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Apple Reports Third Quarter Results

marketwatch.com

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Re: Apple Reports Third Quarter Results

#31

Post by jusben1369 »

yoda_sl wrote: post #2

From the Press Release: the Company sold 26.0 million iPhones in the quarter, representing 28 percent unit growth over the year-ago quarter. Apple sold 17.0 million iPads during the quarter, an 84 percent unit increase over the year-ago quarter. The Company sold 4.0 million Macs during the quarter, a two percent unit increase over the year-ago quarter. Apple sold 6.8 million iPods, a 10 percent unit decline from the…

This caught my eye. 26 million iPhones. Galaxy S III just did 10 million in 6 weeks since launch? That's 20 million in a quarter. Assume the iPhone number is a blended number too between older and latest model. So did we just see the first real example of one phone model legitimately challenge the iPhone? The argument was always that Android success was across so many phones. Now is the breaking down? Please don't flame me as hater or fan boy and just help me with the question of whether this is meaningful or flawed.

Re: Apple Reports Third Quarter Results

#33

Post by jusben1369 »

swalsh wrote: post #10
asdfdsa1234 wrote: post #9

Gross revenue and margin rose. Slow iPhone sales were the only weak spot in the report, which is unsurprising given the age of the current model.

The current model is less then a year old, I think the problem is people are waiting for 4g.

ATT mentioned in their earnings call that they've made it harder to upgrade by extending the amount of time you must wait to be able to upgrade. They did it to boost earnings and it helped. That might also explain the softness in the iPhone numbers.

Re: Apple Reports Third Quarter Results

#35

Post by falling »

jusben1369 wrote: post #31
yoda_sl wrote: post #2

From the Press Release: the Company sold 26.0 million iPhones in the quarter, representing 28 percent unit growth over the year-ago quarter. Apple sold 17.0 million iPads during the quarter, an 84 percent unit increase over the year-ago quarter. The Company sold 4.0 million Macs during the quarter, a two percent unit increase over the year-ago quarter. Apple sold 6.8 million iPods, a 10 percent unit decline from the…

This caught my eye. 26 million iPhones. Galaxy S III just did 10 million in 6 weeks since launch? That's 20 million in a quarter. Assume the iPhone number is a blended number too between older and latest model. So did we just see the first real example of one phone model legitimately challenge the iPhone? The argument was always that Android success was across so many phones. Now is the breaking down? Please don't fl…

This might be meaningful, but there are other factors to consider:

- you are assuming the Galaxy sales will keep going at the same rate for 6 more weeks. certainly possible, but let’s wait two more months.

- most companies talk about shipments to retailers, not sales. Apple is talking about real sales to customers.

- summer iPhone sales slow down because a lot of people are expecting a new model in the fall.

Re: Apple Reports Third Quarter Results

#36

Post by spearo77 »

jusben1369 wrote: post #31
yoda_sl wrote: post #2

From the Press Release: the Company sold 26.0 million iPhones in the quarter, representing 28 percent unit growth over the year-ago quarter. Apple sold 17.0 million iPads during the quarter, an 84 percent unit increase over the year-ago quarter. The Company sold 4.0 million Macs during the quarter, a two percent unit increase over the year-ago quarter. Apple sold 6.8 million iPods, a 10 percent unit decline from the…

This caught my eye. 26 million iPhones. Galaxy S III just did 10 million in 6 weeks since launch? That's 20 million in a quarter. Assume the iPhone number is a blended number too between older and latest model. So did we just see the first real example of one phone model legitimately challenge the iPhone? The argument was always that Android success was across so many phones. Now is the breaking down? Please don't fl…

Is the Galaxy S III number "sold", or "shipped"?

Re: Apple Reports Third Quarter Results

#37

Post by jonknee »

endlessvoid94 wrote: post #23
vijayr wrote: post #5

Almost 43% gross margin, for a (mostly) hardware company !!

I don't really understand how people keep calling Apple a hardware company. Yes, they make their own hardware (in some cases) but on the record, repeatedly, everyone at Apple says, all the time, that they treat themselves as a software company.

Because that's what they sell... Look at the revenue figures. Yes they make two operating systems, but they produce little direct revenue (iOS updates are free, the next OS X version is $20).

Re: Apple Reports Third Quarter Results

#38

Post by [deleted] »

adavies42 wrote: post #22
rkrishnakumar wrote: post #21

Earlier quoted context omitted.

They missed the analysts predicted revenue and EPS, but not their own guidance: revenue of $34 billion and earnings per diluted share of $8.68. Wall Street investors go bullish when iPhone sales slow, and bearish when sales are exploding.

this is traditional: they almost always undershoot the over-expectations

[deleted]

Re: Apple Reports Third Quarter Results

#39

Post by bryne »

jusben1369 wrote: post #31
yoda_sl wrote: post #2

From the Press Release: the Company sold 26.0 million iPhones in the quarter, representing 28 percent unit growth over the year-ago quarter. Apple sold 17.0 million iPads during the quarter, an 84 percent unit increase over the year-ago quarter. The Company sold 4.0 million Macs during the quarter, a two percent unit increase over the year-ago quarter. Apple sold 6.8 million iPods, a 10 percent unit decline from the…

This caught my eye. 26 million iPhones. Galaxy S III just did 10 million in 6 weeks since launch? That's 20 million in a quarter. Assume the iPhone number is a blended number too between older and latest model. So did we just see the first real example of one phone model legitimately challenge the iPhone? The argument was always that Android success was across so many phones. Now is the breaking down? Please don't fl…

A better comparison would be to a quarter introducing a new phone model - Apple sold 37.04 million iPhones in Q1 2012, the fiscal quarter during which the iPhone 4S launched.

Re: Apple Reports Third Quarter Results

#40

Post by taligent »

jusben1369 wrote: post #31
yoda_sl wrote: post #2

From the Press Release: the Company sold 26.0 million iPhones in the quarter, representing 28 percent unit growth over the year-ago quarter. Apple sold 17.0 million iPads during the quarter, an 84 percent unit increase over the year-ago quarter. The Company sold 4.0 million Macs during the quarter, a two percent unit increase over the year-ago quarter. Apple sold 6.8 million iPods, a 10 percent unit decline from the…

This caught my eye. 26 million iPhones. Galaxy S III just did 10 million in 6 weeks since launch? That's 20 million in a quarter. Assume the iPhone number is a blended number too between older and latest model. So did we just see the first real example of one phone model legitimately challenge the iPhone? The argument was always that Android success was across so many phones. Now is the breaking down? Please don't fl…

Are you seriously comparing the sales for a device just launched (Galaxy S3) with one about to be replaced (iPhone 4S).

Because that would be dumb.

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