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International sales accounted for 62 percent of the quarter’s revenue
57% year-over-year Mac growth in Pacific segment.

So more sales internationally and more Mac sales in the Australia region. Woot :). I am one of those 57% more Apple Australia Mac customers for that quarter.
 
International sales accounted for 62 percent of the quarter’s revenue
57% year-over-year Mac growth in Pacific segment.

So more sales internationally and more Mac sales in the Australia region. Woot :). I am one of those 57% more Apple Australia Mac customers for that quarter.

And that benefits you personally?
 
If not the iPhone (in this assumption), what would it be? What sort of transformation?

There has been an entire flock of little birdies saying that AT&T miserably failed the 4G stress test over the summer. The iPhone 4G is ready to go, the network to carry that much data for millions of customers is not.

AT&T bent over backwards to make the iPhone work well on the network (yeah, troll that if you want) but nobody was willing to adjust their network as much as AT&T did for the initial iPhone launch. The rest of this summer and into the end of the year, AT&T is bending again upgrading their network to have capacity for the 4G launch.

When AT&T is ready, the iPhone 4G will launch.
 
Nothing to be surprised about. It's industry-wide, though Macs are doing much better in growth than PCs.

It's the Post-PC transition underway.
I usually like your posts. But for once I don't agree with you 100%. I agree with the idea behind your post totally. Macs are growing much more then the rest of the industry.

But to me the term "Post-PC" is a lie. We're just moving to a new era where what we define as the average PC is changing. The iPad (with cut the cord) is a PC. So it's just a transition to a new mobile touch screen version of a PC called an iPad.

But overall you made a good point.
 
.

There is no reason to believe from this quote that he is talking about iPhones at all ... it's about a hit they are going to take. Am I the only one who thinks this is about something they are discontinuing (a Product transition sounds like a euphemism for Discontinuation)? Perhaps it's an allusion to the rumoured MacBook end-of-the-line (transitioning entry level laptops to the Air)?

They are talking a $3+billion drop in revenue while saying they expect growth to continue at similar levels. That is a very big transition it's like a $100 price cut across the range.
 
Well, great work! You have helped me to improve my knowledge about this field. Thank you so much for sharing.
 
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This was said regarding expected increased growth during the Fall and I wonder if it's a kind of confirmation of the new iPhone release this Autumn as well as a new product altogether(?).

'We also expect increases in iPhone, etc. There is also a future product transition that we are not going to talk about today.'
 
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AppleScruff1 said:
International sales accounted for 62 percent of the quarter’s revenue
57% year-over-year Mac growth in Pacific segment.

So more sales internationally and more Mac sales in the Australia region. Woot :). I am one of those 57% more Apple Australia Mac customers for that quarter.

And that benefits you personally?

You do realize that many Of these people touting the profitability are STOCK HOLDERS, don't you? I've made more on aapl this hear than I've ever spent on apple gear, twice as much actually.
 
I'll say this though: if it weren't for the earthquake in Japan disrupting the supply chain and the fire at Foxconn's Chengdu assembly line, I think it's possible Apple could have sold another 1.8 to 2 million iPad 2's. As such, it's only now that Apple has finally caught up with demand--barely!

I do think Apple will get a "bump" in iPad sales once iOS 5.0 for the iPad is released, though. This especially with the ability to update itself without needing to plug into a Windows XP/Vista/7 PC or modern Mac running iTunes 10.x variants.
 
I like how they brush past the Android dominating activation numbers.
Iphone 5 doa.
 
RE: AAPL growing cash pile

Dear Mr. Jobs - Can you please donate just $4 million dollars of your 76 BILLION cash pile to this hard working AAPL fan here
Thanks
 
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You do realize that many Of these people touting the profitability are STOCK HOLDERS, don't you? I've made more on aapl this hear than I've ever spent on apple gear, twice as much actually.

I'm sure they all own thousands of shares.
 
Can somebody please explain why thier stock never split?

Their stock has split in the past. Perhaps the question is why should it split?

The common wisdom is to split it to lower the price per share and make it more affordable for people to buy. OTOH - that is not the investor market to be concerned with.
 
