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Apple Records Q4 2012 Earnings of $8.2B on $36B in Revenue, Tops $150B in Sales for Fiscal 2012 [Call Ended]

Taz Mangus said:
Historically Apple stock has gone through cycles like this. The stock price will be back over $700 by the end of the year easily.
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True with the cycles. $700 by the end of the year is rather ambitious so I'll go with $650. Definitely over $700 come their next earnings call.

Also, keep in mind overall market conditions that could keep pressure on the stock price like this dumb idea of globalization and the world financial crisis.
 
At this rate in like 50 years maybe I dunno Apple could be a company with more cash/liquid assets on hand then it's own market cap (total share value). Now that'd be pretty crazy.
 
I hope I won't jinx it but just wanted to say it's great this thread has been able to have an intelligent debate without devolving into trolling and flaming just because users disagree with others thoughts on AAPLs share price.
 
Thunderhawks said:
Overly simplified and money doesn't know patriotism.
It is a resource that vaporizes with the slightest sign of resistance. It will always go where there is no resistance or the least amount.

Companies making money abroad use other countries infrastructure. They get taxed there and why should they get taxed again, just because they are American?

And, to summarize:

As long as the laws are the way they are and companies follow them you have no leg to stand on, but morals.

Guess what: Money has NO MORALS
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What's overly simplified is this crazy libertarian/Ayn Randian idiotology of objectivism that people easily dupe themselves into buying into.

Money in itself is not alive has no mind of its own so it is unfair to say that it has no morals. However, human beings, who are alive, have a brain, and have a sense of morals and ethics should be using the tool of money for well, moral things.
 
AHDuke99 said:
Insanely low... most expected $15.00 EPS next quarter. This wasn't a good quarter.
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I will stick with apple who beats guidance every quarter over analysts who are wrong 85% of the time. Insanely low lol. It is silly the same none sense is said every quarter.
 
danielwsmithee said:
Yes when the dividend was first announced it was clear that it would not make a dent in the accumulation of cash. I would like to see larger number than $20B, more like $50B but that is just me. It was pretty short time frame where Apple wrote out checks of $14B, $7B, and $7B for flash, lithium batteries, and LCDs. Which they are benefiting from tremendously.

I also wonder how many of those long term investments are equity in their suppliers. If they hold large equity stakes in suppliers it may harm their suppliers to liquidate those assets very quickly.
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It's an entirely academic exercise anyway. I wasn't picking a number really, only pointing out that the accumulation rate has only accelerated, and that this trend was apparent years ago. Using your number, Apple would need to make a one-time dividend payment of around $70/share to get us back to that much, and then they'd start the accumulation process all over again. The amount of cash they've got and the rate they are building it up is simply staggering. It's way more than most people appreciate, I think.
 
Would you look at that - turns out the amateur analysts aren't more accurate all the time, they're only more accurate when Apple is excelling ;) Turns out the amateurs are simply Apple fans, so they are consistently optimistic. Which makes them look like geniuses when times are good, but they are revealed as mere fanboys when times are not so good ;)

Couldn't happy to a nicer guy (Zaky)
 
danielwsmithee said:
It would then be the most undervalued stock ever...
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That's another topic entirely, but if we're going to go there I would point out that cash on the balance sheet doesn't get reflected in market valuation. Some analysts like to quote an "ex cash" PE for stocks, but this isn't a really useful number. Investors never get to see that cash unless the company pays it out as a dividend, or they buy the entire company. Otherwise it might as well be on the moon.
 
IJ Reilly said:
That's another topic entirely, but if we're going to go there I would point out that cash on the balance sheet doesn't get reflected in market valuation. Some analysts like to quote an "ex cash" PE for stocks, but this isn't a really useful number. Investors never get to see that cash unless the company pays it out as a dividend, or they buy the entire company. Otherwise it might as well be on the moon.
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Yes completely separate topic and I was simply being silly.
 
JonIrons said:
Apple could just buy Samsung, in cash. That'd solve a lot of problems.

