. An estimated 5 million units will be sold in its first 3 months (the iPhone sold 5 million units in its first year!), and it is expected conservatively to reach 20 million sold in its first year. If you still consider this a "flop", please send me a postcard from Bizarro World.
Huh! Its still selling 15M per quarter on average isn't it? That's more money than all but one or two companies in the world. I can't believe the things I hear.... By the time sales tapered they sold hundreds of millions and syphoned 90% of profits; I think they could live with that kind of "failure".
Impressive. But I think these results are pretty much built into the stock price. Apple needs to do more stock buy backs and raise their dividend rate. Yes, I know they won't do either until next year. They are doing these updates on a yearly basis. But Apple continues to be too cautious here.
I am very interested in the next release. But I suppose that is always the case. But in my circle of friends folks really jumped on the 6. I'd say that 80% of my close friends and co-workers are using the 6. It will be interesting who gets a new phone. I'm going to get one. It will be my fourth iPhone and my first time getting new phones in back to back years.
I am very interested in the next release. But I suppose that is always the case. But in my circle of friends folks really jumped on the 6. I'd say that 80% of my close friends and co-workers are using the 6. It will be interesting who gets a new phone. I'm going to get one. It will be my fourth iPhone and my first time getting new phones in back to back years.
Apple has a lot of money outside the U.S. it would rather not move into the U.S. until and if there is some kind of corporate tax holiday. Whether or not that is good policy, the business community has been pushing for one. In the interim, Apple could buy back all of its stock in non-U.S. exchanges, and maybe it can borrow money in the U.S. and then repay that money to the lending entity in foreign countries. There may be other strategies to repatriate some money to the U.S. without paying the full corporate tax rate.
That's what I was going to say. If you're predicting to beat expectations, then that has become the new expectation.