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Apple Reports Strongest Ever Quarterly Earnings: $13.1 Billion Profit on $57.6 Billion in Revenue in Q1 2014

2bikes said:
That probably had an effect but on the other hand, someone buying $3b (3.5 now) shows a lot of confidence too, so the opposite effect.

This recent decline has noting to with i-Cahn though.
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I didn't say specifically this decline did. Whether he influenced prices to fall 30 days ago or today doesn't matter. The price *could* have been higher before this decline last night without his input. Which would make today's price higher than it is.

giantfan1224 said:
You admit you have no metric. However we do have metrics that show every time he's disclosed buying more AAPL, and gone on his rants about more and more buyback, the stock price has gone up.
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Yes - after it's disclosed. What about when he hasn't been buying but is still "preaching" and the price shuffles down. Has it really always gone up historically. I'm not certain that's a fact. But perhaps you are correct.
 
Gudi said:
Great. So now AAPL is doing worse than a stock, that I wouldn't even touch with a stick. :confused:
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What in the world? Doing worse? Why would dividends be your only consideration of a stocks value?

On a positive note for you, dividend yield is up to 2.6% on today's stock decline! :p

Profit growth needs to come back or else the stock is too expensive.
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I would think that stock growth would be more important to the value of the stock. But that's just me.
 
samcraig said:
I didn't say specifically this decline did. Whether he influenced prices to fall 30 days ago or today doesn't matter. The price *could* have been higher before this decline last night without his input. Which would make today's price higher than it is.



Yes - after it's disclosed. What about when he hasn't been buying but is still "preaching" and the price shuffles down. Has it really always gone up historically. I'm not certain that's a fact. But perhaps you are correct.
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You are no short of the analysts sir:p
 
samcraig said:
Yes - after it's disclosed. What about when he hasn't been buying but is still "preaching" and the price shuffles down. Has it really always gone up historically. I'm not certain that's a fact. But perhaps you are correct.
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A combination of disclosure and rant. It happened just last week. If you look at the timing of the announcement, his tweets and the intra-day movement of the stock price, there is a correlation to the stock price moving up.
 
RedOrchestra said:
And their profits were flat - all those extra sales, all for naught!
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Again, when you consider the deferred revenue that they announced, profits were actually up in an apples to apples comparison. The increase in sales also offset the software revenue that they chose to pass up in making OS X, iLife, and iWork free.
 
uknowimright said:
hey, at least Icahn is losing a lot of money today
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Today - but how about tomorrow.

If Icahn can convince shareholders that a buy-back is in everyone's best interests and those shareholders agree and pressure Apple - who do you think will be the BIG winner?
 
I'm not an expert on the mechanics of buy-backs, but could it be inferred that Apple's and Icahn's ongoing big purchases have helped to offset what would have been an even bigger sell-off?
 
RedOrchestra said:
Today - but how about tomorrow.

If Icahn can convince shareholders that a buy-back is in everyone's best interests and those shareholders agree and pressure Apple - who do you think will be the BIG winner?
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He just bought another $500M on this dip. I'd count myself as winner.
 
Gudi said:
No, he only wants you to think, he thinks now is a buying opportunity.
Normal investors don't tweet about the their investments.
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I don't know if I'm a normal investor but I wouldn't tweet about it because no one would care.
 
joshuarayer said:
And they are going to pay something like $100 in taxes on that $13 billion in profit.
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It's easy for you to look up this data on their cash flow statement and income statement. Or, you know, you could just make assertions that aren't true but fit your little, populist worldview.

Gudi said:
No, he only wants you to think, he thinks now is a buying opportunity.
Normal investors don't tweet about the their investments.
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That's because no one cares if you put $20k into an investment.
 
