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Apple Reports Record First Quarter Results

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Re: Apple Reports Record First Quarter Results

#81

Samsung will do their earnings announcements on the 29th, it will be interesting to compare those two side-by-side. Apple is doing extremely well on the margins but they have actually lost ground when going by the numbers (~30% market share now vs ~70% android).

Do Apple investors care at all about market share if the lion's share of profits are going to them?

I don't know about investors, but Apple clearly doesn't care about market share or they'd be selling under $100 iPhones.

Re: Apple Reports Record First Quarter Results

#82
post #54

Earlier quoted context omitted.

"Sometimes just to wrap my head around really large numbers like this..." Personally I like to divide profits and revenues by the number of employees. They have 98 000 employees so they generated revenues of $761 000 and net profits of $184 000 per employee in Q4 2014. Think about this: if you work for Apple, on average you helped the company generate $0.76 million dollars in sales in the last 3 months. Edit: @smackf…

That's surprisingly reasonable. The rule of thumb I've heard is only half of employee expenses is salary, so that gives you an average "effective" salary of $90,000 for Apple employees.

"$184 000 per employee in Q4"

I think you took quarterly numbers and conflated them with annual numbers. Unless a 90k effective quarterly salary seems reasonable?

Re: Apple Reports Record First Quarter Results

#83
post #44

Apple has the technology headroom to keep making more powerful iphones for several more generations... but will it reach a point where people don't need a more powerful phone? (that they don't get any benefit from it, so that power is not utilized). I would have thought they were more powerful than a phone needs to be already, but obviously not! One view is that they are still replacing desktops, suggesting users wil…

They are finding it easier to sell skinny phones and long battery life than CPU speed. Phones could be quite a bit more powerful if they were as thick and heavy as they used to be.

The Google Project Tango prototype phone is chunky but has lots of CPU.

Re: Apple Reports Record First Quarter Results

#84
Where would I be able to see app revenue alone? On the Summary Data PDF it says services did 4.8B and that includes "revenue from the iTunes Store, the App Store, the Mac App Store, the iBooks Store, AppleCare, Apple Pay, licensing and other service". Is it possible to see only App Store revenue?

Re: Apple Reports Record First Quarter Results

#86
post #9

Sometimes just to wrap my head around really large numbers like this, I like to put things in units of aircraft carriers. The US Navy's last finished carrier cost $6.2 billion[1], meaning that $74.6 billion[2] is enough to buy Apple 12 nuclear carriers, a.k.a. a nuclear carrier fleet larger than that of the US Navy. Of course this is an inaccurate and very silly comparison[3], but at least for me it does give some se…

Picture it this way: Net income of $18 billion over 12 weeks. That's $1.5 billion in net profit per week. $214 million per day. Absolutely mind blowing.

Re: Apple Reports Record First Quarter Results

#87
post #9

Sometimes just to wrap my head around really large numbers like this, I like to put things in units of aircraft carriers. The US Navy's last finished carrier cost $6.2 billion[1], meaning that $74.6 billion[2] is enough to buy Apple 12 nuclear carriers, a.k.a. a nuclear carrier fleet larger than that of the US Navy. Of course this is an inaccurate and very silly comparison[3], but at least for me it does give some se…

Since we're talking about silly comparisons, if you combined all the iPads into one giant unit it would be quite a bit bigger than Central Park:

http://www.datagenetics.com/blog/november22014/index.html

Re: Apple Reports Record First Quarter Results

#88

Earlier quoted context omitted.

Windows 8 is not the problem; it's the terrible PC hardware. Even when the hardware is good, manufacturers still screw up when it comes to drivers like this: https://news.ycombinator.com/item?id=8546702 Most laptops are so low-end. Finding one that's decent is tough.

I think many would agree with me when I say, Windows 8 was at least part, if not the biggest part of the problem . Nobody wants to relearn a UI just because MS wants to create a bridge into windows phone. The fact is the UI changes did not serve the average MS user, but served Mircrosoft's business ambitions. Any feature that I care about in Windows 8(faster boot, better monitor support, and ah I don't even know of a…

I think they've learnt from their mistakes and are improving things dramatically in Windows 10. 8.1 was leaps and bounds ahead of 8 (which was a disaster).

10 finally is a sensible direction that allows them to do what they want with mobile and give the desktop users are familiar experience out of the box.

98% of the time when using Windows 8.1 (or 8 for that matter) on the desktop you're in familiar territory anyway. They screwed up, yes, but they will recover, and the way Apple is going with software I'm interested to see how much of the tables will turn in the next few years.

Re: Apple Reports Record First Quarter Results

#89

The best part of the report is that iPad sales are plunging. It's a victory for general purpose computing that that segment of the walled garden is in decline. Let's hope that open systems can gain a toehold in phones sometime too.

It's entirely possible it's not "in decline" but has merely hit saturation.

Re: Apple Reports Record First Quarter Results

#90
post #9

Sometimes just to wrap my head around really large numbers like this, I like to put things in units of aircraft carriers. The US Navy's last finished carrier cost $6.2 billion[1], meaning that $74.6 billion[2] is enough to buy Apple 12 nuclear carriers, a.k.a. a nuclear carrier fleet larger than that of the US Navy. Of course this is an inaccurate and very silly comparison[3], but at least for me it does give some se…

Yes, 74.6 billion is their revenue for the quarter but it's also about their profit (extrapolated) for a year! :)
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