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Apple Business Review: Cash Growth
Apple’s cash continues to grow. This quarter it reached $41.7 billion, a sequential increase of $1.9 billion. This time last year, the cash was about $29 billion with a y/y increase of nearly $13 billion. This is…
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Farshad
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Apple Business Review: Product Line Prices
Apple’s ASPs have been holding quite steady. Gains in the iPod are offset by losses in the Mac. Here are the current ASPs. A historic perspective for ASP growth is shown in the graphs below:
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Apple Business Review: Product Line Margins
Apple’s overall gross margin reached 41.67%, the second highest ever. The highest was 41.82% last Fall. This should not come as a surprise as the iPhone continues to make up an increasingly larger percent of Apple’s…
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Apple Business Review: Product Line Growth
Each of Apple’s individual business lines is profitable. Last quarter only the iPod experienced negative year-on-year unit growth but still generated a positive sales growth due to higher ASP. Here is the list of each…
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The iPad DJ: @ranajune
Watch the video on YouTube YouTube – The iPad DJ: @ranajune.
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Nokia vs. Apple phones business comparison shows comfortable lead for Apple
Nokia reported 21.5 million converged devices sold in Q1. The units, share, ASP, Revenues and Operating Profits are compared in the following table. It’s once again evident that Apple captured more profits from the…
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Apple continues to trade at a discount to growth
Apple’s latest earnings showed growth of nearly 90% (following a nearly 50% growth the previous quarter.) Normally, growth like this is rewarded with a significant P/E ratio of 30 to 40. Apple enjoyed P/E of 50 as…
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Non-US iPhone sales approaching 70% of volumes
[AT&T] activated 2.7 million iPhones during the quarter…Apple [announced] yesterday that it had sold 8.75 million iPhones overall during the quarter via AT&T Activates 2.7 Million iPhones in Q1 2010 as Growth Slows – Mac…
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Pro analysts 51% worse than amateurs in predicting Apple's financials
via Deagol’s AAPL Model: Apple beats up everyone. Average errors: 11.6% Professionals 7.7% Amateurs —– ————————————— 51.4% Pros error increase % on amateurs Note: Apple beat every estimate from every analyst, amateur or…
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Tim Cook "shocked" by initial demand for the iPad
On the company’s earnings call, Apple COO Tim Cook says the company is “shocked” by initial demand for the iPad. He also added, “I’m personally addicted to mine and couldn’t live without it.” via Apple Blows Out Earnings…