Hi_Rob,
I created this artwork with on my iPhone 4 where I edited the photo with iLock….Basic version.
Regards,
David
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Transcript for Episode 255
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A quick note - today's episode starts out with a bunch of financial news and analysis and well head scratching - While this is not an investment show - I think talking about financials in today's episode to the degree I do is warranted - In full and fair disclosure - I own Apple stock and am long on Apple and have been for some time. If you decide to make buy or sell stock on what you hear on this show - well that is on you. Remember all stock buys are a basic form of gambling and you should not invest what you can not afford to loose. That should make the lawyers happy and on with the show.
Ok Lets start in with the big news from the week - Apples Quarterly conference call. Apple reported net Revenue of $54.5 Billion - a new record for Apple - they also reported cash on hand of $137.1 Billon a new record for everyone. Apple actually increased their cash on hand by 15.8 Billion in the last quarter alone - and that is after paying out $2.5 Billion for dividends and taking out another $2 Billion for future stock buy backs. Apple generated all this revenue and cash by selling 47.8 Mil iPhones last quarter along with 22.9 Mil iPads. Both new records for Apple. The iPod line as expected sold less than a year ago - only selling 12.7 mil iPods last quarter vs 15.4 mil in the year ago quarter. That the iPod line continues to shrink with regards to year over year numbers is not surprising - given the cannibalization from the iPhone line. Apple did not give exact numbers for iPod touch - just as typical saying over 50% of iPod sales were for the iPod touch. Through the end of the quarter Apple has sold over 530 Mil iOS devices not counting Apple TV's.
Other news from the call - the iPhone is now out to over 100 countries - as expected. The iTunes App store is now available in over 155 countries. There are 250 mil iCloud account. Apple TV sold over 2 Mil units last quarter vs 1.3 mil for the quarter before. Uncle Gene Munster - how is forever predicting an full size large screen Apple TV - of course asked about his mythical unicorn of a device - and Tim Cook would not bite - Only saying Apple is very happy with Apple TV sales and they are looking at that market space with wider eyes.
Tim cook also mentioned that the iPad mini was supply constrained all last quarter and remains that way still today - and that it would not get out of supply constraint until the end of March.
That means chances of seeing a new iPad mini any time soon - are slim to none. Expect a fall upgrade of the iPad Mini best case.
Now I also would not expect all Apple products to update in a short window again - as Tim commented a little on all the products updating at the same time and gave the impression that is not something they planned for nor wanted to repeat. That means - Yes expect some update announcements before the fall - likely in mid to late Q2 for the first update - which should be the iPad maxi - it needs the stereo speakers to start and for its exterior to better match up with the iPad mini.
Initial Reaction after the conference call was a negative reaction to the call with apples shares down quite a bit in after hour trading - On Thursday during real trading hours - Apple stock finished the day at $450 down from about $65 from where it end the day on Wednesday.
Still - I guess Record revenue - record cash levels - record iPhone and record iPad sales don't mean much. Wallstreet seems to want to see better market share numbers - forget the % of profits apple makes - it just seems many are hung up on Market share at all costs. Why Why Why - Sure Android is selling and activating more devices - but all that most users are doing is making phone calls with those android devices. For the most part they are not buying apps or anything else with their android phones. I just don't get wall street and the idiots calling for more market share at all costs - including a low cost no profit iPhone for international markets - why? You would think it is profit share not market share wall street would be asking for. You know the show me the money line.
I guess what it is is that some investors are really scarred that what happened in the PC wars will happen in the smartphone wars. And well the correlation is not even close to the same. Developers are making money - much much more money with iOS - and that is not likely to change. iOS is much more secure of a platform - and that means it is business friendly. Business is where Apple lost the PC wars - accountants and IT managers. Today those correlations just don't add up. But still fear is a big negative on stocks - eventually Wallstreet will wake up to being mislead and Apple stock will take off again.
