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Apple Q3 2005 Financial Results
- Thread starter asif786
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treblah said:
Apple is always conservative in its guidance. Which is a good thing in my book. And a sign of responsible management. Otherwise you can get into Enron type fiascos where management is trying to hit the numbers. Besides, its always better to underpromise and overdeliver.
Mmm... now them's some happy numbers. Desktop and laptop Mac sales up both quarter-to-quarter and year-to-year, iPod sales huge, and profits looking good (providing those profits are directly invested in cool new stuff, that's good too; otherwise I'd rather just see lower prices).
Considering the things I saw less than a week ago saying "now that the days of the iPod selling well are over...", it really makes you wonder whether these people just make stuff up when they write articles.
It's interesting on the breakdown; unit sales (and revenue) are up both since the same quarter last year and last quarter in every single market segment and global region Apple reports with the lone exception of Japan, which is down a little over last year. Japan is pretty Windows-centric and not many people use PCs anyway, but I wonder why that is?
Considering the things I saw less than a week ago saying "now that the days of the iPod selling well are over...", it really makes you wonder whether these people just make stuff up when they write articles.
It's interesting on the breakdown; unit sales (and revenue) are up both since the same quarter last year and last quarter in every single market segment and global region Apple reports with the lone exception of Japan, which is down a little over last year. Japan is pretty Windows-centric and not many people use PCs anyway, but I wonder why that is?
I think it's Tiger. Everybody and their grandmother bought a copy. Sometimes I feel like the only guy on the net with Panther, like the last freakin' Mohican. I hope they saved something for next quarter.
narco said:
As far as I can tell the analysts haven't gotten Apple estimates right in about 10-15 years. At first, it could partly be attributed to the fact that Apple used to provide almost no guidance whatsoever, leaving the analysts to perform their own legwork. Since analysts apparently rarely do any actual work of their own, they were consistently incredibly wrong.
Now, Apple does provide some guidance. Which explains why analyst estimates are at least in the same universe as actuals. Since analysts still apparently don't do any work of their own, relying almost exclusively on guidance, they are still almost always wrong. One notable exception seems to be Piper Jaffray's Apple analyst, who appears to at least be performing some research.
Lesson here? Stock analysts as a rule are worthless. They typically tend to lag by several quarters. At best, they might provide some general sector coverage. And I've said this before, its your money. People should do their own research. The only one that really suffers from bad stock picks is the investor.
What would be REALLY interesting
What would be interesting would be for someone to take the time, care and effort to go back through the archives and tabulate stock market analysts expectations for Apple's quarterly results alongside their supposedly informed commentary versus the actual results.
These analysts bother me. And the people who ask the inane questions during the broadcast call, most of whom ask for Apple to provide "a little more colour on this..." and "a little more colour on that..." when their questions have so ridiculously clear answers that I could have given them to them and the Apple people could have been sipping margaritas in a Jacuzzi.
Maybe that's what they were doing... would account for the crappity audio feed...
What would be interesting would be for someone to take the time, care and effort to go back through the archives and tabulate stock market analysts expectations for Apple's quarterly results alongside their supposedly informed commentary versus the actual results.
These analysts bother me. And the people who ask the inane questions during the broadcast call, most of whom ask for Apple to provide "a little more colour on this..." and "a little more colour on that..." when their questions have so ridiculously clear answers that I could have given them to them and the Apple people could have been sipping margaritas in a Jacuzzi.
Maybe that's what they were doing... would account for the crappity audio feed...
Actually, I don't think they asked a question about advertising Macs in regards to the iPod halo effect.
They were asked about whether they would advertise that Macs with PowerPC processors were still good to prevent a drop-off in sales. They responded that there was still enough time before the first Intel Macs to decide that.
They were asked about whether they would advertise that Macs with PowerPC processors were still good to prevent a drop-off in sales. They responded that there was still enough time before the first Intel Macs to decide that.
They were asked that question actually - and their response wasmac-er said:
"If it is the iPod is causing the Halo effect, then actually what we should do is continue advertising the iPod".
I thought that was a pretty smart answer actually, one that I am surprised I could not figure out myself.
Flying Llama said:When they say shipped, I believe they're meaning sold... but I could be wrong.
llama
I think there is a distinction because they are including any computer donated and things like that.
