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Apple Reports Q4 2010 Profit of $4.31 Billion on $20.34 Billion Revenue, Best Quarter Ever

Mattsasa said:
and andoid is blossoming an verizons network and iphone is suffering through at&t.
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There is a market outside the US. Worldwide the iPhone is now availabe unlocked in almost all countries. Even in Germany T-Mobile lost the exclusive deal now.

Having the iPhone on Verizon might help Apple to sell maybe 2-5 million more. That's still less than Android and Android has much faster growing rate. I expect Google to activate around 30 million phones in the holiday quarter while the iPhone normally only has a strong third quarter (when the new iPhone gets released) but much weaker holiday quarter. And Android phones are actually available in less countries than the iPhone currently (especially in South America)...

Last year they slipped from 18% marketshare in Q3 to only 16% in Q4. Currently they are again at around 15-16% while Gartner expects Apple to have only around 14% marketshare in 2014 and Android to have around 30-35%.
 
aurichie said:
I'm very afraid Apple shares have entered territory resembling the housing market before the spectacular crash: a giant bubble. Nobody is trying to cool the hype and speculation. Nobody is speaking of risks to the downside (they always exist). Everyone is yelling buy, buy, buy, this baby is going higher, higher, higher!!!
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Wow, the sky is falling. Note that Apple has been raking in dough during these bad economic times. They have continued to grow in a weak market. Imagine what they will do when the market finally starts to gather steam?

What's a "bubble" about Apple's market value? Check their P/E and compare it to, say, Amazon. Or Netflix. Apple's is also lower than Google's. And a tiny fraction of the insane ratios seen before the Dot Com bubble burst.

Apple still has a sliver of the PC market and is growing. The smartphone market continues to grow, and the tablet market is just beginning. Not to mention App Store sales. Apple has a very bright future indeed and you will almost certainly regret selling at $280 much as I would have had I stuck to my original target sell price of $60 ( :eek: ). Fortunately I saw even greater things ahead, despite all the naysayers screaming "Sell, sell sell!" at $60. I believe in this company and I believe in the stock. In for the long haul, despite the wild fluctuations sure to come.

Good luck with that $100 AAPL buy target.
 
iPad woes???

I don't know about any one else, but 7,458,000 iPads sold in the past 2 quarters is a grand slam.

That's just in the past 6 months ending in September.
 
fruitpunch.ben said:
Only if you only look at market share. Apple is killing all other phone manufacturers in profit, and if you ask me, that's really where the money is
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You mean like on the Mac? Where we are happy when 5 year old games get ported to OS X? Sorry but that's not a scenario most iPhone users like to see.

Marketshare IS everything when it comes to developers and software. Apple *currently* is still ahead when it comes to software developers compared to Android. But that might change really fast when Apple's marketshare is more dropping.
 
Wow.

If the Apple haters are right and we are all stupid sheep and are totally unable to make discerning choices about hardware and software, then the world must really be getting dumber and dumber.

You know it always amazes me that the "it's all marketing" crowd have such a low opinion of our intelligence. Especially given that there are so many really smart discerning people that choose Apple products, just like there are plenty of smart discerning people who choose to build their own, buy a Dell or an HP and run Linux or MS operating systems.
 
LOL - Even Steve got the memo on Android "Fragmentation" :D

When Steve resorts to lame FUD - things are not going as well as they are making it look like!
 
rtdunham said:
Apple DID miss an estimate: the analysts' estimates for iPad sales. these analysts aren't just "anybody with a blog": they're trained professionals who rose at their respective companies based on their performance. At those companies they collectively influence billions of dollars of trades in AAPL based on their analyses of what can be expected from the company. Their beliefs shaped the stock's price last quarter, and last month, and last week, and yesterday. How they modify their expectations based on today's information--good and bad--will help shape the stock's price tomorrow. It's how performance compared to their estimates, not apple's, that matter in this case.

