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Apple Reports 3Q 2017 Results: $8.7B Profit on $45.4B Revenue, 41M iPhones, iPad Sales Up 28% Over Last Quarter

CWallace said:
Unless everyone bought their Mac and iPad in the last 14 days, returns would be accounted for. And if they resold them, what does Apple care? They still sold the unit at retail price and even if the person who bought it didn't like it, someone else clearly did since they were able to sell it.



Because they want Apple to take a financial bath to force the Board to oust Tim Cook because they operate under the delusion that once he is gone, someone who loves the Mac and doesn't care a whit about anything else will be named CEO and the Mac will be the sole focus of the company and made "great" again. :rolleyes:
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Because the buyer will shy away from buying another Mac... and that should worry Apple. Several people I know dislike their new 2017 MBP... for some of the usual reasons: it is overpriced for performance, keyboard is unpleasant, too many dongles, no upgradable parts.
 
jdillings said:
It will come crashing down once when the iPhone 8 fails to meet expectations in September
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Only in your wet Apple hating Android dreams. The phone is well leaked by now. It's well reported: inductive charging but not wireless, Touch ID -- probably, but if not we've been warned, access by other biometrics possibly, gorgeous OLED 5"-ish screen in the footprint of the 4.7", camera that puts last years 7s to shame, high price tag of $1K-1.2K. I don't think people are expecting the impossible, but I do think Apple understands the stakes and has been planning this phone for years now and won't disappoint.
 
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Sedulous said:
Because the buyer will shy away from buying another Mac... and that should worry Apple. Several people I know dislike their new 2017 MBP... for some of the usual reasons: it is overpriced for performance, keyboard is unpleasant, too many dongles, no upgradable parts.
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That's the same argument thrown around for the 2016 MBP and yet unit sales and - especially - revenues were up since it was released. And now with the refresh, we're seeing the same.

And I love my 2017 iMac 5K. :D
 
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Every once in a while we need to see that pie chart so that when we hear everyone screaming about how the Mac Pro has been neglected we can be reminded that it is a tiny sliver of a shrinking piece of Apple's pie.

Before you attack me, I have two Mac Pros. I just realize that I'm part of the less than a fraction of a percent of customers who actually buy these machines.

If it was your business, where would you focus your attention?
 
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Ries said:
The new cheap iPads are selling, got to pad those unit numbers :)
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The “cheap” iPads are still better than most PCs...

Considering the most models still have 1080 or 1366.768 on 15” screens! (Which is less than an iPad “cheap”)
 
Ries said:
The new cheap iPads are selling, got to pad those unit numbers :)
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That helped, too, but iPad revenue was also up.
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Ries said:
Doesn't seem to apply in iOS vs Android analyst articles. It's always "it is because they sell cheap handsets, it doesn't count, Apple makes the profit bla bla"
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$329 for the lowest priced model is still a premium price point.
 
Cook didn’t mention Apple TV in his prepared marks and when asked about it in the Q&A he pivoted towards original content basically saying Apple is testing the waters in original content to grow Apple Music subs. Apple TV as an app platform is dead.
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tkukoc said:
Yes in the numbers.. not discussion. You won't hear them say anything about those, which is a business tactic to just shadow the negative with positive totals. I get that, I'm not saying they are hiding anything...these meetings are always about pat's on the back, not grime and grit. But this is Apple post Steve Jobs we are talking about here, so easy street is what they are on these days. Wish they would push the envelope but you can't always have massive changes, I still like them as a company.
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Shorter version: Apple says they had a good quarter but I don’t really believe it. They’re not telling the whole story only things that make them look good.
 
Oh man. The pretzel-like knots people are trying themselves in to try to explain away these numbers. "These legally binding figures aren't true", "they're only because of a cheaper iPad" and, my personal favorite,"people are buying them but then selling them again because they hate them".

And we haven't even heard from most of the usual suspects yet. *grabs popcorn*
 
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Ries said:
Doesn't seem to apply in iOS vs Android analyst articles. It's always "it is because they sell cheap handsets, it doesn't count, Apple makes the profit bla bla"
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Are you fkn serious?
When you sell "buy one get one free" deals, and then boast about you sales unit numbers; THAT'S called "padding the numbers".
 
tongxinshe said:
Still a niche market.
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To be fair it is still a decent niche and an enhancement to iPhone revenue.
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citysnaps said:
What a foolish and uniformed thing to say.
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Gruber's back of the envelope analysis suggests that the $329 iPad is driving the unit sales. Perhaps it's an upgrade for older iPad 2/4 units out there
 
tkukoc said:
Extreme difference between sell and like. They may have sold.. but how many hated the devices and resold them or returned them? Those numbers won't be mentioned today. Not saying your wrong but there's plenty of other factors in this game. At the end of the day Apple only reports numbers that make them look good. You're not going to see anything other than pat's on the back and bottom dollar totals..along with the same business model of hyping products prior to release such as the mention of homepod.
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Returns are actually factored in. Otherwise you could have companies with negative net revenue reporting positive revenue.

