The stock will be appropriately punished. This is a VERY clear sell signal.
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Apple's Record 4Q 2015 Results: $11.1 Billion Profit on $51.5 Billion Revenue
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48M iPhone x 100$ = 4.8B$
And they have 11.1B$ profit.
16,64,128GB work very well Tim.
And they have 11.1B$ profit.
16,64,128GB work very well Tim.
The numbers are good, so were Steve Ballmer's numbers. I believe Microsoft had it's best year (net income) under Ballmer in 2011. But that doesn't mean he was a good CEO. Apple competitors are the strongest they have ever been, and Apple's competitive advantage has never been smaller. Personally, I'm almost ready to switch to Android as I think there is more innovation on that side of the camp. And the new Macbook is very weak.
I hope Apple nails the Apple Watch 2.0 because I would love them to give me a reason to buy it.
Anyways, cheers to the good news.
These new services and products aren't going to blow up spreadsheets day 1. It's a marathon not a sprint. Apple is laying the foundation and planting the seeds for future growth.
Many businesses would love to be in the position Apple is in right now. Kids are growing up on Apple. These will be the next CTOs and CIOs. Guess what technology platforms they will probably choose?
And the reason you don't see significant gains is due to the lower than expected guidance.
It's better than record loss like so many other companies experience. That's not good news either.
My experience with Android has been extremely good. My workflow/lifestyle is served best by two smartphones. I choose to enjoy Android and iOS concurrently.
Because by design Android has functionality above and beyond iOS capability my Nexus 6 is my primary phone with my iPhone 6 Plus as secondary. The other reason I currently prefer Android is that phone never crashes, apps don't crash either. Being smooth fast and trouble free is wonderful. My iPhone 6 Plus isn't a bad phone. But it still crashes apps and once or twice a week it restarts itself at inconvenient times. I'm hoping by iPhone 7, Apple will be as stable as Android.
Ok but that's not what you said, you said the stock tanked. Btw, this is what CNBC's Jim Cramer tweeted:
I think the whole lower than expected guidance is BS. And honestly I think Apple is sandbagging a bit so next quarter will be a blowout. Of course it doesn't matter because Wall Street thinks Apple's best days are behind it and have felt that way since 2012. In FY2015 Apple reported more profit than any company in history. The YOY revenue growth of $50B+ was larger than the FULL YEAR revenues of 90% of Fortune 500 companies. Apple has over $200B in cash. Yet Wall Street treats them as one bad quarter away from extinction.
So I suppose to avoid this kind of bad news, when you get any kind of raise for working hard, you donate your personal new record high income back to your employer(s) so you don't screw them (your customer) over.
Apple is doomed... is another wildly popular comment.
All by itself.
I never use either.
But I'd bet if I was a psychologist, I would know just what kind of compelling thrill that comes to some people who do use it.
I can only guess they have a deep seated need to be sarcastic
To get a reaction
To get noticed
Or to do something to break their extreme boredom.....
Agreed. With 206 Billion Dollars (Albeit a lot of it overseas), they should be jacking up the Dividends.
But here is why they are not yet doing that.
1. They still have something like 60 Billion Dollars of Stock Buybacks to do - might as well buy your own stock back cheap.
2. As per #1, if they jack up dividends the stock will go up automagically, so better do the buybacks first and also figure out how to repatriate all the overseas profits without paying high tax rates to the USA. Some compromise is needed, or this money will do Americans no good at all, so some sort of negotiated repatriation tax rate needs to be done.
That's what might possibly be holding the dividends down.
I was thinking the same thing - Jack those dividends up! Finally then the shares will be appreciated.
Imagine this - the world's largest company with 206 Billion in the bank also pays out the highest percentage dividends.
I mean maybe I am not thinking of all the implications, but what if they quadrupled the current dividends - would they still have enough money in the bank? Imagine getting some crazy high dividend like 8% yearly, just for holding your Apple shares. I guess that percentage would go down because the stock price would skyrocket to "correct" such a thing right?
Fascinating to think about though. Wow Apple - amazing year!
Apple has actually been through a 'doomed' phase in the 90s, it took a Steve Jobs miracle to bring it from the dead. In the 90s the phrase 'sleeping on its laurels' was common, for an arrogant/greedy profit-over-user-experience-seeking company.
