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Post by mace on Apr 23, 2013 12:31:10 GMT -8
Everyone seems to expect a $30 move either positive or negative...I'm kind of thinking we'll be +/- onnly $5 or less. $30 move is what option market is forecasting. Just add ATM calls + puts to get $30. |
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Post by appledoc on Apr 23, 2013 12:31:21 GMT -8
10.09 EPS and 43.6 Rev
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Post by appledoc on Apr 23, 2013 12:31:42 GMT -8
37.4M iPhones
19.5M iPads
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Post by Deleted on Apr 23, 2013 12:31:43 GMT -8
Apple More Than Doubles Cap Return Program Is that a wish or did you see that somewhere? |
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Post by staralpha on Apr 23, 2013 12:32:21 GMT -8
Dividend to 3.05
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Post by appledoc on Apr 23, 2013 12:32:38 GMT -8
Buyback boosted by $50B
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Post by pauls on Apr 23, 2013 12:32:40 GMT -8
Seems like the lead up to each call is more ominous than the last. Hope isn't a strategy but that's all we got for the next little while.
Good luck one and all.
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Post by dreamRaj on Apr 23, 2013 12:32:42 GMT -8
Not bad. 50 bln to share buyback  |
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Post by Deleted on Apr 23, 2013 12:32:47 GMT -8
I'm really surprised we just got 10.09 with these unit sales.
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Post by terps530 on Apr 23, 2013 12:33:09 GMT -8
Apple More Than Doubles Cap Return Program Is that a wish or did you see that somewhere? this is a line on my TD news feed |
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Post by artman1033 on Apr 23, 2013 12:33:26 GMT -8
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Post by phoebear611 on Apr 23, 2013 12:33:37 GMT -8
Guidance a disappointing $34.5 BN
bringing up div to $3.05 (modest)
They now have $145 BN in cash - unreal
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Post by Deleted on Apr 23, 2013 12:33:46 GMT -8
Bullish Cross says Apple is increasing it's dividend by 15%/quarter? That's a massive amount...and distributing 100 Billion by 2016!
Wow
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Post by Deleted on Apr 23, 2013 12:34:38 GMT -8
37.5% GM. That did it.
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Post by mtjs on Apr 23, 2013 12:35:48 GMT -8
funny music while waiting on the call |
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Post by terps530 on Apr 23, 2013 12:35:52 GMT -8
china went from 12.5% to 18% revenues. that's a good sign. (8.2billion)
europe (9.8 billion)
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Post by sponge on Apr 23, 2013 12:36:01 GMT -8
That is what killed us. We will see how WS reacts. I don't see the info regarding dividend or buybacks. |
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Post by mace on Apr 23, 2013 12:36:13 GMT -8
I'm really surprised we just got 10.09 with these unit sales. Me too, so low? They issue a lot RSUs? |
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Post by dreamRaj on Apr 23, 2013 12:37:02 GMT -8
I'm "wishing" the stock goes up with this news, unless the focus goes ONLY on the guidance.
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Mav
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Post by Mav on Apr 23, 2013 12:37:26 GMT -8
The bag, it is a mixed one.
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Post by appledoc on Apr 23, 2013 12:37:26 GMT -8
So I'll be the first to ask this, what the FUCK took them so long to give us this cash news? Total bullshit. Absolutely inexcusable to drag their feet this long.
And whether this is true or not, this release gives the appearance that they knew earnings/guidance would not please WS and they wanted to cover that up with the cash announcement.
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Post by Odd-Lot Richard on Apr 23, 2013 12:38:18 GMT -8
I'm really surprised we just got 10.09 with these unit sales. Me too, so low? They issue a lot RSUs? Building manufacturing infrastructure? |
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Post by terps530 on Apr 23, 2013 12:38:37 GMT -8
i see
dividend raised to $3.05
total 100 billion returned by end of 2015
plans to borrow in conjuction with expanded return of capital program
share repurchase authorization to 60 billion
so will the above outweigh the june guidance???
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Post by tuffett on Apr 23, 2013 12:38:51 GMT -8
What? They reported within guidance?! They're succumbing to gimmicks like larger buybacks?! I'm shocked!!
I guess I just don't get this company.
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Mav
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Post by Mav on Apr 23, 2013 12:39:00 GMT -8
Apple going aggressive on margin.
"Coverup" theories commence (div + buyback with bad earnings guidance)
The transition continues.
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Mav
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Post by Mav on Apr 23, 2013 12:40:06 GMT -8
OpEx continues to be very high. What's going on there? The same OpEx at $35B revs as at $54B?
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mark
fire starter 
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Post by mark on Apr 23, 2013 12:41:16 GMT -8
Okay, so I got the $50B buyback that I was expecting. But I was wrong about the dividend hike ... I expected $3.25 rather than $3.05. But still, good enough. For now.
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Post by artman1033 on Apr 23, 2013 12:42:24 GMT -8
Comparing last year to this year2012 iPad unit volume 11,798,000 2012 iPad $ = $6,264,000,000 2013 iPad unit volume 19,477,000 2013 iPad $ = $8,746,000,000 as always, please check my math. Apple is selling a LOT of minis!!!!
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Mav
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Post by Mav on Apr 23, 2013 12:42:25 GMT -8
You're getting both a divvy and buyback.
So you can't expect "double-barreled" both.
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Post by terps530 on Apr 23, 2013 12:43:41 GMT -8
hey they finally came out with what they are doing with cash, so can't really complain about that. we would have been quite pissed if they held off mentioning any of that.
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