John Martellaro and Bryan Chaffin join host Kelly Guimont to discuss to discuss what we heard and think we heard on Apple’s earnings call.
Apple on Wednesday turned in a record September quarter—the company’s fiscal 4th quarter—with revenues of US$64 billion. The company also reported earnings per share of $3.03, crushing Wall Street consensus estimates of $2.68 EPS. [Updated with more details.]
Apple has posted plenty of “Shot on iPhone”: videos, but four new ASMR videos mark the first time where the content is more about the experience than it is about the device that made it. Bryan Chaffin is joined by guest-host Charlotte Henry to discuss it. They also talk about Samsun’s lame decision to pull an old ad from its YouTube channel that mocked an Apple move that Samsung is following today. So lame. They also look at Apple’s gargantuan effort to buy $24 billion of its own stock in just the June quarter.
Apple reported on Tuesday June quarter revenues of $53.8 billion, a record June quarter that the company pointed out was an increase of 1 percent from the year-ago quarter. Apple posted earnings per diluted share of $2.18.
Some analysts are projecting Apple to turn in year-over-year declines in sales and revenues for the September quarter—here’s how it breaks down.
The news helped send Apple’s stock higher, with $AAPL trading at $210.075 per share in afternoon session, a gain of $2.335 (+1.12%), on moderate volume.
This level of analysis is to me the flip side of Apple fanboy ebullience, no more than faith-based commentary with little reason or evidence to back it.
Despite the trade war between China and the United States, Apple stocks have jumped as much as 3.3% in the past three weeks.
Bryan Chaffin is joined by guest cohost Ken Ray for a spirited look into Apple’s earnings report. The two also weigh the real meaning behind Apple’s outward emphasis on services and what that means for Apple hardware. They cap the show with a rant about AT&T’s fake 5G. Spoiler: AT&T’s claims of a “5G” network are fake.
Analysts latched on to better-than-expected guidance for the June quarter and comments from Apple that its trade-in program have boosted iPhone sales, sending the stock higher in after hours trading.
Apple’s iPhone revenue for Q2 went down year-over-year. China was a major problem. But Apple took aggressive action that benefitted customers. Here’s what happened.
Apple’s revenue and earnings were down year over year, so the company focused on record Services revenue and an increase in its quarterly dividend.
And the reason should be obvious: Apple is one of the singularly most successful companies in the history of modern commerce, and shareholders don’t want anyone monkeying that up.
Bryan Chaffin is joined by Dave Hamilton to take a very high-level look at Apple, comparing the company from its early days to the company of today, and looking ahead to what kind of company Apple might be tomorrow.
It’s time to break down Apple’s earnings, and Bryan Chaffin is joined by guest-host Jeff Gamet to do just that. They also discuss the ins and outs, ups and downs, and even some sideways aspects of Apple’s iPhone strategy. They cap the show with a look at Apple’s one weird trick of goosing Mac sales, which is to release new Macs.
Apple turned in a rare year-over-year decline for the company, but Wall Street was prepared because Apple warned earlier in January that it would miss its own guidance.
Bryan Chaffin and John Kheit chew on Apple’s rare guidance warning like the mangy junk yard dogs that they are. They also discuss innovation, scale, how a giant Apple should be structured, and what a Macintosh, Inc. spinoff might look like. It’s a rollicking episode, and you’re cordially invited to listen in!
Designers would win by being able to make more focused and less compromised designs; consumers would win with more choices; Apple would win with greater focused products, more revenue, better margins, and better market share.
Wall Street was unimpresed by Apple’s December Quarter revenue shortfall, and analysts raised concerns about China and pricing.
Bryan Chaffin is joined by Chuck Joiner from MacVoices to discuss Facebook’s ongoing crisis of blunders and mistakes, and whether or not CEO Mark Zuckerberg should go. They also look at what seems to be Tumblr’s real-time death spiral, and debate whether or not Wall Street is punishing Apple for not reporting iPhone sales and whether or not that’s OK.