I'm crossing my fingers for some info on product announcements. Also, I could imagine the stock going up after the call. I'll be watching if I'm having some idle time.
Got a tip for us?
Let us know
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Apple Q4 2004 Financial Results Webcast
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thinking about it , it should be good result! i for one have been Mac for just over a year now and i have had
iBook G3 12" -£799 (aug 03)
eMac G4 1.25 -£699 (april 04
PowerBook G4 1.33 -£1399 (july 04)
iPod mini - £179 (aug 04)
iPod 3g 20Gb (recon) £169 (oct 04)
plus Panther Upgrade on my iBook - £99
Final Cut Express 2 £199
plus around £220 on iTunes Music store
so i have spent in just over a year £3763 ($6,738.18 US)on Apple goods - dam right it should be a good year for them.
hope my mrs is not reading this she will kill me for spending that much money
Tom
iBook G3 12" -£799 (aug 03)
eMac G4 1.25 -£699 (april 04
PowerBook G4 1.33 -£1399 (july 04)
iPod mini - £179 (aug 04)
iPod 3g 20Gb (recon) £169 (oct 04)
plus Panther Upgrade on my iBook - £99
Final Cut Express 2 £199
plus around £220 on iTunes Music store
so i have spent in just over a year £3763 ($6,738.18 US)on Apple goods - dam right it should be a good year for them.
hope my mrs is not reading this she will kill me for spending that much money
Tom
I think the ipod will be the major force behind their financial results , however I think the G5 line revenues and profits will drag down the overall financial number because of the extensive delays in shipping products and the rebates they gave to customers who are waiting 4+ months for their orders to be shipped.
jayray said:Not my opinion. But food for thought.
http://www.fool.com/news/commentary/2004/commentary04100703.htm :
For a completely different picture, see http://daringfireball.net/2004/08/2004_wont_be_like_1984
- Boris
UK Time
Hi,
Does anyone know that time this will be broadcast in the UK? It's soo hard to work out all of your damned time differences!
Thanks
Asif
Hi,
Does anyone know that time this will be broadcast in the UK? It's soo hard to work out all of your damned time differences!
Thanks
Asif
If anyone cares, here is the link to EDGAR and all of Apple's SEC filings. Enjoy.
http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000320193&owner=include
I'm betting that Apple's forward vertical integration strategy will pay off in the long run. We're already starting to see a more consumer focused Apple, and hopefully this will fix the bullwhip effect that keeps those stupid one button mice shipping.
Later tonight I'll do a quick analysis of the data and report my findings here. As well, I'll throw a couple of valuation models at the data and see what happens. (I haven't taken the series 3 or series 7, so don't act on what I say.)
http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000320193&owner=include
I'm betting that Apple's forward vertical integration strategy will pay off in the long run. We're already starting to see a more consumer focused Apple, and hopefully this will fix the bullwhip effect that keeps those stupid one button mice shipping.
Later tonight I'll do a quick analysis of the data and report my findings here. As well, I'll throw a couple of valuation models at the data and see what happens. (I haven't taken the series 3 or series 7, so don't act on what I say.)
What did someone say New Products? I wanna see
This is going to be a good Q4 for Apple considering they have been selling quite a lot of XServer to various countries and firms. Plus they portable line for Back to School people. Plus the late coming iMac G5 for those brave last min students. eMac for the K12 market. And we are finally seeing PM G5 shipping along with the iPod mini in numbers. Also lets add this new Colour iPod to the mix that I have a feeling will surface at this meeting since they seem to be making a deal out of it.
It's not going to be a good and to some point great Q4, wel also have to remember the hPod and the whole Staples Business Depot thing. Plus iTMS.
.25 you heard it here people
I wanna see This is going to be a good Q4 for Apple considering they have been selling quite a lot of XServer to various countries and firms. Plus they portable line for Back to School people. Plus the late coming iMac G5 for those brave last min students.
eMac for the K12 market. And we are finally seeing PM G5 shipping along with the iPod mini in numbers. Also lets add this new Colour iPod to the mix that I have a feeling will surface at this meeting since they seem to be making a deal out of it. It's not going to be a good and to some point great Q4, wel also have to remember the hPod and the whole Staples Business Depot thing. Plus iTMS.
.25 you heard it here people
On the contrary, CPU year-over-year sales were up 14% units/19% dollars in the last quarterly report. That's not shabby at all. Word from Apple's retail stores was that about half of Apple retail store purchases were switchers, and that many of those customers noted experiences with the iPod as a reason to take a look at Macs.niji said:
jayray said:Not my opinion. But food for thought.
http://www.fool.com/news/commentary/2004/commentary04100703.htm :
And the other side of that article:
http://www.fool.com/news/commentary/2004/commentary04100702.htm
Natch.
Apple Computer posts $106 million Q4 profit*(AAPL)*
By Rex Crum
SAN FRANCISCO (CBS.MW) -- Apple Computer (AAPL) on Wednesday reported a fourth-quarter net profit of $106 million, or 26 cents a share, on revenue of $2.35 billion. Excluding $4 million in after-tax restructuring charges, Apple earned $110 million, or 27 cents a share, to beat the estimates of analysts surveyed by Thomson First Call who expected a profit of 18 cents a share on $2.15 billion in revenue.
