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Apple Q2 Results

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Re: Apple Q2 Results

#51

Post by hangonhn »

ancorevard wrote: post #19
joobus wrote: post #18

> The Company posted quarterly revenue of $58 billion, a decline of 5 percent from the year-ago quarter, and quarterly earnings per diluted share of $2.46, down 10 percent. So they are shrinking, not growing.

Remove China from their numbers, and they are growing. China's economy is still cratering.

Uh... have you checked the news lately?

https://www.wsj.com/articles/china-growth-beats-expectations...

"China’s economic growth held to a 6.4% rate in the first three months of the year as factory production picked up significantly amid signs authorities worked forcefully to stabilize business following months of weakness."

If Apple isn't doing well in China it isn't because of the economy.

Re: Apple Q2 Results

#52

Post by RcouF1uZ4gsC »

hangonhn wrote: post #51
ancorevard wrote: post #19

Earlier quoted context omitted.

Remove China from their numbers, and they are growing. China's economy is still cratering.

Uh... have you checked the news lately? https://www.wsj.com/articles/china-growth-beats-expectations... "China’s economic growth held to a 6.4% rate in the first three months of the year as factory production picked up significantly amid signs authorities worked forcefully to stabilize business following months of weakness." If Apple isn't doing well in China it isn't because of the economy.

> amid signs authorities worked forcefully to stabilize business

The concern with China is that they might work so forcefully to stabilize business that people report numbers that look good even if they are not entirely true.

Re: Apple Q2 Results

#53

Post by amelius »

joobus wrote: post #18

> The Company posted quarterly revenue of $58 billion, a decline of 5 percent from the year-ago quarter, and quarterly earnings per diluted share of $2.46, down 10 percent. So they are shrinking, not growing.

Just wait until they replace credit cards.

Re: Apple Q2 Results

#54

Post by dmix »

mythz wrote: post #22
joobus wrote: post #18

> The Company posted quarterly revenue of $58 billion, a decline of 5 percent from the year-ago quarter, and quarterly earnings per diluted share of $2.46, down 10 percent. So they are shrinking, not growing.

On 1 quarter YoY basis, their core iPhone business saw a plateau slowdown of -17.3% ($31B). iPad saw 21.5% growth ($4.9B) and their newest categories Wearables (Watch/Airpods) saw a 30% jump ($5.13B) whilst their Service Revenue increased 16.2% ($11.45B). Despite their Apple News+, Apple Card, Apple Arcade and Apple TV+ services/subscription revenues not having kicked in yet so I'd expect they'll return to overall re…

> Wearables (Watch/Airpods) saw a 30% jump ($5.13B)

They generate $5 billion in revenue on their Watches and Airpods alone? What a crazy good business they have.

Re: Apple Q2 Results

#55

Post by rconti »

saagarjha wrote: post #40
akhilcacharya wrote: post #27

Earlier quoted context omitted.

I still don't understand the appeal, nor how they suddenly became a meme in 2018, two years after they were released! I own multiple pairs of wireless headphones but the fear of losing 1 headphone in the Airpod pair terrifies me.

Keep them in your ears or in the case and the probability that you'll lose them will be pretty close to zero.

The AirPods are the one thing I actually lose (and I've lost a number of times). But I always manage to find them eventually.

The fact that I can't send a sound to them (somehow) when the case is closed is moderately insane. All it can tell me is that they were somewhere near my house when I last used them. That doesn't help me understand where they went to after I put them back in the case and misplaced the case.

Re: Apple Q2 Results

#56

Post by chocolatebunny »

Hongwei wrote: post #16
minimaxir wrote: post #11

From the financial statements, revenue from Wearables, Home, and Accessories was up 30% vs the last year. There wasn't a huge release this quarter (aside from the AirPods refresh which was at the edge of the March 30th cutoff), so I wonder why it went up so much.

I was shocked by how much the Airpods cost, and yet still ended up buying a pair. Have been absolutely delighted. I guess I wasn't alone!

I'm seeing them more and more often these days on joggers and other people walking around.

Re: Apple Q2 Results

#57

Post by MaupitiBlue »

rconti wrote: post #55
saagarjha wrote: post #40

Earlier quoted context omitted.

Keep them in your ears or in the case and the probability that you'll lose them will be pretty close to zero.

The AirPods are the one thing I actually lose (and I've lost a number of times). But I always manage to find them eventually. The fact that I can't send a sound to them (somehow) when the case is closed is moderately insane. All it can tell me is that they were somewhere near my house when I last used them. That doesn't help me understand where they went to after I put them back in the case and misplaced the case.

Put them in an tpu AirPod case and attach a tile.

Re: Apple Q2 Results

#58

Post by vbezhenar »

dmix wrote: post #54
mythz wrote: post #22

Earlier quoted context omitted.

On 1 quarter YoY basis, their core iPhone business saw a plateau slowdown of -17.3% ($31B). iPad saw 21.5% growth ($4.9B) and their newest categories Wearables (Watch/Airpods) saw a 30% jump ($5.13B) whilst their Service Revenue increased 16.2% ($11.45B). Despite their Apple News+, Apple Card, Apple Arcade and Apple TV+ services/subscription revenues not having kicked in yet so I'd expect they'll return to overall re…

> Wearables (Watch/Airpods) saw a 30% jump ($5.13B) They generate $5 billion in revenue on their Watches and Airpods alone? What a crazy good business they have.

I think it's sales. So their watches sell almost like macs. No wonder they don't really care about computers. No growth potential for computers, but very few people bought watches, so much more potential to grow.

Re: Apple Q2 Results

#59

Post by caycep »

rgbrenner wrote: post #33
mtw wrote: post #23

Earlier quoted context omitted.

It's more like Huawei and Oppo are winning vs Apple https://www.cnn.com/2019/02/14/tech/huawei-smartphones-china...

"Demand for the Chinese tech company's [Huawei] devices is red hot even though the country's overall market for smartphones is shrinking." That's the second sentence in your link. And it says Oppo grew at 1.1% (in 2018q4)-- that's not exactly winning. Xiaomi plummeted 28%, even more than apple. There's clearly more going on than a simple competition between apple and Huawei. https://www.engadget.com/2019/03/13/smartp…

How much to factor in official/unofficial state subsidies in Huawei financial performance?
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