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We all know what Samsung are doing right now. Pooing their pants!
Samsung is relevant only as a parts supplier. As far as their Android phone business goes, who cares. The commodification of Android is inevitable as it is impossible to differentiate based on hardware (everyone has the same suppliers and only Apple can make custom chips), software (Google's services are an all or nothing proposition) and ecosystem (all Android phones run the same apps). Therefore, it is only a matter of time before all Android vendors make essentially the same line of phones at 1% profit margin. Some Android users will appreciate the cheapness of that, others will be saddened by the end of innovation on Android as 1% margins simply don't incentivize innovation.
 
Wow, the iPod has officially died. I guess everything in this world has it's run. How long do you think before Apple completely discontinues production of iPods?
I say the Shuffle gets phased out within the next year or so, but I just don't see the Nano and Touch making it past this decade.
 
I'm concerned about the fact that the iPhone makes up nearly 70% of Apple's revenue. If somebody makes a better phone, Apple crashes. I know that's unlikely given that people have been trying quite hard even since the first iPhone and haven't managed it yet, but still, talk about putting all your eggs in one basket.

Uh, the remaining 30% is 22.38 billion dollars. There are CEOs that would sell at least one of their kidneys for those kind of numbers.
 
Blew the doors off that barn! iPads really look like a dying category though. I mean they aren't going away in the near future, but I don't see that coming back. And while I've owned 3 iPads, honestly between my iPhone 6 Plus and my MacBook Air, I find myself using iPads less and less.
 
I'm concerned about the fact that the iPhone makes up nearly 70% of Apple's revenue. If somebody makes a better phone, Apple crashes. I know that's unlikely given that people have been trying quite hard even since the first iPhone and haven't managed it yet, but still, talk about putting all your eggs in one basket.

How can you crash with 180+ billions in the bank?
 
Quick question, I'm about to listen to the earnings call (my first time) but before it began, my CNBC app alert me of the earnings followed by this article being published, all before the call even begun. I see at the top of this post there is a link to the earning report on businesswire.com which it looks like, is how this information was obtained.

My question is, where does one go to see this information the moment it is released/available? Not just for Apple, but for any company?

Thanks

Apple released the press release, it hit the press wire, and all the news sites pick it up and reprint it.

Also, Apple pre-announces when the earnings call will be, and they usually release the earnings report about a half hour before the call to give investors and the media time to digest it before the call.

So really, aside from waiting for those news alerts, maybe Twitter would be fastest?
 
I'm concerned about the fact that the iPhone makes up nearly 70% of Apple's revenue. If somebody makes a better phone, Apple crashes. I know that's unlikely given that people have been trying quite hard even since the first iPhone and haven't managed it yet, but still, talk about putting all your eggs in one basket.

But that's impossibru.

iPhone is already the state of the art, and nobody will make what NeXT and Apple have been developing since 1985 overnight.
 
But wait, I thought Tim Cook was a horrible CEO and didn't know how to run Apple!

We're still firing him, right?
 
Couldn't even sell 75 million phones. They're doomed.

Haha - yes....

They didn't break Samsung's record for a quarter. Looks like they'll be relegated to second rate, washed-up techno-hack of a company.

Tim Cook should be fired!

Steve wouldn't have allowed this!

Blah blah blah......

In other news...

Breaking their previous quarterly high by nearly 24 million iPhones!? Holy cow....

Blew their own guidance out of the water too - which they've typically fallen in line with (at least ever since they started giving the range).

Heck of a quarter for the fruit.
 
iPads are fine- just lacking reasons that practically demand that we buy a new model every year. Unsubsidized, they are more expensive to buy for the masses so the masses hang on to older models longer.

What I'm looking for is the companies that make the pants with bigger pockets and the man purses... you know, so that we can all carry around those bigger iPhones. Record sales of "too big" iPhones means the pants and purse-makers should also be flourishing. ;)
 
Uh, the remaining 30% is 22.38 billion dollars. There are CEOs that would sell at least one of their kidneys for those kind of numbers.

You are correct sir. If I recalled a few years back, journalists wrote that iTunes could be spun off as a standalone company and would still make the Forbes 500. Let alone a business with 22 billion dollars in revenue, for one quarter. Oh dear.
 
The Mac becomes less than 10% of Apple's revenue. So much for Apple being a computer company...

Then again, iOS devices are tiny supercomputers, and they will continue to need top notch app development support hardware...
 
This is actually the first time I've seen Apple beat even amateur analysts predictions, wow.
Boy would I love to be their shareholder right now:rolleyes:
 
but, but, but, Android is winning! Google is teh open! Open always winz!!!

Then how do you explain Windows and Linux, where the most closed platform is by and far winning and the most open platform is by and far losing?
 
The Mac becomes less than 10% of Apple's revenue. So much for Apple being a computer company...

Then again, iOS devices are tiny supercomputers, and they will continue to need top notch app development support hardware...

They dropped computer from their name in 2007.
 
I'm concerned about the fact that the iPhone makes up nearly 70% of Apple's revenue. If somebody makes a better phone, Apple crashes. I know that's unlikely given that people have been trying quite hard even since the first iPhone and haven't managed it yet, but still, talk about putting all your eggs in one basket.

Dude, they just sold a record number of iPhones - a record by a considerable margin.

I don't think they need to worry about their iPhone business suddenly shutting down. Remember, what you think is a "better phone" and what I think is a "better phone" could be two completely different things.

As far as marketing and brand loyalty goes, Apple is second to none in the smartphone industry. I think they'll be ok.

And besides, where else is the smartphone going to go? It's a maturing industry. There aren't many more breakthroughs to be made. What COULD hurt Apple is being slow to move into new areas as their cash cow matures.

We're just now entering into that maturity and it'll be a while before the industry starts the decline. Apple has the Apple Watch, new iPads and MacBooks and lord knows what else on the horizon.
 
iPads are fine- just lacking reasons that practically demand that we buy a new model every year. Unsubsidized, they are more expensive to buy for the masses so the masses hang on to older models longer.

What I'm looking for is the companies that make the pants with bigger pockets and the man purses... you know, so that we can all carry around those bigger iPhones. Record sales of "too big" iPhones means the pants and purse-makers should also be flourishing. ;)
Exactly. iPads are here too stay. Apple doesn't sell them likes iPhones but I'm sure millions of people are using them every day. That's a lot of people getting used to working with Apple products and the ecosystem on a daily basis. iPads are just too good to be replaced so often.
 
So, looking at the percentages, it turns out that Apple is a mobile phone and tablet company (81%) that happens to sell computers on the side (9%).

I am curious how big is the worldwide smartphone/tablet market in comparison to the worldwide PC market, in terms of revenue?

anyone know where I could fin this out?
 
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