Yes if you are keeping track at home - Apple generated over 40 Billion in Profits last year. A record for any tech company in a single year ever. And Apple stock is at $450 again Why?
But hey if Market share is what floats some boats - in the US at least Market share for smartphones last quarter was estimated at 51% for the iPhone. At Verizon 6.2 Mil iPhones sold last quarter out of 9.8 mil total smartphones. So over 63% of smartphones at verizon sold were an iPhone. At AT&T it was even higher. AT&T sold 8.6 Mil iPhones last quarter out of 10.2 Mil smartphones overall. Let me say that again 8.6 out of 10.2 or over 84% of smartphones sold at AT&T were iPhones. Leaving just 16% for Android, Blackberry and Windows Phone combined. Ouch. Again over 84% of smartphones sold at AT&T and over 63% at Verizon were an iPhone last quarter - which is even more impressive if you remember all the stories about Both Verizon and AT&T employees pushing people strongly sometimes away from an iPhone.
So at the end of the quarter at least at the biggest US carriers - Apple won the market share battle - and it was not even remotely close.
And Apple stock is down to $450 why?
Samsung reported their quarterly numbers today and Android fan boys are tripping over themselves to pump up the numbers. Seems Samsung reported for their mobile line - smartphones and tablets they had 5.08 Billion dollars in Profit which was double from a year earlier. But lets put that in perspective. If you break out Apples mobile / iOS products. They represented 77.8% of Apples Revenue. Thats 10.2 Billion dollars in Profits. So yes Android Fan boyz - Apple doubled Samsungs Profits last quarter on a head to head comparison of mobile products. Yeah - that is not something you are likely to see posted up much in blogs - but it should be. Sure Samsung sells more cellphones than Apple and they might even sell more "smartphones" than Apple - but many of them are low cost - almost no profit devices. When you compare the Galaxy and Note lines to the iPhone - the iPhone sells in much greater numbers. We are talking about over 219 million iPhone 4, 4S and 5's sold vs just 131 Million Galaxy S1's S2's S3' and Note1's and 2's. This according to data from Raymond James. But again raw numbers are nothing - it is all about show me the money - and in that realm - Apple last quarter again as I mentioned more than doubled the profits from its iOS product lines vs ALL of Samsungs phone and tablet lines. Which again brings be back to Apple stock did what?
Part of the reason for Apple stocks push down earlier this month and for the past week had been rumors about suppliers to iOS devices getting their orders cut. And to that Tim cook actually took some time in the call to address. Here is what tim had to say:
PLAY TIM COOK COMMENTS -- 25:08 MARK.
So at least from Tim's comments - anyone reporting on rumors or speculating on those rumors is well clueless - He is talking about you WSJ.
Switching gears - Tip time - I get asked quite often what is a good resource to learn how to develop an app for iOS - and I pretty much always mention the free Standford courses on iTunes U - and good news they have a new course on iTunes U - look for the link in the show notes titled - Free Stanford course on iOS development - for more info. This of course covers iOS 6. Really if you are looking to start developing - this is where to start.
Into the email bag we go.
Hi Rob,
I too have seen the capcha error using google search I have an iPhone 4 and using Virgin Mobile in Canada. This doesn't come up all the time and only comes up over 3G. If I go to Google.com I don't get the error it only happens from the google search bar.
regards,
Ross C
St. John's
Newfoundland Canada
Hey Rob,
Per the issue with Google periodically preventing a search because it thinks you are a bot. My wife has the same issue. She and I both have a 4s on AT&T. The problem happens on wifi and 3G. I have never seen it happen on mine, though.
The Genius Bar couldn't do anything with the phone, and suggested somehow the phone has been blacklisted by Google and that we should try them for support.
My wife's fix is to use Yahoo.
I will be interested to hear if this is common, and how to fix it.
Regards,
Randy
Pittsburgh
Hi Rob,
Per the google search issue - Yah, Me too.
I am an Onavo User (still) on ATT
Using Google as Search Engine.