Just came over Marketwatch.
cheers
By Rex Crum
SAN FRANCISCO (CBS.MW) -- Apple Computer (AAPL) on Wednesday reported a fourth-quarter net profit of $106 million, or 26 cents a share, on revenue of $2.35 billion. Excluding $4 million in after-tax restructuring charges, Apple earned $110 million, or 27 cents a share, to beat the estimates of analysts surveyed by Thomson First Call who expected a profit of 18 cents a share on $2.15 billion in revenue.
Just came over Marketwatch.
cheers
wow
Nice results. Analysts weren't even close, as usual. What a blowout quarter for iPods. And that was even before the HP ipods. Looks like Christmas is going to be huge. Like 4-5 million ipods. I know I'll be contributing if Apple comes out with those 60GB ipods.
Too bad computer sales numbers weren't that great. Decent, but not great. Still, a great quarter overall. If the imac sells at all, Apple stock will be at 50 in 6months.
Nice results. Analysts weren't even close, as usual. What a blowout quarter for iPods. And that was even before the HP ipods. Looks like Christmas is going to be huge. Like 4-5 million ipods. I know I'll be contributing if Apple comes out with those 60GB ipods.
Too bad computer sales numbers weren't that great. Decent, but not great. Still, a great quarter overall. If the imac sells at all, Apple stock will be at 50 in 6months.
A lot of the low sales of Mac systems was expected because of G5 CPU supply issues, at least Apple didn't fully expect supply situation to improve much before mid/end September. We shall see what they have to say in the conference call starting up soon (2pm PST) about how supply issues affected G5 based system shipments.macidiot said:
Looking at unit shipment numbers... systems not using G5s look to have done the best in relative shipment terms (iBook up 74% from last year and only down 1% from last quarter, PowerBook up 21% from last year and only down 3% from last quarter while G5 based systems between 9 and 29% from a year ago and between 6 and 10% from lasts quarter). Also factor in the strong shift to portables from desktop systems that Apple has been seeing during this year.
I'll make two comments:
1) It looks like portable sales, despite cries of the G4 being outdated, are really taking off. The iBook is up 74% year over year and the Powerbook is up 21% from Q4 2003.
2) Despite selling over 2 million units in Q4, the iPod is still nowhere near the revenue from the hardware lines. It's more than twice the number of units as CPUs, and yet less than half the profit. Tsk. Looks like the "omg teh ipawd savs Appul" crowd is wrong again.
1) It looks like portable sales, despite cries of the G4 being outdated, are really taking off. The iBook is up 74% year over year and the Powerbook is up 21% from Q4 2003.
2) Despite selling over 2 million units in Q4, the iPod is still nowhere near the revenue from the hardware lines. It's more than twice the number of units as CPUs, and yet less than half the profit. Tsk. Looks like the "omg teh ipawd savs Appul" crowd is wrong again.
Stock Price Rising
AAPL now trading at $42.06 - Just jumped 5.81% or $2.31 after the announcement on after hours trading. Can anybody say $45 by tomorrow morning! :-D
Now at $42.14 in just 5 minutes!
AAPL now trading at $42.06 - Just jumped 5.81% or $2.31 after the announcement on after hours trading. Can anybody say $45 by tomorrow morning! :-D
Now at $42.14 in just 5 minutes!
thatwendigo said:
if i look correctly at the numbers the revenue from the ipod is nearly as much as imac and ibook combined
so the ipod is easly handed the most sucessfull product apple offers at the moment (if you mean revenue = succesfull)
of course i have no ideas of the numbers and might be completly wrong
iPod has over 65% of all digital portable players (in US I believe) over 90% if you limit it to hard drive based.
Supplies for 1.8/2.0 GHz G5 CPUs didn't match demand as expected in the August timeframe, additionally supplies for the 2.5Ghz G5 CPU didn't match demand as expected in September timeframe. So G5 CPU supplies have affected all PowerMac and iMac shipments during all of Q4 however month over month they have been shipping more and more of those systems (in August they shipped more then what the shipped in July and in Sept. the shipped more then twice sum of both August and July).
They expect that during Q1 G5 supplies will finally match demand with the only possible exception being the 2.5GHz CPU but they feel even that will unlikely still be an issue by the end Q1. In other words Q1 should see G5 shipment catching up and stay up with demand.
In retail stores they are still seeing around 50% of Mac buyers as new to the mac platform and/or buying their first computer. Have not seen a dip in this percentage... they believe it is strongly fed by the "halo" effect of the iPod.
Apple has chosen and continues to chose to not target the sub-800 computer systems market and instead spend R&D funds on iPod, iTMS, and systems they currently ship.
eMac up 40% or so if I heard that correclty
Supplies for 1.8/2.0 GHz G5 CPUs didn't match demand as expected in the August timeframe, additionally supplies for the 2.5Ghz G5 CPU didn't match demand as expected in September timeframe. So G5 CPU supplies have affected all PowerMac and iMac shipments during all of Q4 however month over month they have been shipping more and more of those systems (in August they shipped more then what the shipped in July and in Sept. the shipped more then twice sum of both August and July).
They expect that during Q1 G5 supplies will finally match demand with the only possible exception being the 2.5GHz CPU but they feel even that will unlikely still be an issue by the end Q1. In other words Q1 should see G5 shipment catching up and stay up with demand.
In retail stores they are still seeing around 50% of Mac buyers as new to the mac platform and/or buying their first computer. Have not seen a dip in this percentage... they believe it is strongly fed by the "halo" effect of the iPod.
Apple has chosen and continues to chose to not target the sub-800 computer systems market and instead spend R&D funds on iPod, iTMS, and systems they currently ship.
eMac up 40% or so if I heard that correclty