Tuesday, July 24, 2012

European economy an issue for Western Europe
iPad trademark issue factored in to late China sales
Despite record iPad sales, greater sales were expected (late in China was a factor)
iPhones increased but weren't spectacular
Customers are waiting for iPhone 5
I personally think the dividend program was a bad idea
For the first time Oppenheimer mentions the "new portable"
The call seemed a little defensive


Apple's earnings disappoint. The stock falls $30 after-hours

All in all, not one of Apple's best performances.
The numbers:
Sales: $35.023 billion, up 22.5% year over year
Sales: $8.8 billion, up 21%
EPS: $9.32, up 32.2%
iPhone:  26 million units, up 28%
iPad: 17 million units, up 83.9%
Mac: 4 million units, up 1.3%, compared with -1% for the PC market
iPod: 6.8 million units, down 26.5%
Gross margin: 43%, down from 47.4% last quarter
Revenue guidance: $34 billion
EPS guidance: $7.65
Gross margin guidance: 41.5%
  • Revenue: Street consensus: $37.1 billion
  • EPS: Street consensus: $10.36
  • iPhone sales: 29 million
  • iPad sales: 16 million
  • Mac sales: Street consensus: 4.1 million
  • September quarter revenue: Street consensus: $38 billion
  • September EPS: Street consensus: $10.22




Apple revenue misses Wall Street forecasts, shares plunge




Apple's profits rise 20% on sales of 26M iPhones, 17M iPads, and 4M Macs

Apple's profits rise 20% on sales of 26M iPhones, 17M iPads, and 4M Macs



Apple to Samsung: Your patents are worth half a penny per unit

And by the way, you owe us $2.5 billion in sales, damages and lost profits for ours





Apple seeks $2.5 billion from Samsung in patent infringement case





Apple v. Samsung: Whose lawyers are earning more in the smartphone wars?




All eyes on Apple's earnings: Estimates are sharply divided

The pros are looking for earnings of $10.32 on sales of $37B. The indies are at $12.29 and $41.5B.





A preview of Apple's performance in Q2





AT&T sold 3.7M iPhones in Q2 2012, 5.1M smartphones total

"AT&T also saw its first enterprise revenue growth in more than four years."



Apple's iOS takes 'dramatic lead' over Android in enterprise apps




In Silicon Valley, Patents Go on Trial

"Tech Giants Near a Landmark Jury Trial Over iPhone and Android; Is it Innovation or Litigation"





Martin Scorcese: Apple - iPhone 4S - TV Ad - Busy Day





Apple bears beware: China 3G subs grew 118% from 2011







The DOJ is wrong, wrong, wrong according to this chart and the facts

Time to shine some bright light on Amazon and Google's lobbyist money

It's a good thing Apple is as big as it is in order to speak truth to power.

DOJ to Apple: You're wrong, wrong, wrong on e-books

With public comments running 10 to 1 against it, the antitrust division refuses to budge





Closed for Business




Australia Judge Calls Apple-Samsung Dispute Over 3G "Ridiculous" 






Apple, Microsoft End Patent Fight With BackBerry Foe NTP






The Russian hacker, Alexey Borodin, gives up, for now. 

In-app hack creator admits defeat, says 'it's all over…for now'






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