Apple to Announce 4Q 2012 Earnings on October 25

[Medic311]

Got a source for that? The iSuppli teardown doesn't indicate that.

the iPhone 5 costs $180 to manufacture and sent through the supply chain. the base model, where the least profit margin is made, is sold for $649.

469 / 649 = 72.265% --> the least profitable 16GB model

the profit margin soars when people pay an extra $100 for the 32GB model and an extra $200 for the 64GB model.


source: have you ever used google?

 

[pgiguere1]

the iPhone 5 costs $180 to manufacture and sent through the supply chain. the base model, where the least profit margin is made, is sold for $649.

469 / 649 = 72.265% --> the least profitable 16GB model

the profit margin soars when people pay an extra $100 for the 32GB model and an extra $200 for the 64GB model.


source: have you ever used google?

Why the arrogance?

I did use Google, like I said I found information that contradict yours. iSuppli says the iPhone 4 cost $187 to produce, the iPhone 4S is $188 and the iPhone 5 $207.

Was it so hard to state where you got your numbers from instead of writing down simple maths I didn't ask for?

 

[olowott]

hope they dont disappoint and we get to see a new product release before then

 

[Glideslope]

Results.

Don't rush to sell after the earnings call. Q3 and Q4 were effected by many things that are not (hopefully) recurring.

If you do, track it carefully. Because Q1, and Q2 are going to be very different.

 

[IJ Reilly]

Yes but they could have reported 10 million ip5's sold in first weekend and it could have jumped to $750. It's usually good not to get obsessed with weekly/daily movements. In general at least for me I check once a week or so if there was a huge movement to the up or downside I try to figure out why. If the fundamental picture hasn't changed I will usually not change my position.

As others have said as well usually not good to ask for investment advice on internet forums, longs will say buy, shorts will say sell, they are looking out for themselves not you.

Or more likely they are deluding themselves in one of two ways: Either they believe that anonymous comments on message boards move the markets, or that they can really predict future share prices.

I still own an awful lot of AAPL but like you my sanity strategy is to avoid looking at the share price more than once a week. Sell when you need to sell based on your own investment goals, not when some knucklehead on a message boards tells you to.

 

[314631]

I think there's a good chance AAPL will continue to perform strongly for the next couple of years. It was widely expected not much would change initially after the loss of SJ because of all planning and products already in the pipeline. And that has proven to be the case in a big way. But I do think there are some early warning signs the future may not be as stellar for Apple as many believe to be almost a certainty.

• I'm rapidly losing confidence in Scott Forstall who leads the most important team at Apple.
• There are rumors other senior people at Apple don't like SF, and avoid participating in meetings where he's present. The last thing you want is key people at a company pulling in opposite directions.
• I'm not entirely convinced by Tim Cook either. He seems to be pulling Apple towards a more traditional approach to business and appeasing investors. But anyone else in the role of TC would face the same problem they aren't and can never be SJ.
• TC's retail guy John Browett seems to be on a path diametrically opposed to everything Apple retail stood for through the SJ leadership years.

Probably the biggest challenge Apple needs to continue demonstrating phenomenal growth just to keep the stock ticking upwards. That gets harder and harder to accomplish as key products mature.

When aggressive Wall Street targets are missed, you see what happens to the stock. It pulls back significantly. People blame analysts. But the truth is if analysts set less aggressive targets then the price wouldn't have rocketed to $700 in the first place. Apple has to hit growth numbers regardless of what analysts predict otherwise there will be a pull back.

And we haven't seen Apple launch a revolutionary new product yet without the vision of SJ. So there's a big question mark whether they can continue to drive forward the innovation they need to continue to be as successful in the future as they are today.

 

[lildimsum7]

The problem with FQ3 was TOO much supply, not too little:

my bad, i meant Q4 (little supply referring to iphone 5). the 8.88/share consensus i talked about is Q4.

 

[Speedy2]

Stock price is down now because of the overraction in the maps app. For some reason people can't let that go.

The primary reason why the stock price is down is because iPhone 5 sales grew only by 25% compared to the 4s. We only have the numbers for the first weekend but it would be highly surprising if they were able to ramp up production in the two weeks after the release to make up for that.

If you don't understand why the maps app still bothers people I advise you to USE it. You may see the problem then. And it won't go away with a simple software update in the near future, it will take many months until it's not material for Conan anymore.

 

[macartshow]

Maps Not So Bad!

If you don't understand why the maps app still bothers people I advise you to USE it.

I've used it across the country while traveling, its not that bad! I have heard so much crying, oddly enough coming from Android fan boys! How do they know exactly? Oh, their reading about it on the internet!

The biggest complaint I've heard is about Flyover renderings, Who cares if Hoover Dam looks weird! Its a gimmick that isn't really needed, just like Google street view that I don't miss at all!!!! And found EXTREMELY annoying almost as much as how slow Google Maps loaded! And by the way Flyover is going to be easier to correct than Google driving cars around taking pictures.

I welcome the turn by turn navigation! It has been well documented we were never going to get this on our iPhones! Maps not perfect, but this is also version 1. How long has Google had to make its map application and we all wanted something else! What does that tell you? The maps issue is as overblown as ANTENNAGATE! Antenna gate didn't effect me and neither has this maps thing! Am I the only one that has an iPhone that works? I don't think so, its called trying to slow down the monster that is Apple!

 

[bencjedi]

The Foxconn quality strike isn't being very nice to the stock price this morning.