No way. Nobody knows more than Internet experts and Tubers!
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Apple Reports Q3 2019 Results: $10B Profit on $53.8B Revenue, Highest June Quarter Revenue Ever
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No way. Nobody knows more than Internet experts and Tubers!
How ridiculous is it of America that when a company like Apple takes a "loss" between years, yet is still making mega profit, it's considered a problem?
Is being a trillion dollar company not enough? It's like taking a few gold coins out of Smaug's pile and then saying "he's getting lazy."
Know they wouldn't make any announcements on this call but still amazing to me that we're almost in August and still nothing in terms of pricing for Apple TV+. Guessing now it will be late fall before it actually starts, also considering that only Samsung has gotten the Apple TV app that is supposed to be made available on nearly every streaming device.
I have an Apple TV 4K but would like to know when that app is going to appear on Roku especially.
I really am not seeing how Apple TV+ is going to be successful though with Disney+ launching for $6.99. They need to bundle it in for a few bucks with Apple Music or something for it to get anywhere with likely very little content compared to competitors.
I have an Apple TV 4K but would like to know when that app is going to appear on Roku especially.
I really am not seeing how Apple TV+ is going to be successful though with Disney+ launching for $6.99. They need to bundle it in for a few bucks with Apple Music or something for it to get anywhere with likely very little content compared to competitors.
Stock is up over 4% right now so obviously Wall Street isn’t focusing one YOY profit change.
That's correct - they're focusing on earnings coming in above the worst estimates, along with good guidance. But it'll be hard for the stock to rise long term if long-term earnings continue to decline, even after juicing EPS with share buybacks.
"We make the Mac Pro in the US..."
Are you nuts Tim? That was six years ago. The new one is made mostly in China. Come on, get with the program!
Are you nuts Tim? That was six years ago. The new one is made mostly in China. Come on, get with the program!
Bad, although a lot of that was from Samsung's other businesses. But no doubt the entire smartphone market is in a secular decline, and even with Apple's iPhone unit volume dropping they're still making the right decision keeping ASP's higher than everyone else IMO.
Google relying on advertising for 90% of their revenue is worse.
Think about this:
- Apple makes money selling products people want (iPhones, iPads, Mac, Watch).
- Google makes money selling products people actively try to avoid (ads) through ad blockers or browser add-ons.
Who do you think is in a more precarious position? Especially with governments looking at the data collection and usage by tech companies? A single government law restricting data collection could wipe out half of Google's revenue overnight.
Um....we know the wearables number, because it's reported.
Wearables just brought in $5.52B in 90 days, which is more than ALL of Netflix's most recent quarterly revenue of $4.9B.
Pretty good, no?
Huawei are tiny compared to Apple though - as a new rising player it's not hard for them to have a revenue increase. The bigger loser in that is more likely to be Samsung's mobile division.
Far lower than it used to be, which is good. iPhone launch quarters used to push 70% of total revenue.
Because Wallstreet understands profit can be manipulated more the revenues. Profit is after all kinds of things like R&D, taxes, SG&A, etc. All of these can be variable.
Wallstreet also likes the growth Apple put up in 4/5 business segments and the improvement in China.
looks like the shift into services is doing it's job making up for declining volumes in sales.
that and higher prices to help makeup the difference.
Will be intriguing to see if service revenue can continue to go up if iphone sales continue to dip
as another interesting point, while revenues are up, margins shrank slightly and profit itself is down.
(not a complaint, just an observation).
that and higher prices to help makeup the difference.
Will be intriguing to see if service revenue can continue to go up if iphone sales continue to dip
as another interesting point, while revenues are up, margins shrank slightly and profit itself is down.
(not a complaint, just an observation).
The iPhone installed base continues to grow. That’s why Apple is doing what it is. Even if consumers aren’t upgrading as often, the crux is that they will continue to use iPhones. Which makes them a prime target for accessories and services. The sales of which will go a long way towards offsetting declining iPhone revenue.
Unlike blackberry and Nokia, Apple has enough iOS devices in the wild to sustain its own ecosystem and I just don’t see Apple suffering the same fate as they did.
i wouldn't say "really bad" as they are still moving a few million, but Mac sales have been on a steady decline for several quarters. Their revenues were buoyed by increased prices to keep the revenues numbers of Mac sales more steady and consistent.
but it's a dangerous game. price elasticity tends to mean that the more they raise the price, the less they sell
I believe this is the same effect now starting to show on the iPhone. raised prices help buoy revenue numbers, but decrease in volume. this gives confidence of revenue stability, but with the risk of decrease market share.
question is will these price points and volume stay consistent in the future, or is this just a start of trend? Apple is doing a smarter thing by branching out in services and other non i-device related businesses to help broaden their portfolio. this should alleviate much concern that investors have with Appe being a "one trick poney". but there's still concern that Apples iPhone halo affect could diminish revenues in other sectors like services and accessories should iPhone market penetration continue to shrink. (they're not selling watches and homepods if people don't have iphones to pair them with)
Problem is without volume numbers we're all left speculating. Revenues/profit alone doesn't dictate future performance as there are means via pricing to mask declines in sales.
It goes to show that part of the reason why Apple products are more expensive is because they cost more to make.
Steady growth. Pretty much what I am expecting from here on out, with a bigger impact coming from services and wearables. They’re aligned well with where the industry is headed. iPad looks very strong also as it will be surpassing the Mac any day now, being their computer of the future. Still pretty amazing to me that Tim Cook was able to pivot so seamlessly and make up for a stagnant smartphone market. He saw the writing on the wall and made the moves he needed to. Investors have to be thrilled.
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AAPL has been making me money since the 90s. Paid for a house or so! Keep going Tim and company.
Macs and computers in general become less and less important. With iPadOS about to debut and free from supporting the requirement of phones, Apple will be able to bring to the market the tablet Microsoft has been toying with for 6 years. That is a tablet that many customers can use as their main computing device, replacing the need for a Mac. And one available in sizes from 7 to 13".
And better for Apple, one running an Apple processor and GPU, no more ties to Intel CPUs and AMD GPUs. This breaks Apple dependency on the limitation of suppliers to produce the processors Apple needs and bring all control for these key components in house.