They're a public company meaning that data has the be disclosed. Doing otherwise would be an SEC violation and open them to enormous lawsuits from investors.

The reviews have been overwhelmingly positive from both major publications and also buyers. Tim said in the call that they have a 98% satisfaction rate on the AirPods based on a survey by a 3rd party group.

The ongoing demand months after they were released shows they're continuing to appeal to buyers. If they were being returned in any decent quantity, there'd be far more available and we'd see them available as a refurbished item, which has yet to happen.
 
Rogifan said:
Cook didn’t mention Apple TV in his prepared marks and when asked about it in the Q&A he pivoted towards original content basically saying Apple is testing the waters in original content to grow Apple Music subs. Apple TV as an app platform is dead.
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Shorter version: Apple says they had a good quarter but I don’t really believe it. They’re not telling the whole story only things that make them look good.
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I carefully listened to that part of the Q&A and do not believe he pivoted at all - the question focused on content, not hardware.
 
spiderman0616 said:
So happy to see iPad returning to growth not only quarter over quarter but year over year. These new models are fantastic and I'm using my 10.5" Pro all day every day.
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It's an expensive toy that does everything an iPhone can do and nothing a real computer can, so it occupies a weird niche where it's not more useful for anything other light web browsing and watching movies in your bed.
 
Apple Watch up 50% yoy yet Cook still obfuscates the numbers in the "Other" category so 50% of nothing is still nothing.
 
applesith said:
Great news! It's good see the new iPad lineup is well received by consumers.
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RamGuy said:
Hopefully Apple takes note from this. The iPad has been great from day one, but it was really starting to get long in the tooth without any major refinements for a while other than incremental hardware upgrades. As soon as Apple decided to actually improve the screen-to-body ratio, give us a 120Hz display and some other noticeable upgrades people started buying.

Having a lower cost model also makes a lot of sense at many people use their iPad's as a secondary device. Even though they might love their iPad many people can't convince themselves into paying a premium price for what is a secondary "luxury" device. So have a cheaper option is a great thing to offer to everyone who has a hard time spending a lot of money for a new iPad. It's also a great devices for younger users who love to watch Netflix and play games (iOS has a much better library of games with much more consistent performance compared to the competition) so having something cheaper for parents to give to their kids is smart.
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iPad sales are actually down by 0.05 million from last quarter. Profits are just slightly up due to the new configurations. iPads really have no value outside of being expensive toys, but I can see how people with money to spare could like one for the house.
 
AgentAnonymous said:
iPads really have no value outside of being expensive toys, but I can see how people with money to spare could like one for the house.
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Yep... some people like iPads. They're allowed to do that. :)

AgentAnonymous said:
It's an expensive toy that does everything an iPhone can do and nothing a real computer can, so it occupies a weird niche where it's not more useful for anything other light web browsing and watching movies in your bed.
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As for "iPad does nothing a 'real' computer can do"...

I think that's part of its appeal.

Do you remember what your options were before 2010?

Everyone was using the same type of computer. Whether you were a grandma checking email... or you were doing 3D CAD/CAM stuff... you had to use a complicated computer with a full OS.

Well what if you don't need all that?

Even Grandma's cheap HP Pavilion ran full Windows which was complex to the average user and frankly overkill for basic computing. Yet that's all there was back then.

Then Apple opened the door to "light" computing with the iPad... and also ushered in other competitors like Chromebooks.

You are no longer forced to use a "heavy" PC for your computing tasks.

It's silly to say the iPad has "no value" and is "not useful" when it might finally be EXACTLY the device someone is looking for to fulfill their needs.

An iPad will not replace my monster Windows tower... but it might be the perfect computing device for someone else.

Try to keep an open mind. :p
 
OldSchoolMacGuy said:
Returns are actually factored in. Otherwise you could have companies with negative net revenue reporting positive revenue.

They're a public company meaning that data has the be disclosed. Doing otherwise would be an SEC violation and open them to enormous lawsuits from investors.

The reviews have been overwhelmingly positive from both major publications and also buyers. Tim said in the call that they have a 98% satisfaction rate on the AirPods based on a survey by a 3rd party group.

The ongoing demand months after they were released shows they're continuing to appeal to buyers. If they were being returned in any decent quantity, there'd be far more available and we'd see them available as a refurbished item, which has yet to happen.
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You definitely missed the point of what I was saying.
 
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