Apple Predicted to Beat Expectations in Third Quarter on Strong iPhone Sales and Growth in China

[KPOM]

Why would Apple choose to lump the Apple Watch in with the ATV? They didn't do that when they first launched the iPad, did they? It always had its own category, right?

Probably because they know it's a category that won't have explosive early sales. A watch is an accessory. The iPad was riding the success of the iPhone and iPod Touch.

 

[KPOM]

That's what I was going to say. If you're predicting to beat expectations, then that has become the new expectation.

So if Apple's stock falls next Tuesday after hours, it will be because results didn't beat expectations as much as expected.

 

[sofila]

The Watch singlehandedly beat the iPhone and iPad launch quarters. What a flop!

maybe since 2007 millions of new customers never had Apple products before and bought iPhones and/or iPads enlarging the "core base"? do you want to compare how many cars were sold in 1920 and in 2014 and say the Ford T was a huge flop compared to any Toyota Corolla?

 

[MartinAppleGuy]

Sr. I am talking about the phone, is not an iPhone.

I was joking with you, I thought you were joking but it appears not. That is the iPhone 6 in Soace Grey in the picture

 

[SirCheese]

Sr. I am talking about the phone, is not an iPhone.

You are cute as hell, but that is an iphone.

 

[ProjectManager101]

I was joking with you, I thought you were joking but it appears not. That is the iPhone 6 in Soace Grey in the picture

I have seen the iPhone 6 personally but the render looks better. Is like the new Mac Pro, it looks fancy in the pictures but in reality the enclosure is opaque.

 

[Rogifan]

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.

If only Apple had a low bar like Google so when they beat it the stock would jump $60 billion in one day. I guess we finally figured out the valuation of YouTube.

 

[TallManNY]

I have seen the iPhone 6 personally but the render looks better. Is like the new Mac Pro, it looks fancy in the pictures but in reality the enclosure is opaque.

It isn't that good looking a phone. That is the reality. But folks are putting it in cases. Maybe slim cases, but cases. It is selling based on the OS, that is about it. But that is also everything. iOS is the new Windows. It doesn't matter what the box looks like.

 

[cheesyappleuser]

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".

I didn't say the iPad was a flop, or that they aren't making tons of money from it.
What I said was sales are constantly shrinking (to a point where Macs get to be as much or more profitable).

So, you're pretty much addressing someone else but me.

 

[cheesyappleuser]

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.

Man, you do take things too seriously.
For one, I did say the iPad was faring badly. That is true. Even so, the iPad is the only major Apple product which is seeing its sales dwindled (and no, please don't come with the iPod story), hence my comment about that.

For other, I don't really like the Apple Watch, and I do believe it might be somewhat of a niche unless something significant changes, since, imo, it only solves problems itself creates. But, again, it's my opinion.

As for the rest of the comment, it was obviously a troll, but you're so goddamn committed to defending Apple that you didn't even see it.

 

[TallManNY]

Man, you do take things too seriously.
For one, I did say the iPad was faring badly. That is true. Even so, the iPad is the only major Apple product which is seeing its sales dwindled (and no, please don't come with the iPod story), hence my comment about that.

For other, I don't really like the Apple Watch, and I do believe it might be somewhat of a niche unless something significant changes, since, imo, it only solves problems itself creates. But, again, it's my opinion.

As for the rest of the comment, it was obviously a troll, but you're so goddamn committed to defending Apple that you didn't even see it.

Lets see how the Apple Watch does once native apps are allowed on it. I suspect that will a major step for it. Also once the updated Siri is available under iOS 9, which will lead to Siri getting smarter due to more use, that will also be a major step for the Watch.

 

[TallManNY]

Probably because they know it's a category that won't have explosive early sales. A watch is an accessory. The iPad was riding the success of the iPhone and iPod Touch.

They want to hide the watch results and then, when the new Apple TV gets launched, hide those results as well.