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Apple Reports 4Q 2021 Results: $20.6B Profit on $83.4B Revenue

jayducharme said:
The stock always goes down when Apple's profits go up. I've never understood that, but the stocks always recover. I'm amazed at how quickly the services sector has grown. They're certainly doing a decent job of shrinking their reliance on the iPhone.
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Buy on the rumor, sell on the news...
 
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macdos said:
Well, pandemic is over… maybe not in America and Brazil, but in the rest of the world. So the inflated 2021 result will leave a brutal hangover in 2022, with poor results. The end is nigh. Sell your AAPL tocks while you can.
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Partially disagreed. In a post pandemic world, there will be less Mac sales, more iPhone sales (and more iPad sales to a lesser extent). Less home hobbies, more mobility. Less indoor activities, more outdoor ones. Apple used to say it is a mobile company first. Time to get back to that. There is a brilliant future in the tech mobility world.
 
jayducharme said:
The stock always goes down when Apple's profits go up. I've never understood that, but the stocks always recover. I'm amazed at how quickly the services sector has grown. They're certainly doing a decent job of shrinking their reliance on the iPhone.
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When has Apple stock gone down? Today up 2.5%, for last week up, for last month up, for last six months up, ditto for the last 10 years. Unless you are a day trader, daily results rarely if ever matter.
 
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NIKKG said:
Stuff is getting too expensive, food, gas, tech, cars, utilities. The middle class is tapped out. A third of the population is on foodstamps. What did they expect will eventually happen?
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lots of people in the middle class are nicely flush with cash. Thats why they're buying houses above asking price, installing $150K+ spa/pools in their yards, buying stock, computers, teslas and other luxury SUVs. And all the fearmongering from "business" media about inflation just drives them more into a buying frenzy..
 
wlev said:
The constant notch comments... are you people for real?! The comments aren't funny, they're not witty. You're just noise. Get the eff over it.
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The notch jokes are so tired. I find that tech folks really know how to beat a dead horse into the ground lol. The notch is such a small thing that doesn’t need to constantly be brought up.
 
Tim Cook after today's announcements

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desslr said:
Sounds like people are sick of the notch and it shows in the revenues.

With Google’s Pixel 6 Pro arriving on the scene and next Samsung due in January I’m a bit worried for Apple…
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It shows in the revenues? Did you read the report?
 
Note that the increase in iPhone sales compared to Fiscal Year 2020 Q4 (= calendar year 2020 Q3) can be explained by the fact that the new iPhone 13 was for sale earlier this year (FY 2021 Q4 = 2021 Q3; last year FY 2021 Q1 = 2020 Q4).
 
desslr said:
Sounds like people are sick of the notch and it shows in the revenues.

With Google’s Pixel 6 Pro arriving on the scene and next Samsung due in January I’m a bit worried for Apple…
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Apple faces more competition from their older iPhones than Samsung or Google. I wouldn’t lose sleep over it.
 
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That stagnant green line might be why they finally re-inserted so much good stuff into their MBP line instead of trying to run their computers as an art exhibition on minimalism the past 10 years.
 
Services gross margin is 70%. Do some math, and around 37% of the total gross margin comes from services, and rising. At what point would Apple change strategy, and sacrifice hardware revenue by driving sales price down, to attract more users for its services?
 
skipper63 said:
And the stock is down by quite a bit. Sounds like the old days, when great results were reported, the stock went downhill.
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You can blame the so-called analysts on Wall St for that. They all (or almost all) predicted that APPL would report way, way better figures. They didn't so the sell orders went it as per the trading programs.
Those numpties chose to ignore the global supply chain issues and the pandemic and especially the chip shortage despite many reports about these very issues. They'll be queuing up to blame the lack of guidance from Apple for this.

Just another day in the life of APPL
 
InGen said:
That is some incredibly consistent growth, appearing entirely unaffected by any world events of the past decade. Like a flower blooming, growing steadily over time, subject to the natural seasonal tides and nothing else, seemingly in it's own centre of existence.
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Yeah. It’s genius. Who’d have thought slapping 20% on the RRP would equal more revenue.

This is why Cook is God.
 
macdos said:
Well, pandemic is over… maybe not in America and Brazil, but in the rest of the world. So the inflated 2021 result will leave a brutal hangover in 2022, with poor results. The end is nigh. Sell your AAPL tocks while you can.
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Never
 
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CWallace said:
Apple did miss Wall Street's revenue expectations by about $1.5 billion, though they did hit the $1.24 Earnings Per Share estimate and saw YoY growth across the board, I believe.

Still, when you miss revenue (even if just barely) and (just) hit EPS, it means it is time to sell the stock when using Wall Street logic since you did not "crush it". :rolleyes:
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I’ve been holding my stock for years, not sure when I’ll sell. TBH I forget about it and add more each month when I can (fractions).

I truly do not understand Wall Street logic. I get taking profit when you can but I don’t understand the expectation to beat estimates as a sign of the health of a company. Analysts (including the company itself) pull a number out of their rear and if their prediction doesn’t come true then the outlook is somehow bad? Perhaps the analysis is flawed… do they consider that?
 
mjs916 said:
I’ve been holding my stock for years, not sure when I’ll sell. TBH I forget about it and add more each month when I can (fractions).

I truly do not understand Wall Street logic. I get taking profit when you can but I don’t understand the expectation to beat estimates as a sign of the health of a company. Analysts (including the company itself) pull a number out of their rear and if their prediction doesn’t come true then the outlook is somehow bad? Perhaps the analysis is flawed… do they consider that?
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It is because most analysts are in for the short term payout.
 
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11/2/2021

DOW above 36,000 for first time:

Apple (AAPL), Microsoft (MSFT), Salesforce (CRM), Walmart (WMT), Home Depot (HD), Nike (NKE), Goldman Sachs (GS), American Express (AXP) and JPMorgan Chase (JPM) are among the leading companies in the Dow today.

Never doubt the power of the Apple consumer and subscription services.
 
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