IDK, GOOG is up 5.3% (same sector), and SPY is down only 0.7%.Amazing quarter.
Ignore short term stock movement. Wall Street reacting to no guidance and failure to understand why China is down.
IDK, GOOG is up 5.3% (same sector), and SPY is down only 0.7%.Amazing quarter.
Ignore short term stock movement. Wall Street reacting to no guidance and failure to understand why China is down.
Google is only similar in terms of them both being in the “tech” sector. The businesses couldn’t be more different. Google is an ad company.IDK, GOOG is up 5.3% (same sector), and SPY is down only 0.7%.
No.
$320 million *REVENUE*. It doesn't mean $320 million goes into their pocket. And I said *less than*.
They could easily switch to USB-C and draw in half a million Android users that are holding out for a USB-C iPhone and it would easily make up for the lost revenue and then some. Not to mention they'll be selling a ridiculous amount of USB-C accessories too.
There's already a report saying iPhone 12 has less margins. So any savings from smaller packaging was lost from the premium on 5G, OLED screens, and double storage.
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iPhone 12 5G may hit Apple margins despite removing headphones and charger - 9to5Mac
On the heels of Apple unveiling the iPhone 12 with 5G and other upgrades, a new analyst note from Barclays...9to5mac.com
No.
You stated revenue, so that’s the number I quoted. I am well aware of the difference.
FINALLY. And also they should take into consideration that it’s not a neutral decision: it’s not adding 0,5% at the expense of nothing, but risking the 40%.I think it needs to be said: Wearables/Home/Accessories includes AirPods, Apple Watch, HomePods, beats headphones, Apple TV, Pro XDR, and all the world of accessories. That makes up 12% of Apple's revenue.
People who think Apple makes a ton from "adapters" really need to dissect this 12%. Lightning adapters and cables *LIKELY* makes up less than 0.5% of total revenue.
So next time you see "Apple doesn't want to switch to USB-C because they want more money", really think about how much lightning affects their revenue.
It was already priced in.Stock dropped over 5% after the bell and just after earnings were released. What were these traders expecting? Or is this just random walk noise in stock pricing?
It just didn’t match expectations.These are fantastic results given the Covid environment and lack of iPhone 12 sales in the Q....
Crazy to see the stock drop... makes no sense.
The Market did not like the lack of guidance.These are fantastic results given the Covid environment and lack of iPhone 12 sales in the Q....
Crazy to see the stock drop... makes no sense.
Good time to buy In.Nice small, top and bottom line beat, but that was already priced in. Apple had a good move today with people expected more, have to really kill earnings these days with so much expected. Expecting a bad day for apple stock tomorrow.
I hope so. There are still a lot of places without the option for contactless payments. Where they have it, ApplePay is always my first choice for payment.As you can imagine in this environment, people are less wont to hand over a card. Contactless payment has taken on a different level of adoption and we'll never go back. US has been lagging in contactless payment and I think the pandemic may well put the US on a different trajectory
Mac sales managed to hit a new record, even though x86 Macs have've been "Osborne effect" killed off by the Apple Silicon announcements. I'm wondering if businesses and pro-users are stocking up on Macs that can still run BootCamp or x86 VMs and Docker images.
... and the accessories you left out.What we always do in pricing is give the customer a great value and we've done that this year despite the extra features that we placed into the phones