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Apple Reports First Quarter Results

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Re: Apple Reports First Quarter Results

#31

Post by jmduke »

The magic paragraph:

The Company sold 51 million iPhones, an all-time quarterly record, compared to 47.8 million in the year-ago quarter. Apple also sold 26 million iPads during the quarter, also an all-time quarterly record, compared to 22.9 million in the year-ago quarter. The Company sold 4.8 million Macs, compared to 4.1 million in the year-ago quarter.

If I were to play armchair quarterback, I'd say that iPhones are reaching saturation (which, given the 5C, is relatively surprising) and the iPad is where the majority of Apple's growth lies in the coming quarters.

EDIT: Apple's trailing twelve-month revenue (credit to Benedict Evans): https://pbs.twimg.com/media/BfBIdoYCEAAzNqI.jpg:large

Re: Apple Reports First Quarter Results

#33

Post by Perceval »

mdemare wrote: post #15
davidwihl wrote: post #10

Very limited growth. Profits are flat. No wonder the stock is down 6%. Apple needs to find more competitive means in both phones and tablets - their market share will continue to erode. They are priced as a growth stock, but they are not growing.

They're not priced as a growth stock. P/E is about 13, and that's including their huge pile of cash. Average P/E for the S&P is 19.

Not to mention that before the iPhone Apple's P/E never dropped below 20 and was usually hovering around 40.

Re: Apple Reports First Quarter Results

#34

Post by Already__Taken »

georgemcbay wrote: post #22

Phones and tablets are very close to the point that desktop/laptops got to a few years back where unless there is some major disruptive technology introduced (eg. batteries with 100%+ efficiency over current ones) on top of them the one you bought this year is pretty much good enough to keep for the next many years, until it breaks somehow. There will still be a market of ultra-fashion-conscious buyers who really nee…

It's not only batteries that have to catch up we're still exceedingly wasteful in other areas. There's tons of potential for display technology to move forward it just comes at the cost of per unit price.

Computers don't need to be screaming away rending this form at 60fps but that's what we're doing at the moment just to make panels as simple as possible.

Re: Apple Reports First Quarter Results

#35

Post by lstamour »

jmduke wrote: post #31

The magic paragraph: The Company sold 51 million iPhones, an all-time quarterly record, compared to 47.8 million in the year-ago quarter. Apple also sold 26 million iPads during the quarter, also an all-time quarterly record, compared to 22.9 million in the year-ago quarter. The Company sold 4.8 million Macs, compared to 4.1 million in the year-ago quarter. If I were to play armchair quarterback, I'd say that iPhones…

I wouldn't. People have caught on that if they wait another 8 months, they'll have two new iPhones to choose from. ;-)

Re: Apple Reports First Quarter Results

#36

Post by tcdent »

austenallred wrote: post #21

To understand scale: Apple has given $43 Billion to investors since July 2012. Twitter's market cap is $32 Billion. Apple's net profit of $13b over the last 3 months was more than the company made from its founding in 1977 'til the iPhone launched in 2007. Last night my wife and I were organizing our room, and ended up putting our computers together, and we found three MacBooks (one is really old), two iPads and two…

Not trying to one-up you, but I have at least a dozen Apple products lying around the house. I've been using them most of my life, so some go a-ways back.

Some are for nostalgia, like an SE, a Portable, a 12" PowerBook and my well-worn first-gen iPhone. My G4 tower was still getting regular use as a file server until pretty recently. Now that we just upgraded to Airs, I have a couple MacBook Pros waiting around for something creative, too. I won't drag on, but I definitely have a hard time letting some of these things go.

Re: Apple Reports First Quarter Results

#37

Post by georgemcbay »

ryanhuff wrote: post #29
georgemcbay wrote: post #22

Phones and tablets are very close to the point that desktop/laptops got to a few years back where unless there is some major disruptive technology introduced (eg. batteries with 100%+ efficiency over current ones) on top of them the one you bought this year is pretty much good enough to keep for the next many years, until it breaks somehow. There will still be a market of ultra-fashion-conscious buyers who really nee…

Non-replaceable battery is probably a primary why this may not be the case. My iPad 3 seems to be discharging much more quickly these days, and will probably mean a replacement will be needed sometime next year.

Yeah that's a good point I hadn't thought about, and it applies to non-expandable flash ram as well since basically your data will grow to fit available space.

But those issues are sort of cheating since they are basically planned obsolescence features that could trivially be solved if there were any incentive to do so. But there isn't, so more landfill generated for little actual new value.

Re: Apple Reports First Quarter Results

#38

Post by glomph »

austenallred wrote: post #21

To understand scale: Apple has given $43 Billion to investors since July 2012. Twitter's market cap is $32 Billion. Apple's net profit of $13b over the last 3 months was more than the company made from its founding in 1977 'til the iPhone launched in 2007. Last night my wife and I were organizing our room, and ended up putting our computers together, and we found three MacBooks (one is really old), two iPads and two…

'subsidized'

Re: Apple Reports First Quarter Results

#39

Post by pezh0re »

grecy wrote: post #30
georgemcbay wrote: post #22

Phones and tablets are very close to the point that desktop/laptops got to a few years back where unless there is some major disruptive technology introduced (eg. batteries with 100%+ efficiency over current ones) on top of them the one you bought this year is pretty much good enough to keep for the next many years, until it breaks somehow. There will still be a market of ultra-fashion-conscious buyers who really nee…

> but that market isn't big enough, IMO, to sustain the growth that Apple, Samsung, etc have enjoyed thus far. Which is why Apple is pushing so hard into "Developing markets" like China, Brazil, India, etc. etc. There are hundreds of millions of people on the planet that have never really even had the option of buying an iPhone or iPad. I'll wager tons of them have the means to buy one, and they clearly have the desi…

I don't know... Unless people have specifically been avoiding smart phones/tablets in the expectation that eventually Apple products would become available - I would expect most of them already have devices that are as good, if not better than the iPad/iPhone.

Re: Apple Reports First Quarter Results

#40

Post by gcb0 »

ryanhuff wrote: post #29
georgemcbay wrote: post #22

Phones and tablets are very close to the point that desktop/laptops got to a few years back where unless there is some major disruptive technology introduced (eg. batteries with 100%+ efficiency over current ones) on top of them the one you bought this year is pretty much good enough to keep for the next many years, until it breaks somehow. There will still be a market of ultra-fashion-conscious buyers who really nee…

Non-replaceable battery is probably a primary why this may not be the case. My iPad 3 seems to be discharging much more quickly these days, and will probably mean a replacement will be needed sometime next year.

apple is master of planned obsolence. and other are learning later but following close.

battery as you said is almost the norm now.

sd card dissapeared from all android devices save from some expensive sony ones. and with storage prices dropping (ssd just broke the 50c/gb barries) this is a sure way of making next year device much more appealing.

scren resolution being improved in homeopatic doses. year over year. this also contributes to new storage needs as apps space quadriplicate to support all screen sizes, reinforcing point above.

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