Stock Talk

Tim Cook's iPad Christmas starts early

Tim Cook made a memorable comment on the last Apple quarterly conference call. He said it would be an iPad Christmas. With exactly 3 weeks before the jolly holiday, iPad interest seems to be solid, and I suspect Tim Cook will be proven correct. This morning mobile analytics firm Localytics shared some interesting data. They tracked usage of a variety of tablets and smartphones from Black Friday to Cyber Monday and compared the data against the prior week. And guess what?

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Why Apple is set to hit record numbers. Again.

Apple just finished reporting its fiscal Q4 2013 results, which ended in September. Overall it was a very solid quarter, with just under $38 billion in revenue, gross margin of 37% and earnings per share of $8.26 (fully diluted). Was it a record quarter? We have to keep in mind that Apple’s Q1 (December) is the big one every year, driven by holiday sales. But as far as comparable Q4 periods, this was a record setting quarter for iPhone sales, with 33.8 million units sold. They also tied last year’s Q4 shipments for the iPad (though no records were set on the Mac). So what does it all mean?

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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'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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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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