Apple’s Net Income Relative To Revenue Continues To Rise

• Red Shirted Ensign

  

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  Posted: 25 July 2011 02:51 PM #31

  DawnTreader - 25 July 2011 02:30 PM

  Apple could reach $30 eps this fiscal year. What’s to slow the eps growth to less than 67% in FY 2012 considering the huge FQ1 that’s expected?

  
  Nothing.  Latin America will be joining China as huge growth engines. India and many other nations will join the ecosystem at various price and product points. All good

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• DawnTreader

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  Posted: 25 July 2011 04:19 PM #32

  DawnTreader - 24 July 2011 10:11 PM

  Apple’s Net Income Relative To Revenue Continues To Rise

  This is an 11-quarter review of Apple’s net income growth relative to revenue and includes the recently announced June quarter results.

  Snippet: During the conference call with Wall Street analysts that followed the release of June quarter results, management suggested gross margins would fall in the September quarter as unspecified product refreshes (presumably including the Apple iPhone 5 but it was not specifically cited) would impact cost of sales per revenue dollar. However, the release of Mac OS X, 10.7 last week and its accompanying high margins, the attractive retail margins produced by product sales through Apple’s global chain of retail stores and the anticipated economies of scale on the iPhone 5 with expected simultaneous releases on both the AT&T and Verizon networks suggest gross margins will remain high in the September quarter.

  The original column has been picked-up by Seeking Alpha.

       

• DawnTreader

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  Posted: 25 July 2011 05:26 PM #33

  If I can make the time this week, I’ll have some interesting graphs and table data to post this weekend on a related issue.

       

• Mav

  

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  Posted: 25 July 2011 05:28 PM #34

  Red shirted ensign - 25 July 2011 05:51 PM

  DawnTreader - 25 July 2011 02:30 PM

  Apple could reach $30 eps this fiscal year. What’s to slow the eps growth to less than 67% in FY 2012 considering the huge FQ1 that’s expected?

  
  Nothing.  Latin America will be joining China as huge growth engines. India and many other nations will join the ecosystem at various price and product points. All good

  I’m just waiting for a good opportunity to scale back in with some LEAPs and trades.  The Apple story is so foreign or unknown to most investors, there’s significant appreciation potential just from people starting to figure it all out.

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