Post Tagged with: "Apple"

Apple’s Q2 is a great quarter but top line growth is gone

Apple’s Q2 is a great quarter but top line growth is gone

Last quarter, I said that Apple the China Mobile deal and the growth in China would make for a better quarter for Apple this go round. Moreover, despite the negativity we heard before the earnings report about Tim Cook, Apple is a well-run company which executes its vision quite well. There is nothing wrong at the executive leve;/ And Apple […]

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Apple’s profit falls again in Q1 2014 on record revenue

Apple’s profit falls again in Q1 2014 on record revenue

Like last quarter, Apple set another record for revenue in its first quarter of 2014. However, margins at Apple have receded, turning year-on-year profit comparisons negative for yet another quarter. Earnings per share are up because of stock buybacks. But Apple shares fell 8% after the earnings were released. Apple continues to try to maintain margins as high as possible without sacrificing share. This strategy means contraction in the Americas. But Apple is betting on Asia for growth.

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Why T-Mobile’s John Legere will continue to shake up the telecom industry

Why T-Mobile’s John Legere will continue to shake up the telecom industry

I have developed a great respect for T-Mobile as a wild card in the mobile space. Their actions as the smallest of the 4 major US mobile carriers are having implications both in terms of telecom pricing and revenue models and in terms of handset subsidies and net margins. The net benefit will accrue to customers. The question is whether a Sprint takeover ends this dynamic and what impact it will have on share prices in the space. Thoughts below

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Review: How My Ten Surprises for 2013 Fared

Review: How My Ten Surprises for 2013 Fared

In 2012, I started the subscriber newsletter out with Ten Surprises for 2012. The goal was to give Credit Writedowns Pro subscribers a list of things that investors only assigned one in three odds of occurring that I believed had a fifty percent or better chance of occurring. So if I was right, then I should get 5 out of ten predictions correct, while 3 to 4 out of ten should have been expected by investors. Last year, I graded myself at 7-3. Let’s see how I did this year.

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Apple’s profit falls in Q4 2013 on record revenue

Apple’s profit falls in Q4 2013 on record revenue

Apple set another record for revenue in its fourth quarter of 2013 according to its latest earnings. However, margins at Apple have receded such that profit fell for yet another quarter. Overall, Apple’s strategy now seems to be geared toward maintaining margins as high as possible without sacrificing too much share. It will be a difficult proposition despite Apple’s stellar execution.

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On the Moto X and Android domination

On the Moto X and Android domination

The new flagship phone for Motorola, Google’s mobile hardware subsidiary, the Moto X has grabbed the tech industry’s attention. It is made in the US and comes with a lot of flashy customization features. I think the phone is a bit disappointing. But it won’t matter because the Android ecosystem is so large now that its momentum cannot be stopped.

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Google latest moves in mobile are its most important yet

Google latest moves in mobile are its most important yet

Yesterday I wrote up a review of Apple’s earnings. And while the earnings are declining, Apple is still in pole position in the mobile space. Nonetheless, Google’s product unveiling yesterday was huge because the various products in handsets, tablets and for TV show that Android has entirely closed the gap with Apple. Today I want to review why this is so important.

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With Apple’s earnings declining, emphasis is on returning cash to investors

With Apple’s earnings declining, emphasis is on returning cash to investors

Late in January, I predicted why earnings contractions were coming for Apple in 2013. And since that time, Apple has indeed shown back-to-back quarters of earnings decline, with the announced earnings yesterday much lower than in the comparable quarter in 2012. This will be the new reality for Apple for quite a while, one reason the company must continue returning money to shareholders.

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The unbundling of the handset subsidy and the coming mobile price war

The unbundling of the handset subsidy and the coming mobile price war

Real quick here – I wrote you on Friday about T-Mobile USA’s moves to unbundle handset subsidies and to reduce pricing. Apparently this is having an impact as all the major carriers have now reacted. Sprint has lowered its unlimited contract pricing and AT&T and Verizon have also partially unbundled handset subsidies. I believe US consumers will benefit.The big loser here will be handset makers.

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More on how the NSA scandal is negatively affecting the cloud

More on how the NSA scandal is negatively affecting the cloud

In the wake of the NSA spying scandal, I have been moving my data away from large US vendors and increasing my computer security. Both of these issues needed to be addressed but the NSA spying scandal has made them relevant for me – and I suspect many others. This will negatively impact earnings growth, particularly at Google and Facebook, particularly for international and business revenue.

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Apple: Tax gimmicks could hurt the brand

Apple: Tax gimmicks could hurt the brand

One of the striking aspects of the Senate Permanent Subcommittee on Investigations hearing on Apple’s aggressive tax-avoidance strategies is the way the Senators bent over backwards to declare Apple love even as they poked and prodded at the tech giant’s various, um, devices. Being an icon of US tech prowess, even if the halo is slipping, will do that.

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Android is killing iOS with nearly 75% share in Q1 2013

Android is killing iOS with nearly 75% share in Q1 2013

Gartner’s latest market share results are in and they show Google’s Android operating system gaining significant market share in Q1 2013 to nearly 75%. That is a jump of almost 20% in just one year.

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