Apple Q4 2004 Financial Results Webcast

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Apr 12, 2001
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Apple will webcast its Q4 2004 financial results conference call via QuickTime at 5:00pm EDT (2:00pm PDT) on Wednesday, October 13, 2004.
Please note that comments made during this call may include forward-looking statements that are subject to risks and uncertainties, and that actual results may differ materially from these forward-looking statements. For more information on the factors that could influence results, please refer to Apple's SEC filings.
In additional to revenue, profit, and other sales figures, information about Apple developments and product releases is sometimes revealed during these conference calls, such as when Apple confirmed plans for the G5 iMac during the Q3 results conference call in July.
 

swissmann

macrumors 6502a
Sep 17, 2003
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I bet they are making a lot of money. Part of me is happy that my purchases contribute to that. Part of me is sad that those purchased I made weren't at a lower price. :)
 

kjgnola

macrumors regular
Aug 17, 2004
179
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When will the 10-K be announced?

The quarterlies are good, but the annuals are better at getting an in depth look at them. Anyone know when they generally announce those?
 

bborofka

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Oct 12, 2004
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dotnina said:
I think we'll hear some big sales numbers, especially of the new iMac! :)
I doubt it, considering they went 2 months with no iMac to sell. I predict sales still dwindling below 1 million units and roughly the same or less year-over-year unit growth.

I hope I'm wrong. Apple needs to grow the Mac.
 

niji

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Feb 9, 2003
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bborofka said:
I doubt it, considering they went 2 months with no iMac to sell. I predict sales still dwindling below 1 million units and roughly the same or less year-over-year unit growth.

I hope I'm wrong. Apple needs to grow the Mac.
what planet are you living on?

AAPL will blow the whisper numbers out of the sky.

profit takers have already sold off during the past 4 trading sessions before the public announcement of the best quarter in apple's history.

52 week highs. analysts predicting US$45 is new safe level.

split by end of year?
 

Private Public

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Sep 27, 2004
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kjgnola said:
The quarterlies are good, but the annuals are better at getting an in depth look at them. Anyone know when they generally announce those?
I thought a fiscal year started in oct or is that just the government? so sept? maybe in jan if they follow the calendar.
 

Doctor Q

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Sep 19, 2002
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Each business can pick its fiscal year. Apple's fiscal year probably runs from October through September each year, since they report Q1 results mid-January, Q2 results mid-April, Q3 results mid-July, and Q4 results mid-October.

Edit: The answer:
Apple's fiscal year 2005 runs from September 26, 2004 to September 24, 2005. See the calendar of events for a tentative schedule of earnings release dates for FY2005.
 

bborofka

macrumors newbie
Oct 12, 2004
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niji said:
what planet are you living on?

AAPL will blow the whisper numbers out of the sky.

profit takers have already sold off during the past 4 trading sessions before the public announcement of the best quarter in apple's history.

52 week highs. analysts predicting US$45 is new safe level.

split by end of year?
iPod and iTMS are to thank for this. They really are saving Apple. But in the midst of all their success, Mac sales have remained stagnate. They can't get past the 1 million units/quarter level they were at when the iMac peaked in the late 90s. They should be growing at the same rate, if not faster than the PC industry in order to gain some marketshare. iPod and iTMS aren't helping the Mac at all, neither has the Switch campaign, the G5, LCD iMacs, etc., except to keep existing Mac users on the platform. Thankfully they make the best software in the industry.

I hope I'm wrong, but I don't predict sales of Macs over 1 million tomorrow. Last quarter was the first quarter Apple sold more iPods than Macs. With having 2 months of no midrange desktop Mac, I predict that gap to further increase.

iPod sales are great and are no doubt giving financial Apple success it hasn't seen in years. But I am concerned about the state of the Mac and what Apple plans to do about it.
 

niji

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bborofka
you are right about iPod saving apple.
just like iMac saved apple in 1997.
the bottom line doesnt care which sku contributed.
AAPL is iSyncing on all gears now:
education is slowly coming back
server business is growing
laptop share is growing very quickly
share of market (in USA) is proven to be up .5% over the last 7 months
iLife producst doing well
new iMacs getting favourable reviews from diehard PC-apologist reviewers
i dont suggest anybody buys at 40, but if you had bought at 17 like i did, you would be happy too now.

by the way, i always separate my wallet/AAPL from my heart/mac.

what i dont like is:
no Microsoft Office replacement suite by apple
no obvious continual upgrade path for G5 powermac top of the line
a real ingrained fear of failure now (post cube?) to experiment

this from a person who has two cubes...
 

rikers_mailbox

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Sep 27, 2003
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Are there numbers that will support the "halo effect"? This is what analysts are getting excited over. . . its and indicator for *new* customers and increasing Apple marketshare. The iPod had opened new outlets for Apple, hopefully it's also increases sales of Macs.
 

