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Apple Reports Third Quarter Results

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Re: Apple Reports Third Quarter Results

#61

Post by ugh »

gte910h wrote: post #44
ugh wrote: post #30

Earlier quoted context omitted.

What about Android? It seems that worldwide quite a few more Android devices than iOS devices are activated per day. Are less than 35% of all Android devices sold in the US?

Where do you get that number?

From Apple’s and Google’s Q2 quarterly earnings call, respectively.

Google just announced that they activate 550,000 Android devices per day. That’s in all likelihood (and considering the language) not an average value for the whole quarter but only the most recent value (that must have been rapidly growing during the last quarter). Still, the average for the last quarter is probably over or around 500,000.

Apple doesn’t publish any such numbers but it’s easy to estimate them. Apple sold 20m iPhones, 9m iPads and 8m iPods. Tim Cook said during the earnings call that about half of those iPods run iOS. That’s about 33m iOS devices altogether for the whole quarter, for an average of 360,000 sold devices per day.

Re: Apple Reports Third Quarter Results

#63

Post by lucaswagner »

hkarthik wrote: post #14
marklabedz wrote: post #10

Oppenheimer mentioned that Apple is transitioning products and that it will impact their projected revenues. Is this Lion/MBA/MB/iPhone? If so, how would that lead to a softening of revenue?

This isn't abnormal for Apple, they usually project lower than expected revenues every quarter. However, I think iCloud is going to require a lot of capital expenditures. It's going to be free and will likely be utilized by nearly their entire existing customer base along with any future customers. They are probably preparing Wall St. for that.

It was mentioned in the call that, due to iCloud, they've started deferring revenues from Macs and iOS devices to account for the ongoing cost of the service.

Re: Apple Reports Third Quarter Results

#64

Post by bbgm »

c2 wrote: post #53
dougws wrote: post #43

Earlier quoted context omitted.

Probably because people have been predicting this kind of thing for years. It is also worth pointing out that only 18% of Apple's ridiculous revenue comes from Mac sales.

To be fair, people have been predicting both sides of the coin for a while. People predicting success on hacker news tend to get upvoted, and people predicting failure tend to be downvoted, regardless of the reality of the situation. Right now Apple is doing great. I would still question the sustainability of this business as an investor. What's next after ipad? Long term, 5 years say, ipad/iphone margins will evapor…

And if any company has a track record over the past decade of delivering "big things" it's Apple. No company in recent history comes even close. Can they? Who knows, but if anyone can, it's Apple.

Re: Apple Reports Third Quarter Results

#65

Post by Geee »

programminggeek wrote: post #3

Apple is firing on all cylinders. What is hard to appreciate is just how fast they are growing even though they are already such a big company. Can you imagine Microsoft/IBM/Oracle growing profit 125% in a year company wide when they are already as big as they are now? Most companies that get this big can't keep growing at this kind of rate. Yet, they still have a lot of room to grow in different markets - TV, PC, Mo…

Well, IBM isn't on markets that grow. Smartphones are obviously really hot right now, even the 'losing' players are growing. By leading the growing markets they can cut the biggest slice of the pie.

Re: Apple Reports Third Quarter Results

#66

Post by yequalsx »

aforty wrote: post #29
yequalsx wrote: post #7

I bought my first Mac on Friday at the Mall of America. There's a Microsoft store right across from the Apple store. It was amazing to me how much more crowded the Apple store was. There were a lot of people at the Microsoft store but it was ridiculous how many were at the Apple store.

More importantly, how do you like your first Mac?

Some things I really like and some I really hate. Overall though I like it (Macbook Pro 13" base model - no upgrades).

I don't know why but I thought it would load applications faster than it does. Though, the overpowered Dell I bought last December is even slower. Why do I have this feeling my Mac should load applications faster? I don't know.

I don't like traversing the file system in the Mac. Perhaps its familiarity with Windows. File search on the Mac is infinitely faster though. I like that Macs are true multi-user operating systems. I can separate work and leisure better that way.

I didn't think I would care but I really like that the battery lasts a long time on the Mac. I pretty never used battery power on Windows laptops because "3 hours time remaining" ended up being 45 minutes.

The overall user experience is much better but I'm still getting used to it. I really hate that I can't create a folder at the time I save a document. Maybe there's a setting I don't know.

The most telling thing I can say is that I'm fairly certain that I'll never get a Windows machine again. With less ram, less video card power, less processing speed, my Macbook is much more responsive and the screen is much better.

Re: Apple Reports Third Quarter Results

#67

Post by JakeSc »

newmediaclay wrote: post #5

Absurd. It's also awesome that they continue to mock the Street by giving their ridiculously low estimates for the succeeding quarter.

I saw that - the revenue projection for next quarter is $3.5b less than revenue for this quarter.

I don't understand this. Are there any rules for making accurate revenue projections?

Re: Apple Reports Third Quarter Results

#68

Post by yequalsx »

kenjackson wrote: post #35
yequalsx wrote: post #7

I bought my first Mac on Friday at the Mall of America. There's a Microsoft store right across from the Apple store. It was amazing to me how much more crowded the Apple store was. There were a lot of people at the Microsoft store but it was ridiculous how many were at the Apple store.

I'm mostly a Windows user, and I don't know why I'd go to a MS store. For example, if I want an iPad or MBP I'd go to an Apple Store. I'm not sure what other stores carry them (does Best Buy?). But I know that the Apple store does. In contrast, I can buy a PC anywhere. But I don't actually know what specific PCs are available at the Microsoft store. I do know they have all of the available phones at the MS store, but…

That's a good point. I didn't think about that. But people mostly go to the Mall of America to browse and don't go there for a specific store. That's my impression at least.

Re: Apple Reports Third Quarter Results

#69

Post by sid0 »

yequalsx wrote: post #66
aforty wrote: post #29

Earlier quoted context omitted.

More importantly, how do you like your first Mac?

Some things I really like and some I really hate. Overall though I like it (Macbook Pro 13" base model - no upgrades). I don't know why but I thought it would load applications faster than it does. Though, the overpowered Dell I bought last December is even slower. Why do I have this feeling my Mac should load applications faster? I don't know. I don't like traversing the file system in the Mac. Perhaps its familiari…

I'm not sure what definition of multiuser you're using, but all the Windows NT-based OSes meet the normal definition of multiuser.

Re: Apple Reports Third Quarter Results

#70

Post by aeontech »

yequalsx wrote: post #66
aforty wrote: post #29

Earlier quoted context omitted.

More importantly, how do you like your first Mac?

Some things I really like and some I really hate. Overall though I like it (Macbook Pro 13" base model - no upgrades). I don't know why but I thought it would load applications faster than it does. Though, the overpowered Dell I bought last December is even slower. Why do I have this feeling my Mac should load applications faster? I don't know. I don't like traversing the file system in the Mac. Perhaps its familiari…

command-shift-n to create a new folder even in a save dialog.

command-shift-g to quickly go to a filesystem path (supports tab completion. It's unix filesystem, so ~/ == your home directory. ~/Doc[tab] will take you to your Documents folder, etc).

As for speed - RAM upgrade and an SSD make all the difference in the world (as they would for windows as well).

Oh, also, if you're new to the mac, you might need some of these:

* Quicksilver http://qsapp.com/ - quick app launcher and much more.

* Adium http://adium.im/ - the only IM client you'll need

* Colloquy http://colloquy.info/ - IRC client

* DTerm or iTerm - somewhat better than default Terminal.app

* Hex Fiend - awesome hex editor

* HandBrake - video conversion

* Sublime Text / Textmate - really excellent programmer editors

* XLD - lossless audio conversion

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