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Apple reports Q2 results ($11.6 billion profit/$39.2 billion revenue)

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dLMN8R

Member
Why are people surprised that they're up 7%+ in after-hours trading? They've dropped 10% in the last 2 weeks because of god knows why. Misguided investors, I guess. They shouldn't have dropped in the first place, so now they're naturally moving back to almost where they were before, before rising even further.
 
And it just occurred to me that Apple could flush their entire Mac division down the toilet and still be the most successful company on the planet.

But how would college kids get on the facebooks

2000-facebook-machine388.jpg



Seriously though, amazing quarter at Apple.
 
So, Ivy Bridge macs updating through the spring and summer, Mac OS 10.8, iLife '12, iOS 6, and iPhone 6 in late summer/early fall?

Wonder if we'll see an iTV and/or iPad mini sometime this year too.

edit: oh, and iWork will need to get updated for non-shitty iCloud integration too.
 

Pachinko

Member
There's obviously LOTS at work here to shoot their share value that high but a VERY BIG thing that is worth considering- the downfall of RIM. Between the massive blackout last year and contract renewals being up for millions I think a HUGE portion of blackberry owners , especially in north american switched to ANYTHING else. MOST went with an iphone. I know I technically did but it's a move I'd have made sooner if I wasn't locked into a contract.

I've noticed with apples rise in popularity , especially in phone markets , there seems to be a proportional increase of people who think iphone owners are brainwashed sheep. It's almost as though they've never used the product or just don't want to try it. Anecdotal evidence but MOST people I know these days have switched to an iphone. The only complaint I get is that the facebook app is a buggy piece of shit (which it can be) but facebook made the app , not apple. It also doesn't run any better on other formats. Meanwhile, all the android owners I know (mostly samsung products) have battery issues, mechanical failure and all manner of shoddy build quality concerns. Some of them have only had their phones for a few months and are already experiencing problems. I realize the iphone is NOT immune to this sort of thing but when I do hear about someone needing a fix for it, it's a self inflicted wound "I dropped it and it cracked, I hacked it and it bricked, etc".

With this much market share I wonder how much higher they can really go though, blackberry is pretty much dead and android users seem content for the most part , aside from iphone 5 and eventually 6 upgrades where's additional market going to come from ?
 

Angry Fork

Member
Where are the people wanting them to pay their fair share on such exorbitant profits!?

I'm here. Depends on what people think is fair though. Fair to me would be 100% tax on everything above what's necessary to keep the company running and continue R&D. Anything above that should be given to the state to be funneled into education healthcare and shelter for everyone.

This would be after the foxconn/wage slave situation is sorted though. They should enjoy some of the profits before any CEO at Apple. It's unfortunate this will never happen but it is what it is.
 

border

Member
I remember how my sister age 20 wanted to get an ip4s @ a verizon store last week and every and I mean every sales attendant there was PUSHING Android phones down her throat and in her ass HARD, LITERALLY.

You understand that they are pushing Android hard not because it's better, but because they make way more money on Android phones?

How badly injured was your sister when they LITERALLY shoved a 4.5" phone in her mouth and then used it to sodomize her?
 

Stumpokapow

listen to the mad man
I'm here. Depends on what people think is fair though. Fair to me would be 100% tax on everything above what's necessary to keep the company running and continue R&D. Anything above that should be given to the state to be funneled into education healthcare and shelter for everyone.

100% tax on "everything above what's necessary to keep the company running and continue R&D" would make every company in the entire world shut down instantaneously. If you can't make a profit, you can't maintain a buffer against risk, which means you won't take risks.

This would be after the foxconn/wage slave situation is sorted though. They should enjoy some of the profits before any CEO at Apple. It's unfortunate this will never happen but it is what it is.

Is the wage situation in China better or worse than it was 5 years ago? Think carefully before you answer.
 

coldfoot

Banned
With this much market share I wonder how much higher they can really go though, blackberry is pretty much dead and android users seem content for the most part , aside from iphone 5 and eventually 6 upgrades where's additional market going to come from ?
Smartphone-Penetration.gif


I'm sure smartphone penetration is even lower in emerging markets, plus the usual 2-year upgrade cycle for phones with better screens and battery life.
 

coldfoot

Banned
100% tax on "everything above what's necessary to keep the company running and continue R&D" would make every company in the entire world shut down instantaneously. If you can't make a profit, you can't maintain a buffer against risk, which means you won't take risks.

Is the wage situation in China better or worse than it was 5 years ago? Think carefully before you answer.

Perfect answers for both counts. Companies should not be taxed, but their investors should. Apple just can't keep hoarding cash, it won't do them any good, so eventually that cash returns to the investors and that's where you take the tax.
 

Tabris

Member
That 13% Laptop/Desktop sales worries me as I plan to make the switch on the next Macbook Air refresh but no company is going to model their strategic planning against 13%.
 

GaimeGuy

Volunteer Deputy Campaign Director, Obama for America '16
Perfect answers for both counts. Companies should not be taxed, but their investors should. Apple just can't keep hoarding cash, it won't do them any good, so eventually that cash returns to the investors and that's where you take the tax.

