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Post by redinaustin on Jan 31, 2017 14:35:54 GMT -8
Luca sounds like mafia Luca sounds like bedroom material.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Jan 31, 2017 14:48:13 GMT -8
Luca sounds like mafia Luca Maestri sleeps with the fishes. As for the ASP, that's great, but the WSJ bozos made an issue of contracting margins. When will they learn that the jump from iPhone XS to X+1 always has lower margins than X to XS.
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Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
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Post by Mav on Jan 31, 2017 15:19:14 GMT -8
very good quarter
alright guidance
provisional congrats to the longs
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Post by phoebear611 on Jan 31, 2017 16:14:54 GMT -8
Sculley made my point exactly on CNBC - must have been reading our thread!
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Post by dreamRaj on Jan 31, 2017 16:17:40 GMT -8
My guess: We open at 126 tomorrow.
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crispin
Member
KBJ for the win. AAPL long and strong since 2000
Posts: 311
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Post by crispin on Jan 31, 2017 16:35:52 GMT -8
Wishing someone had asked Tim about the "Other Products" category and what's happening with TV and Watch. Seems like the Airpods are killing it, but what about the rest of the category?
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Post by incorrigible on Jan 31, 2017 17:37:22 GMT -8
EPS was up due to reduced share count. Earnings actually were lower than last year.
Net income Dec2016 Dec2015 $17,891 $18,361
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Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
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Post by Mav on Jan 31, 2017 17:43:16 GMT -8
yup, and this surprised no one
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Jan 31, 2017 17:46:33 GMT -8
EPS was up due to reduced share count. Earnings actually were lower than last year. Net income Dec2016 Dec2015 $17,891 $18,361 I didn't listen to the call. Were there sufficient caveats about comparing a 14 week quarter this year to a 13 week quarter las year? Or will this get glossed over?
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Post by tuffett on Jan 31, 2017 18:11:37 GMT -8
Wishing someone had asked Tim about the "Other Products" category and what's happening with TV and Watch. Seems like the Airpods are killing it, but what about the rest of the category? Other products were down YoY, which means Apple TV must have had a terrible performance given the new headphone offerings and record sales of Watch. Not surprising as there is very little value proposition.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,427
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Post by chinacat on Jan 31, 2017 18:36:45 GMT -8
Other products were down YoY, which means Apple TV must have had a terrible performance given the new headphone offerings and record sales of Watch. Not surprising as there is very little value proposition. Apple TV is a placeholder product for original and/or licensed content, IMHO. Now that Apple Music seems to be making at least some headway (Disclaimer: not a subscriber; I have a large collection, being a geezer, most of which has been converted to digital in one way or another, so have not felt a burning need for a subscription service), the only question is who is going to play the same role for video. Netflix? Disney?
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Post by mrentropy on Jan 31, 2017 19:05:57 GMT -8
Tony Sackanuts always has the most amazing way of twisting questions. "So you guys did amazing which I completely failed to predict, but if I twist this metric around where you have a huge number of switchers but I can make it look like you have fewer upgrades, can you tell me how long it will be before Apple is doomed because of this? This quarter or next?"
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Post by artman1033 on Jan 31, 2017 21:16:13 GMT -8
EPS was up due to reduced share count. Earnings actually were lower than last year. Net income Dec2016 Dec2015 $17,891 $18,361 I didn't listen to the call. Were there sufficient caveats about comparing a 14 week quarter this year to a 13 week quarter las year? Or will this get glossed over? seekingalpha.com/article/4041266-apple-aapl-q1-2017-results-earnings-call-transcript?part=singleLUCA: We had the benefit of a 14th week during the quarter this year, but this was offset by four factors. First, this year we grew China inventory significantly less than a year ago. Second, iPhone 7 launched earlier in the September quarter compared to the iPhone 6s launch the previous year, creating a more difficult comparison for the December quarter this year. Third, the stronger U.S. dollar affected total revenue growth this year by 100 basis points. And fourth, our year-ago revenue included the benefit of a one-off $548 million patent infringement payment. Also, strong customer interest left us in supply/demand imbalance for several of our products throughout the quarter this year.
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