Music studios continue to balk at Apple's (AAPL +0.8%) royalty terms for its planned Web radio service, industry sources tell the NY Post. Whereas Pandora (P +2.8%) pays $0.12 per 100 streamed songs and iHeartRadio $0.22, Apple is said to have made an initial offer of $0.06. Is Apple playing hardball out of a belief the Internet Radio Fairness Act (something apparently on the minds of studios) gives it some leverage? The report could be helping Pandora rally ahead of today's FQ4 report. (previous) Update: The NYTreports stalled licensing talks have led Apple's service to be delayed at least until summer. [View news story]
You've never dealt with execs in the music industry before, have you?
Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
Harry, this isn't 1998. Apple is not in dire straits. The "solution" you're suggesting is what was proposed back then when Apple had a fraction of the PC market. Thank God Steve stuck to his guns and sold the idea that a Mac (just like the iPhone) is the whole widget: software and hardware are synergistic, as one.
Apple is NOT losing the war. Not EVEN CLOSE. Right now Apple is number one is PROFITS. How come Apple with 21% marketshare is reaping 70% of the profits of the smartphone industry? How come Android's marketshare is equating to the same percentage of profit?
How come the iPhone is number one in the US and Japan?
You also ignore the fact that: Apple makes more money through its eco system and Google through Google Play, iOS is the preferred platform for developers when apps appear on iOS first then Android - or sometimes even not at all, App developers make more money through iOS than through Android. More business and enterprise customers are testing and choosing iPhone and iPad over Samsung or Nexus. The adoption rate for iPhone and iPad in enterprise is HUGE.
You also neglect the fact that in actuality, only Samsung is making money on Android. The rest are not.
Once Apple signs with China Mobile this year, you will start to see the momentum swing even greater.
"High above the Alps my Gnome is hearing a rumor that Apple will announce a stock split at tomorrow's shareholder meeting," tweets Doug Kass. The rumor has led Apple (AAPL +1%) shares to spike higher. Update (2:24 PM):Kass is using the post-rumor spike to sell part of his trading position in Apple. [View news story]
Well, I heard on good authority, that Tim Cook will triple the dividends, split the stock, then do a 10-1 buyback, bring all iPhone manufacturing to the US and include a 6 pack of Becks' with every Apple product purchase.
Samsung's (SSNLF.PK) Galaxy Note 8.0 might be the most serious rival the iPad Mini (AAPL) has seen thus far. The Note 8.0, which ships in Q2, sports a 1200x800 display, a 1.6GHz. quad-core Exynos CPU, split-screen app viewing support, and (like Note smartphones) an S Pen stylus and several apps built for it. No pricing details for now. IDC estimates Samsung's tablet share grew to 15.1% in Q4, though that's still well behind the 43.6% claimed by the iPad, which continues to offer far more tablet-specific apps than Android tablets. (next-gen Nexus 7) [View news story]
Agreed. My position: My family bought Apple back in 2000, and sold recently.
From the spate of articles regarding Apple recently, I'm finding less and less well-reasoned arguments and conclusions from data, and more and more baseless opinions and crystal-ball opining.
Samsung's (SSNLF.PK) Galaxy Note 8.0 might be the most serious rival the iPad Mini (AAPL) has seen thus far. The Note 8.0, which ships in Q2, sports a 1200x800 display, a 1.6GHz. quad-core Exynos CPU, split-screen app viewing support, and (like Note smartphones) an S Pen stylus and several apps built for it. No pricing details for now. IDC estimates Samsung's tablet share grew to 15.1% in Q4, though that's still well behind the 43.6% claimed by the iPad, which continues to offer far more tablet-specific apps than Android tablets. (next-gen Nexus 7) [View news story]
The iPad mini has been so popular from its short run that it has even started cannibalizing some of the regular iPad's sales.
Once the iPad mini incorporates the Retina display and the faster specs, Apple will continue to solidify its position as the preeminent tablet maker.
More on Apple: iPhone and Mac sales below expectations, iPads roughly in-line. FQ1 gross margin was 38.6%, down 510 bps Y/Y but above guidance of 36% and responsible for EPS beat. FQ2 gross margin guidance of 37.5%-38.5%. Exc. retail, Americas sales +15% Y/Y (was +43% in FQ4), Europe +11% (+8% prior), Japan +25% (+113% prior), Greater China +67%, rest of Asia-Pac +10%. Retail +5%. Cash/investment balance at $137B. AAPL -4.8% AH. CC at 5PM ET (webcast). (PR) [View news story]
Short term pain because of ignorant idiots who don't understand a 13 week quarter versus a 14 week quarter
More on Apple: iPhone and Mac sales below expectations, iPads roughly in-line. FQ1 gross margin was 38.6%, down 510 bps Y/Y but above guidance of 36% and responsible for EPS beat. FQ2 gross margin guidance of 37.5%-38.5%. Exc. retail, Americas sales +15% Y/Y (was +43% in FQ4), Europe +11% (+8% prior), Japan +25% (+113% prior), Greater China +67%, rest of Asia-Pac +10%. Retail +5%. Cash/investment balance at $137B. AAPL -4.8% AH. CC at 5PM ET (webcast). (PR) [View news story]
"The company won't be able to sustain the robust iPad sales, the iPhone is already beginning to decline, and margins will shrink all-around. "
You have stats to back this up or do you just like posting unfounded, ridiculous comments?