I then go to Safari and do a search there, and it works fine.
Happens every so often.
Not nasty enough to look for a fix... yet, but it is real.
Regards,
Robert T
Hi Rob,
Per the google search issue - I to have had that issue - My device is iPhone 4 on AT&T; it is not jail-broken. I have not figured out why the problem occurs nor have I figured out a solution.
Regards,
Gail
And there were others emailing in with saying they had the issue as well - the only thing is no one seems to know how to fix said issue - so if you know a fix to this issue - now is your time to shine and be a hero to many - give us a call to 206-666-6364 - 206-moon-dog if you know a solution for those that have the captcha issue with google search on their iOS device.
Hey Rob,
just writing for the guy with the original iPod touch, I had one for a long time and now my little sister uses it. The key to using any old touch is of course to not update your apps once you've been left behind by apple. You are still able to do anything you could do before, unless you loose a web service because of an out dated version of the app. Things that still work well are, as you said as a media player, also as a planner using the calendar, a news reader, web browsing, note jotting, older offline games, and social media. You are actually probably better off with a 1st gen as an old device than a 2nd gen because after the update to 4.0 the 2nds really started having issues, although we did just give my wife's little sister an old 2nd as a gaming device and it works well for her. That's the nice thing about apple products, most of them are still working and can just pass down the line.
regards,
Ben in Utah
Hi Rob,
Per an original iPod touch -
what about putting the ipod on a dock and use it as a clock or a digital photo album ?
Regards,
Tash
Hi,
Just listened to Tii for Saturday. This podcast is really amazing!
Heard you asked how new iPad with 4th Gen cellular works in mainland China (if my English didn't fail me), where I am, well, the 4G licence hasn't been approved yet, though it is said 4G should be in market this year, 2013, so basically we're stilling using 3G now and in hope we can have access to 4G asap...
Best Regards,
Bertie L
Lots of posts up recently about Apples Tablet share and it sliding and or the iPad Mini not helping. BS - Total Fracking BS. And not just because many of the posts link back to an article from Digitimes - although that is a big part of it. The problem is people keep talking about Amazon's kindle fire eating up Market share - based on WHAT? Amazon has never released numbers - actually the only manufacturer of tablets that has released numbers is Apple - Again Amazon never has and Microsoft is likely never to acknowledge sales numbers - and really when talking about the surface sales should be in quotes. Just sayin . So how can anyone say with any certainty - what the actual tablet market share is for the iPad and if it is going up or down. They can't - at least not until some of the others start reporting numbers - all we have to go by is usage numbers - and well in that case the iPads are well above 80% for web usage.
Apple stock is at $450 again why?
Ok - before you say well Rob put your money where you mouth is - Well I did - On Thursday in one of my IRS accounts I sold all my Facebook stock - which I made a nice profit on and purchased Apple stock with everything I had in that account. So yes I have even more Apple stock now. Note - this is not the first or even second time Apple stock has dropped this far percentage wise from a peak. It did so 5 years ago when it dropped from $200 to $120 a share. Then later in 2008 it dropped from $180 to $80. It then went on to other peak and pull backs - but those were two of the biggest. Granted the pull back to $80 was in great part to the crash of 2008 - but the first pull back was 100% about the stock getting to far out ahead of where it should be and a correction. That is not the case right now - it is really just about fear and well some stupidity. I mean how else can you explain Amazon sitting at a market cap of a whopping 124 Bil vs Apples 424 Bil - when Apple generated 13.8 Bil in profits last quarter alone vs Amazon which has generated about 5 Bil in profits combined since 2003.