Or 50% of Google.
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Not really. Apple would get little benefit from that. And the competition is good for Apple. Makes Apple always strive for the best. Sure Apple's only real competition at the moment is Apple itself. But the slight resistance from google and friends also helps.

Second both of those companies would inflate their asking price so no need to give them more then they are worth.

And thirdly, not even 100 billion would be enough to buy those companies.
 
quickmac said:
Then when the iPhone is no longer popular, what will happen to Apple then?
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Yes, I'm sure someday everyone will crave a plastic Samsung.

quickmac said:
Plus it's kind of depressing to see that a computer company barely sells any computers anymore looking at that chart.
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Wut??? Some of us remember (not too long ago) when it was big news that Apple sold a million Macs in a quarter.

Maddix said:
Many of the same people who are exited about Apples earnings thinks other corporations have no right to earn as much. Say a grocery store chain like Kroger.
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And people who rage against Apple for big profits are the same ones who cheer when Google has a big quarter. :rolleyes:

Speaking of Google, why do people continue to respond to lilo77's taunts? Don't you know Google gives him a nickel every time one of his endlessly anti-Apple rants appears on-screen? :mad:
damitssam said:
Well there goes my money. Bought at $619. GODDAM it. :(
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Patience, grasshopper. Someday you'll look back and realize your $619 was a bargain. No need to panic.
 
Dan-- said:
This was my favorite quote from the article.

Maybe they'll eventually release a performance oriented desktop that's roughly half the price of the behemoth Mac Pro. With no monitor built in.

I would have said "headless iMac", but with the iMac taking in more and more laptop parts, we don't want that anymore. Desktop processor, desktop graphics, desktop hard drives, some mild expandability inside. Still with an optical drive. All starting about $1000.

Hey, I can dream.
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This would be wonderful and would likely be my first Mac purchase.
 
LagunaSol said:
Speaking of Google, why do people continue to respond to lilo77's taunts? Don't you know Google gives him a nickel every time one of his endlessly anti-Apple rants appears on-screen? :mad:
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I did not know that! Where can I collect my money?
 
Everyone who is saying, "Wow that chart is going in an upwards direction!" and " $__billion is a lot of money" and "Apple is selling a lot of units!" are people who are clearly missing the point.

This is EXACTLY the kind of talk that lead Microsoft to where it is now. Stagnant and scratching their heads. These reports are NEVER about what Apple details in the reports. It's ALWAYS about what Apple DIDN'T say....

Rumors are making Apple reconsider it's structured timetables, Apple is going through growing pains in other countries that are hurting other opportunities for revenue that will have long term effects, and Apple's starting to feel the effect of a dramatic shift in supply chains even when there is "unprecedented" demand. These are issues will directly define the way in which Apple develops and releases your next iPhone.
 
the8thark said:
I agree. Almost every Apple product sold has a CPU in it. I'm sure they mean Mac sales. They should just say that. Cause their CPU sales is technically wrong. For example iOS devices have a CPU too.

If MR cared they'd fix this up. Not sure if they do though.
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Well yeah, that's what they mean. I guess?

People tend to (mistakenly) use the term when referring to a box with no monitor, such as Mac Mini or Mac Pro. Using it to refer to Macs in general, well...what the heck? Beats me. :rolleyes:
 
mdriftmeyer said:
All of our competition is in debt. We're drowning in an ocean of wealth.
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And who are "we" in this context? BTW, Samsung just announced their Q3 results. Unlike Apple, they beat the estimates with $7.4 billion in profits which is almost as high as Apple's. It looks like Samsung took some of the profits "intended" for Apple.
 
So why is the share price down over 100 points in the past few weeks? Some analysis would be useful. Are these figures good or bad? I can't see any further announcements between now and the January earnings call that is going to move the share price up despite all the ridiculous predictions from the so called professional analysts. I said the share price would end the year around $600 and it looks like I could be not that far off. I remember reading one report back in April that said the shares would hit $1000 by the end of this year.
 
A good representation of any Apple VP/CEO?

scrooge-mcduck.jpg
 
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