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How can Apple excite investors beyond Q2 FY14's boring quarterly report?

How can Apple excite investors beyond Q2 FY14's boring quarterly report?

Today after the market closes AAPL will report Q2 fiscal 2014 results. Expectations are for a boring (read: very profitable, but no growth) quarter. Analysts forecast $43.5 billion in revenue and $10.18 in earnings per share (EPS), which is pretty much a repeat of last year's numbers. Unless...
Why Tim Cook narrated Apple's new environmental video, Better

Why Tim Cook narrated Apple's new environmental video, Better

Apple recently launched a new, environmentally focused video called "Better" and what's more — it was narrated by their CEO, Tim Cook. That, having a high ranking executive voice-over a video, marketing or corporate, isn't common for Apple. Steve Jobs, famously, recorded the voice over for the...
Why all the fuss about the potential end of iPhone subsidies?

Why all the fuss about the potential end of iPhone subsidies?

With AT&T reporting its financial results this week the media is buzzing about comments they (and others) have made to the effect that smartphone subsidies may eventually come to an end. The theory being floated is that future mobile phone buyers will be aware of exactly how much how much...

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Apple Q2 2014: Wow, were we wrong!

Apple Q2 2014: Wow, were we wrong!

Last night I was all set to review another boring Apple quarter. Many stock followers thought the numbers would arrive in line with guidance (and Street expectations), and that there wouldn't be too much exciting stuff happen on the call. Wow. Were we wrong. This morning AAPL stock is up...
Apple's 7 for 1 stock split: What you need to know!

Apple's 7 for 1 stock split: What you need to know!

Alongside their Q2 2014 results, Apple announced a 7 for 1 stock split. In other words every share of AAPL will soon become 7 shares of AAPL. Whenever a big company announces a stock split lots of people talk about it as if it's some kind of big deal. It isn't really a big deal at all. Public...
How can Apple excite investors beyond Q2 FY14's boring quarterly report?

How can Apple excite investors beyond Q2 FY14's boring quarterly report?

Today after the market closes AAPL will report Q2 fiscal 2014 results. Expectations are for a boring (read: very profitable, but no growth) quarter. Analysts forecast $43.5 billion in revenue and $10.18 in earnings per share (EPS), which is pretty much a repeat of last year's numbers. Unless...
Why all the fuss about the potential end of iPhone subsidies?

Why all the fuss about the potential end of iPhone subsidies?

With AT&T reporting its financial results this week the media is buzzing about comments they (and others) have made to the effect that smartphone subsidies may eventually come to an end. The theory being floated is that future mobile phone buyers will be aware of exactly how much how much...
On the eve of iPhone 6 carriers once again using the media to push back on 'subsidies'

On the eve of iPhone 6 carriers once again using the media to push back on 'subsidies'

Imagine a boss at a company with a really great salesperson who lands all the best, highest valued customers for the company. Now imagine that boss hates having to pay that salesperson their really high commission, even though it's the salesperson who's closing all those deals and ensuring all...
Why would Apple raise iPhone prices when all the money is in the mainstream?

Why would Apple raise iPhone prices when all the money is in the mainstream?

This morning an analyst posted something speculative about the possibility of a price increase on the iPhone 6 when it is released later this year. The analyst in question has horrible history when it comes to making Apple predictions, so we're going to ignore the source. What we aren't going to...

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Highlights of interest from Apple Q4 2013 conference call and Q&A

Apple has reported 33.8 million iPhones, 14.1 million iPads, 4.6 million Macs sold in Q4 2013 and now they're going to talk about it! We're listening in via Apple's investor page and will be collecting notes of interest and highlights below. Refresh for updates. Face palm for inane iWatch or Apple television questions!

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Apple Q4 2013 results: 33.8 million iPhones, 14.1 million iPads, 4.6 million Macs sold

Apple today announced their financial results for Q4 2013 and it included 33.8 million iPhones, 14.1 million iPads, 4.6 million Macs sold. That's including the first weekend of iPhone 5s and iPhone 5c sales, which, according to Apple's previous reports, counted for 9 million units all on their own. Revenue was $37.5 billion which allowed for quarterly net profit of $7.5 billion. Tim Cook, CEO of Apple:

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iPads are overpriced... compared to what?

