You just said that average people don’t read the terms of service, but I read it. So whether I am average or not by your vocabulary, it doesn’t matter for this.
Read it or continue to weep it
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Apple Reports 4Q 2018 Results: $14.1B Profit on $62.9B Revenue, 46.9M iPhones
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You just said that average people don’t read the terms of service, but I read it. So whether I am average or not by your vocabulary, it doesn’t matter for this.
Read it or continue to weep it
It doesn't matter if you read it. Since most people don't, the conventional wisdom is Google/Android are cavalier with their data and privacy. It's good for Apple because their position on privacy and data resonates with many consumers as i why Apple dominates the mobile computing market by making 90% of the money. Cheap Android phones are cheap because you're a marketing pawn for Google.
Very good article, explaining why iPhone sales will drop in China and India.
https://9to5mac.com/2018/11/06/aapl-stock-2/
https://9to5mac.com/2018/11/06/aapl-stock-2/
Wondering if you even read the entire article or just the first part. If you get to the end, this is the prediction:
"Have iPhone sales peaked? In the short-term, maybe; in the long-term, not at all."
No one knows whats going to happen on long term. It's much easier to predict that on short term Apple will be hit by the crisis in the emerging markets, especially now with the rising iPhone prices.
Apple is executing about as well as possible, based on the data. They pointed to some softness is certain emerging markets, but China (the most important) wasn't one of them.
Of course they did not mention China, as it would trigger a huge stock selloff.
But looking at the facts, China is in bad shape and Apple will face a lot of headwinds in this huge market.
https://markets.businessinsider.com...es-faith-in-ccp-leadership-2018-10-1027692833
On the earnings call, they actually mentioned China specifically as being strong and it showed almost 20% y/y revenue growth.
But it does not mean it will continue like this, especially after looking at the chart in the article, skepticism is apropriated.
https://static3.businessinsider.com...c2-910/screen-shot-2018-11-05-at-25452-pm.png
Reports show that he's not out of touch with how much regular people earn. Whether he's a visionary is unrelated and irrelevant. Your argument is a red herring.
Actually mark was a hacker and thief and today would be arrested for doing the same thing done years ago. Mark was a thief who got lucky.
China is one of the key markets, the unit sales will decline even stronger over the next years.
https://www.theguardian.com/busines...n-is-inevitable-dont-think-it-wont-affect-you
https://www.theguardian.com/busines...n-is-inevitable-dont-think-it-wont-affect-you
Slowly everyone realizes the problem with the emerging market crash.
https://247wallst.com/technology-3/2018/11/12/j-p-morgan-trims-estimates-apple
https://247wallst.com/technology-3/2018/11/12/j-p-morgan-trims-estimates-apple
Apple pretty much hits the nail on the head with their estimates despite analyst predictions.
Apple was the top-selling mobile phone brand on Alibaba platforms during Singles Day, beating Chinese rivals
Alibaba's annual event, which is also known as "Double 11" because it falls on Nov. 11 or 11/11, raked in record gross merchandise value of 213.5 billion yuan ($30.8 billion)"
"It's a positive sign for Apple, because normally Xiaomi or Huawei has been the top brand. This shows the Chinese smartphone users are maturing fast and they are looking to buy more high end devices, which is a good sign not only for Apple."
https://www.cnbc.com/2018/11/12/ali...e-was-the-top-selling-mobile-phone-brand.html
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Yeah, JPM still sees AAPL at $266/share...why not trying reading the article instead of just headlines. They lower the PT from $270 to $266...lol, yeah real bearish.
You should read the whole article..
"Since iPhone XS and iPhone XR were already so expensive, so they were looking for the right deal to purchase," he added."
In other words: they have been all waiting for this special offer, so sales will be again flat whiteout special deal.
That is commentary, not fact. He doesn't know what the consumer was thinking when they made the purchase. That's just stupid.
Bottom line is that Apple sold the best in China. Huge win, but not surprising since they just grew China revenue 19%. Facts really kill a good story though.
