They are satisfied because the 1+ Billion Apple customers continue to purchase Apple products.
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Apple to Hold Q1 2025 Earnings Call on January 30
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They are satisfied because the 1+ Billion Apple customers continue to purchase Apple products.
No, the sky isn’t always falling. It’s pure historical that most of the software Apple buys/produces gets neglected overtime. Final Cut Pro, motion, logic, Aperture to name a few.
When was the last time you saw new relevant updates of their consumer software like pages, keynote, numbers, iMovie? Only bug fixes.
And Siri is more than 13 years old… the state where it’s in today doesn’t look like they’re have been putting much effort in the past decennia, or would you say otherwise?
I'm not at all surprised that you're not aware that ProCreate is not an Apple product and is from Australia. Sorry.
You’re right. I was mistaken with Pixelmator. I hope pro create will stay on its own. That’s better for future development 😊
Whatever makes you happy. It's sad that only bad news can do that.
Stagnation makes me sad. Especially by a company that was a synonym of innovation in the past and has billions and billions to spend to stay ahead or at least be on par with competitors.
Years and years of simple copying past hardware designs and give it a simple processor swap, camera swap makes me sad. Especially when you see them getting behind on so many fronts now.
I’m curious for how long those 1 billion+ active customers realize that what they are buying is years behind competitors already offer at a much lower price.
Many proudly name their integrated ecosystem as a reason why. I’m calling it a lock in because Apple doesn’t allow other devices to let it work the same way as their own offerings while it’s totally possible. It doesn’t has to do anything with privacy risks.
Luckily the EU is taking action and every customer will benefit 😊
You still haven’t answered my question 🤔:
It’s pure historical that most of the software Apple buys/produces gets neglected overtime. Final Cut Pro, motion, logic, Aperture to name a few.
When was the last time you saw new relevant updates of their consumer software like pages, keynote, numbers, iMovie? Only bug fixes.
And Siri is more than 13 years old… the state where it’s in today doesn’t look like they’re have been putting much effort in the past decennia, or would you say otherwise?
Depends on your perspective. It's positive for stock holders. Should be the largest buy back ever in history!
Aperture never had a chance competing with Adobe, whose sole business was about color science and image processing, and with staff whose focus was in that domain. I started with Aperture and quickly changed to Lightroom as soon as it was introduced. Best decision I've ever made now having 200,000+ images in my library.
I only use Numbers from the Apple suite. It does everything I need it to do and is updated frequently. It just works and was a breath of fresh air from being slogged down in the past using Excel.
Siri works great for me across my seven HomePods and Apple CarPlay. Zero complaints.
That said, I'm just one person of the 1+ Billion repeat/active happy Apple customers who continue to vote with open wallets. That speaks volumes. And is what counts.
Not all software needs new features. How much of the Shiny-shiny new stuff in MS Office is used by 95% of the users? Not much, I'll bet. As someone who spent much of their working life writing software, I know how to finish an app. Resiting feature creep for no good reason is hard but can be done. As for Siri? I don't care one little bit about it.
Timmy, Tim Apple or Cook… I don’t find him a good visionary leader. That’s my opinion and I’m allowed to expres.
I’ve also expressed why:
Lack of innovation (hard - and software)
Neglect of products (hard-and software)
Very high prices for not the state of the art technology
After 13 years a still terrible siri where competitors already offer the possibilities those are now slated for Siri in 2026.
I can go on and on. The list is very long.
I’m not making this personal to YOU!
I’ve also expressed why:
Lack of innovation (hard - and software)
Neglect of products (hard-and software)
Very high prices for not the state of the art technology
After 13 years a still terrible siri where competitors already offer the possibilities those are now slated for Siri in 2026.
I can go on and on. The list is very long.
I’m not making this personal to YOU!
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I’m afraid that won’t happen because Timmy will probably announce a buyback to keep the stock artificially high.
I disagree - I see plenty of innovation.
Again, at 50,000 feet I don't see neglect. If you want to single out some aspect of a Mac, I don't have one, so it's not on my radar.
Prices are commesurate, imo, to the market place at large.
Siri, isn't great, but a comparison was done and it's not as bad as all that.
A generalized 50,000 ft list, which is why the points are easy to counter.
Nobody said you were, but you didn't like my response. Well ok.
Am sort of similar as in I got the 16 Pro Max with APP2, but iirc Craig F was in an interview saying Apple's AI interest was piqued in 2022 when he saw a demo of something, might've been ChatGPT and that's when they started pivoting to going full-in.
On that basis and given how far in advance the computers are designed, I reckon the M4 was a stopgap designed for something else and it's this/next year's upgrades that will start to see what things are really capable of when Apple Intelligence launches in all areas.
I'll be upgrading the pad, will hold to September for the watch (the ultra 2 upgrade consisting of a colour change didn't do it for me) & trade in the PM for the 17.
No doubt AppleTV / HomePods will get their long awaited upgrades across the line and I'll hold on the MBP til next year.
That's a good strategy; I hope it works out well for you. For me, I didn't really care all that much about what's coming out next year. Sure, folding devices would be nice. But I can wait for all those.
Cheers, the gist of what I was aiming at is that some people will buy when they need it and others will wait. I'm guessing the next super-cycle will come in the next 2 years when AI gains mainststream acceptance and new devices are required to power it. In the context of financial results, I predict Apple will be seen as a buy/hold to account for this.
I’m guessing they will be limping into the poor house…?
Apple plans to hold its first earnings call of 2025 on Thursday, January 30, according to the company's Investor Relations website.
