Apple Q2 2018 (fiscal Q3) - Quarterly Report Summary:

Rev = $53.3 Billion (vs $45.4 Billion a year ago quarter and $61.1 Billion last quarter)

Total Cash = $243.7 Billion (Down $23.5 Billion for the quarter from $267.2 Billion)

 

Last Quarter Sales:

iPhones Sold = 41.3 Mil (vs 41.0 Mil a year ago quarter and 52.2 Mil last quarter)

iPads Sold = 11.6 Mil (vs 11.4 Mil as year ago quarter and 9.1 Mil last quarter)

Mac's Sold = 3.7 Mil (vs 4.3 Mil a year ago quarter and 4.1 Mil last quarter)

 

Misc Notes:

iPhone ASP's way up yr over yr.  Unit sales flat.

iPad sales flat yr over yr even without new units.  

Big Drop 2 quarters in a row in Cash - down over $40 Billion since Jan 1st 2018.  That is more than Spotify's Market Cap. 

Apple Wearables up 60% yr/yr.  

AirPod demand still greater then supply 18 months after launch. 

Very Bizarre last questions on Conf call. 

More items to come later and more in-depth on all of this on Ep 468 coming later this week.

 

Apple PR

Apple Financial Statement

Apple Data Summary

 

Category:breaking news -- posted at: 4:49pm EDT
Comments[0]

iPhone Pricing Matrix Fall 2018 vs Fall 2017

Above is the what looks like will be the pricing matrix for 2018 iPhones vs 2017 iPhone lineup.  

With intro pricing being $349 for the SE2, $449 for the 7, $549 for the 7+, $599 for the 8,  $699 for the 8+, $799 for the 9, $899 for the Xs and $999 for the Xs+ 
 
The SE2, 7 and 7+ would come in 32 GB and 128 GB versions.  The rest would be in 64 and 256 GB versions with a $100 adder for the 128 GB version and a $150 adder for the 256 GB versions.  
 
When you look at the new price matrix for 2018 - it make a lot more sense in fills in a gap that is in the current matrix between the 8+ and X pricing.    
 

Also from an inside source / person in the know - code named AC - The "Fall" event will be Wed Sep 12th, Preorders starting 12:01 AM Sep 14th and Launch / delivery of new iPhones starting on Sep 21st.

 

I talk more about the new iPhones in Ep 467 of Today in iOS. 

Category:breaking news -- posted at: 12:52pm EDT
Comments[0]

 

 

Apple Q3 2017 (fiscal Q4) Quarterly Report Summary:

Rev = $52.6 Billion (vs $46.9 Billion a year ago quarter and $45.4 Billion last quarter)

Total Cash = $268.9 Billion (Up $7.4 Billion for the quarter from $261.5 Billion)

 

Last Quarter Sales:

iPhones Sold = 46.7 Mil (vs 45.5 Mil a year ago quarter and 41 Mil last quarter)

iPads Sold = 10.3 Mil (vs 9.3 Mil as year ago quarter and 11.4 Mil last quarter)

Mac's Sold = 5.4 Mil (vs 4.9 Mil a year ago quarter and 4.3 Mil last quarter)

 

Misc Notes:

$11 Billion Returned to Investors

$15.7 Billion in Cash flow generated in the quarter

Cast Dividend of $0.63 per share on Nov 16th

iPhone 8 & 8+ most popular every week since launch

(kills rumor of iPhone 7 outselling iPhone 8 last month)

No Guidance at all when they will reach balance for iPhone X

8+ fastest start to date of any Plus model - which surprised Apple.

 

 

PR from Apple

PDF - Financial Statements

PDF - Data Summary

 

Category:breaking news -- posted at: 3:52pm EDT
Comments[0]

 

click to get larger PDF version

 

As always - I would like to point out - not everything on the bing card are items I think will be announced.  However these are the top rumors out there leading into the September 12th 2017 keynote event. 

 

Remember the event will be live streamed September 12th at 1:00 PM ET / 10:00 AM PT - http://www.apple.com/apple-events/  Live streaming requires an iOS device, Safari on a Mac, An Apple TV or PC with Microsoft Edge on Windows 10. 

 

Please leave comments about the live event in the post that is pinned to the top of the Tii Google+ community - go there to add in your comments live as the keynote unfolds.

 

Per the Rumor Bingo card above for those sight impaired and using Voiceover.  Below is the actual layout of the bingo card going left to right in plain text.  Reference to iPhone 8XP - means the next gen OLED iPhone rumored to be called either the iPhone 8 or iPhone X or iPhone Pro - hence - 8XP.  

 

Top Row:

iPhone 8XP with OLED screen

iPhone 6S and 6S+ killed off

iPhone 8XP 5.8”screen but smaller than 7+ case

7S & 7S+

Apple Watch3 with LTE data

 

Second Row:

iPhone 8XP pre-order 9/15

A11 Processor w/ M11 Motion CoProcessor

Copper is the new Color for iPhones

Apple Watch3 introduced

Apple Watch3  same size as original

 

Third Row:

iPhone 8XP w/rear touch ID

iPhone 8XP ships late Oct.

