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Apple's Record 4Q 2015 Results: $11.1 Billion Profit on $51.5 Billion Revenue
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I think that Apple should be including SSDs as default, but he makes a good point. For many people, the new iMacs are still a huge upgrade from their old computers, hard drive or not. For those of us that know better, we won't buy those machines. Simple as that. Vote with your wallet, educate the non-techies around you. That's how the 5400 RPM clunkers will get sent to their graves.
So you want your parents (or your grandparents or their friends/neighbors) to pay the difference? (Guess what stock their diversified retirement fund likely holds, making them shareholders in AAPL profits.)
The announced American Express to launch Apple Pay in Canada.
I love it. The Canadian Banking Oligopoly tried to keep Apple Pay out of Canada - but there's always options!
Bring it AmEx!
And life goes on. Schools, universities, businesses, and individuals continue to open their wallets and buy Macs as they have before, realizing a good value proposition. And Apple makes money as a result. A win-win for all - that's how it's justified. Why is that so troubling?
Apple is on another league, it's not even the same sport!
What could change, is if any other technology substitutes the smartphone, and Apple gets left behind (like Microsoft).
Mac and iPad already weight more than iPad. Don't expect AAPL to move up until the iPhone 7 is released, this earnings were in comparison to the iphone 5s, now they'll start to be in comparison to the 6, which was the one driving the growth because of the bigger screen and increasing number of sellers, the 6s offers none of both. Same design, same screen size and the same number of sellers. The Apple Watch still doesn't move the needle (supposing that it will ever do in the future), iPad declining and 6s growth will be flat at best. This is october 2012 all over again. The only good news are margins will probably be nice considering it's a S interation.
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It is possible, however it is not as easy to come up with 10k, 15k, or 20k dollars for a car as it is for a 1k dollar phone.
One of the clowns on this conference call basically said, we don't care about December Tim but we're really worried about next March. As long as Wall Street doesn't care about yesterday or today and is constantly convinced the future is bleak the stock will do nothing.
And then iPhone 7 will come out and people will say don't expect AAPL to move until the 8 comes out. With Apple and Wall Street the future is always bleak.
And then iPhone 7 will come out and people will say don't expect AAPL to move until the 8 comes out. With Apple and Wall Street the future is always bleak.
But people are buying it, lots of people, vast numbers of people, which is why Apple will keep on selling it. As well as the 64GB model (and SSD iMacs) for those people who need more enough to spend more.
Sad to see the iPad still in free fall. Perhaps the iPad Pro will help a little. iOS 9 might help a bit, too.
I consider these results to be good, though growth has fallen compared to the last three quarters. The real test will be the next quarter, when we compare the first full quarter of iPhone 6s against last year's 6. Apple will have a longer quarter, which is to their advantage, but may be tempered by lower growth. When you consider the very impressive 40% growth of last year, it will be extremely hard to compare favourably. If Apple can maintain 20%, I would consider that acceptable. If they miss that substantially, it could be bad news for the stock, and unfortunately, I think there is a good chance they will miss badly.
And still no Apple Watch numbers. "Strong shipments," says Cook. That's bad news. Expect nothing exciting from Apple or anyone else for the next ten years, and you will be content. The best thing Apple can do now is double the dividend.
I consider these results to be good, though growth has fallen compared to the last three quarters. The real test will be the next quarter, when we compare the first full quarter of iPhone 6s against last year's 6. Apple will have a longer quarter, which is to their advantage, but may be tempered by lower growth. When you consider the very impressive 40% growth of last year, it will be extremely hard to compare favourably. If Apple can maintain 20%, I would consider that acceptable. If they miss that substantially, it could be bad news for the stock, and unfortunately, I think there is a good chance they will miss badly.
And still no Apple Watch numbers. "Strong shipments," says Cook. That's bad news. Expect nothing exciting from Apple or anyone else for the next ten years, and you will be content. The best thing Apple can do now is double the dividend.
The iPhone 7 will offer a very important thing: new design. A lot of people, I won't say most because I don't want to abuse of invented statistic, buy the iPhone because it's a status symbol (specially in China and these kind of countries). The reason why the Rose Gold will sell well is because it's the only one which is easily recognizable as the new iPhone. None of the others differ from the 6, so that's a major problem. It's the same phone with a pair of gimmicks and hardware increase, which interests no one except for us and some tech nerd out there. That doesn't move the needle.
You can argue it was the same with the iPhone 5s, but the fact is:
-Touch id was a glamorous addition.
-More important, China Mobile and NTT Docomo were added as new carriers
Aah this is the quarterly thread where people temporarily forget that Apple is a business and think they are a charity instead.
More if you consider people buy Macs, iPads, their accessories and iPhone accessories, apps and services mostly because they like their iPhone. Directly or indirectly, AAPL is the iPhone. The iPhone's growth inertia more exactly.
Indeed, I'm sure we all know too well, looking at history how technology works.
Every year it's harder for Apple to make the iPhone THAT much better, The early years as with all new products there was lots to do and many things to add and improve upon, as years go by, what you can do and improve gets harder and harder, so the differences in models in later years get smaller and smaller compared to the early years.
Meanwhile..............
A cheap phone used to be junk, but good tech filters down, and things that were only found on the very best devices become so cheap to make they start appearing the cheaper and cheaper handsets.
The cheaper models accelerate up, at a quicker rate than the best top models can improve by, so all that happens is the gap between cheap and the expensive end gets smaller and smaller.
The problem eventually is that, the public, stop, and think, and eventually say..... "Hey, look, this $200 device actually is pretty dam amazing, it does everything I need, and it's 1/4 of the price of the one I normally get. You know what, I think I'll get this cheaper one and save $600.
And so the end, looms for the higher end models for the mass market. There will still be customers of course, but not in the number there once was for the high priced models, as the vastly cheaper ones are now not that far behind.
As long as the competition abuses the customer base even worse by offering a less desirable product at whatever price. Go start a company to offer something better if you think you can.
HobeSoundDarryl
macrumors G5
This bit right here...
...is particularly amazing IMO. Overall results are stellar but I find this one nitty-gritty detail to really pop. Wow!
...is particularly amazing IMO. Overall results are stellar but I find this one nitty-gritty detail to really pop. Wow!
What annoys me is that there is the "consensus," and then there are the whisper numbers. So Apple could beat consensus on earnings and revenue, and be in line on the forecast and the stock still falls, albeit only slightly.