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  • Apple: Management Needs To Vision Tomorrow More Than Explain Today [View article]
    tftf:

    Management had access to the numbers for a month and could have prepared better for the earnest questions from analysts. I can’t imagine it came as a surprise to management December quarter results and March quarter guidance would cause concern.

    What worked for Steve Jobs may not work for Tim Cook as Apple continues through a slow-growth/no-growth phase. A new conversation with customers, shareholders and analysts may need to begin.
    Jan 30 02:49 AM | 1 Like Like |Link to Comment
  • Apple: Management Needs To Vision Tomorrow More Than Explain Today [View article]
    johnanexta:

    Thank you for the thoughtful comment. I am enthralled by Apple’s migration to 64-bit SOCs and I agree iBeacon has real potential.

    I view Apple as a customer relationship continuum and I see the real value of the company in the manner in which it engages customers and builds long-term, high yield relationships.

    The 64-bit environment opens exciting opportunities for eco-system partners, enterprises customers seeking productive new technologies and devices and consumers interested in extraordinarily well designed products.

    I’m not concerned about Apple product market share but I am concerned about the pace of new customer acquisition and the size of the customer market Apple can make available to developers, content providers and eventually retailers through an Apple-based commerce system.

    While the iTunes/Software/Services revenue segment was again the company’s fastest-growing revenue segment in the December quarter, Apple’s dependence on the iPhone and iPad for over 75% of the company’s recognized revenue creates growth challenges.

    I’m interested in management providing its vision of the digital device world of tomorrow as a means to engage the company’s customers on where Apple sees the future for its products and, in broad terms, where Apple intends to take its customers and device and services platform in the quarters and years ahead.
    Jan 30 01:45 AM | Likes Like |Link to Comment
  • Apple: Management Needs To Vision Tomorrow More Than Explain Today [View article]
    964500:

    Vision is providing a broad framework of where management sees the digital device world of tomorrow and how Apple is planning to address market opportunities. There was nothing mentioned in yesterday’s prepared remarks following the release of earnings and in the responses to direct and earnest questions from analysts during the conference call that suggests the company is addressing the challenges of no profit growth and the real risk of negative revenue growth in the current quarter.
    Jan 29 01:34 AM | Likes Like |Link to Comment
  • Apple: Management Needs To Vision Tomorrow More Than Explain Today [View article]
    Camden:
    Why? The company is facing the real risk of the first negative revenue growth quarter in the company’s recent history and March quarter net income may be below the results of two years ago.
    Negative revenue growth in the Americas region (Apple’s largest revenue region) during the holiday quarter following the roll out of new iPhones and iPads suggests a decline in consumer interest. Of greatest value to Apple are the company’s customers. If customers are not engaged, Apple will continue to have revenue and net income growth challenges.
    Jan 29 01:25 AM | Likes Like |Link to Comment
  • Apple: Management Needs To Vision Tomorrow More Than Explain Today [View article]
    DanoX:

    Again, I’m not suggesting Apple unwrap the company’s planned new products. I am suggesting management provide insight as to where the team sees the digital device world of tomorrow from the vantage point of today.

    Apple’s December quarter net income has been essential flat for successive years and March quarter guidance suggests net income may come in lower than two years ago. How would you address the real risk of the first quarter with negative revenue growth in the company’s recent history?

    I’d start with real and relevant answers to the questions asked by analysts and offer vision for the future to the company’s hundreds of millions of device and services customers.
    Jan 29 01:15 AM | Likes Like |Link to Comment
  • Apple: Management Needs To Vision Tomorrow More Than Explain Today [View article]
    tftf:

    I’ve been actively following Apple for over 20 years and I’ve been a Mac user since 1986.

    I’m not suggesting management take the wraps off of new products. I am suggesting management provide vision as to where the team sees opportunities in the years ahead. Please read management’s responses to the questions posed by analysts during yesterday’s conference call.

    It wasn’t just a soft quarter that brought the stock down over $40 today. It was a soft quarter and March quarter guidance that suggests the real possibility of a year-over-year decline in recognized revenue and a net income outcome lower than the results of the March quarter two years ago.

    I consider management’s responses to questions during yesterday’s conference call to be less than satisfactory. The analysts were not hunting Apple. They were trying to make sense of soft results and surprisingly low March quarter guidance.
    Jan 29 01:05 AM | 1 Like Like |Link to Comment
  • Apple: Management Needs To Vision Tomorrow More Than Explain Today [View article]
    davel:

    You are correct. The migration to 64-bit SOCs is a big step forward. The iPhone 5s is an amazing smartphone handset and an extraordinary device for personal productivity.

