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Apple Reports Second Quarter Results
- pgrote 15y agoWow. This stood out: "Apple sold 7.7 million iPods, a 15 percent unit decline from the year-ago quarter." I wonder why the decline and if there is a concern? Everyone that wants one has one? More competitors? Everyone who has an iPod transitioning to the iPhone?
- bstar77 15y agoI think the 35.1 million iPhone activations had something to do with that. The iPod touch is simply a gateway drug to the iPhone.
- aaronblohowiak 15y agocould be saturation, but i also think ipads might be taking some of those sales.
- hospadam 15y agoAnecdotally - none of my friends (or myself) carry iPods anymore. Nearly everyone I know uses their smart phone. I think most iPod sales are now sold to children as stand-ins until they have a smartphone of their own.
- altcognito 15y agoOr people who refuse to pay exorbitant rates (in comparison) for internet access to communications companies who on one hand claim the last mile is the bottleneck and expensive, yet refuse to invest in infrastructure for their wireless towers. AT&T and Verizon in particular.
- notatoad 15y agoyou don't have to get a dumbphone just because you don't want to get a data plan. wifi is pretty ubiquitous, and if you don't have a data plan your smartphone will still work as an mp3 player and do a bunch of other cool stuff.
- ghshephard 15y agoI think the parent was suggesting there are a lot of people who are happy to purchase an iPod Touch for much less than the cost of an unlocked iPhone- the iPod Touch has most of the functionality of an iPhone minus the cellular capability. In fact, add skype+wiFi, and it makes a pretty good phone as well.
- hyperbovine 15y agoFWIW signing on to either AT&T or Verizon's network with any recent iPhone will "automatically" enroll you in a data plan if you don't have one. There really is no way to have a data-free iPhone, I've tried.
- jasomill 15y agoPay cash and use it on T-Mobile? That's what I did. AT&T or any other GSM prepaid should also work.
- pook1e 15y ago> Everyone who has an iPod transitioning to the iPhone? Bingo, although I think it's more like "everyone who has an iPhone (or any smartphone, really) doesn't feel the need to also have an iPod".
- andy_boot 15y agoI'd bet on a transition to the iphone
- macrael 15y agoiPod sales have been declining year over year for several years now: http://cdnmo.coveritlive.com/media/image/201204/php3nZ4YDappleq212-ipodunits.png http://cdnmo.coveritlive.com/media/image/201204/php3nZ4YDapp... Apple has repeatedly said they are not worried about this on their conference calls. The consensus is that the iPhone has been cannibalizing sales since its release. See: http://blog.fraserkelton.com/2011/09/24/cannibalize-yourself-ipod-iphone-ipad/ http://blog.fraserkelton.com/2011/09/24/cannibalize-yourself... where Steve Jobs is quoted as saying if there’s going to be cannibalization of Apple, they want it to be by Apple.
- bgramer 15y agoNot really a concern. Apple planned on the iPhone/iPod Touch/iPad cannibalizing their iPod line. This is how Apple has stayed ahead. It's better to disrupt your product than have a competitor do it to you. This is why its important to fund R&D at companies. It enables exploration and innovation, to create the next disruption and/or continuous innovative use of products.
- qznc 15y agoAnecdotally: My wife recently wanted to buy an iPod to replace her old MP3 player. For 100€ more you get an iPod with phone capabilities called iPhone 3GS. So she got one of those instead and replaced her old phone as well.
- gsibble 15y agoI think this should be titled: Apple Crushes 2nd Quarter Estimates with Massive iPhone Sales
- deleted 15y ago[deleted]
- burke 15y agoAnd to no one's surprise, they're up 8% in after-hours trading.
- smackfu 15y agoAnd down 2% today before earnings. AAPL, she sure does swing.
- Steko 15y agoArs liveblog of the earnings call by Jacqui Cheng: http://arstechnica.com/apple/news/2012/04/liveblog-apples-fy2012-q2-earnings-call-today-at-5pm-edt.ars http://arstechnica.com/apple/news/2012/04/liveblog-apples-fy...
- vikas5678 15y agoI feel the stock might not have the same momentum over the next few days. Although Apple beat estimates, it guided lower for the upcoming quarters: APPLE SEES 3Q REV. ABOUT $34B, EST. $37.49B APPLE SEES 3Q EPS ABOUT $8.68, EST. $9.96
- ChuckMcM 15y agoI think it is important for folks to look at Apple's balance sheet and understand just how amazing of a job they have done in what is nominally a 'hardware' business. 39B$ in quarterly revenue trounced Microsoft's $17B$. More than double. If you had asked me in '95 if Apple would ever have double the quarterly revenue of Microsoft I would have thought you were crazy. That is legendary execution. Of course if they are pulling all that money in there has to be folks who would be willing to pull in just a bit less (in market economies) so it will be interesting to watch the response of folks like Google, Microsoft, and HP as they maneuver around in this space. Songs will be sung of this time in technology :-)
- marze 15y ago1995? How about 2005? Quarterly earnings of $0.35 per share, vs this quarter of $12.35 per share, up 4000%.
- Aqueous 15y agoYes, Apple's amazing. But I think there's this attitude that nobody can compete with them. Somebody can. But we're all just too busy looking and marvelling at Apple's astounding success to see that, if just enough insight and resources were given to the R&D departments at a bunch of different companies, similar results could be achieved elsewhere. Apple was just like other companies 15 years ago. Worse, actually. They were failing in 1997. It was about to go under or be acquired. All Steve Jobs did was return and re-focus the company on products instead of marketing. Granted the focus he brought was perfectionist to a neurotic degree, but those tendencies aren't limited to Apple. So why aren't other companies doing that?
- sudont 15y agoJackson Pollock. My kid could paint that, he just didn't. "All Steve Jobs did" is nearly impossible for every single company. I'm watching bosses fight over the possibility of including dynamic content in a jQuery slideshow. I'm wading through thirty meetings to get approval to roll out an update to a javascript file that was nothing more than changing an easing function. Most companies are not able to move beyond political infighting to coalesce around a goal, let alone the correct goal. They coast.
- erichocean 15y agoEric Raymond hit hardest.