RE: AAPL growing cash pile

If you read the 10-Q carefully you will see what Apple is doing with the cash pile. They are not spending it all at once or anything, but they are using it as collateral to do accounts receivable and payable financing which is by far larger than ever for Apple. If they get a hit product that sells 2-10x expectations they are able to self-finance both sides of the transaction without a bank. That is what is "magical".

Rocketman
 
If you read the 10-Q carefully you will see what Apple is doing with the cash pile. They are not spending it all at once or anything, but they are using it as collateral to do accounts receivable and payable financing which is by far larger than ever for Apple. If they get a hit product that sells 2-10x expectations they are able to self-finance both sides of the transaction without a bank. That is what is "magical".

Rocketman
That's an interesting take, and one I hadn't heard before. However, I don't think you can explain it just with financing. The number is just too darn large. You could buy all the components they need for several years with that sum. There is also reason to have some cash on hand for strategic acquisitions, but they have way more than they could reasonably be expected to spend on other companies.

Best explanation I've seen so far is taxes. They repatriate that money to investors, and it's taxed at corporate rates, which are quite high. They - along with a number of other American companies - are waiting for a tax holiday or other favorable tax situation, at which point you might see a monster dividend or other mechanism for returning value to the investor.
 
That's an interesting take, and one I hadn't heard before. However, I don't think you can explain it just with financing. The number is just too darn large. You could buy all the components they need for several years with that sum. There is also reason to have some cash on hand for strategic acquisitions, but they have way more than they could reasonably be expected to spend on other companies.

Best explanation I've seen so far is taxes. They repatriate that money to investors, and it's taxed at corporate rates, which are quite high. They - along with a number of other American companies - are waiting for a tax holiday or other favorable tax situation, at which point you might see a monster dividend or other mechanism for returning value to the investor.

Not when you factor in "off balance sheet" transactions.

They are helping suppliers to finance at least 4 factories over $2B US each we have heard about in public, and speculation indicates at least three others. That alone is $12B plus the approx 2x that for the first 6 months of the products those factories have to make for Apple. That is a large "float".

All of a sudden when you factor in a "world's largest" or whatever data center, and that is only Phase 1, on location one (NC), of three planned, as well as a new HQ and a rapid retail expansion, all of a sudden one calculates, do they even have enough money?

I have been waiting for the announcement that Apple has taken out a bank line for one thing or another (smokescreen).

Taking over (cough - dominating) the world's information infrastructure is expensive. You should consider rereading some of my older posts which only now a couple years later we see the results arriving in public.

They are NOT going to buy back stock, offer dividends, or do anything with cash but hoard it. They need the collateral. If they were going to do a stock buy back they would have done it during the crash. Anyone everywhere knew that was the time to buy stock.

Further do not discount the likelihood and damage of a debt crisis event, which is more likely than ever. Apple does not want to get sucked into it. They want to float above it like an angel powered by magic, boom, and insane greatness. :)

Rocketman
 
Their stock has split in the past. Perhaps the question is why should it split?

The common wisdom is to split it to lower the price per share and make it more affordable for people to buy. OTOH - that is not the investor market to be concerned with.
Nah, the main reason to split the stock is to drive trade volume by institutional investors, mutual fund managers, automated programs, etc. from increased volatility.

The retail investor (like your Aunt Millie) is irrelevant, especially for an equity like Apple which is traded very little by retail investors (even when the share price was much lower).
 
One exec said it best, "Sell a cheap product and you get cheap customers." That is exactly what Android is -- cheap! You think a cheap Android phone user is going to pay for apps after they got the phone for free and can barely pay their monthly cell phone bill? No!
e, that customer is not going to drop and extra grand or so for accessories.


/so if apple start selling lower price good product,to that same cheap customers they wont be buying at the app store or buy accesorios.

not all android phones are cheap by the way.

some people buy android phones because that what works for them, iphone didnt work for me and i had them all and i didnt even buy a new phone a brought the nexus one and it works just fine.
 
Ho Humm - Yawn - Another blow out quarter
Wake me up when you guys announce a 4 to 1 stock split
 
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