Apple After Steve Jobs

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iPhone sales up and new record broken. iPad sales up with new record broken. Mac sales up despite the sales of the iPad and other tablets and a declining PC market. Records revenues. But iPhone unit sales not up to “analysts” estimates. iPods is a done thing. Apple shares are being beaten in after trading markets. No other company on earth deliver that much profits in a single quarter. No other.
What am I missing? Wonder why financial markets is so fucked up.

iPhone sales up and new record broken. iPad sales up with new record broken. Mac sales up despite the sales of the iPad and other tablets and a declining PC market. Records revenues. But iPhone unit sales not up to “analysts” estimates. iPods is a done thing. Apple shares are being beaten in after trading markets. No other company on earth deliver that much profits in a single quarter. No other.

What am I missing? Wonder why financial markets is so fucked up.

Posted by
JFMartin

Apple’s last quarter results in charts. My observations.
iPad shipments are as following the same cyclic trend as the iphone shipments. 
The iPod is on the verge of being irrelevant to Apple in term of revenues but that doesn’t mean its extinction. We call that a lost leader.
iPhone revenues are still massive.
iPad revenues are stable and not increasing. Is that the iPad mini effect?
Last quarter, iPad shipments where flat even when everybody knew there was going to be new models. I expect a great december quarter for the iPad.
Growth of Apple seems to have flattened. New product categories the only way to restart growth?
iTunes + software revenues are constantly increasing and aren’t cyclic. Interesting.

Apple’s last quarter results in charts. My observations.

  • iPad shipments are as following the same cyclic trend as the iphone shipments. 
  • The iPod is on the verge of being irrelevant to Apple in term of revenues but that doesn’t mean its extinction. We call that a lost leader.
  • iPhone revenues are still massive.
  • iPad revenues are stable and not increasing. Is that the iPad mini effect?
  • Last quarter, iPad shipments where flat even when everybody knew there was going to be new models. I expect a great december quarter for the iPad.
  • Growth of Apple seems to have flattened. New product categories the only way to restart growth?
  • iTunes + software revenues are constantly increasing and aren’t cyclic. Interesting.

Posted by
JFMartin

Meanwhile, chatter on the Street suggests an increasing likelihood that Apple (AAPL) will miss analysts’ consensus when it posts results for its holiday quarter on January 23rd. This would be Apple’s third consecutive miss after falling short of Wall Street’s consensus in both the third and fourth fiscal quarters last year, and it would come at a time when Apple shares are still trying to recover after having lost more than 25% of their value in late 2012.

BGR.com.

The thing is Apple’s own estimates targets are just fine and we expect them to be met. Analysts on the other hand, not knowing what they are talking about, create frivolous expectations and are always mad when Apple unveil each record breaking quarters because Apple missed their targets. And now you wonder why the financial markets are so fucked up?

Posted by
JFMartin