Deleted
Deleted Member
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Post by Deleted on Apr 27, 2015 12:52:39 GMT -8
Remember that options positions need to be unwound...don't read much into the market reaction until Thursday.... I'm thrilled. That capital return program is rock solid! +1. Buyback # is a blockbuster. I'm buying back what I sold at $135.75.
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Post by artman1033 on Apr 27, 2015 12:53:55 GMT -8
fortune.com/2015/04/27/spreadsheet-of-the-day-final-estimates-for-apples-fiscal-q2/CUPERTINO, California—April 27, 2015—Apple® today announced financial results for its fiscal 2015 second quarter ended March 28, 2015. The Company posted quarterly revenue of $58 billion and quarterly net profit of $13.6 billion, or $2.33 per diluted share. These results compare to revenue of $45.6 billion and net profit of $10.2 billion, or $1.66 per diluted share, in the year-ago quarter. Gross margin was 40.8 percent compared to 39.3 percent in the year-ago quarter. International sales accounted for 69 percent of the quarter’s revenue.
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Post by rob_london on Apr 27, 2015 12:55:38 GMT -8
Crikey...Apple is drowning in cash. Net cash = $149.6 billion.
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Deleted
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Post by Deleted on Apr 27, 2015 12:55:57 GMT -8
Current FUD on cnbc was that these numbers were put up in a quarter when a competitor's flagship phone was out yet. Crap News Bullshit Channel.
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Ted
fire starter
Posts: 882
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Post by Ted on Apr 27, 2015 12:57:46 GMT -8
iPads sold 12.6 million units. Not tooo bad. Off 23% y/y, 41% q/q.
Edit: And Macs up 10% y/y.
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Post by artman1033 on Apr 27, 2015 13:08:20 GMT -8
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JDSoCal
Member
Aspiring oligarch
Posts: 4,183
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Post by JDSoCal on Apr 27, 2015 13:12:59 GMT -8
Congrats to the longs! Where's my 15% jump like AMZN, WS BITCHES?!?!?
ATH.
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Post by rob_london on Apr 27, 2015 13:14:23 GMT -8
Apple manufactured 678,000 iPhones per day.
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icam
Member
Posts: 447
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Post by icam on Apr 27, 2015 13:15:39 GMT -8
Monitoring Bloomberg and C#$C's coverage of earnings and thoughts on AAPL's future. Summary: Bullish, with the possibility of the stock price getting volatile/jerked around by short term influences (i.e. open options contracts).
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Post by dreamRaj on Apr 27, 2015 13:16:01 GMT -8
I think I heard a small but proud chuckle from Tim as he mentioned the Apple watch.
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icam
Member
Posts: 447
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Post by icam on Apr 27, 2015 13:17:12 GMT -8
Congrats to the longs! Where's my 15% jump like AMZN, WS BITCHES?!?!? ATH. Give it 20 days.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,183
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Post by JDSoCal on Apr 27, 2015 13:19:22 GMT -8
Monitoring Bloomberg and C#$C's coverage of earnings and thoughts on AAPL's future. Summary: Bullish, with the possibility of the stock price getting volatile/jerked around by short term influences (i.e. open options contracts). Except for that dumb Nathan fuckhead, who could buzzkill a three-way with Victoria's Secret models. Even Guy Adami has completely capitulated, but not Dumb Nathan. First time watching CNBC in 90 days, and I regret it. Cutting the cable soon...
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mark
fire starter
Posts: 1,552
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Post by mark on Apr 27, 2015 13:22:10 GMT -8
"Will Apple Watches Eat Into iPhone Sales?" --- Market Talk
The stupid ... it burns!!!!
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Deleted
Deleted Member
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Post by Deleted on Apr 27, 2015 13:23:15 GMT -8
Monitoring Bloomberg and C#$C's coverage of earnings and thoughts on AAPL's future. Summary: Bullish, with the possibility of the stock price getting volatile/jerked around by short term influences (i.e. open options contracts). Except for that dumb Nathan fuckhead, who could buzzkill a three-way with Victoria's Secret models. Even Guy Adami has completely capitulated, but not Dumb Nathan. First time watching CNBC in 90 days, and I regret it. Cutting the cable soon... I cut the cable and couldn't be happier. I am running Apple TV with Netflix and HBO Now. Now I'm waiting for CenturyLink to turn on fiber optic in my building and it's sayonara Comcast.
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Post by rob_london on Apr 27, 2015 13:24:21 GMT -8
Nice to see gross margins back above 40% again.