    Apple is laying a foundation for future growth. All the more reason management needs to be more forthcoming about the company’s vision for the digital device world of tomorrow. Management can not pretend the products will speak for themselves.
    Jan 29 12:46 AM | Likes Like |Link to Comment
  • Apple: Management Needs To Vision Tomorrow More Than Explain Today [View article]
    johnanexta:

    Long-term shareholders have been richly rewarded over the past sixteen years. However, the current no-growth phase may lead to a diminished earnings multiple for shareholders and little share price appreciation over the next few months even with the current $60 billion share repurchase program.

    I do have confidence in Apple’s long-term prospects for growth and I see nothing in the results that suggests those with a multi-year outlook should dump their shares.

    I am suggesting, after listening to management’s responses during the conference call with analysts, much more needs to be said about the company’s vision for new products and services. Again, I’m not suggesting management detail Apple’s next new product plans, but providing an outline of where management sees new growth opportunities would be helpful for shareholders and the analysts preparing forecasts.
    Jan 29 12:26 AM | Likes Like |Link to Comment
  • Apple: Management Needs To Vision Tomorrow More Than Explain Today [View article]
    John Doe12:

    There’s no disputing the fact Apple is a highly profitable company. There’s also a very high market cap awarded to Apple for all of its success.

    Based on guidance, revenue and net income in the March quarter may be lower than the outcome two years ago. I’m not suggesting Apple take the wraps off of planned new products. I am suggesting management provide a glimpse of how it sees the computing and digital device world of tomorrow while working through the no-growth phase today.
    Jan 29 12:12 AM | 1 Like Like |Link to Comment
  • Apple: Management Needs To Vision Tomorrow More Than Explain Today [View article]
    Macbeutling:

    Thank you for your comment. I have confidence in Apple’s ability to deliver long-term.
    Jan 29 12:03 AM | 1 Like Like |Link to Comment
  • Apple: It's A Matter Of What, Where And Why [View article]
    Camden:

    The ongoing share repurchase program will amplify the return to positive net income growth. I expect for the fiscal year the eps growth rate to exceed the rate of growth in revenue.
    Dec 30 11:58 PM | 2 Likes Like |Link to Comment
  • Apple: It's A Matter Of What, Where And Why [View article]
    kid1112000:

    Apple will continue to build on its foundation of strong customer relationships and content delivery mastery with new products and innovative updates to the company’s existing product lines. The migration to 64-bit SOCs opens new doors for developers and the company’s ongoing geographic expansion will bring about impressive results through FY2014 and FY2015.

    The iTunes/Software/Services segment is the best proxy available to gauge the growth in Apple’s underlying eco-system. Although management’s decision to offer OS X updates at no charge and to distribute Keynote, Numbers and Pages at no cost to Mac and iOS device owners with dampen the segment’s FQ1 growth rate, I expect the segment to deliver 20% or greater revenue growth in FY2014.
    Dec 30 11:33 PM | 1 Like Like |Link to Comment
  • Apple: It's A Matter Of What, Where And Why [View article]
    xilef:

    Thank you for your comment. I'll be covering Apple's December quarter results and March quarter guidance with a new article in late January.
    Dec 30 11:25 PM | Likes Like |Link to Comment
  • Apple: It's A Matter Of What, Where And Why [View article]
    Keyser:

    I have listened to every single quarterly Apple conference call with analysts since the webcasts began. Through all of these years in my view there is no one with a better understanding of Apple as an enterprise and Apple as an innovator than Tim Cook.

    He was hand chosen by Steve Jobs to handle the day-to-day operations at Apple and hand chosen to succeed him as CEO. There is no one at this time better suited than Tim Cook to lead Apple into its next era of success.
    Dec 30 11:23 PM | 2 Likes Like |Link to Comment
  • Apple: It's A Matter Of What, Where And Why [View article]
    $4nothing:

    Please find the link below:

    http://bit.ly/19XqDvC

    Please keep in mind this is a long-term deal and pre-orders have been underway in select markets for the past couple of weeks.

    I'm much more interested in demand through the Lunar New Year celebrations than the initial pre-orders.
    Dec 30 11:06 PM | 1 Like Like |Link to Comment
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