Tuesday, January 28, 2014



Apple can't make iPhone 5s fast enough nor Mac Pros fast enough.

Demand is high, it's still a matter of supply with these flagship products.

Record breaking Q1 iPhone sales just aren't good enough for Apple






Why Nothing Apple Does Is Ever Good Enough

Apple is kind of like a wildfire. It burns so hot, it creates its own weather.




Wall Street's reality distortion field to Apple's results






I think this might belong to the project that Bob Mansfield was brought back to manage 

Apple patents solar-powered MacBook with two-sided display and rear touch inputs







AAPL investors won't wait forever for new Apple product categories, warns analyst





Cook talks innovation, future iPhones and new product categories during Apple's earnings call





Apple Financials: What a Difference Thirteen Years Make

The company is selling 7X as many Macs as it did in 2001. And that's just the beginning.




I AM NOT recommending to actually do this, double down on AAPL, but the author notes some good points here from yesterday's numbers that could otherwise be easily overlooked.

Doubling Down On Apple?

  • Let's start with the obvious. Earnings per share came in $14.50, 41 cents a share over consensus. This was first quarterly Y/Y earnings gains in five quarters.
  • Revenues came in at a whopping $57.59B, $130mm over expectations.
  • Gross margins came in at 37.9%, 70bps (basis points per share) above consensus.
  • iPhone ASP (Average Selling Price) rose to $637 in FQ1 from $577 in FQ4 and $582 in FQ3.
  • iPad sales came in at 26mm, above expectations of 24mm to 25mm, an all-time record.
  • Revenue from China rose 20% Y/Y. This was before any incremental sales came in with huge distribution deal with China Mobile (CHL) hit the ledger. The iPhone was officially launched on the carrier on January 17th and will start to show up in subsequent quarters.
  • Revenues from Apple's software & services division (iTunes, iPod, AppStore, etc..) rose 19% Y/Y to $4.4B. This is pretty amazing given iPod sales plunged 55% to under $1B in sales. This shows the power of the AppStore and the potential to monetize Apple's 575mm iTunes users which is increasingly being discussed.



And by tablets, they mean iPads

First Quarter 2014 Tablet Update: Major Tablet Brands See Biggest Year-over-Year Gains






Wall Street concerned by lower-than-expected iPhone sales in Apple's holiday quarter





Tim Cook admits iPhone 5c share lower than expected, says demand was 'different than we thought'







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