During the call, Apple CEO Tim Cook and new chief financial officer Kevan Parekh will provide insight into Apple's performance during the 2024 holiday quarter spanning from October to December. Apple's Q4 2024 earnings call was the last for former Apple CFO Luca Maestri, who has now transitioned to a new role as vice president of corporate services.
In the fourth quarter of 2024, Apple released new iPad mini, Mac mini, MacBook Pro, and iMac models, so we will get our first look at how these devices performed, as well as some insight into Apple device sales during the holiday period.
Apple in Q1 2024 posted revenue of $119.6 billion and net quarterly profit of $33.9 billion. Apple said last quarter that revenue is expected to grow low to mid single digits year-over-year.
Apple's earnings call will take place at 2:00 p.m. Pacific Time on the 30th, just after the company's Q1 2025 earnings release.
Article Link: Apple to Hold Q1 2025 Earnings Call on January 30
Aaah, gotcha. Yeah, usually I'm a waiter. But this year I'm really liking the M4, plus the iPhone without too many huge outward changes. But again, it's only because (for me) the camera is the thing that makes me upgrade my iPhone, the pencil, screen, or other "iPad-dy things" are what motivate me to upgrade that, and the MBP...well, it's just got to be an "enthusiast class" machine. With the M4, it is that, plus I'm liking the idea of 128 GB memory. I just wish I could get more than 8TB of "disk" space. 8TB is not enough once you account for VST instruments.
Yes! I'm also thinking that the client manufacturers are going to be feeling a lot of pressure to take processing off of the data centers.
Think about all of the things putting pressure on our power grids around the world. Everybody has RGB computers, RGB patio lights, RGB lights shining on their house, at least one air conditioning unit in each house, with 2 units in 30% of the homes, refrigerator/freezers, and the growing use of EVs, with the requisite installation of chargers for same, and don't forget all the battery powered lighting systems, lawn mowers, and everything else you can think of.
Add to that the new datacenters being built the world over to power AI and the blockchain, and I think for sure that AI will have to take a back seat to cryptocurrency, because after all, the MONEY system must be stable, and must be kept well-fed at all times.
So companies like Apple, Google, Microsoft, and others will eventually be pressured to "make AI more efficient", just like you and I are pressured today to conserve electricity and water, and to separate our recyclables from our regular garbage (not to mention the dirty little secret, which is that at least HALF of all our recyclables is not actually recycled for one reason or another).
I never predict. But Apple is on my short list of stocks. Ask me next week and the answer might be different...but right now, they're doing more right than you'd think by reading MacRumors comment sections.
Anybody could make a huge financial mistake bad enough to put them into the poorhouse. And that goes for companies AND entire countries just as much as it does for individuals.
But right now, Apple is NOT making those mistakes. Quite to the opposite, 2024's decision to halt the Apple Car program is helping it refocus its energy. And Apple is indeed growing its earnings AND sales. Not as much as it did in its heyday, but given its sheer size, it's doing everything you would expect of it. Also, earnings is coming up in 25 days, so we'll have another check-in and we'll see.
The people you are reading, listening to, or agreeing with might be giving you an inaccurate view of Apple's real health. Don't believe EVERYBODY who disses Apple in the comments section.
That only works until it doesn't.
Microsoft used to do that, like 15-20 years ago. Quarter after quarter, they'd say some number, then they would come in higher than that. After some years, the analysts would just modify their estimates after Microsoft's guidance, adding that "whisper number" to whatever Microsoft said they would do.
But one quarter, Microsoft comes in exactly where they said they would come in. The market was merciless. The market was offended. The market now felt that it no longer even knew if Microsoft was even bothering to tell the truth in its numbers.
With the rules of the SEC (Security and Exchange Commission), you sure don't want to be caught low-balling either revenues OR earnings. That'll get you in deep trouble if they think you're trying to influence the market by bending, twisting, stretching, or spindling the numbers in any way.
And the market itself just despises surprises and unknowns. Not necessarily right away, but eventually, it will punish any company that doesn't get the point. That's because most big traders are mutual funds, pension funds, insurance companies, and other large institutions. They want to be able to buy $50 million of your stock over the course of weeks or months, and they don't want to have to sell it too soon just because your finance guy is a flake and gave forward guidance that was totally wrong last quarter.
So it's better to consistently come in as close as possible to what you SAID you were going to do when you gave your forward-looking guidance. And be able to explain any variance.
Which SEC rules would apply to lowballing guidance? I ask legitimately because I haven’t heard of any. I’m not doubting you. I just simply haven’t heard of anything specific to lowballing guidance.
If there are any such rules, it would seem that the SEC is not enforcing them. Which — if that was the case — wouldn’t be surprising as the SEC is quite toothless.
Apple has a history of lowballing guidance. You can look at articles from 10-15 years ago where analysts opening-talked about not believing Apple management’s consistently-low guidance. Back in the day analysts were getting quite annoyed with Apple because of it, lol.
I don’t know if Apple still has a reputation of lowballing guidance today. (I haven’t paid close attention to Apple earnings in recent years, so I’m not sure.) But I definitely know that Apple was VERY (!!!) well-known for it in the not-too-distant past.
💯 This past shopping holiday, I was able to get from bestbuy.ca a Asus zephyrus g16 (intel i9,32 GB ram, 1Tb SSD) for $2000 CAD ($1400 USD) and install a 2TB Samsung 990 EVO NVMe M.2 SSD for $100 usd. And it has a OLED screen. Apple is lagging bad.
The poster didn’t say guidance. Intentionally misreporting revenue is a crime.
Under reporting or over reporting guidance, not sure.