Doctor Q

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niji said:
no Microsoft Office replacement suite by apple
Apple software is generally great, and I'd love to see AppleWorks evolve into something for the 21st century, but thinking like an investor would lead me to favor continued Apple support for MS Office, to know that Apple would stay on a level playing field for business customers.
 

niji

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i frankly dont believe there is a halo effect, or we would be seeing sales of mac computers grow tremendously. it isnt happening.
however, apple (physical) stores are still growing. and doing well. so it wont take long for a kind of trickle-down halo to take effect.

by the way, i completely forgot about the switch campaign until someone mentioned it a few posts ago: what has happend to Ellen Feiss??
 

thatwendigo

macrumors 6502a
Nov 17, 2003
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Sum, Ergo Sum.
bborofka said:
iPod and iTMS are to thank for this. They really are saving Apple. But in the midst of all their success, Mac sales have remained stagnate.
WRONG.

http://www.macworld.com/news/2004/07/14/numbers/?lsrc=mcrss-0704

Well, let's do a little math.

The total revenue from computer sales:
iMacs and eMacs - 243,000 units for $235 million ($967 average revenue)
iBooks - 240,000 untis for $261 million ($1,087 average revenue)
PowerBooks - 220,000 units for $435 million ($1,977 average revenue)
PowerMacs and Xserves - 173,000 units for $332 million ($1,919 average revenue)

Total CPU sales: $1,263,000,000
Total units: 876,000
Average overal revenue per unit: $1,441


Total revenue from iPod sales:
iPods - 860,000 units for $249 million ($289 average revenue)

Assuming that Apple achieves continued linear growth at the last rate (183%), it will take at least three years of almost doubling the current sales (or some 5,270,000 ipods per quarter in Q3 2007) to equal CPU sales and start to actually be the "saving grace" of Apple. By contrast, if Apple maintains a linear growth on their CPU sales, the same Q3 2007 figures would yield $1.871 billion on an increase of actual units that would total a mere 1.297 million units that quarter, which is a comparatively svelte 30% increase. Keep in mind that the same revenue in iPods would require increasing production elevenfold just to match where they are right now, and that's on revenues and not profits. I'd bet Apple makes a much fatter margin on the computers than the iPods.
 

BakedBeans

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May 6, 2004
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thatwendigo said:
WRONG.

http://www.macworld.com/news/2004/07/14/numbers/?lsrc=mcrss-0704

Well, let's do a little math.

The total revenue from computer sales:
iMacs and eMacs - 243,000 units for $235 million ($967 average revenue)
iBooks - 240,000 untis for $261 million ($1,087 average revenue)
PowerBooks - 220,000 units for $435 million ($1,977 average revenue)
PowerMacs and Xserves - 173,000 units for $332 million ($1,919 average revenue)

Total CPU sales: $1,263,000,000
Total units: 876,000
Average overal revenue per unit: $1,441


Total revenue from iPod sales:
iPods - 860,000 units for $249 million ($289 average revenue)
although i know and agree with what your saying, its not quite as black and white as that really....i would suggest that alot of people that have brought ipods have opened their eyes to the mac world and switched... i do thik the ipod is the savour of apple.. well prehaps not the saviour but i think they would be in real trouble if they didnt have it...i feel the ipod turns people into swither alot of the time
 

BakedBeans

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thatwendigo said:
How can you not agree with math?
sorry i pressed submit by mistake... ive filled the rest i now... i didnt think you would reply that fast...your on fire ;)

plus i said i agree with what your just saying but math isnt the be all and end all...math isnt this great formula to be correct... math cannot account for everything
 

nagromme

macrumors G5
May 2, 2002
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bborofka said:
... Mac sales have remained stagnate.
I just wanted to note that stagnant Mac sales still means adding huge numbers of Mac users. The Mac user base is increasing even with flat (or declining) sales--it's just not increasing AT an increasing rate, which would be nice. But regardless, Apple makes money and the platform grows.


niji said:
i frankly dont believe there is a halo effect, or we would be seeing sales of mac computers grow tremendously.
There is a halo effect, it's in no doubt--you see lots of comments from people who tried a Mac because of the iPod. The question is, how BIG an effect, and you're right, it's not tremendous at present.

But that's not how it would work... if iPods make some people take Apple and Macs more seriously, when before they were simply off the radar, that's great--but it doesn't make them run out suddenly and buy a Mac. What it DOES mean is that in a year or three, the next time they were going to buy a computer anyway--or maybe the one after that--it just might be a Mac.

The halo effect is strongest long-term, not short-term.
 

BakedBeans

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May 6, 2004
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nagromme said:
There is a halo effect, it's in no doubt--you see lots of comments from people who tried a Mac because of the iPod. The question is, how BIG an effect, and you're right, it's not tremendous at present.

But that's not how it would work... if iPods make some people take Apple and Macs more seriously, when before they were simply off the radar, that's great--but it doesn't make them run out suddenly and buy a Mac. What it DOES mean is that in a year or three, the next time they were going to buy a computer anyway--or maybe the one after that--it just might be a Mac.

The halo effect is strongest long-term, not short-term.

i would say i does make people run out and buy a Mac... i know loads of people that have done it... i am one of them, well i wanted a G5 before... but it pushed me over the edge... of course we will never know one way or the other how much it effects mac sales