Your suggestions that UnSpeaked is trolling and should be banned are simply silly and reflect badly on you.
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But honestly, the only reason Apple missed the iPad estimates are because the analysts were overestimating Apple's production numbers. Apple isn't having any trouble SELLING iPads, they are just having issues producing and distributing them fast enough.
 
I found the cash reserve question interesting, Apple are definitely interested in someone, AMD perhaps? so they can be released from Intels ransom! Perhaps they are waiting for them to loose even more money and go under, by then Mac market share may bevup enough to warrant an in-house chip
 
zacman said:
There is a market outside the US. Worldwide the iPhone is now availabe unlocked in almost all countries. Even in Germany T-Mobile lost the exclusive deal now.

Having the iPhone on Verizon might help Apple to sell maybe 2-5 million more. That's still less than Android and Android has much faster growing rate. I expect Google to activate around 30 million phones in the holiday quarter while the iPhone normally only has a strong third quarter (when the new iPhone gets released) but much weaker holiday quarter. And Android phones are actually available in less countries than the iPhone currently (especially in South America)...

Last year they slipped from 18% marketshare in Q3 to only 16% in Q4. Currently they are again at around 15-16% while Gartner expects Apple to have only around 14% marketshare in 2014 and Android to have around 30-35%.
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I don't believe it's coming to Verizon until the next gen but it will be worth a hell of a lot more than 2-5 million.

As for Apple's 14% share vs. 30-35%, I'll take it (as an AAPL holder). Remember, that 30-35% is split among what, a dozen or more companies?
 
zacman said:
You mean like on the Mac? Where we are happy when 5 year old games get ported to OS X? Sorry but that's not a scenario most iPhone users like to see.

Marketshare IS everything when it comes to developers and software. Apple *currently* is still ahead when it comes to software developers compared to Android. But that might change really fast when Apple's marketshare is more dropping.
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No, market share isn't the only metric. If it was, then Adobe would have dumped Apple a long time ago. Depending on the source, Apple provides somewhere in the neighborhood of 40% to 50% of Adobe CS buyers, and has a higher proportion of legitimate licenses.

From my readings, Android owners tend to be cheap relative to iPhone owners, buying fewer apps, but that's something the developer's obviously aren't considering based on your statement.
 
hundleton1 said:
I found the cash reserve question interesting, Apple are definitely interested in someone, AMD perhaps? so they can be released from Intels ransom! Perhaps they are waiting for them to loose even more money and go under, by then Mac market share may bevup enough to warrant an in-house chip
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He is waiting eagerly to buy AT&T - either he has to net 169.12B or take ATT MCap down by dropping more calls on the iPhone :D Hurray for even more "integration" !
 
Bregalad said:
In order to maximize sales it needs to be compatible with iOS 3.x and 4.x including 4.2 betas.
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In order to maximize sales on currently shipping hardware (the customers who buy the most apps by far), a new app developer only has to test on 2 devices.

How many currently shipping Android configurations plus newly announced devices are there currently? (I lost count long ago.)
 
firewood said:
In order to maximize sales on currently shipping hardware (the customers who buy the most apps by far), a new app developer only has to test on 2 devices.

How many currently shipping Android configurations plus newly announced devices are there currently? (I lost count long ago.)
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I wonder how many different PCs and configurations do Windows Software developers test on. Or may be they don't do that many "apps" on Windows :p

For a generation of iFans apparently software development is a newly discovered area.
 
firewood said:
In order to maximize sales on currently shipping hardware (the customers who buy the most apps by far), a new app developer only has to test on 2 devices.

