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Apple Inc. Message Board

michalisrael157 283 posts  |  Last Activity: 23 hours ago Member since: Oct 27, 2012
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  • The stupidity of the SEC

  • michalisrael157 by michalisrael157 Jul 22, 2015 10:28 AM Flag

    Although Apple didn't provide official figures during Tuesday's results call, an estimate published by research firm Canalys suggests the company shipped 4.2 million Apple Watches during the June quarter.

    That figure would be enough to make the Apple Watch the world's leading wearable, surpassing smartwatches and fitness trackers by companies like Fitbit and Xiaomi, Canalys said. This is despite the device starting at $349, making it more expensive than most of the competition.

    The firm suggested that sales were hindered only by Apple not launching during the 2014 holidays, and by low initial shipments during April and May. Until mid-June, the only way of buying an Apple Watch was online or through a handful of luxury outlets.

    The Canalys number is above some pre-call estimates, such one by Wells Fargo analyst Maynard Um, which called for just 2 million units. Wall Street consensus may have proven closer to accurate at about 4 million.

    Canalys analyst Chris Jones argued that Apple and other smartwatch vendors still need to work on performance, battery life, and sensor integration to make future models successful -- and that the Apple Watch's long-term fate is tied to the quality of third-party apps.

    During the results call, Apple CEO Tim Cook said mainly that the Watch had exceeded internal expectations, and sold better in June than it did in April or May, debunking reports of a massive sales slump. CFO Luca Maestri indicated that the first nine weeks of Watch sell-through topped that for the launches of the original iPhone and iPad.

  • Don't believe those idiots with the bad comments AAPL had a great earnings. The asp rose 18% yet it was not enough to offset the $$$. AAPL lost 4.4B$ in rev because of this. AAPL would have reported a 2.54$ in earning way above all expectations. Those idiots also claim that AAPL outlook is weak? How does a 51B$ Q is bad. This a 25% YOY growth does goof have this growth? AAPL also orders 25-30% more iPhones 6s. With higher watch sales iPad pro iPods and macs AAPL again will beat the Dec Q.

  • 07:44 EDT AAPL Apple weakness creates buying opportunity, says RBC Capital
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    07:27 EDT AAPL Apple post-earnings selloff overdone, says JPMorgan
    JPMorgan analyst Rod Hall views the post-earnings pullback in shares of Apple as overdone. The company made no mention of demand weakness while China results and commentary were positive, Hall tells investors in a research note. He recommends adding to positions on today's selloff and keeps an Overweight rating on Apple with a $145 price target.
    07:20 EDT AAPL Apple should be bought on weakness, says Stifel
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    07:07 EDT AAPL Apple iPhone sales light but no reason to sell stock, says UBS
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    07:05 EDT AAPL Apple shares still attractive, says Cantor

  • Trip Chowdhry, Global Equities Research: Apple Beats consensus Revenues by $4.4 Billion in Constant Currency. “On the Conference Call, Apple CFO mentioned that the June quarter Revenues are 800 bps higher in Constant Currency. In Constant Currency, Apple Revenues are $53.73 Billion (vs consensus of $49.3 Billion) and EPS is $2.54 (vs consensus of $1.81). With such a massive beat of $4.4 Billion vs. Consensus, there was no need for Apple to ship any more iPhones in the Quarter

  • A huge beat if it wasn't for the 800bps read Trip chowdy

    Only Apple could grow revenues 33%, sock away $202 billion in cash, gain market share in nearly every product line and still trigger a run on the stock. The sell-side analysts will now explain to investors why they should be buyers, not sellers.

    Below: Excerpts from the notes we’ve seen so far. More as they come in.

    Katy Huberty, Morgan Stanley: Solving the [FQ3] Puzzle. “While total company and iPhone revenue growth accelerated in the June quarter, iPhone units missed expectations. Solving for the factors that drove the miss suggests a decent 2H15 set-up, in our view… iPhone revenue growth accelerated, as did growth in Greater China, Japan and Europe in the quarter, suggesting demand remains strong despite volatile currency and equity markets during the period. We view the 2.5M iPhone unit miss versus our model as a function of management taking a conservative approach to channel inventory in light of currency volatility and related price actions. With demand strong despite these price increases in many regions, we see a path for channel inventory build in 2H15 that further supports our view that iPhone units can grow Y/Y.” Overweight. $155.

  • Only Apple could grow revenues 33%, sock away $202 billion in cash, gain market share in nearly every product line and still trigger a run on the stock. The sell-side analysts will now explain to investors why they should be buyers, not sellers.

    Below: Excerpts from the notes we’ve seen so far. More as they come in.

    Katy Huberty, Morgan Stanley: Solving the [FQ3] Puzzle. “While total company and iPhone revenue growth accelerated in the June quarter, iPhone units missed expectations. Solving for the factors that drove the miss suggests a decent 2H15 set-up, in our view… iPhone revenue growth accelerated, as did growth in Greater China, Japan and Europe in the quarter, suggesting demand remains strong despite volatile currency and equity markets during the period. We view the 2.5M iPhone unit miss versus our model as a function of management taking a conservative approach to channel inventory in light of currency volatility and related price actions. With demand strong despite these price increases in many regions, we see a path for channel inventory build in 2H15 that further supports our view that iPhone units can grow Y/Y.” Overweight. $155.

