Sat, Aug 2, 2014, 3:28 AM EDT - U.S. Markets closed

Recent

% | $
Click the to save as a favorite.

Apple Inc. Message Board

docnaka12 361 posts  |  Last Activity: Jun 21, 2014 4:52 AM Member since: Nov 16, 2012
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • docnaka12 docnaka12 Nov 7, 2013 10:18 PM Flag

    The itunes cards are only a small portion of this number with deferred revenues including AppleCare and other support contracts, which carry high margins and are also sold up front but get recognized upon expiration. Software is deferred over a two year period or, in the case of Macs, four years, along with iTunes gift cards and any credits in the App Store which haven’t been spent yet. In Apple's quarterly filings, they disclosed " it recognizes revenue from its new iPhone as well as the iPod and Macintosh computers under software revenue recognition rules. Apple will record all revenue and related costs of sales from the iPhone on a straight-line basis over the two-year estimated life of this product. Historically, many hardware companies might have recognized revenue upfront, at the time of the sale, from a product similar to an iPhone. However, Apple intends to provide iPhone users with free software upgrades, necessitating the deferral of revenue under SOP 97-2."

    ONCE AGIAN, I MAINTAIN THAT MUCH OF THIS $10 BILLION IS PROFITS!!

    Sentiment: Buy

  • docnaka12 docnaka12 Nov 2, 2013 5:03 PM Flag

    Basically they were paid the money, but they have not provided the service so it can not go into this quarter's numbers. Products such as unused gift cards, one on one, software, etc fall into this category. If you look at last quarter alone, the additional $900 million would have blown estimates out of the park. Apple benefits as they can defer tax payment on this money. However, this $900 million is essentially PROFITS with the money already in the bank.

    This $10 billion is quite substantial and being overlooked by investors and analysts.

    Sentiment: Buy

  • docnaka12 docnaka12 Nov 1, 2013 2:26 PM Flag

    Since the Air was introduced first and is plentiful, I would guess that the Air will sell more. Supply constraints may limit the number of minis sold this quarter but they will likely sell all minis that can reach carriers. The Air, I am not so sure, but I love mine.

    Sentiment: Buy

  • docnaka12 by docnaka12 Nov 1, 2013 2:23 PM Flag

    Love it!! Much faster, thinner, and smaller footprint despite same screen size.

    A bit worried that demand will not be high. Store not very crowded with salesman saying that they have LOTS of inventory. It is obviously good that supply is high, but probably not a game changer.

    Sentiment: Buy

  • Not sure why it has not received much press, but Apple's gross margins would have been around 38.5%, revenues around $38,4 billion and eps around $8.50 if it hadn't been for the "$900 million sequential increase in the net amount of revenue deferred.”

    -Also, $7.8 billion returned to shareholders
    - $1.1 billion more spent on R & D

    Sentiment: Strong Buy

  • Reply to

    Common sense

    by docnaka12 Oct 25, 2013 8:26 PM
    docnaka12 docnaka12 Oct 27, 2013 10:36 PM Flag

    Or you just stay long. I believe that AAPL MAY come up BIG with EPS over $8.40 which would bode well for the stock. If not, I expect some profit taking. Still, I believe in AAPL at least through the next 12 months.

    Sentiment: Buy

  • Reply to

    Common sense

    by docnaka12 Oct 25, 2013 8:26 PM
    docnaka12 docnaka12 Oct 27, 2013 10:15 PM Flag

    Exactly my point. He was quiet last quarter with guidance at $33.5-$35.5 in revenues and gross margins at 36%-37%. However, the actual numbers were at the high end of guidance $35.3 billion in revenue with 36.9% gross margins. Saying that guidance would come in at the high end MUST mean that AAPL will beat guidance. If I am wrong, I would agree with you that he is an absolute fool. However, I have faith in Cook and KNOW that his words wreak of foreshadowing.

    Sentiment: Buy

  • docnaka12 docnaka12 Oct 26, 2013 12:03 PM Flag

    It's simple. #1 = analysts are wrong about this quarter hence the 22 upgrades in one month. #2 = growth will return in 2014 lowering PE. In order to beat the market, you need to plan ahead.

    Sentiment: Buy

  • docnaka12 by docnaka12 Oct 26, 2013 10:28 AM Flag

    What should Apple do with the $100 billion in Ireland? With Ireland pushing to change tax laws and a 35% corporate tax rate to move the money to the US, who has the best idea? Remember, the money can not be used for dividends or a stock buyback?

    I have a solutions, albeit not great, but I am sure Cook and Board are dealing with this question as we speak.

    Sentiment: Strong Buy

  • Reply to

    $8.90 if 36M share buyback this Q.

    by thomasthecat69 Oct 25, 2013 5:24 PM
    docnaka12 docnaka12 Oct 25, 2013 9:33 PM Flag

    Apple sold 35.5 million iPhones. Last quarter, iPhones were a huge surprise so it is a possibility.

