Wednesday, July 25, 2012


Wall Street anticipating huge holiday quarter after Apple disappoints

"Huberty issued a note to investors after Tuesday's earnings call in which she said Apple's "near-term pain" will be "offset by long-term gain." She sees a base-case valuation of AAPL stock at $720, with a bull-case of $960."
 

Wall Street anticipating huge holiday quarter after Apple disappoints


Cramer:

Apple is still better than its rivals



And by new model, they mean the iPhone 5

Apple blames quarterly miss on new model anticipation, economy

"Apple is in that rarest of all positions where the Street will punish them for anything less than an excess of success," CCS Insight analyst John Jackson said. "If there's a positive spin on the iPhone story, it is one of latent demand."





Notes of interest from Apple's Q3 2012 conference call

  • New all-time quarterly record for iPad unit sales.
  • Mac sales only grew 2 percent year over year, but that was enough for a new June quarter record on sales of 4 million units.
  • Number of iPhones in the Fortune 500 have more than doubled in the last year, while iPads have more than tripled.
  • More than 410 million iOS devices (iPhone, iPad, iPod touch) have been sold to date.
  • More than $5.5 billion has been paid to iOS App Store developers.
  • Weekly iPhone sales continue to be negatively impacted by rumors of new products, Oppenheimer revealed. Cook said he believes there is "incredible anticipation" for future products that has affected sales, though the exact impact is "difficult to sort out."
  • "We could not be more confident in our new product pipeline," Oppenheimer said, though he unsurprisingly declined to offer any specifics or details.



Tim Cook downplays carrier concerns over high iPhone subsidy costs




This dividend will be a drag on AAPL share price and is probably already a factor

Apple announces shareholder dividend payout to occur August 16, 2012




California judge rejects bid for longer trial in Samsung-Apple case

California judge rejects bid for longer trial in Samsung-Apple case | Macworld




For a reality check of how Apple is really doing 

Few Financial Records, But Stores Remain Strong






Whoops!




Apple TV outsells Xbox 360 in latest quarter, still a 'hobby'




Apple TV sales up 170%, reaches installed base of 6.8 million AirPlay-ready HDTVs




Still a hobby?  Apple sells 4 Million Apple TVs in Fiscal Year




Is the iPad eating into educational Macs?

It would appear so.

Apple's iPad education sales double, outperform Mac 2-to-1




Apple sold 17 Million iPads including stories like these

11,000 iPads sold to Mansfield Texas HS





It's not just schools, but the enterprise too

Apple iOS retains commanding lead in enterprise through Q2, report says





Most Recognized Handset Brand in China, Apple Ranks No. 1

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