Free Box

iPhone 8XP will shoot front & rear 4K video

iPhone 8XP with Facial Recognition for unlock

 

Fourth Row:

iPhone 8XP w/powerbutton touch ID

new 4K Apple TV

iPhone 8XP ships 9/22

iPhone 8XP will come in 64, 256 & 512 GB versions

iPhone 8XP top end to cost $1,200

 

Fifth Row:

iPhone 8XP w/no touch ID

iPhone 8 will be name

iPhone X will be name

iPhone Pro will be name

iPhone 8XP with wireless charging

  

Category:breaking news -- posted at: 1:27am EDT
Comments[0]

 

 

Apple Q2 2017 - Quarterly Report Summary:

Rev = $45.4 Billion (vs $42.4 Billion a year ago quarter and $52.9 Billion last quarter)

Total Cash = $261.5 Billion (Up $4.7 Billion for the quarter from $256.8 Billion)

 

Last Quarter Sales:

iPhones Sold = 41 Mil (vs 40.4 Mil a year ago quarter and 50.8 Mil last quarter)

iPads Sold = 11.4 Mil (vs 10 Mil as year ago quarter and 8.9 Mil last quarter)

Mac's Sold = 4.3 Mil (vs 4.3 Mil a year ago quarter and 4.2 Mil last quarter)

 

Misc Notes:

First significant uptick year over year for iPad for the past few years. 

Total revenue high end of guidance - 7% increase yr over yr.

7+ sales up dramatically yr over yr vs 6S+.

Over 1.2 Billion iPhones sold all time.

iPad sales up over 15% yr over yr.

Apple Watch over 50% in June quarter (assumed vs previous quarter).

98% satisfaction for AirPods and still not meeting demand. 

---

$11.7 Billion back to investors.

$7.2 Billion in dividends and 

$4.5 Billion on repurchases on Shares. 

Next Dividend of $0.63 per share will be paid on August 17th to owners of Apple stock on August 14th.  

---

Apple is Projecting $49 Billion to $52 Billion in the current quarter.

Last year it was $46.9 Billion in Revenue for the same quarter. 

The projected increase in Revenue for the yr over yr quarter points towards a new iPhone launch before the end of September.

---- 

 

PR from Apple

PDF - Financial Statements

PDF - Data Summary

Direct download: Apple_Q217_report_tii.pdf
Category:breaking news -- posted at: 4:52pm EDT
Comments[1]

 

 

Apple Q4 2016 - Quarterly Report Summary:

Rev = $52.9 Billion (vs $50.6 Billion a year ago quarter and $78.4 Billion last quarter)

Total Cash = $256.8 Billion (Up $10.7 Billion for the quarter from $246.1 Billion)

 

Last Quarter Sales:

iPhones Sold = 50.8 Mil (vs 51.2 Mil a year ago quarter and 78.3 Mil last quarter)

iPads Sold = 8.9 Mil (vs 10.3 Mil as year ago quarter and 13.1 Mil last quarter)

Mac's Sold = 4.2 Mil (vs 4.0 Mil a year ago quarter and 5.4 Mil last quarter)

 

Misc Notes:

Strong Revenue Growth

Increase in Services for all services.

 

  

 

Apple PR

Apple PDF

Data Summary

Category:breaking news -- posted at: 4:08pm EDT
Comments[2]

Apple Q4 2016 Quarterly Report

 

Apple Q4 2016 - Quarterly Report Summary:

Rev = $78.4 Billion (vs $75.9 Billion a year ago quarter and $46.9 Billion last quarter)

Total Cash = $246.1 Billion (Up $8.5 Billion for the quarter from $237.6 Billion)

 

Last Quarter Sales:

iPhones Sold = 78.3 Mil (vs 74.8 Mil a year ago quarter and 45.5 Mil last quarter)

iPads Sold = 13.1 Mil (vs 16.1 Mil as year ago quarter and 9.3 Mil last quarter)

Mac's Sold = 5.4 Mil (vs 5.3 Mil a year ago quarter and 4.9 Mil last quarter)

 

Misc Notes:

Apple Reported All time records for Revenue, EPS and iPhone Sales in a quarter. 

EPS = $3.36 a share.

Next Cash Dividend will be Feb 16th for those owning stock EOD on Feb 13th.

Record Apple watch sales for units and revenue.

Record Services revenue.

Record Mac revenue. 

 

Will update with more details during call.

 

 

Apple PR 

Apple PDF

Data Summary

 

Next Episode of Today in iOS will be out later this week. 

