ACM 316: AAPL Q3 2015 Earnings Report Wrapup and Apple Watch

| Apple Context Machine Podcast

Apple reported another record breaking quarter over US$49 billion in revenue, 4.8 million Macs sold, and 47.5 million iPhones sold. Jeff and Bryan look into Apple's numbers—and lack of numbers, in the case of Apple Watch—plus Bryan explains why the company's stock can drop even when the figures it reports are so good. They also have some complaints about iTunes 12.

ACM 316: AAPL Q3 2015 Earnings Report Wrapup and Apple Watch

Jul. 22, 2015 — Download: MP3 Version (AAC Version Coming Soon)

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Alex Santos

In terms of larger sales in June than May. Here is my take and it’s based on the law.

Now, this does depend on the state or country but I think in general this is true. You can’t charge a customer’s card until the product is shipped to a customer. So although customers pre-ordered, Apple didn’t ship to the customer until they could. I believe this legal basis is based on consumer protection laws across Europe and N.AM. I am not clear on the equivalent laws in Africa and the Middle East. I believe in the state of California, if you charge a customer and have still not shipped in 2 weeks then it is illegal.

This is why I believe Tim reported most of the sales occurring in June.

Hope this helps analyze the situation a little better and I hope I understand the dilemma.

Alex Santos

In terms of larger sales in June than May. Here is my take and it’s based on the law.

Now, this does depend on the state or country but I think in general this is true. You can’t charge a customer’s card until the product is shipped to a customer. So although customers pre-ordered, Apple didn’t ship to the customer until they could. I believe this legal basis is based on consumer protection laws across Europe and N.AM. I am not clear on the equivalent laws in Africa and the Middle East. I believe in the state of California, if you charge a customer and have still not shipped in 2 weeks then it is illegal.

This is why I believe Tim reported most of the sales occurring in June.

Hope this helps analyze the situation a little better and I hope I understood the dilemma.

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