Before the iPad launched it was rumored to cost $1000. When Steve Jobs announced it at an Apple special event in 2010, the starting price ended up being $500. Given the expectation and the presentation, the price sounded great. Now, following the latest iPad event, and the introducing of the iPad Air and Retina iPad mini, there are grumblings that the price is too high. That Apple is blowing it. In a short, but very worthwhile blog post today, independent analyst and consultant Benedict Evans published his thoughts on iPad pricing.

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The mass misunderstanding of the iPhone 5c market

In the past week there have been countless stories run about the alleged production cuts of the iPhone 5c. I say “alleged” because that’s all it is right now. Allegation. And at least one of the analysts (who I shall not name) making this allegation has a very spotty track record on all things Apple.

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Want to know how much money Apple made in Q4 2013? Find out on October 28!

Apple has announced that their next quarterly earnings call, the one for Q4 2013, will be held on Monday, October 28, 2013 at 2:00 pm PT, 5:00 pm ET. As always, there'll be a conference call following the statements, Tim Cook will be asked about product mixes, average selling prices, where the mythical television is, what the wearables market looks like, and a bunch of other questions he can only pull threads and tease answers about.

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Many financial analysts don't understand that they don't understand Apple, and that's dangerous

Last week Apple announced the iPhone 5s and iPhone 5c. They'll be shipping both starting tomorrow, and shipped iOS 7 just yesterday. Surrounding this enormous product roll out has been some of the worst Apple coverage I've ever seen. It's been clear for a number of years that many mainstream financial analysts and media outlets simply don't "get" Apple. This week made it painfully clear just how badly they don't get it, and how big of a problem that is.

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Wall Street isn't very happy with Apple's new iPhones, and here's why!

Yesterday Apple made the iPhone 5s and iPhone 5c official. And Wall Street collectively shrugged at the news. Rather than simply attack Apple's strategy or dismiss investor reaction, let’s talk about Apple the company and the stock. Let’s have a discussion about what these guys are doing (or perhaps failing to do) when it comes to meeting the expectations of the market.

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Apple is number one in the world! (At getting patent trolled..)

Over the course of its long, storied existence, Apple's been number one in many things, in many ways, from customer satisfaction to profit share to mainstreaming technology itself. Being the world's number one target for patent trolls, however, is likely a distinction they wish they didn't hold. John Paczkowski on AllThingsD:

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Apple's new iPhone trade in program will help them in emerging markets, and here's why!

It looks pretty much certain that Apple will unveil a trade-up program across its retail stores soon. 9to5Mac reported on it and iMore heard it was a go as well. TechCrunch claims it's already being tested at some stores, and has even through some numbers around. They’re suggesting an iPhone 4S in good shape might fetch as much as $200.

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Claim made that Apple Board is pushing Tim Cook's Apple to innovate faster

Fox Business Network's Charlie Gasparino claims he has sources telling him Apple's board is pressuring Apple's CEO, Tim Cook, to innovate faster. Supposedly they're unhappy that he's not keeping up the same pace that saw Steve Jobs introduce the Mac in 1984, the iPod in 2001, and the iPhone in 2007. Yes, he's basically saying Apple's board is... "bored now".

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How will Google's attempt to devalue hardware hurt Apple?

With Google’s recent release of the updated Nexus 7 tablet at $229, a lot of comparisons have been made between it and other low priced tablets on the market. It sure seems like Google wants to put pressure on vendors to offer solid specs with affordable price tags for consumers. After all, this helps sell more devices, and that increases the potential market for Google services, which is where the search giant makes its profit. This isn't dissimilar to how the race-to-the-bottom in App Store pricing has commoditized software, which benefits Apple's hardware-centric revenue model. But it does prompt the question, will it force down prices, or catalyze a price war, such that nobody really makes any money on hardware? And if so, what will become of Apple's business model?