    Gene Munster, Piper Jaffray: Despite Noise, Critical Themes Intact. “We are buyers on the 6% aftermarket pullback on shares of AAPL based on the belief that Apple will continue to gain share in the high-end smartphone market and margins will expand into the S cycle resulting in Street numbers inching higher over the next several quarters. While some investors will view the 48.1 million iPhones (ex channel drain) as a disappointment below investor thinking for more than 49 million units, the reported unit sales represent significant market share gains. For the Watch, we estimate Apple sold around 2.5 million units, which was in-line with investor expectations.” Overweight. $172.

    Aaron Rakers, Stifel: Buyers on Weakness. “While Apple’s iPhone ship at 47.5M … is likely to be considered a net-negative, we believe there are several positives: 1.) iPhone blended ASP ($/unit) at $660 vs. our $645 estimate; +$99 yr/yr driven by strong iPhone 6+ mix (note: includes a $24 yr/yr negative FX impact). 2.) Greater China – revenue +112% yr/yr … w/ iPhone ship +87% yr/yr … 3.) Apple reported that ~27% of the iPhone installed base represents consumers having upgraded to iPhone 6/6+; company also seeing the highest Android-to-iPhone switching rate ever. 4.) [free cash flow] totaled $12.945B … +64% yr/yr. Buy. $150.

    Walter Piecyk, BTIG: No Change To Apple Estimate As Higher iPhone ASPs Offset Lower Watch Estimates. “Investor focus should now fall squarely on the timing and details of the next iPhone launch and whether the company can deliver growth on top of the record-breaking FQ1 of 2015 when Apple sold 74.5 million phones. We think they can sell over 80 million iPhones this holiday season and hence continue to recommend the stock.” Buy. $160.

    Trip Chowdhry, Global Equities Research: Apple Beats consensus Revenues by $4.4 Billion in Constant Currency. “On the Conference Call, Apple CFO mentioned that the June quarter Revenues are 800 bps higher in Constant Currency. In Constant Currency, Apple Revenues are $53.73 Billion (vs consensus of $49.3 Billion) and EPS is $2.54 (vs consensus of $1.81). With such a massive beat of $4.4 Billion vs. Consensus, there was no need for Apple to ship any more iPhones in the Quarter.

  • The WS idiots will try to paint the picture as darker

  • So many of them harboring this board.

  • michalisrael157 michalisrael157 Jul 22, 2015 12:05 AM Flag

    What the.... Are you talking about. AAPL reported a record Q3 iPhone numbers. iPhones in China alone grew by 87% in India 93% in Korea 100%. Next Q they guided to above 50B$ in rev that will be a record ever reported Q4 the 3rd best Q in AAPL history. The PE is calculated based on earnings per share and not how many iPhones they sell. 25% yoy froth in rev for a company like AAPL at this size in nothing short of miracle a one in a life time wonder. AAPL was not supposed to grow like this in the imagination world of. The WS stupidity low of large numbers. Goog growth is 11% yet market gives them a 33PE.

  • michalisrael157 by michalisrael157 Jul 21, 2015 11:35 PM Flag

    18% YOY ASP iPHone grew
    7B$ rev growth in China YOY
    51B$ in buybacks and dividends

    and we are down 8% ? Come on idiots justify this?

  • Goog can miss 9/10 Q's but always be excused. AMZN don't earn a 1c yet it is at all time high with PE of 3000

  • What is this stupidity is all about?

  • What is disappointing about this? 25% growth is not good enough for one of the weakst time of the year , just before the refresh of the iphones iPad TV etc.... what is disappointing in a guidance that is 0.13B$ less than what WS idiots were expecting? So AAPL will grow 24 but not 25% is that is what it is all about? What is so bad in 35% iPhones growth when this is the weakest time in year for the iPhone before refresh?

  • yet AAPL being punished for that

  • Reply to

    A one-product company

    by mcosby78 Jul 21, 2015 10:48 PM
    michalisrael157 michalisrael157 Jul 21, 2015 10:52 PM Flag

    Oh shut up . Mcdonald is a one product comapny GM FORd a one product company Goog a one product company NFLX is a one product company what the hell are you talking about? shut yup

  • A new record even with the slow summer and this a disappointment? GO TO HELL WS

    GOOG is also a one trick pony dependent on ads so GOOG reports a 11% growth and up 17% on what ? Yahoo miss rev by 60%!!!!!!!! and miss and they go down less than 2%

    This WS biassed behavour realy kills me

  • and this is disappointing? GO TO HELL IDIOTS

  • michalisrael157 by michalisrael157 Jul 21, 2015 5:24 PM Flag

    AAPL rev grew 33% YOY
    AAPL iPhone rev grew by 59%
    China growth 112% YOY
    net profit up 55%

    And those idiots sell on 1B$ less rev expected by WS ? iPhone numbers grew almost 40% YOY
    and we get nothing
    Goog rev growth 11% YOY and they pop 17%

    GO TO HELL WS

  • Goog acted so much better. And rewarded 17%!on no more than nice earnings. We on the other hand always need to look over our shoulder to see who will be the next idiot to come out and bash and say yes good earnings but.... The hell with WS.

AAPL
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