AppleScruff1 said:
The stock is down over $40 today. :eek: I still think it's crazy for it to drop like that.
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love their products but revenue is up, margins are down and earnings are flat only because there are less shares out there. and iphones are being discounted during THE HOLIDAY SEASON 3 MONTHS AFTER RELEASE. i don't know why the fanboys camped out in october to pay $199 and up when they could have waited for a $75 discount
apple is peddling harder to maintain the same speed

unless they release something that is going to increase revenues/earnings 20% per year for the next 5 years or more the stock is doing what it should be doing. falling

first world countries almost everyone has a smartphone and for developing ones its too expensive for almost everyone. same exact things as MS wanting to charge for windows in asia what they did in the USA.

apple needs to figure out how to sell a $300 phone with no contract and make 40% margins on it if the stock is to go up

and with AT&T pushing NEXT i'll probably trade my iphone 5 for a Galaxy Note 3 only because i love to read and the iphone is too small. and i don't want to buy another ipad
 
alent1234 said:
love their products but revenue is up, margins are down and earnings are flat only because there are less shares out there. and iphones are being discounted during THE HOLIDAY SEASON 3 MONTHS AFTER RELEASE.
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Other than revenue being up, almost nothing you said here is completely true. Margins are essentially flat YOY and earnings are up when you account for the additional revenue that was deferred. And the earnings per share is not flat, but up considerably. And iPhones were discounted by retailers, not Apple. ASP was down only $5 from last year.
 
BaldiMac said:
Other than revenue being up, almost nothing you said here is completely true. Margins are essentially flat YOY and earnings are up when you account for the additional revenue that was deferred. And the earnings per share is not flat, but up considerably. And iPhones were discounted by retailers, not Apple. ASP was down only $5 from last year.
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their NET INCOME dropped year over year, they are guiding GM's as low as 37%, ASP's are down. EPS is up only because they bought up lots of shares and there are less shares to count when doing the division

where exactly is the good news to make the stock go up?
 
alent1234 said:
their NET INCOME dropped year over year,
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No, it didn't. They reported $13.1 billion in net income Q1 FY13 and Q1 FY14. And that is not including the additional deferred revenue last quarter.

they are guiding GM's as low as 37%,
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Last year (Q2 FY13) was 37.5%. And this year Apple is deferring addition revenue.

ASP's are down.
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Down $5 (0.8%). Third highest iPhone ASP in any quarter.

EPS is up only because they bought up lots of shares and there are less shares to count when doing the division
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Yep? So?

where exactly is the good news to make the stock go up?
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Apple has found away to stabilize margins while still increasing sales across all three of their main product lines. My bet on future growth would be tied to new product lines. Tim Cook needs to prove that he can successfully enter a new market.
 
BaldiMac said:
No, it didn't. They reported $13.1 billion in net income Q1 FY13 and Q1 FY14. And that is not including the additional deferred revenue last quarter.



Last year (Q2 FY13) was 37.5%. And this year Apple is deferring addition revenue.



Down $5 (0.8%). Third highest iPhone ASP in any quarter.



Yep? So?



Apple has found away to stabilize margins while still increasing sales across all three of their main product lines. My bet on future growth would be tied to new product lines. Tim Cook needs to prove that he can successfully enter a new market.
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At the end of the line growth has to come from newer categories..as investors/analysts are extremely weary of smartphone growth particularly in the premium market even with the deals in china and russia. Apple will continue to sustain high revenues nicely but the sort of growth people have come to associate with apple will only come from a new category. Its sort of scary to even imagine apple growing like it has done in the past (with new categories) given the size of the company..
 
BaldiMac said:
No, it didn't. They reported $13.1 billion in net income Q1 FY13 and Q1 FY14. And that is not including the additional deferred revenue last quarter.



Last year (Q2 FY13) was 37.5%. And this year Apple is deferring addition revenue.



Down $5 (0.8%). Third highest iPhone ASP in any quarter.



Yep? So?



Apple has found away to stabilize margins while still increasing sales across all three of their main product lines. My bet on future growth would be tied to new product lines. Tim Cook needs to prove that he can successfully enter a new market.
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the last decade MS grew revenues/earnings about 10% per year on average and look at the stock

apple can't even manage that level of growth right now. they are the dell/hp of the phone market along with samsung. the market is saturated and there are no new customers left. the ones who are left are happy with the cheapest one they can get which is more than enough

the drop in income was miniscule but its still flat earning year over year. stocks go up on growth. no need to buy a 64GB iphone anymore since you can stream all your music via spotify or pandora

anything in the numbers that will send net income up 20% next year?
 
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