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ernieschu

ernieschu
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  • More on Apple: Cash/investment balance reached $118B at end of FQ3, up from $110B at end of FQ2. Opex +35% Y/Y to $3.4B, surpassing revenue growth. iPhone revenue +22% Y/Y (major slowdown from FQ2's 85%), implied ASP of $625 (down from FQ2's $646). iPad revenue +52% (was +132% in FQ2), implied ASP of $538. Mac desktops -19%, Mac notebooks +3%. AAPL -5% AH. (PR) (webcast)  [View news story]
    SO WHERE'S THE DIVIDEND?
    Jul 25, 2012. 09:48 AM | Likes Like |Link to Comment
  • Only 20M-25M iPhones will be produced in the September quarter, sources tell Digitimes. The next-gen iPhone will account for a large chunk of these shipments. The report comes as Apple (AAPL +0.7%) trades higher in spite of Verizon's soft iPhone sales figure - a Q2 U.S. slowdown seems to be priced in. iPhone component suppliers are also moving higher, thanks to Qualcomm and Skyworks' reports. Avian recently estimated Q2 iPhone builds may have fallen to ~20M.  [View news story]
    When will the AAPL dividend be issued?
    Jul 19, 2012. 01:35 PM | Likes Like |Link to Comment
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