You missed the chance of selling your shares at the top, now you desperately hope they will peak again, but it will not happen.
Ignoring reality is the worse financial advisor.
https://www.cnbc.com/2018/11/12/apple-stock-slides-after-supplier-lumentum-cuts-outlook.html
[doublepost=1542043463][/doublepost]Keep your shares as long as you want, but it will not end well..
https://www.marketwatch.com/story/a...er-slowing-iphone-demand-take-hold-2018-11-12
We will never know all the facts. Beating all 100 (or whatever) Chinese competitors individually on a special sales day may or may not mean much. That could be achieved with, say, 2% market share. On the other hand, some facts are easier for definitive interpretation than other ones. The fact that Lumentum just announced that Apple cut their orders significantly is impossible to interpret as anything but a bad news. Given that Lumentum is the sole supplier for Face ID components the only possible interpretation is that the demand for new iPhones is weaker than expected.
That what was being said for years and yet Apple has shown an upward trend.
You can never be greedy and on the same hand some of us aren’t day traders either.
You mean, Mark didn't come up with the "worst invention of the 21st century" aka Facebook?
[doublepost=1542047801][/doublepost]
Eleven days later, how is the AAPL price working out for you?
You mean Mark the criminal who hacked his university’s computer system? That Mark?
[doublepost=1542047801][/doublepost]
I’m buying on the dip. Not a day trader but I’ve done okay with AAPL.
Yawn...now I'm so scared. Some analyst has started to worry about "slowing demand." LOL! What's new? My holding period is forever until the facts change. Apple just reported an insanely good quarter. A short term stock price drop (particularly when all of tech is down huge) is a good thing for long term Apple shareholders.
People said the same thing when AAPL his $134 and retraced to $90 "you missed your chance to sell at the top." Then the stock went to $233 and now that's the top. All tops are short term for AAPL. The company is growing EPS 40%, revenue 20% and has the biggest buyback in the world. The fact the stock drops just lets AAPL buy more of their shares.
Why are you linking me to headline driven fake news that is consistent on Wallstreet? these guys are trying to generate clicks. Apple stock drops gives them clicks. As a company, Apple has never been healthier.
The reality is so positive, it's not even close. AAPL now trades at 13X 2019 earnings...one of the cheapest stocks in the S&P with 30% annual earnings growth and 20% revenue growth.
If you're scared of that, stocks aren't for you.
[doublepost=1542049856][/doublepost]
1) Being first isn't a bad thing. Apple is growing revenue 19% in China, so this is consistent with fact.
2) Lumentum didn't say Apple by name, so don't make it sound like they did. They are likely trying to place blame on this as a reason for their shortcomings. Even if we assume this is Apple, in the end, 70% of their sales come from other sources beyond Apple.
3) This has happened countless times before. An Apple supplier decreases outlook and it's assumed iPhone sales have slowed. Literally wrong every time when the numbers are released.
4) It's almost impossible to infer iPhone results from Apple suppliers because it's too hard to understand Apple's supply chain. It's complex.
5) Hon Hai showed 30% revenue growth.
6) Let's pass judgment on February 1 when we get the numbers.
Lumentum stated "reduced shipment request from a large customer". The thing is they have only one large customer. You do the math.
And? I'm just clearing up the fake report that they specifically said APPLE. Furthermore, it's hard to understand what that means for Apple, like EVERY report that's come out similar to this over the years.
FNSR is also a huge FaceID component supplier.
Apple has multiple suppliers for almost every component. Hon Hai recent showed 30% revenue increases and we know who their biggest customer is.
[doublepost=1542054598][/doublepost]
Wrong. There are 3 (at least) suppliers for FaceID components including Finisar, Lumentum, and II-VI. Apple could have shifted suppliers, the suppliers they had could have outperformed outputs, experienced better yields, or the report is simply wrong like the rest of these supply change reports over the years. No one knows how many were produced, delivered, in inventory, etc.