How many currently shipping Android configurations plus newly announced devices are there currently? (I lost count long ago.)
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Yep, even programming for HALF of the possible configurations is a daunting prospect. You have to account for varying processor speeds, amount of RAM, GPU speeds, GUI modifications, it's a nightmare, and even if they do make a decent game for a wide range of android platforms, they're going to have to use the lowest common denominator for those factors i just listed, meaning many people wont benefit from the hardware they bought, even if it's the best android phone on the market. Google messed up big time on this.
 
parapup said:
I wonder how many different PCs and configurations do Windows Software developers test on. Or may be they don't do that many "apps" on Windows :p

For a generation of iFans apparently software development is a newly discovered area.
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It's not new. Windows is Android, and Mac OS is iOS. Both windows and android can be installed on a wide variety of hardware, while Mac OS and iOS can't (Hackintoshes don't count). Developing software for windows IS more complicated than it is for Mac OS for the same reason. In fact, developing windows itself is more complicated. There is no way for Microsoft or any of the people who program for windows to test their software on all the possible hardware configurations that windows will be run on, this problem being more apparent for games. The same cannot be said for Mac OS and iOS. Both come on a limited selection of hardware, making the testing process significantly simpler.
 
7" iPad is NOT dead

Cynicalone said:
If you're listening to this live, I think Steve has killed any chance of a 7 inch iPad.
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I disagree.

Yes, Steve has bashed 7" tablets. Doesn't mean Apple won't introduce one this April. He's just cleverly spreading doubt about current competitor devices for which Apple has yet to offer its own version.

But I agree that Apple will limit the number of screen sizes. We'll have the size for the iPhone (same as iTouch), the current 10" iPad, and an additional 7" iPad early next year. Just 3 sizes. The primary reason is to make life easier for developers, who must significantly revise their Apps to support different screen sizes.

Steve is a VERY smart guy. When he gets up on stage and talks, he's trying to influence somebody.

Personally, I love the idea of a 7" iPad. I won't buy an iPhone because I don't really like voice communication much, and because I hate those long-term complicated contract commitments; I carry a super-cheap pre-paid T-Mobile out of necessity. I was about to buy an iTouch... although its features are still a bit crippled (no GPS, no LED flash, no Autofocus, no HDR, no IPS) I had decided they were finally okay-enough... but I now have vision problems and when I tried using the iTouch I found it too difficult to use the tiny screen. The current 10" iPad is MUCH easier for me to use, but as a 1st-gen product its still feature-crippled and its size/weight is great in some circumstances but not in others. The 2nd-gen iPads should add needed features (e.g., cameras for facetime) and, for me, the 7" version will hit a sweet spot: it will only weigh 1 pound, I can hold it in one hand while operating it with the other, it will still have a big enough touch-screen for easy operation. Also, we're looking at a nicely unified iOS 4.2 next month... that will help developers a lot... so they have less work to do to modify their Apps to support one more screen size early next year.

Just my opinion.
 
I'm listening to it now. But the woman prompter reminds me of a flight attendant and I keep imagining my self on Stevey's private jet.

Steve is brilliant.
 
I think my favorite line was when Munster asked him, "What is your position on Flash?" And Jobs replied, "Flash memory? We love flash memory!"

I was really impressed by Jobs' rationale on the open vs. closed debate. He's really concerned about making the user experience as simple and seamless as possible. It's the same idea he's espoused for years: he doesn't want to sell a computer. He wants to sell an "appliance," something as intuitive to operate as a toaster. For those who want complicated and customizable, there's Windows and Android.
 
Am I the only person here cringing at "RIMM"? It is RIM (Research in Motion) there is no extra "M". I may be an diehard apple fan, but I still see no reason to spell the competition's acronym wrong.
 
res1233 said:
Yep, even programming for HALF of the possible configurations is a daunting prospect. You have to account for varying processor speeds, amount of RAM, GPU speeds, GUI modifications, it's a nightmare, and even if they do make a decent game for a wide range of android platforms, they're going to have to use the lowest common denominator for those factors i just listed, meaning many people wont benefit from the hardware they bought, even if it's the best android phone on the market. Google messed up big time on this.
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And people who make that argument clearly know nothing about programing.
You do know that the API and the OS handles most of the mess. The program does not have to deal with it so that is a crap argument.
 
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