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.
AAPL is Apple’s stock ticker on the NASDAQ exchange. AAPL went public on December 12, 1980 and has used AAPL ever since. Their IPO generated over $100 million, which was more than any IPO since 1967 when Ford Motor Company went public. Three hundred AAPL millionaires were created on that day.
Since then, there have been many more.
Despite the trade war between China and the United States, Apple stocks have jumped as much as 3.3% in the past three weeks.
The latest report from Consumer Intelligence Research Partners (CIRP) shows the U.S. iPhone installed base is slowing down.
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.
Apple’s iPhone China sales are down 30% in Q1 2019. Huawei continues to dominate, capturing 34% of China’s smartphone market.
Apple’s performance in China is concerning, given that the worst quarter for iPhone shipments is usually Q2 or Q3, not Q1 when new devices are still fresh. Apple has acted to cut iPhone retail prices, which has largely relieved the pressure from its channel partners.
I wonder how much of iPhone sales in China were impacted by Chinese companies encouraging employees to boycott Apple in favor of Huawei.
Netflix released its quarterly letter to shareholders saying that it’s excited to have competitors like Apple and Disney.
Bryan Chaffin & John Martellaro join host Kelly Guimont to discuss arguments about cord cutting and Apple’s policy (not political) decisions.
In response to a shareholder question about iPad Pro models, USB-C, and the inability to do video over USB-C, Apple senior vice president Craig Federighi said this feature was coming.
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.
Great analysis as usual by Ben Thompson. He writes how the Apple News subscription might be good for certain publishers, and bad for others.
To that end, I am sure that a significant number of publications will sign up for Apple’s offering; clearly the company is confident enough to leak a date. And, frankly, many publications should: most publishers are already locked into the volume game when it comes to their editorial direction, and Apple News subscription payouts will be additive to the bottom line.
The main thing that concerns me is how revenue will be driven by clicks. I hope that Apple News doesn’t become a flood of yellow journalism.
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.