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MacDailyNews presents live notes from Apple’s Q119 Conference Call with analysts
MacDailyNews ^
| January 29, 2019
Posted on 01/29/2019 6:40:37 PM PST by Swordmaker
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To: ~Kim4VRWC's~; 1234; 5thGenTexan; AbolishCSEU; Abundy; Action-America; acoulterfan; AFreeBird; ...
Apple First Quarter Financial Conference Call notes in reverse order. Beats all except iPhone revenues. . . Profits beat year-over-year by 50% on lower revenues!PING!
Apple Financial Call for 2019 First Quarter Ping!
If you want on or off the Mac Ping List, Freepmail me.
2
posted on
01/29/2019 6:44:08 PM PST
by
Swordmaker
(My pistol self-identifies as an iPad, so you must accept it in gun-free zones, you hoplaphobe bigot!)
To: Swordmaker
Surprising they had their best-ever quarter for Mac. They really need to create new computers although part of the problem is lack of new features from Intel
3
posted on
01/29/2019 6:49:51 PM PST
by
palmer
(...if we do not have strong families and strong values, then we will be weak and we will not survive)
To: Swordmaker
Sometimes, your market has just been saturated, and nothing else is needed for a while. I’ve heard of certain iphones that were built guaranteed to break down after a short warranty expires. Maybe that’s how market saturation has been handled up to now.
To: Swordmaker
Apple , take a bite but I have worms
To: Swordmaker
There are some amazing items in that list...
- Apples wearables business is approaching the size of a Fortune 200 company. Wearables, home and accessories GREW over $1.8 billion, thanks to amazing popularity of Apple Watch and AirPods. [POF - Remember at the launch not long ago so many people said Apple Watch was a loser, there was no use for it, and it was DOA?]
- Half of iPad buyers in Q119 were new to iPad and half of Mac buyers in Q119 were new to Mac [POF - staggering they are attracting that many new customers]
- ...paid subscriptions will cross 500 million mark in 2020. HALF A BILLION subscribers [POF - all I subscribe to is extra iCloud storage. Is this for music?]
- U.S. iPhone customer sat: 99% for iPhone XR, XS, and XS Max [POF - when did you ever hear of a satisfaction number like that? Never]
To: Swordmaker
Ahem Apple, my mid2011 iMac is no longer OS upgradeable so I need a new one but I refuse to get one until you upgrade the iMac CPU. Its been almost two years guys...
7
posted on
01/29/2019 7:08:02 PM PST
by
Menehune56
("Let them hate so long as they fear" (Oderint Dum Metuant), Lucius Accius (170 BC - 86 BC))
To: lee martell
Ive heard of certain iphones that were built guaranteed to break down after a short warranty expires. That denies the fact that users are keeping their iPhones longer because they last so long. If they were designed to break down post warranty, that wouldnt work. That was a FUD (fear, uncertainty, and doubt) claim spread by Apples competition. An iPhone can run four or five years before being end-of-life and not being updated for the operating system. If the user replaces the battery when it gets chemically depleted, the device will run like new. . . But it will not run apps designed for later multi-core processors with super fast GPUs because an older phone doesnt run as fast or as well as the later model iPhones simply because it lacks the capacity to run the newer apps as well.
8
posted on
01/29/2019 7:13:56 PM PST
by
Swordmaker
(My pistol self-identifies as an iPad, so you must accept it in gun-free zones, you hoplaphobe bigot!)
To: ProtectOurFreedom
Apples wearables business is approaching the size of a Fortune 200 company. Wearables, home and accessories GREW over $1.8 billion, thanks to amazing popularity of Apple Watch and AirPods. [POF - Remember at the launch not long ago so many people said Apple Watch was a loser, there was no use for it, and it was DOA?] Apples wearables division started its first year with revenues that WERE the size of a Fortune 500 company, coming in at number 213 if those revenues were from a stand alone corporations revenues. . . and only grew larger since then. Apple Watch revenues were greater than the revenues of the entire watch industry of all types in the second year.
9
posted on
01/29/2019 7:20:17 PM PST
by
Swordmaker
(My pistol self-identifies as an iPad, so you must accept it in gun-free zones, you hoplaphobe bigot!)
To: Swordmaker
Apple Watch revenues were greater than the revenues of the entire watch industry of all types in the second year. Wow...I had no idea. Kind of like how they captured all the profits of the entire mobile phone industry.