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It's a lull in the product cycle and we know it, but Apple's doing fine

The results of fiscal Q3 are in, and Apple stock is actually up almost 4% in after hours trading. All this really tells us, of course, is that Wall Street is reasonably happy with the news. The Street expected an overall worse combination of Q3 results and Q4 guidance. So what does it all mean?

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Tim Cook's new compensation plan bets long on AAPL

Over the last week Apple announced changes to CEO Tim Cook’s compensation. The changes are quite non-standard and there has been much discussion on the topic. Here’s the situation: Cook was granted one million restricted stock units after taking the CEO job. Some people incorrectly call these stock options. They aren’t the same thing but it doesn’t matter for this discussion. So, what's changed and what does it all mean for Apple investors?

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WWDC 2013, Wall Street, and what it will take to get Apple stock moving again

Starting first thing in the morning, Apple’s World Wide Developer Conference opens its doors. Tim Cook and other execs will take the stage to share all that is new from Apple. And unless you’ve been living under a rock you know that Apple’s share price has dropped from $700 last September to below $400 in April, and has now recovered slightly to about $440 as I write this.

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Apple vs. Android: The marketshare mentality, and why it's a mistake

Last week Techpinions.com posted a really good editorial by John Kirk discussing how much of a joke it is to consider Android the winner in the smartphone space simply because they have the most market share. The very next day, Business Insider tech editor Jay Yarow pubished a post with a headline that read, “Apple Should Be Furious That It Has Such A Tiny Sliver Of The Smartphone Market.” Here's John Gruber’s response at Daring Fireball. And here's my take...

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Apple already pays $1 out of every $40 tax dollars the U.S. collects. How much more does the Senate want?

Ahead of the testimony it will be giving before the U.S. Senate tomorrow, Apple (via The Loop) offered up a nicely detailed 17-page PDF document with all sorts of good information inside. The most interesting number is this: Apple pays $1 out of every $40 of income tax collected by the US Treasury. Isn’t it incredible to think that one company is responsible for 2.5% of all US income tax collection?

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Apple vs the U.S. Congress: Can Apple convince Congress to fix cash repatriation tax laws?

It’s quite popular for people reporting on Apple’s financial position to quote the absurdly high level of cash the company holds on its balance sheet. At the end of last quarter the $145 billion is more than a rainy day fund, which is why the board of directors approved a massive stock buyback and dividend hike. Of course Apple won’t be using much of its cash to do this. Instead, it raised debt. Why? Because so much of the cash -- about $102 billion -- is not on US soil. Instead this money is held in other countries.

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Does it matter if Samsung is gaining on Apple in mobile profit share? Nope - here's why!

According to research by Cannacord Genuity analyst Michael Walkley, Apple still rakes in a whopping 57% of the profits in the mobile industry, while Samsung grabs the other 43%. Note that I said “mobile industry” not “smartphone industry”. In case you’re wondering why this adds up to 100% despite the presence of other players, it looks like the small profits from guys like BlackBerry and HTC are offset by losses from LG, Motorola, Nokia and others. The report also apparently goes into some detail on how Samsung should overtake Apple to be #1 in profitability. This is a red herring, and here's why...

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Wall Street vs. sanity: Painting a clearer picture of AAPL

In the few days that have passed since Apple’s latest quarterly results, people can’t seem to stop writing about the so-called stalled growth and “margin collapse” that hit the company. Ok, the term “collapse” is excessively stupid (you know who you are, stop it). Apple’s revenue is still growing, but profitability is down year over year. The profit decline is due to undeniably lower gross margin. But what does that mean?

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Why Apple's stock dipped below $400 and what investors should do about it

Today Apple stock dipped below $400, and is down about 5% as I write this. Yes, the overall market is down today. But Apple is down a lot more than normal. The reason? Cirrus Logic, a supplier of audio chips to Apple, warned today. To “warn” is Wall Street speak for press releasing preliminary results that are crappier than people expected.

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