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icam
Member
Posts: 447
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Post by icam on Apr 27, 2015 13:27:00 GMT -8
Monitoring Bloomberg and C#$C's coverage of earnings and thoughts on AAPL's future. Summary: Bullish, with the possibility of the stock price getting volatile/jerked around by short term influences (i.e. open options contracts). Except for that dumb Nathan fuckhead, who could buzzkill a three-way with Victoria's Secret models. Even Guy Adami has completely capitulated, but not Dumb Nathan. First time watching CNBC in 90 days, and I regret it. Cutting the cable soon... I never watch it either. Decided to monitor it today because I wanted to have some insights into what the Dumb Bunnies would be seeing and reacting to.
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Post by moltenfire on Apr 27, 2015 13:34:02 GMT -8
Loving the dividend raise to $0.52 a share. Was higher than my estimate of 50 cents a share.
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Post by moltenfire on Apr 27, 2015 13:34:38 GMT -8
Some analyst just called Tim Cook "Timmy"? C'mon, show some respect.
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Post by moltenfire on Apr 27, 2015 13:38:34 GMT -8
Luca: "Apple Watch margins will be lower than company average". Hmm, strange since the overall narrative by Apple and watch experts was that margins on the Apple Watch would be high because the internals of the Stainless Steel and the Edition models are identical to the Sport model but costs hundreds more.
EDIT: Tim Cook goes on and clarifies that the Apple Watch margins FOR THE FORECAST QUARTER will be lower than company average. NOT guiding to what the Apple Watch margins will be over time.
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mark
fire starter
Posts: 1,552
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Post by mark on Apr 27, 2015 13:39:55 GMT -8
"Apple Not Immune to Currency Moves" - Market Talk
No kidding ... 69% of sales are from outside the USA!
[more burning stupidity]
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Post by zzmac on Apr 27, 2015 13:44:40 GMT -8
Cheers to the throngs!! (who bought all those cool Apple products)
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JDSoCal
Member
Aspiring oligarch
Posts: 4,183
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Post by JDSoCal on Apr 27, 2015 13:50:29 GMT -8
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Post by rob_london on Apr 27, 2015 13:57:59 GMT -8
Where are those WS analysts who said Apple were doomed unless they built a cheaper iPhone?
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Post by CdnPhoto on Apr 27, 2015 14:01:14 GMT -8
Where are those WS analysts who said Apple were doomed unless they built a cheaper iPhone? Lining up to get the iPhone 6+
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Post by dreamRaj on Apr 27, 2015 14:05:17 GMT -8
We're up by a mind-blowing $1.70. Unbelievable!! But I'm certain the days ahead will bring us joy Looking forward to tomorrow's action.
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Ted
fire starter
Posts: 882
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Post by Ted on Apr 27, 2015 14:07:03 GMT -8
Tim sounded tired, but as confident or more so than ever, resolved. "Hey Wall Street, you won't buy more than 61% of our shares?! Fine, fuck you, we'll buy $50B more ourselves!" Looking forward to the weeks ahead!
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Apr 27, 2015 14:09:51 GMT -8
All in all a great performance and a great call. Now we see if Wall Street is paying attention.
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Deleted
Deleted Member
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Post by Deleted on Apr 27, 2015 14:18:17 GMT -8
Do institutions buy and sell in the AH or is all this retail money with the muted response? I have to believe the $50B buyback is going to put a new floor on the stock, but I don't understand how a company blows out an earnings report and gets $1.60 more in the AH. By comparison, MSFT, GOOG and AMZN had shit reports and look at the reaction to those limp dick companies? WTF?
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,429
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Post by chinacat on Apr 27, 2015 14:23:33 GMT -8
I think what I have loved the most about the last two earnings calls has been listening to the analysts try to come up with some kind of "incisive" question. You know, trying to find the dark cloud amid all the blinding sunshine. iPad has been about the only topic they've been able to latch onto in their attempts.
I am, of course, quite pleased that the peg I hung my hat on for this quarter was a good one - 70% YoY revenue growth in China.
Birthday tomorrow - this was a a great present.
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Post by kevinhernandez on Apr 27, 2015 14:25:24 GMT -8
Do institutions buy and sell in the AH or is all this retail money with the muted response? I have to believe the $50B buyback is going to put a new floor on the stock, but I don't understand how a company blows out an earnings report and gets $1.60 more in the AH. By comparison, MSFT, GOOG and AMZN had shit reports and look at the reaction to those limp dick companies? WTF? Probably the same thing that keeps Apple down every week. Weekly Options. 40K of them at 135.
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