301–310 of 527 posts
NY Times made a mess of this story and slanted it toward their agendas. Horrible reporting. Apple beat most estimates. Revenues grew. All time high revenue from services. Forward guidance was raised. https://www.apple.com/newsroom/2019/07/apple-reports-third-q...
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AAPL is still undervalued compared to stocks like AMZN. Apple's P/E of 17 is amazing compared to Amazons 78. I'm not really sure why their stock isn't traded with the same enthusiasm that other tech companies see.
Stock values aren't only about earnings. Amazon continues to be a growth bet, and their low earnings are because their income has historically been reinvested productively to access new markets. A quick google shows their 2018 revenue was up 31% over 2017, which was up 31% over 2016, which was up 27% over 2015. You don't buy Amazon for a share of the amount they're making today, you buy them for a share of the much b…
Compare the Apple remote (with the iOS “emulator”), Apple TV, and Airplay to Chromecast’s UX, for instance. Apple does have special sauce. They make tools that work together and are understood at a surface level. Everything, including the new keyboards, fits a hardware market driven agenda (quiet, “appy”, small like a phone). Google and Amazon work backwards from services, and Samsung and co just aren’t even playing the same ballgame. They are much more like traditional prebuilt computer companies. MS is kind of coming close with just computers but they are not nearly as sticky as an everything tech company.
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When are we going to stop expecting exponential growth though? Or should the exponential growth just continue indefinitely? Is there no value in having a nice S-curve, ending up as one of the most profitable companies in history, and then just staying insanely profitable for a long time in a sustainable way?
> Is there no value in having a nice S-curve, ending up as one of the most profitable companies in history, and then just staying insanely profitable for a long time in a sustainable way? Not to investors that want a quick ROI quarter-over-quarter on that share price.
With their last quarter's profits ($10bn) they could buy back about 50m of their 5bn outstanding shares ($208/share right now); that's 1% of the company.
It may be that the S-Curve is good enough. Make a huge profit and return it to shareholders through dividends and stock buybacks. Share price doesn't have to increase based only on hyped growth.
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I don’t even mind the touchbar. Just give me back the Escape key!
I thought this was a joke as I haven’t used a recent Mac in a while but apparently it’s not. There really isn’t an escape key! https://support.apple.com/en-us/HT207358
I have thought long and hard about upgrading my iPhone 8 to one of the new X models, but I don't like the lack of a home button. I guess I am officially old now, but I dont want to look at my phone to unlock it. I like that I can reach in my pocket, and unlock it with my thumb as I retrieve it. It may be user error, but I see several co-workers have to really train the phone on their face to unlock with Face ID. That…
I’m even older than you apparently, but I just don’t see the attraction of the bezel-less design. I like bezels, they: - let me hold the phone without blocking the screen - act as a buffer for cracks: a smaller crack in the corner (the most common kind in my experience) won’t affect your experience. - mean I don’t have to deal with notches or curved displays Privilege check: I have large hands, I can single-handedly…
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I'm not saying Apple isn't successful. In fact, that's my point: they're clearly releasing solid products. But they aren't the category-killers that the company's reputation for innovation is built on. There have been rumors of new innovations (reinventing TV, an Apple Car, augmented reality) but none have materialized. Regardless of whether you agree they haven't been innovating, my question stands: if they stop inn…
Apple now is the world’s largest watch maker both by units sold and by revenue. In fact Apple Watch’s revenue is projected to surpass that of the entire Swiss watch industry this year. Even if it doesn’t “kill” the existing category, I’ll say they did a fantastic job carving out the smartwatch category.
And the stock increased over 4% in after-hours trading, as increases in non-iPhone hardware sales and services overcame the decrease in iPhone sales. Earnings per share slightly beat the consensus forecast. An interesting quote from Cook in the press release: "The balance of calendar 2019 will be an exciting period, with major launches on all of our platforms, new services and several new products"
AAPL is still undervalued compared to stocks like AMZN. Apple's P/E of 17 is amazing compared to Amazons 78. I'm not really sure why their stock isn't traded with the same enthusiasm that other tech companies see.
I'm not so sure it's useful to compare stock valuations in this way. An assessment of "undervalued" should be based solely on the facts of that specific company, IMO.
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As I said, cameras or something similar would be working to their strengths. Hell, build a game console, Microsoft eventually pulled that off and Apple has a huge leg up. But, the thing is they don’t need to be good at something. Giant companies regularly expend into new areas. Employ the right people, make some investments, and suddenly they are competitive. I am not saying Apple should diversify like this. However,…
Game consoles are also not hugely profitable. In fact they are sold at a loss for the most part for the first few years. Microsoft loss billions selling game consoles on the first two or three generations. Even now, the mobile app market is larger and more profitable than the console market for Apple with them taking a 30% cut. On top of that, Apple already announced the subscription Apple Arcade service and their ga…
Further, as I have listed areas they could be investing in but are not that you have had zero objections to. I think it's clear they have less focus on R&D than was possible.
And the stock increased over 4% in after-hours trading, as increases in non-iPhone hardware sales and services overcame the decrease in iPhone sales. Earnings per share slightly beat the consensus forecast. An interesting quote from Cook in the press release: "The balance of calendar 2019 will be an exciting period, with major launches on all of our platforms, new services and several new products"
AAPL is still undervalued compared to stocks like AMZN. Apple's P/E of 17 is amazing compared to Amazons 78. I'm not really sure why their stock isn't traded with the same enthusiasm that other tech companies see.
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The iPhone is a product that completely transformed the world and defines what a smartphone is. There are 3 billion of them so almost half the world owns a smartphone. If your bar for "innovative" is seriously that incredibly high, prepare to be disappointed..
Agreed. But what are the contenders since 2008? The iPad and the Apple Watch. The iPad was really co-developed with the iPhone for all practical purposes, as the original iPad prototype inspired the phone. You can definitely make a case for the watch, but it's an extension of the phone in so many ways.