    Sentiment: Strong Buy

  • Reply to

    $8.90 if 36M share buyback this Q.

    by thomasthecat69 Oct 25, 2013 5:24 PM
    docnaka12 docnaka12 Oct 25, 2013 9:31 PM Flag

    Although I agree with your numbers, $38 billion in revenue could be reached if ap

  • Reply to

    Common sense

    by docnaka12 Oct 25, 2013 8:26 PM
    docnaka12 docnaka12 Oct 25, 2013 9:20 PM Flag

    Consensus estimates have increased considerably since the announcement with over 22 analysts raising their numbers in the past month alone. Half of the analysts have no idea what they are doing so consensus estimates only provide a benchmark to investors with the more accurate analysts gaining more credibility.

    My point.... Apple would not have said anything about revenues and margins unless they foresaw low or high numbers. In this case, the numbers will obviously be high and in my opinion, over the $37 billion guidance hence mentioning revenues. If revenues exceed $37 billion, Cook can say that it was due to unusually high demand of iPhones and not due to low balling which has hurt the stock in the past.

    Sentiment: Strong Buy

  • Reply to

    Common sense

    by docnaka12 Oct 25, 2013 8:26 PM
    docnaka12 docnaka12 Oct 25, 2013 8:42 PM Flag

    When they announced the 5s and 5c sales after the first weekend, they said that revenues would come in at the high end of guidance as well as margins.

    Unless people don't believe Cook, I don't know how anyone can predict decreased revenue from the sept quarter last year.

    Sentiment: Strong Buy

  • docnaka12 by docnaka12 Oct 25, 2013 8:26 PM Flag

    Tim cook never talks about rumors or news. However, he mentioned that earnings would be at the high end of guidance. Obviously he would not have said anything unless he was 100% certain when the numbers come in high he would have been accused of low balling. Therefore, it is an absolute certainty that Apple will not disappoint.

    Sentiment: Strong Buy

  • Reply to

    amzn revenue growth 22% apple 1%

    by weburksback Oct 25, 2013 6:29 PM
    docnaka12 docnaka12 Oct 25, 2013 8:11 PM Flag

    How much money did Amazon make this past quarter? How about this year? Would you rather inc revenues or make $40 billion a year?

    Sentiment: Strong Buy

  • ..864 million shares remain. With consensus eps at $7.86, the new eps is equivalent to $8.26 due to the new share count. What if Apple actually increases earnings with solid iPhone sales? 27 million phones sold the same quarter last year which will easily be beat. Question is how many, what are the profit margins, and how did the other products do? If everything else stayed the same (should be close), the consensus (32.5 million iphones) equates to about $750 million more net profit or .87 cents per share for a total of $9.13 eps.

    Believe it or not, $9.13 is very possible with the buyback and solid iphone sales. I will be very happy with an eps around $8.5 which is where I expect the numbers to come in at.

  • ...... earns $7.5 billion per year. This would have place AAPL in the top 10 tech companies for 2012. They have a lot of money.

    Sentiment: Strong Buy

  • Reply to

    Why I plan on selling my Apple stock

    by cyrixborg Oct 24, 2013 6:31 PM
    docnaka12 docnaka12 Oct 25, 2013 1:43 AM Flag

    Although the iPhone is Apple's biggest profit machine, non-iPhone profits totaled nearly $20 billion in 2012 and likely the same $20 billion in 2013. Google's profits are significantly less than this and AMZN makes NO money. I understand that these companies are growing, but investors don't understand the magnitude of $40 billion in net profits per year. NO OTHER TECH COMPANY made $20 billion in profits for 2012 so take away Apple's iPhone business and they are still the most profitable tech company.

    I would also guess that non-iPhone profits will increase relative to iphone profits beginning in 2015 as the smartphone market slows and Apple introduces new products ie iTV, iWatch, iCar, other wearable tech, iGaming, iWallet, and increase profits from apps, etc.

    Sentiment: Buy

  • Reply to

    Should I sell 530 covered calls?

    by aguu33803 Oct 21, 2013 9:59 AM
    docnaka12 docnaka12 Oct 21, 2013 11:39 AM Flag

    The stock could easily reach $530 which is not worth the meager premium. If you have no desire to sell, consider waiting until all of the news is out. October 28th? You could always buy it back but most likely at a much higher price. For the past 2 weeks, AAPL has been going straight up and today alone, a single contract netted $1200. You can also consider a protective put if you are happy with your gains but this will take away AAPL's upside potential. As always, seek expert opinion and let them know what your goal is ie maximize gains, lock in gain, etc Good luck!

    Sentiment: Buy

AAPL
96.13+0.53(+0.55%)Aug 1 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.