I get a feeling Apple is losing focus a bit and going back to the 90s phase, giving priority to profit-hungry schemes over user experience.
So while I think 'Apple is doomed' comment is silly/funny, lets remember it actually did happen once
I get a feeling Apple is losing focus a bit and going back to the 90s phase, giving priority to profit-hungry schemes over user experience.
So while I think 'Apple is doomed' comment is silly/funny, lets remember it actually did happen once
It won't be down for long.
Take advantage of it buy buying stock or call options (If you can - you have to have money available to invest! This could be the biggest problem that I don't know about - nobody has any cash left to invest!)
Granted, your average western media stock analyst, has the same intelligence as an 11-year old, but give the suits a few days and it will jump up once someone tells them about what it all means
Then they will talk about it on the Tee Vee.Apple has said they are on track to get a Q1 December Quarter Record in terms of revenue and sales numbers. They always make their guidance. The guidance is telling us that this is the biggest corporate phenomenon ever seen I believe. Nothing in the world has compared to this. It's enormous. Imagine selling more than last years 74 Million iPhones - that's what they are on track to do with the 6s and 6s Plus. Only 2 days of sales of the new phones were in today's Q4 report
K - wait a sec here.
For the next Quarter, Q1 December, Apple expects gross margin of between 39% and 40%, and it sees revenue of between $75.5 billion and $77.5 billion. Analysts had penciled in 39.8% and $77.14 billion
Last year, Q1 December quarter Apple had gave a blowout quarterly report that was mind blowing.
This year according to today's report Apples own guidance was that they will set a record in this coming Q1 December.
So they will sell more the 74 Million iPhones in the next quarter! Wow.
When has Apple missed their own guidance really badly? not too often.
You are worried that they will be short or something? Haha.
Just to give more info on the topic I'll add this stuff:
The games of this stock being held back are the only thing that will be "doomed" eventually. At some point Apple is going to be buying back all the shares you want to sell. You need to have over 60 Billion dollars to fight Apple's buyback program presently. You sell, and Apple buys back the stock. This does (somewhat artificially I'll admit), prevent AAPL stock from "tanking".
AAPL is the safest haven investment as I see it. Even if the entire stock market crashes, I think AAPL will be reasonably OK, you might have to weather out some severe armageddon stock market crash - but that's the worst case scenario. Aside from doomsday, AAPL is the best stock to buy - I'm really saying that. By all measures.
China DOUBLED year over year iPhone sales. What China slowdown?
The Fed is going to do what? Who cares.
Greece? huh?
So when they are off by 0.6% on some statistic, all the western media no minds are telling the audience that the sky is falling.
It's now getting plainly obvious that you can simply follow the money and if you have patience, you absolutely have to be in AAPL, the stock can't be held back forever. I guess the proof of that will come when Apple buys it's own stock back - billions of dollars at a time - because it is the best investment. Wow. Powerful stuff.
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Google's cloud business is growing and is competing with AWS. Google is much more diversified than Apple.
Instead of focusing on Apple's ability for profit sustainability, why no one really sees the real POTENTIAL that Apple still has (half glass empty vs half glass full) over the:
- 3rd world countries which currently still belong mostly to SAMSUNG
- Apple Watch which is still targeted to luxury consumers at the moment
- Enterprise which currently still belong to Microsoft
- Stream Music which currently still under Spotify
- Search Engine which is what Google about right now
Each of the points above and more are all potential target for Apple, and they haven't even started yet. But one only sees the negativity. Obviously Apple will forever doom in their eyes, and yet they manage to grow bigger year after year.
But Google still makes 90% of their revenue from advertising/search.
So what good is having a whole stable of products if only a handful actually make money?
I read somewhere that the Google "moonshots" will lose anywhere from $500 million to $4 billion this year.
It's cool that Google (Alphabet now) wants to play with robots, balloons and drones... but they will be losing a lot of money thanks to their "diversification"
And honestly... Apple and Google aren't exactly similar companies. They may have some crossover in the mobile platform area... but their core businesses are quite different.
I think it would be easier to compare Dell and HP than to compare Apple and Google.
I'd say $19B in revenue (without iPhone) for the pre-holiday quarter is a problem almost every other company out there would love to have.