Um, there's nothing to mandate companies give their cash reserves to their shareholders. And you're not going to find many companies that give 10%+ dividends.

The majority of investors are just along for the ride, piggybacking off of the success of others.

In fact, that's exactly how Warren Buffet operates when he or Berkshire Hathaway purchases a company. They buy a company, and continue letting management do their own thing, since that's what made the companies successful and attractive to Berkshire in the first place.

You get a piece of the pie, but you don't bake the pie. The idea that an investor should not only get a piece of the pie, but bake the pie itself, well, it tends to lead companies astray from their original mission.
 
That 13% Laptop/Desktop sales worries me as I plan to make the switch on the next Macbook Air refresh but no company is going to model their strategic planning against 13%.

I wouldn't worry too much. There still is a market, and that market is growing. I do see your point, as I am eagerly awaiting the refresh on the Air's as well.
 

Cheebo

Banned
That 13% Laptop/Desktop sales worries me as I plan to make the switch on the next Macbook Air refresh but no company is going to model their strategic planning against 13%.

Here is something to remember. If EVERYTHING Apple sold iOS devices, iPods, iTunes, App Store..etc all went away and all they had were Macs they'd still be a Fortune 100 company.

The Mac business alone is enough to be one of the top 100 companies in the world. 13% is small in comparison to iPad and iPhone but it is still a massive business. They are the #3 PC maker in the world.


But it's important to remember this is going to represent everyone, not just Apple. The tablet market is going to eclipse the traditional PC market very soon. And it won't just be iPad doing that.
 

giga

Member
That 13% Laptop/Desktop sales worries me as I plan to make the switch on the next Macbook Air refresh but no company is going to model their strategic planning against 13%.
Rest easy. The software that runs on iOS devices are made on the Mac. It's not going anywhere. In fact, they've committed to releasing a new OS X version annually now.
 
That 13% Laptop/Desktop sales worries me as I plan to make the switch on the next Macbook Air refresh but no company is going to model their strategic planning against 13%.

My 2011 Macbook Air is the best overall computer I've ever owned, and pretty much the highest overall reviewed laptop. The rest of their computers are all best of class. Yeah, the major battle is now in the mobile space. But Macs and OSX are not going anywhere anytime soon, and will have their place for a long time to come. Apple knows this. All that will happen in that the software and services will become more tightly integrated between iOS and OSX, which is a good thing. Also, expect some MAJOR updates this year to the entire mac lineup. I think the delay has more to do with availability of chipsets than anything else, and I expect the entire line to be refreshed, starting with completely redesigned MBPs. This will definitely boost sales.
 

Cheebo

Banned
Rest easy. The software that runs on iOS devices are made on the Mac. It's not going anywhere. In fact, they've committed to releasing a new OS X version annually now.

And on the very financial call Tim Cook mocked the idea of merging iOS and OSX comparing it to the same logic of trying to merge a fridge and a toaster. And saying OSX and said they feel the customers for both are people with very different needs in a computer and it wouldn't satisfy either if they merged the two.

If Apple had any plans of getting rid of OSX or merging it with iOS he wouldn't have said that so directly.
 

Cheebo

Banned
You mean best in class compromised entirely of Macs? Because PC notebooks cost 50% less and do 50% more.

lol, keep telling yourself that. Macs are consistently the best reviewed laptops and have been for a while. Consumer Reports always gives the MacBook line their highest scores.

Also what many seem to forget is to the average consumer (not the geek on GAF) Macs have the image of being the high-end computer choice, the sportscar to Windows minivan.
 

numble

Member
Over 20% of revenue was in China and the new iPad hasn't even launched there yet. And the iPhone is still not on its largest carrier. And they only have 6 retail stores.
 

aznpxdd

Member
lol, keep telling yourself that. Macs are consistently the best reviewed laptops and have been for a while. Consumer Reports always gives the MacBook line their highest scores.

Also what many seem to forget is to the average consumer (not the geek on GAF) Macs have the image of being the high-end computer choice, the sportscar to Windows minivan.

High end in what way, how they look? Because they certainly aren't high end in terms of specs.

Over 20% of revenue was in China and the new iPad hasn't even launched there yet. And the iPhone is still not on its largest carrier. And they only have 6 retail stores.

So what were people buying? Honest question...
 

Cheebo

Banned
Over 20% of revenue was in China and the new iPad hasn't even launched there yet. And the iPhone is still not on its largest carrier. And they only have 6 retail stores.

iPad's potential is god damn insane. This is the Gartner projection that Tim Cook also cited as their outlook for the tablet market and iPad sales:
gartner-120410.jpg


170 million iPads being sold a year, mind boggling.


High end in what way, how they look? Because they certainly aren't high end in terms of specs.

Yes, which is something PC makers tend to be oblivious to. Hardware design and build quality is a huge huge factor to the average consumer, not what the RAM is or the graphics card. I mean even the most sleek looking Windows based Ultrabook on the market (Asus Zenbook) has a awful trackpad and weak keyboard. The fact that not a single PC maker has come even close to the build quality of a MacBook trackpad shows just how little they get the importance of build quality for a computer.
 
lol, keep telling yourself that. Macs are consistently the best reviewed laptops and have been for a while. Consumer Reports always gives the MacBook line their highest scores.