A lot of rumors and speculation about iPhones with larger screens - but I will not go into any of them because as I see it - none of it makes sense - since the Galaxy SIII and notes are about 1/3 as popular as the iPhone - Apple must do a larger screen or so goes the logic of the blogs. But you know what - I like the one handed use of my iPhone as is. I don't need nor want to be lugging around a backpack for my smartphone - just sayin. Here is What Tim cook had to say
PLAY TIM COOK COMMENTS - 23:00 mark
So Yes Tim Cook pretty much killed those rumors saying the current size is perfect for one handed use……. And the folks at youporn breathed a sigh of relief. But all joking aside about 50% of the iPhones sold at Verizon were of the smaller iPhone 4 / 4S size last quarter not the larger iPhone 5 size. So 63% of Verizon smartphone sales are iPhones and 50% of them are the smaller size screen on the iPhone - That tells me one thing - between a choice of $100 or $200 or a bigger screen - half the people choose the money. So until we start really seeing some good leaked components or more - I am not buying the larger iPhone screen size rumors - especially when people are calling it the iPhone Math? Talk about lost in translation. I am guessing they meant iPhone plus - not iPhone math. Whatever - not buying that rumor regardless of how you translate it.
I talked about this back in October and just want to briefly mention it again - come Jan 26th - unlocking your iPhone will become illegal. Now that means you unlocking it is illegal - it does not mean getting an unlocked iPhone from Verizon or AT&T or Sprint or Apple is illegal - so you will still be able to get an unlocked iPhone - just not legally unlock yours on your own - you will need your carrier to do it for you. If you are thinking it is BS that the librarian of Congress should rule that unlocking the iPhone somehow violates the DMCA - yup - I hear you on that and so does the EFF - that is the Electronic Frontier Foundation - Whom said quote "Arguably, locking phone users into one carrier is not at all what the DMCA was meant to do. It's up to the courts to decide." unquote. Yeah more on this one to come in the future.
Hey Rob - you finally talked me into buying the Tii app. I love the notification sound used in the app. Just wanted to let you know.
Regards,
Darrin
Hi Darrin - thanks for the note and for supporting the show - folks if you want to best consume this podcast - then the Tii app is for you - as Darrin mentioned it has push notifications to let you know when the latest episode is up - and also when there is breaking iOS news or offers. The Tii app is just $2.99 in the iTunes app store - search for Tii. Thanks for your support.
Hi Rob:
Is it me or do think its odd that apple still uses Google map data for iCloud based fond my iPhone?
Davis
Well Davis they do call it find my iPhone - not point me in the general direction give or take of my iPhone. Just sayin - Sorry that was just too easy to pass up.
Hi Rob,
My question is about Bluetooth support on iPhone 5. I purchased a Panasonic cordless phone that has a link2cell feature which is supposed to allow use of the cordless phone as a handset in place of the iPhone throughout the house. Allowing the user to leave the iPhone in one location, yet able to pickup calls from multiple handsets throughout the home. This worked well on my iPhone 4, but with my iPhone 5 it no longer connects like it had in the past. I've tried deleting all Bluetooth pairings on all devices and starting over fresh, but no luck. While the device does pair, no calls come through the cordless handset and it stops my iPhone from ringing because it thinks it is still paired. I've checked Panasonic's website to see if there was anyway to update the cordless phone, but found nothing. They also show no support for the iPhone 5.
I was wondering if anyone in your audience has come across this problem and identified a potential solution. I'm also wondering if there is another device out there compatible with the iPhone 5 that has the same functionality of acting like an additional handset receiver for the iPhone.
Regards,
Greg in Georgia.
Back in late December I mentioned the Trygger kickstarter project - that is t r y g g e r - and it will likely be closed by the time most hear this - as it is set to close at 8:59 AM ET on the 25th. But if you are hearing this before - they are at 63 hundred dollars of their 10k funding goal. And if you want one - now is the time - but sadly it looks like they will have missed their goal. The Trygger is the camera clip for the iPhone 5 that is a polarizing filter to block out noisy light to help improve photos. Hopefully they will fund this themselves and offer it up for sale shortly. If you are interested in this for your iPhone 5 and it is after the fact you can contact them from their kickstarter page and let them know you are interested - search for t r y g g e r at kickstarter dot com.
