Bryan Chaffin and Jeff Gamet discuss the myth of the failing iPhone X, where that myth comes from, how it’s sustained, and how Apple’s own data says otherwise. They also talk about how Apple CEO Tim Cook and CFO Luca Maestri tried to dispel those reports during Apple’s quarterly conference call with analysts. They also look at the indicators that HomePod, on the other hand, isn’t doing well, and Tim Cook’s continued insistence on focusing on sound quality when we really want a capable home assistant. They cap the show with some perspective on just how much money Apple is paying out to shareholders.
Apple Q2 2018 Earnings Report, Mobile Safari Alternatives - TMO Daily Observations 2018-05-02
Andrew Orr and Dave Hamilton join Jeff Gamet to look at Apple’s second fiscal quarter earnings, plus Andrew tips us off to some alternatives to Safari on the iPhone and iPad.
Apple's $100 Billion Share Buyback Program Explained
It’s the largest share buyback program in corporate history, and is in addition to Apple’s existing $210 billion stock buyback programs.
Apple Reports Record $61.1 Billion in Revenues and EPS of $273, Beating Wall Street Estimates [Update]
Wall Street consensus estimates were for revenues of $60.8 billion and EPS of $2.68, making the quarter a solid beat for Apple. [Updated with more information about Apple’s results, a $100 billion share rebuy program, and a 16% increase in the company’s dividend.]
Apple 2018 Q2 Earnings Report Today with All Eyes On iPhone Sales
Apple’s second fiscal quarter earnings report for 2018 is today, May 1st, and the big focus will be on iPhone sales.
Apple's 2018 Second Fiscal Quarter Earnings Report Set for May 1
Apple will be hosting its 2018 second fiscal quarter earnings report and conference call on Tuesday, May 1st.
Inside Apple's Shareholder Meeting, Profiling Hypocrisy, and HomePod Isn't a Wiretap - ACM 449
Bryan and Jeff go inside Apple’s annual shareholder meeting, and talk about the things that seemed to get Tim Cook excited. A listener also calls them out for being hypocrites on ad profiling, and they talk about how Apple’s new HomePod isn’t a home wiretap.
Apple Shareholder Meeting Highlights: No Special Dividend, Health Care Opportunity, and No Apple Park Tours
The biggest news from the event was an indication Apple would not give shareholders a special dividend.
Apple's First Shareholder Meeting in the Steve Jobs Theater Set for this Morning
Apple’s annual shareholder’s meeting scheduled to start at 9AM pacific time Tuesday morning, and this will be the first time it will be held in the Steve Jobs Theater on the Apple Park campus.
Apple Q1 2018 Earnings Report - TMO Daily Observations 2018-02-02
John Martellaro and Bryan Chaffin join Jeff Gamet to share their thoughts on Apple’s 2018 first fiscal quarter earnings report, along with iPhone and iPad sales.
Apple's Record Quarter Includes Mixed Results, But iPhone X Performance Will Wow Wall Street
The reality is that Apple’s overall numbers included a mix of good and bad things, but it’s Apple’s iPhone X performance that will woo Wall Street when the markets open Friday.
Apple Reports Record Revenues of $88.3 Billion, Record EPS of $3.89 - iPhone X Top Selling Model
Apple reported record revenue of $88.3 billion for the December quarter, with staggering and record earnings per share of $3.89. [Update: This article has been updated with considerably more information.]
Apple to Give Employees $2,500 Bonus in Restricted Stock, Will Also Double Charity Contributions
At Wednesday’s closing price of $179.10, each employee would receive (roughly) 14 shares of restricted stock units that would then vest over time.
Apple's Chinese iCloud Occupation, HomeKit Miss, Apple Parenting, Oak Island - Pop.0 ep.28
In this TMO video podcast, Bryan Chaffin and John Kheit look at Apple’s Chinese iCloud occupation and what it says about Apple. They also think Apple is just plain missing the smarthome boat, judging by what we’re seeing at CES. John goes off on a tangent rant about parenting and Apple, and for the pop portion of the show, they talk about recent developments in The Curse of Oak Island. (WARNING NSFW: PROFANITY & RANTS)
Apple Could Bring $200 Billion to U.S., But Don't Start Spending it Just Yet
Wall Street analysts have a shopping list of things Apple could spend that money on, but I wouldn’t advise outside observers to start spending that money for Apple just yet.
Apple Q1 2018 Earnings Call Set for February 1
Apple will host is 2018 first fiscal quarter earnings conference call on Thursday, February 1st.
Apple Annual Shareholder Meeting Set for February 13 2018
Apple’s first shareholder meeting in the Steve Jobs Theater is set for Tuesday, February 13th, 2018. You’ll need a reserved seat to get in.
Apple Looks to New SEC Guidance as Tool for Bypassing Some Shareholder Proposals
Reuters reported that Apple has asked the SEC for permission to skip four shareholder proposals under the premise they’re part of Apple’s “ordinary business.”
Apple 2017 Q4 Earnings, iPhone X Production - TMO Daily Observations 2017-11-03
John Martellaro and Dave Hamilton join Jeff Gamet to look at Apple’s Q4 2017 earnings report from yesterday, talk about iPads, and share their thoughts on iPhone X production.
Shares of Apple Up in After Hours as Market Reacts to iPhone, iPad, and Mac Sales
$AAPL topped US$173 per share during the after-hours session, and here are some of Wall Street’s initial reactions to Apple’s iPhone, iPad, and Mac sales.
