Apple Reports Fourth Quarter Results
apple.com
Apple Reports Fourth Quarter Results
1–10 of 541 posts
Re: Apple Reports Fourth Quarter Results
#2Well now I'm a bit less happy about them putting up the prices on services the other day.
Re: Apple Reports Fourth Quarter Results
#3Annual revenue of $394 billion, more than a billion a day.
Not the first company to do it, though. Exxon did it in the 2000s when oil was up to $140, and I think Walmart did it, too.
Re: Apple Reports Fourth Quarter Results
#4Numbers:
- Q4 wearables of $9.6B, beats est byu close to $1B
- Q4 Services Rev fo $19.2B short of Est by $800M
- Q4 iphone Rev of $42.6B meets Est
- Q4 ipad Rev of $7.2B, short of Est by $600M
- Q4 Rev of $90.2B beats Est by $2B, that also means its up 8ish% YoY
- Q4 Mac Revenue of $11.5B, beats by $2B, nice, forgot they make computers;)
- China Rev of $15.5B, this is interesting, AAPL clearly has alot of China exposure in a time when that can go away in an instant.
- declared a cash div of $0.23/share
Interesting:
- AAPL hiking prices on Apple One, up $2, Music up $1/month, TV up $2,
- they generated over $24B in cash
- they returned $29B to investors this quarter, wow, them and MSFT and cash flow machines, maybe the only two tech companies you want to hodl right now
- they have only spent $300M on acquisitions this year, that doesn't seem like alot.
Watch for:
- lots of currency exposure in this company, does the USD strength help or hurt them, or are they really good at hedging currency risk?
- AAPLE has $23B in cash, down 1/3 from this time last year. Mostly given back to investors. Probably nothing to worry about here:)
- $3 trillion in market cap has been lost in the past year among 7 of the biggest stocks. $GOOG $MSFT $META $AMZN $TSLA $NFLX $AAPL( from twitter)
- from bloomberg, Maestri said Apple will likely see 10 percentage points of currency impact in the first quarter.
That is alot, and a significant headwind. That could be an entire paypal worth of currency drag
Guidance provided by AAPL
- revenue growth will decrease going into Q1
- mac revenue to decline substantially
Re: Apple Reports Fourth Quarter Results
#5Annual revenue of $394 billion, more than a billion a day. Not the first company to do it, though. Exxon did it in the 2000s when oil was up to $140, and I think Walmart did it, too.
2% of (nominal) US GDP! If Apple were a country, it would rank in the top 30.
Re: Apple Reports Fourth Quarter Results
#6Annual revenue of $394 billion, more than a billion a day. Not the first company to do it, though. Exxon did it in the 2000s when oil was up to $140, and I think Walmart did it, too.
Apple appears to be #7 by revenue: https://en.wikipedia.org/wiki/List_of_largest_companies_by_r...
Re: Apple Reports Fourth Quarter Results
#7Numbers: - Q4 wearables of $9.6B, beats est byu close to $1B - Q4 Services Rev fo $19.2B short of Est by $800M - Q4 iphone Rev of $42.6B meets Est - Q4 ipad Rev of $7.2B, short of Est by $600M - Q4 Rev of $90.2B beats Est by $2B, that also means its up 8ish% YoY - Q4 Mac Revenue of $11.5B, beats by $2B, nice, forgot they make computers;) - China Rev of $15.5B, this is interesting, AAPL clearly has alot of China expos…
So Apple Watch and AirPods is almost as big a business as the Mac. Wow, I didn’t realize that.
Quite a vindication of Tim Cook’s decade at the helm.
Re: Apple Reports Fourth Quarter Results
#8Annual revenue of $394 billion, more than a billion a day. Not the first company to do it, though. Exxon did it in the 2000s when oil was up to $140, and I think Walmart did it, too.
2% of (nominal) US GDP! If Apple were a country, it would rank in the top 30.
Harry Truman said in 1945 about the atomic bomb, "We thank God that it has come to us, instead of to our enemies". I feel the same way about Apple and FAANG and Silicon Valley as a whole (and Wall Street, and Hollywood, and SpaceX/Tesla, and the Ivy League), that they are in the United States.
That doesn't mean I approve of everything they do. That doesn't mean I can't or won't decry their putting thumbs on scales toward a certain type of bien-pensant ideology. That does mean that, overall, I am very, very glad that they are American instead of Russian, Chinese, or even British, French, or German.
Re: Apple Reports Fourth Quarter Results
#9Well now I'm a bit less happy about them putting up the prices on services the other day.
Well how else are they going to keep growing if they don't extract ever increasing rents? Realistically they've [1]plateau'd in market penetration for mobile phones, so their push into advertising, jacking up costs for established services is really MBA 101.
Re: Apple Reports Fourth Quarter Results
#10Annual revenue of $394 billion, more than a billion a day. Not the first company to do it, though. Exxon did it in the 2000s when oil was up to $140, and I think Walmart did it, too.
There are other companies including Walmart or Amazon having larger revenue. But what truly exceptional is Apple's net income. Trailing 1 year is almost 100B !! Only Saudi Armaco can touch that