To: Menehune56
Ahem Apple, my mid2011 iMac is no longer OS upgradeable so I need a new one but I refuse to get one until you upgrade the iMac CPU. Its been almost two years guys... Tim Cook doesnt get incremental upgrades to processor or GPU having value. Usually iMacs get upgraded around March - April.
11
posted on
01/29/2019 7:43:09 PM PST
by
Swordmaker
(My pistol self-identifies as an iPad, so you must accept it in gun-free zones, you hoplaphobe bigot!)
To: Swordmaker
down $1.62 during the session, up $8.82 in after-hours trading.
12
posted on
01/29/2019 7:48:09 PM PST
by
SunkenCiv
(and btw -- https://www.gofundme.com/for-rotator-cuff-repair-surgery)
To: Swordmaker
Good to know, thanks Swordmaker!
13
posted on
01/29/2019 7:51:45 PM PST
by
Menehune56
("Let them hate so long as they fear" (Oderint Dum Metuant), Lucius Accius (170 BC - 86 BC))
To: Swordmaker
You must've been suffering a few heart-attacks in the last 2-3 months, when your mothership wasn't doing so hot.
"Apple shares jump after barely beating on earnings, and iPhone sales drop 15% from last year"
https://www.cnbc.com/2019/01/29/apple-q1-2019-earnings.html
Now that Apple had a little bit of good news, though barely, you needed to bring in your huge list of positives.
Apple reported earnings for its December quarter Tuesday that largely fell in line with expectations. But iPhone revenue came in just slightly below projections.
But, hey, Apple is still making a lot of money. I do hope they continue doing so, for a long time.
I have no problem with any company doing well. What I'm not crazy about is how some people seem to be too fanatical about their preferred team, in this case, a freaking company. Yuck! Get a life already!
14
posted on
01/29/2019 7:57:25 PM PST
by
adorno
To: adorno
You must've been suffering a few heart-attacks in the last 2-3 months, when your mothership wasn't doing so hot. Didnt bother me a bit. As an economist, I expected it. What goes up comes down. I dont read ad hominem hate into things like you progressive Apple Hate Brigade members do. I have a fine full life. . . Quite successful in fact. You cant seem to grasp the distinction between your opinions and actual facts.
15
posted on
01/29/2019 8:05:59 PM PST
by
Swordmaker
(My pistol self-identifies as an iPad, so you must accept it in gun-free zones, you hoplaphobe bigot!)
To: Swordmaker
Tim Cook doesnt get incremental upgrades to processor or GPU having value. Usually iMacs get upgraded around March - April. It's amazing that this company is really running off of the fumes of innovation that Steve Jobs left behind. Cook is nothing but a bureaucrat, he doesn't have an innovative bone in his body.
16
posted on
01/29/2019 8:08:05 PM PST
by
stig
To: Swordmaker
When Apple sells a product, they estimate value of free services (Maps, Siri) and that value has been reclassified under Services; cost to provide is also included in Services They are moving revenue from devices into services in order to show growth in services.
In some ways this is reasonable, but it certainly looks like they are cheating just a little bit.
To: Swordmaker
You cant seem to grasp the distinction between your opinions and actual facts.
or the $.73 per share dividend ...
18
posted on
01/30/2019 3:51:28 AM PST
by
PIF
(They came for me and mine ... now it is your turn ...)
To: stig
True, but innovation alone does not get a product to market worldwide in the quantities and qualities that make it successful and popular at an affordable price - that’s Cook’s realm.
Plus Cook said there will be “exciting” announcements later his year - maybe something cool, maybe something mundane ...
19
posted on
01/30/2019 3:55:24 AM PST
by
PIF
(They came for me and mine ... now it is your turn ...)
To: CurlyDave
When Apple sells a product, they estimate value of free services (Maps, Siri) and that value has been reclassified under Services; cost to provide is also included in Services
They are moving revenue from devices into services in order to show growth in services. In some ways this is reasonable, but it certainly looks like they are cheating just a little bit.
I see your point, but isnt information technology all about services? Whats the difference between a telephone and a messenger? The telephone is hardware which performs the service of a messenger - much faster and thus interactive and more thorough communication (you hope). Kinda blurs the line . . .
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