Analysts, investment firm researchers, and over caffeinated personalities like Jim Cramer, want it both ways with Apple. One one hand they are crying a river that Apple did not deliver a stunningly feature set laden free iPhone (subsidy driven), that costs $300 or less if purchased outright. "So much for the low end," Credit Suisse analyst Kulbinder Garcha stated in a note to investors. "Touch screen ID's? Yeah, that's what I've been waiting for," said Jim Cramer dripping with sarcasm.
On the other hand, they want Apple to make 40% gross margins and reign in massive market share growth at the same time. They can't have it both ways, yet this is the cry of Wall Street.
The Apple Store went offline this morning in preparation for some new hardware. Most everyone is anticipating the new iPhone 5S and 5C, but is there more?
It wasn't long ago when Apple Computer transitioned to Apple, Inc. and the iPhone set the smartphone world fire. Nor was it long ago that Apple ran their award winning “Hello, I'm a Mac” ad campaign, positioned as the little computer that could. But today Apple lives in a world where they are no longer the little tech company that finds its niche, rather, Apple is now the largest company in the world, achieving such success that only Steve Jobs could have envisioned. With this success — and mammoth size — Apple has new marketing and advertising hurtles to tackle, as the atmosphere at the top is much different.
A little over a month ago, I posed the question as to whether it was a good time to invest in Apple's stock. In the first installment, Is Now The Time To Invest In Apple? Apple's stock price was $429, from a bottom of $393 only weeks earlier. Perhaps the question has already shifted. Perhaps the question should be whether it is too late to invest in AAPL?
Since June 27, AAPL has risen 14%, and has added tens of billions to its market cap, and has skyrocketed past ExxonMobil (XOM) to reclaim the the throne as the world's largest company.
Apple released their 2013 fiscal third quarter earnings this past Tuesday, and within Apple's report a surprisingly strong number emerged – iTunes revenue grew to $4 billion USD.
The iTunes figure was stronger than analysts had expected, and year over year sales growth climbed a solid 25%. At the same time Apple's China sales drew in a disappointing $4.9 billion.
AppleTV or iTV, whatever it may be called in its forthcoming rebirth, may become Google's biggest nightmare. According to the Jessica Lessin, formerly of the Wall Street Journal, Apple is zeroing in on their broadcast plans, which offers a zero advertising option for viewers.
Google currently profits from Apple's iOS through gaming and web-based advertisements. But with a controlled end-to-end experience from Apple in TV, no such advertising advantages will exist for the search engine giant.
Last week Microsoft and Steve Ballmer had a rollercoaster of a ride. First there was Steve Ballmer’s email to the troops encouraging them about how Microsoft was reorganizing around a single strategy. If you read it, and you had your corporate Bingo card handy you could've won any number of ways by the end of paragraph three. If that was the carrot, then came the stick — or as I like to call it, reality. Microsoft released their quarterly report that was anything but rosy. No wonder the raw-raw email. It was to soften the blow of what Ballmer knew was coming next.
Last month at WWDC 2013 it was made clear that OS X Mavericks (OS X 10.9 for those who are keeping count) and iOS 7 are both slated for release sometime “this fall.” Here at Three Guys and a Podcast we began to wonder whether Apple will do something it has never done before and release the two operating systems simultaneously.
Is Apple stock (AAPL) ripe for buying? That's the question on Wall Street, but it may also be a valid question for individual investors.
Hedge funds have played havoc with Apple's stock price in past few years, bending the companies financial trajectory to their will, but with Apple providing a hefty dividend, and new products poised to enter the market this fall, the stock is making an attractive play this summer, and price of AAPL is reflecting a confident, if not bullish mood.
Today's world is filled with flurry of reports and metrics of all shapes and sizes following everything mobile. Web traffic, app downloads, advertising revenue and profitability of mobile companies is among the mammoth list we are inundated with on a daily basis. The data can become overwhelming, but one thing has become abundantly clear: Apple’s iOS is dominating Google's Android save but one area — market share. However, even that metric is continuing to shift in Apple’s direction.
The latest report on handset performance comes from research firm Kantar Worldpanel, with their latest data revealing Apple grew U.S. market share 3.5% to 41.9% for the 3 months ending May 2013, compared to the same period in 2012. Android held steady at 52%.