I took this to mean: Why spend the extra money if the iPod can sell Macs?
I believe Apple should advertise Macs and OS X more aggressively. But obviously they don't share the same belief.
I want to know how the hell people can give this thread a negative vote? There are like 74 positives and 7 negatives as I write this...unbelievable!
Makosuke said:
I don't know, and this is idle speculation, but maybe its because of 2 Japanese stereotypes... herd/group mentality and intense xenophobia? One, everyone else uses windows, so to be part of the group, one should use windows too. Something like that adage, "the nail sticking out gets hammered down." And two, while windows is from an American company, there are plenty of Japanese pc manufacturers, like NEC, Fujitsu, Sony, etc. So, Japanese can buy a "Japanese" product, unlike with Apple. Kind of like why xbox is treated in Japan like it ships with embedded ebola virus.
Then again, it could just be because Apple hardware, with the exception of the mini, hasn't had any major introductions/upgrades in a long time.
ive said it before and ill say it agian if sales are this good just imagine how good they could be if apple accually advertised something other than the ipod
Abercrombieboy said:
Or perhaps the lack of a G5 PowerBook. I think alot of folks were really holding out for that.
Multimedia said:Yeah that PowerMac sales down among geeks is really killing Apple. I only bought one before and another after the announcement. I'm really worried my dual 2.5 GHz PowerMac G5 will be so retarded next year - NOT!
Make no mistake - Universal Binary will be the RULE for at least a decade if not forever. I believe there will be ZERO impact on all PPC PowerMacs after the completion of the switch to Intel. And I think we will still get native PPC code for many years to come.
Regardless, PM sales have been in the dumps the past 3 quarters. (Looking for the numbers) Make that the last 6 quarters.
Q3 2005 - no longer separate out by family
Q2 2005 141K
Q1 2005 167K
Q4 2004 156K
Q3 2004 173K
Q2 2004 174K
Q1 2004 206K
tristan said:
I don't see that in the numbers.
Software last quarter $213 million
Software this quarter $239 million
Difference of $26 million - divide it by $100 for Tiger price (generous number given many sold at wholesale and not the $129 retail) and you have 260,000 copies. (poor assumption that only s/w revenue growth was Tiger).
I stand corrected, according to AppleInsider
Sales of Mac OS X "Tiger" added about $100m in revenue to Apple's quarterly results. Best selling release in company history. The install base of Mac OS X is now close to 16 million.
Over two million copies of Tiger shipped by early June. Apple then shipped "several hundred thousand" additional copies of the OS with new Mac purchases.
No bad news?
Then make it up!
According to Marketwatch:
"The photo iPod was a failure, the (smaller iPod) shuffles are going to wind up being challenged by mp3 players in phones and they don't have any important new Macs until next year," Mark Stahlman, managing director of equity research at Caris & Co., told CNBC's "Squawk Box."
The fact that iPods are now being sold at Wal-Mart (WMT, news, msgs) indicates the market is "relatively saturated," he added. Wall Street optimists are looking for shipments of 10 million iPods in the December quarter; it's very doubtful that will happen, Stahlman said.
And yes, this guy gets paid for these insights!
Then make it up!
According to Marketwatch:
"The photo iPod was a failure, the (smaller iPod) shuffles are going to wind up being challenged by mp3 players in phones and they don't have any important new Macs until next year," Mark Stahlman, managing director of equity research at Caris & Co., told CNBC's "Squawk Box."
The fact that iPods are now being sold at Wal-Mart (WMT, news, msgs) indicates the market is "relatively saturated," he added. Wall Street optimists are looking for shipments of 10 million iPods in the December quarter; it's very doubtful that will happen, Stahlman said.
And yes, this guy gets paid for these insights!
Fender2112 said:I took this to mean: Why spend the extra money if the iPod can sell Macs?
I believe Apple should advertise Macs and OS X more aggressively. But obviously they don't share the same belief.
I think that was a smart response. As a VP of Sales and Marketing, might I suggest to Apple that they continue to advertise the iPods but put Macs in the ads as well? In the background but show them none the less.
davey-nb said:
Did Stahlman makes these comments after the quarterly report? If so, his predictions of future doom are probably an effort to distract attention from the fact that he probably was quite wrong about this last quarter.