I don't know whether to laugh or pity you. Macs specs compared to PC notebooks are hilariously outdated.
 

twofold

Member
High end in what way, how they look? Because they certainly aren't high end in terms of specs.

The trackpad. Warranty/support. Build quality. Even the little things like the magsafe. That stuff is way more important to me than a CPU that is 10% more powerful.

Oh, and of course, the operating system.
 
The trackpad. Warranty/support. Build quality. Even the little things like the magsafe. That stuff is way more important to me than a CPU that is 10% more powerful.

Oh, and of course, the operating system.

Try 30-50%. Don't forget premium price!

But hey, it's cool. I get better machine for lower price, you get to brag to your hippie friends.
 

Cheebo

Banned
I don't know whether to laugh or pity you. Macs specs compared to PC notebooks are hilariously outdated.

You talk as if specs are the most important thing.

Come talk to me when PC makers even get close to the build quality of the MBA. There still has not yet been a single PC laptop with a halfway decent trackpad. The MBA/MBP trackpad is on it's own better than using a regular mouse.


Oh and you forget the biggest reason Macs blow away PC's consistently in reviews. The OS. Who cares if PC's have better specs when their design is boring, their build quality is cheap even on expensive models, and their OS is worse than OSX?

These are why Macs always consistently get better reviews. I have neer seen a single tech site or magazine give a PC laptop a higher grade than MBA.
 

numble

Member
So what were people buying? Honest question...

iPhone 4S launched during the quarter on China Unicom and China Telecom. It is also the holiday quarter for China, since Chinese New Year falls during the quarter.

To be fair for my previous post, I should put an asterisk and say that the new iPad was available in Hong Kong, which Apple lumps in with China numbers.
 
The MBA/MBP trackpad is on it's own better than using a regular mouse.

Dear God, please continue. Stuff you write is hilarious.


Oh and you forget the biggest reason Macs blow away PC's consistently in reviews. The OS. Who cares if PC's have better specs when their design is boring, their build quality is cheap even on expensive models, and their OS is worse than OSX?

I can understand Linux, but how can you argue DRM, closed-architecture system is better than Windows - no idea. I guess pretty icons do that. But you can have pretty icons on Windows as well!
 

Cheebo

Banned
Dear God, please continue. Stuff you write is hilarious.

You act like what I am saying is crazy. Pretty much every review and even the mac thread here back that up. The MBA/MBP track pad is a fucking amazing thing. Gesturing on it is the only way to go.

Hell there is a reason the mouse people tend to use for their Mac desktops is this trackpad and not a traditional mouse:
gestures_20100727.png
 

Cheebo

Banned
Dear God, please continue. Stuff you write is hilarious.




I can understand Linux, but how can you argue DRM, closed-architecture system is better than Windows - no idea. I guess pretty icons do that. But you can have pretty icons on Windows as well!
So is that why basically every single review out there across the board be it The Verge, PC Magazine, CNET, or Consumer Reports always give MacBooks their highest scores?

Because they get swayed by pretty icons?
 

numble

Member
Dear God, please continue. Stuff you write is hilarious.




I can understand Linux, but how can you argue DRM, closed-architecture system is better than Windows - no idea. I guess pretty icons do that. But you can have pretty icons on Windows as well!

OS X is a unix-based system that is very open. I also prefer the trackpad and its gestures to a mouse. And it has handwriting recognition built-in for Chinese writers.

Ez85Wl.png
 

twofold

Member
Try 30-50%. Don't forget premium price!

But hey, it's cool. I get better machine for lower price, you get to brag to your hippie friends.

The new revisions are competitively priced when they first come out. I also use my brothers student discount which gets me about 20-25% off and a 3 year global warranty for £30. No Windows laptop can come close to matching that.

There still has not yet been a single PC laptop with a halfway decent trackpad. The MBA/MBP trackpad is on it's own better than using a regular mouse.

This.

I had the choice between a Vaio Z or a Macbook Pro with my last notebook update. While the Vaio Z had a higher res screen and a quicker CPU, I just can't give up the Apple trackpad.
 

XMonkey

lacks enthusiasm.
Make it make money.

Yes, which is something PC makers tend to be oblivious to. Hardware design and build quality is a huge huge factor to the average consumer, not what the RAM is or the graphics card. I mean even the most sleek looking Windows based Ultrabook on the market (Asus Zenbook) has a awful trackpad and weak keyboard. The fact that not a single PC maker has come even close to the build quality of a MacBook trackpad shows just how little they get the importance of build quality for a computer.
A thousand times this. It's even more baffling when you consider they aren't making their own OS so they really should be focusing almost completely on hardware design, and yet they still can't equal Apple. I really don't understand it.
 

Tobor

Member
Dear God, please continue. Stuff you write is hilarious.




I can understand Linux, but how can you argue DRM, closed-architecture system is better than Windows - no idea. I guess pretty icons do that. But you can have pretty icons on Windows as well!

It's so cute when people who don't know a single thing about OS X pretend they do. I just want to squeeze those cheeks! Yes I do!
 
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