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Apple Q3 Conference Call Results

This is good news, indeed! Q3 usually isn't great for Apple because of the timing of product announcements. With Apple making new announcements (Esp. smaller ones) more rolling, I think revenue might fluctuate quarter to quarter a little bit less.

I guess Apple's share price will go up, for all those who were complaining about the drop after the iMac debacle. However, the problems with the iMac might very well cost Apple in the Q4 as will be evident in the earnings report three months from now.
 
DUH!

3G4N said:
Because they are in business to make money.
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Duh! I know that much. And for alot of years it wasn't that profitable of a company.
I'm from the view point that you make a little less profit, but in return you sell more. By selling more you still make the same amount of profit and have a happy customer base.
I don't want to start another debate about pc vs. mac costs, but that's one big reason they have such a big part of the market. It's just getting tougher and tougher for an average person to afford to switch to a mac or upgrade their exsisting mac. I just purchased a new 2.5GHz (ship date end July, yeah) :D but would have purchased a new display if the total package was a little cheaper. :(
 
Oppenheimer subsequently promoted

Johnstkr said:
In other news: Oppenheimer "steved" after reveiling details of the new imac
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Follow-up: Oppenheimer rehired then meritorously promoted and given substantial bonus for creating the huge increase in stock price during after hours trading.

Steve even richer now, Maybe he can "steve" Gates someday in Fortune 500 list
 
I'm surprised, I didn't think Q3 results would be too good.

Apple really need to do something about iPod.. having only one supplier for HD is a real bottleneck. Just imagine how many iPods could be sold if there was no supply problems. This could piss potential customers off.. and buy another portable player.

13K XServes sold Q3.. impressive... considering Apple haven't been in the server market for long ( since Q1 2003 ).

I'm not surprised iBooks sold well.. since Apple put the G4's in at 1Ghz, they are a really good buy.
 
Possible acquisitions?

Don't forget this interesting byte from the confernece call:

- Why doesn't Apple repurchase shares? Why does Apple allow "share creep" which dilutes share price for existing shareholders? Apple opted to maintain cash for flexibility and possible acquisitions.


It is a happy Mac Day :) G5 iMac, Can't wait!
 
Their justification for the cash hoard has long centered on having it for possible acquisitions, I believe.

xsnightclub said:
Don't forget this interesting byte from the confernece call:

- Why doesn't Apple repurchase shares? Why does Apple allow "share creep" which dilutes share price for existing shareholders? Apple opted to maintain cash for flexibility and possible acquisitions.


It is a happy Mac Day :) G5 iMac, Can't wait!
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Profit margin not larger due to R&D

Their profit margin is lower than we would like because of R&D. Don't get me wrong. I don't want them to cut one penny from R&D or they would die like before Steve jobs.

Unless their sales go up a LOT they won't ever come close to 15% profits. Since they sell a lot less desktops than Dell. Their profit after R&D (which is HUGE compared to Dell's and it shows) will always be lower. Steve is fine with that and so am I. Better products is more important as long as they make just enough profits to continue to pad their coffers after R&D.
 
"16% educational revenue growth year over year"

I wonder how their market share percentage (which can of course be measured in multiple ways) has changed. ? ? ?
 
RE: Market share confusion

Doctor Q said:
"16% educational revenue growth year over year"

I wonder how their market share percentage (which can of course be measured in multiple ways) has changed. ? ? ?
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The following is just an example and I'm trying to keep it simple. Ok? Thanks.

Let's say Apple sold 50 computers out of 200 that all schools bought. Let's say that schools bought 2,000 computers the next year and apple sold 200. Yes we with that Apple sold all of the new computers that schools bought. But their increase would be 200% even if their market share declined.
 
With the G5 iMac announcement, I will definitely hold off and buy that instead of a dual 2GHz. I just wanted to upgrade my iBook, and I knew a PowerMac might be an overkill for me, but I didn't want to get another G4.

Those are great quarterly numbers. I wonder how much apple gained in global PC market share.
 
Yet ANOTHER slap in the face for all those prophets of doom who said "who's going to buy an iPod mini?".

Apple sure do seem to know what they're doing! Thank God some of us here aren't running Apple! (myself included!)

:D :D :D :D :D :p :p :p :p
 
imac G5

i don't think they need to reinvent the imac. i have one and like the design. maybe some minor changes but it is supposed to be an all in one consumer computer. main thing i'd like is a BIG hard drive option.

20" monitor
2ghz G5
8x superdrive
2 gigs of ram
250GB hard drive

and a new 60GB metal ipod
 
Just a brief life line.

6 months time, Apple will be bankrupt.
:D

ChrisH3677 said:
Yet ANOTHER slap in the face for all those prophets of doom who said "who's going to buy an iPod mini?".

Apple sure do seem to know what they're doing! Thank God some of us here aren't running Apple! (myself included!)

:D :D :D :D :D :p :p :p :p
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xsnightclub said:
ive Conference Call Notes (most recent first):

- Air freight expenses for Q4 2004 primarily relate to new iMac G5.
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Am I right in saying that Q4 ends September?

If so the fact that Apple are attributing air freight costs primarily to the new G5 iMac surgests they’ve been moving or are expecting to be moving large numbers within 3 weeks of the expected unveiling.

Wouldn’t this show they’re confident supply issues will be ‘sorted’ by then?
:)
 
Acquisition possibility suggestion

"Apple remains a debt-free company with $4.96 billion in cash." from conference call

"Google has filed their IPO. Seeking $2.7B" Morgan Stanley and Credit Suisse First Boston.

With Apples cash on hand, they could buy Google twice. :eek:
 
Sabon said:
These may have nothing to do with each other. But I saw a website that said Apple has confirmed rumors of an iPod update. The iPod will be smaller than the current iPod mini...Also see that hPods are coming out this summer. Is it possible that the hPods will be the current "big" iPods when Apple moves to the smaller ones?
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your conclusion is probably right but I don't think you cited the info accurately. I see nothing in the other site's story on new iPods that says they're smaller than the mini, just smaller & sleeker than the existing iPod. Is that the way others read it?

terry
 
Q4

mpw said:
Am I right in saying that Q4 ends September?

If so the fact that Apple are attributing air freight costs primarily to the new G5 iMac surgests they’ve been moving or are expecting to be moving large numbers within 3 weeks of the expected unveiling.

Wouldn’t this show they’re confident supply issues will be ‘sorted’ by then?
:)
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I beleive you are correct with the end date of Q4. That would put the substantial freight costs in Aug/Sept/
 
You are right Terry.

rtdunham said:
your conclusion is probably right but I don't think you cited the info accurately. I see nothing in the other site's story on new iPods that says they're smaller than the mini, just smaller & sleeker than the existing iPod. Is that the way others read it?

terry
Click to expand...

You are correct Terry. My mistake.
 
xsnightclub said:
I beleive you are correct with the end date of Q4. That would put the substantial freight costs in Aug/Sept/
Click to expand...

Then maybe the 'delay' in launch is a stockpiling exercise so these pages aren't full of 'Why release a product with nothing to ship for weeks' posts for the first month after launch. I hope so 'cause i want mine delivered on the 1st September!
 
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