 

 

Category:breaking news -- posted at: 4:39pm EDT
Comments[0]

September 7th 2016 - Apple / iPhone Rumor Bingo

 

click to get larger PDF version

 

As always - I would like to point out - not everything on the bing card are items I think will be announced.  However these are the top rumors out there leading into the September 7th 2016 keynote event. 

 

Remember the event will be live streamed September 7th at 1:00 PM ET / 10:00 AM PT - http://www.apple.com/apple-events/  Live streaming requires an iOS device, Safari on a Mac, An Apple TV or PC with Microsoft Edge on Windows 10. 

 

Please leave comments about the live event in the post this is pinned to the top of the Tii Google+ community - go there to add in your comments live as the keynote unfolds.

 

Per the Rumor Bingo card above for those sight impaired and using Voiceover.  Below is the actual layout of the bingo card going left to right in plain text.

 

Top Row:

5.5 inch iPhone with dual camera module on back side

iPhone 6 and 6+ are killed off the Apple store

4 LED's for the new and improved back side flash

Apple Watch 2 with GPD but not with Cellular

The new iPhones will be called the iPhone 7 and 7+

 

Second Row:

New MacBook Pros announced

A10 Processor with M10 coprocessor announced in new iPhones

Smart Connector for the 5.5 inch iPhone only

Apple Watch 2 introduced

Apple Watch 2 same size as original models

 

Third Row:

The Homebutton is now flush with the screen and does not move

Black is introduced as a new color for the iPhones

Free Box

New iPhones are the same basic design as the 6 / 6S 

Stereo Speakers on the bottom of the new iPhones

 

Fourth Row:

Improved NFC with full access to NFC

New iPhones come with lightening EarPods

iPhones announced as Water Resistant

Storage levels of iPhones now 32, 128 and 258 GB 

Improved 3D touch with lower latency

 

Fifth Row:

3GB of RAM for the 5.5 Inch iPhone only.  

iPad Mini 5 in Rose Gold and Water Resistant 

iPad Mini 5 Introduced

iPad Mini 5 with 3D touch, 5MM thin, A9 Processor

HeadPhone Jack Removed from New iPhones

  

Direct download: iPhone2016_bingo.pdf
Category:breaking news -- posted at: 10:58am EDT
Comments[0]

Apple Fall event 2016 confirmed for Sept 7th

 

Checking with inside sources - code names - PC, FC and TC - I  was able to confirm that Apples fall event to announce the next Gen iPhones will be Wednesday Sept 7th at 10:00 AM PT.  Two new versions of the iPhone (4.7" and 5.5") will be announced along with other updated products.  The new iPhones will be available for pre-order at 12:01 AM PT on Saturday the 10th.  And iPhones will start being delivered (put in customers hands) on Friday the 16th.  

 

Sep 7th - Fall event

Sep 10th - Pre-orders

Sep 16th - Next Gen iPhones in customers Hands. 

 

The Sept 7th date makes a lot of sense - as it is also the first day of CTIA Super Mobility 2016.  This goes along with past Apple events timed perfectly to take the wind from the rest of the industries sails.  Much more info on this on Ep 400 of Today in iOS - going live later today. 

 

Category:breaking news -- posted at: 1:17pm EDT
Comments[0]

WWDC 2016 - Rumor Bingo Card

 

Click to get larger version

As always - I would like to point out - not everything on the bingo card are items I think will be announced. However, these are the top rumors out there leading into the WWDC 2016 Keynote event.  

Remember the event will be live streamed Monday June 13th  at 1:00 PM ET / 10:00 AM PT.  http://www.apple.com/live/   - Live streaming requires an iOS device, Safari or Apple TV.   

 

Please leave comments about WWDC event in the post for Ep 394 which will be pinned to the top of the Tii Google+ community - go there to add in your comments live as the WWDC Keynote unfolds.  

 

Per the Rumor Bingo card above for those sight impared and using Voiceover below is the actual layout of the bingo card going left to right in plain text. 

 

Top Row:

iOS 10 announced 

Customization for Control Center

Improved Siri Features

Advanced Parental Controls (Time Management)

No Hardware at all Introduced

 

 

Second Row:

Siri SDK

ApplePay / iMessages for individual payments

Siri Will be Hub for HomeKit

iOS 10 for all Lightening devices

Ability to Delete Stock Apps

 

 

Third Row:

Ability to Password Protect Folders or apps

Security Security Security Improvements

 

Free box

Multi-User support for iPads

Control which apps are default Apps

 

 

Fourth Row:

New MacBook Pros introduced

 

“Over 200 new Features for iOS 10”

Select who can get a read receipt in Message app

Siri comes to Mac OS X

Apple Pay Reward Program

 

 

Fifth Row:

Siri comes to Mac OS X

Apple Watch2 introduced

HomeKit App on iOS device

Dev Access to Private API's

watchOS 3

 

Category:breaking news -- posted at: 12:14am EDT
Comments[0]

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