Hi Rob,
I want to thank everyone who responded with offers of assistance per the issue of double clicking. Unfortunately the issue is not double clicking the home button. The problem is my timing on double tapping icons to rename, move, or delete(on the touch screen). I have looked in the custom gestures option and cannot find a way to work that in to my problem.
Example: I can double click the home button to bring up the app switcher, but I cannot double-tap an icon to dismiss it. I however can split tap but this does not help in some situations as double tap and hold.
By the way I am blind and use the voice over gestures as well.
regards,
Ray
Hi Ray - I will send this back out to anyone that can help Ray per his need to double tap icons to rename - move or delete with voice gestures turned on. Any help again is greatly appreciate - 206-666-6364 - thats 206-moon-dog
Ok - starting to get lots of questions about the untethered jailbreak for iOS 6.x - ok starting is not accurate - how about I am getting more and more questions about this. anyway - I digress. Here is the skinny - it looks like an untethered jailbreak is basically ready - The only thing now is they are waiting for iOS 6.1 to be released before they release their untethered jailbreak - which should work to jailbreak all iOS devices running iOS 6.1 - It will likely be a couple to a few weeks after iOS 6.1 is released before this untethered jailbreak is released into the wild. As always - don't be the first to rush out an do the jailbreak - that is what I am here for - typically when there are issues with a new jailbreak it is when it is a new jailbreak - relax - you waited this long - wait until you see a push from me saying my post is up about how to jailbreak - of course we all need iOS 6.1 to be released first - I thought it was going to be this week - it did not happen - maybe it will be on Monday. If you are someone that likes to rush in on the jailbreak and not head my warning - and there are a couple of you that always do that - you know who you are. As always - make sure you do a full back up before you try this and make sure to sync over all your photos as well. But again for those that actually need their iOS device to work - wait - wait until you hear it is ok from me to do that jailbreak - just incase it is released sooner than expected.
I saw an interesting post on CNET - It said that nearly half of all iPhone users use the new Youtube app - that means they all went and manually downloaded it - that is pretty amazing. This also gives hope that most users are also downloading the podcast app - as it is one that is bundled with other Apple apps like find my iPhone - that users are actually prompted to download. unlike the Youtube app that they had to go search out on their own. Now all Apple has to do is you know make the Podcast app work like we expect Apple apps to work.
Hi Rob,
Per Straigh Talk - What is their policy on FaceTime over cellular? What are the Limitations?
Regards,
Michael
Hi Michael - I did some searching and found videos of FaceTime working fine with an iPhone 5 on Straight talk - and found articles about it not working with the iPhone 4. And then others saying it works fine with the iPhone 4.
Now I will say on the Straight talk website - it mentions next to the iPhone 4 - FaceTime calling - That said anyone on straight talk with an iPhone are you able to use FaceTime over cellular and if so - which iPhone are you doing that from. 206-666-6364 - 206-moon-dog or record and send your feedback to today in iOS at gmail dot com.
Before we go I want to remind you to send in your feedback to the show - 206-666-6364 - that 206-moon-dog - or record your feedback and email it to the show - it can be a question or comment per something someone said on this episode or it can be a question or rant you have about something else. An App or product review - good or bad - as long as it is iOS related - it is welcomed. I am always looking for new Artwork to feature that you created on an iOS device - just put some Tii branding on it and send it in. And of course we are always looking for more music created on an iOS device to play on the show. This is your show and your feedback is greatly desired. If you want to know when new episodes go up - look at the Tii app - not just the best way to consume the show - but also a great way to get a push message when a new episode goes live or there is other iOS breaking news. Just $2.99 in the app store - it helps you enjoy the show more and it helps support the show at the same time - and it makes it really easy to email or call the show with your feedback. Again just search Tii in the iTunes app store.
And that folks is going to do it for us today.
Apple stock at $450 again why?
Ok - sorry had to through that out there one more time.
And now we are done.