You had me fooled for a second. But I guess that is due to the fact that about 99% of the people here do not know what innovation truly is and what forms it takes.
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Apple Reports Q4 2014 Year-End Results: $8.5 Billion Profit on $42.1 Billion in Revenue [Call Concluded]
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You had me fooled for a second. But I guess that is due to the fact that about 99% of the people here do not know what innovation truly is and what forms it takes.
Business Insider is already freaking out over it. I love it. Most of Apple's competitors never release sales figures. Microsoft has never released sales figures for Surface. Samsung doesn't release shipment figures on a regular basis. Why should Apple.
On the conference call Tim basically said Apple doesn't want to report much on it because they don't want to give that information to competitors.
This is an earning call with financial people. They're following the money.
Nobody, outside of a few people here give a **** about soldered RAM and your other issues.
Don't expect hard numbers on Apple Watch sales
Interesting TC quote:
"Also, to be also straight, I'm not very anxious to report a lot of numbers on Apple Watch and giving a lot of detail on it. Our competitors are looking for it. Aggregating it is helpful from that point of view as well."
Interesting TC quote:
"Also, to be also straight, I'm not very anxious to report a lot of numbers on Apple Watch and giving a lot of detail on it. Our competitors are looking for it. Aggregating it is helpful from that point of view as well."
I guess you must still be in school then, because most of the executives that I work with every day prefer their iPads to their laptops and use them for different purposes than their phones.
Do other companies have an encore product?
Did Honda start making personal watercraft and airplanes just in case their car business slows down?
Do they expect those other products to ever surpass their car sales?
Of course there will be a time when they stop growing... but isn't that true of every company? There's only so many products any company can sell.
What happens if iPhone sales stop growing and Apple gets stuck selling only 170 million iPhones a year? Is that really the disaster people are predicting?
Indeed. Many ask for new product categories without understanding how new products or more difficult, categories are created. They often don't realize there is a logical progression visible in Apple's product lines, and that potential for big changes is decreasing with mobile and computing becoming increasingly mature.
The pro market segment didn't get anything this year, and the Mini has been downgraded to entry-level consumer whereas before it was entry/mid level. There's a big hole in the desktop product line, so they should address it in this call.
Not sure if that's what the other guy was getting at.
Well, Honda actually DOES make watercraft.
The question will be what happens when iPhone sales do stabilize. Will they face the same pricing pressure that Samsung is now? Or will they be able to maintain a premium price on the product? As an investor, that's a key consideration. Samsung's profits are plummeting and they are looking to expand their chip manufacturing operations (betting $15 billion in new plants) to get earnings growing again.
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I believe most of their Mac revenue comes from the MacBook Pro and MacBook Air. So perhaps they aren't that concerned about gaps in their desktop product line.
Glad I bought my stock 10 yrs ago.
So did I, but unfortunately I've sold most of it. Made a good profit but wish now that I had held on to more of it. Still I'm enjoying all the Apple products I've bought over the years. iPad Air 2 in a couple of days for def!
(1) I find the over-reliance on iPhone sales and it's cyclicality concerning. They are way too dependent on carrier subsidies.
(2) 150 billions in cash - 60% of it overseas - is nothing I, as a shareholder, would want to see!
(3) They could use some of this money to do something about the stagnating Mac sales. There really seems to be a glass ceiling marketshare-wise and Apple seems clueless as to how to address it.
(2) 150 billions in cash - 60% of it overseas - is nothing I, as a shareholder, would want to see!
(3) They could use some of this money to do something about the stagnating Mac sales. There really seems to be a glass ceiling marketshare-wise and Apple seems clueless as to how to address it.
People will always need communication devices, so Apple is safe for the time being. The decline will not be as fast as the iPod's. However it will change once there is a new communication paradigm that makes smartphones obsolete. Whatever that may look like.
Apple would be wise to invest in other solid product categories such as the Mac and iPad lines. In addition Apple should also keep looking for new product categories that are adjacent to its current ones, such as smartwatches.
The next big product category is likely not in mobile communications, but in medical devices. It's where the profits are and where there is an increase in awareness what technology can contribute. Regulatory affairs is a complicated matter, but with Apple's cash reserves it would have no issue in collaborating with established producers or building up an own capability.
1) It is a concern, but the carrier subsidy issue seems to be less than what's made of it. Carriers in the US are weaning people off subsidies, but they are lowering their monthly rates and selling phones on installment plans now. Its six of one and half a dozen of the other.
2) Blame the tax code (we can start a conversation in the Community Discussion forum for this one). Apple can't tap that money without paying significant taxes on it, so they need to reinvest it over there.
3) Mac sales were up 21%. It sounds like they know what they are doing.
I'm not surprised at the mac numbers. Now with the closer integration of iOS and OSX, Mac numbers will likely go up even more. I feel like a lot of PC users were shafted in one of the main features of iOS 8, and that's continuity.
These shareholders likely don't even use macs. To them, soldered ram means more profits as customers are forced to pay the high costs of upgrading their devices. Why wouldn't they welcome it from an earnings perspective?
Glad I bought my stock 10 yrs ago.
Thrilled I bought mine exactly 23 years ago.
All my other investor friends thought I was wrong... only to think for certain I'd lost my mind as year after year I continued to amass all I could.
To think the first year I paid just $19 per share...
What really amuses me and causes me to really laugh is when I'm outspoken about some of Apples issues, and then haters on the forum label me a troll. The fools should be so lucky.
Its priceless...
Finally, a good question. I haven't seen any revenue projections for Apple Pay. It could be a lot.
Most probably true, and I'm guessing it's because the desktop market segment isn't as large or profitable as the laptop segment, but it could also be due to incomplete product coverage or product line neglect. Apple's still participating in the desktop market segment, and they currently don't seem to be doing much with it. Would be nice to hear Tim's take on this.