Dear Apple Board, This Is How You Defend The Share Price [View article]
Absolutely. I have had AAPL since 2000 and have had held and acculmulated. The amounts of ups and downs were crazy back then and now. Only from 2006-2009 did people finally realize that Apple was great COMPANY, not just a great stock. They will again.
I'm sorry but the Surface is a failure. It will not catch on in the mainstream. And with the IOS application CloudOn, I have had access to full MS Office on my iPad. Enterprise and businesses have been testing the iPad for over a year and a half.
77% of growth funds studied in Bernstein's Dec. analysis of 800 mutual funds owned shares of Apple (AAPL -3.6%), down from 82% in a Dec. 2011 review. Moreover, their average position relative to Apple's Russell 1000 weight had fallen markedly. However, Apple's penetration of value funds rose to 40% from 29% over this time, though its average weight remains only 0.4x that of its S&P 500 weight. Bernstein's conclusion: Apple needs to reel in more value investors by hiking its dividend - the current yield is 2.1%. (order cut reports: I, II) (previous) [View news story]
Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkeialso claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO. [View news story]
Google Staying On Top Of Its Game With Android 4.2 OS [View article]
I think your article lacks a serious discussion of how Google search is completely cut out of the world's biggest market: China. Baidu is the default search engine in China, and will be on the iPhone.
In addition, the fact that Apple is using their own Maps apps from here on in, is another data stream cut off from Google.
Music studios continue to balk at Apple's (AAPL +0.8%) royalty terms for its planned Web radio service, industry sources tell the NY Post. Whereas Pandora (P +2.8%) pays $0.12 per 100 streamed songs and iHeartRadio $0.22, Apple is said to have made an initial offer of $0.06. Is Apple playing hardball out of a belief the Internet Radio Fairness Act (something apparently on the minds of studios) gives it some leverage? The report could be helping Pandora rally ahead of today's FQ4 report. (previous) Update: The NYT reports stalled licensing talks have led Apple's service to be delayed at least until summer. [View news story]
Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
According to this, Apple's strategy is working fine, at least in the US.
Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
Fixed.
Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
Apple is NOT losing the war. Not EVEN CLOSE. Right now Apple is number one is PROFITS. How come Apple with 21% marketshare is reaping 70% of the profits of the smartphone industry? How come Android's marketshare is equating to the same percentage of profit?
How come the iPhone is number one in the US and Japan?
You also ignore the fact that: Apple makes more money through its eco system and Google through Google Play,
iOS is the preferred platform for developers when apps appear on iOS first then Android - or sometimes even not at all,
App developers make more money through iOS than through Android.
More business and enterprise customers are testing and choosing iPhone and iPad over Samsung or Nexus. The adoption rate for iPhone and iPad in enterprise is HUGE.
You also neglect the fact that in actuality, only Samsung is making money on Android. The rest are not.
Once Apple signs with China Mobile this year, you will start to see the momentum swing even greater.
"High above the Alps my Gnome is hearing a rumor that Apple will announce a stock split at tomorrow's shareholder meeting," tweets Doug Kass. The rumor has led Apple (AAPL +1%) shares to spike higher. Update (2:24 PM): Kass is using the post-rumor spike to sell part of his trading position in Apple. [View news story]
Samsung's (SSNLF.PK) Galaxy Note 8.0 might be the most serious rival the iPad Mini (AAPL) has seen thus far. The Note 8.0, which ships in Q2, sports a 1200x800 display, a 1.6GHz. quad-core Exynos CPU, split-screen app viewing support, and (like Note smartphones) an S Pen stylus and several apps built for it. No pricing details for now. IDC estimates Samsung's tablet share grew to 15.1% in Q4, though that's still well behind the 43.6% claimed by the iPad, which continues to offer far more tablet-specific apps than Android tablets. (next-gen Nexus 7) [View news story]
From the spate of articles regarding Apple recently, I'm finding less and less well-reasoned arguments and conclusions from data, and more and more baseless opinions and crystal-ball opining.
Samsung's (SSNLF.PK) Galaxy Note 8.0 might be the most serious rival the iPad Mini (AAPL) has seen thus far. The Note 8.0, which ships in Q2, sports a 1200x800 display, a 1.6GHz. quad-core Exynos CPU, split-screen app viewing support, and (like Note smartphones) an S Pen stylus and several apps built for it. No pricing details for now. IDC estimates Samsung's tablet share grew to 15.1% in Q4, though that's still well behind the 43.6% claimed by the iPad, which continues to offer far more tablet-specific apps than Android tablets. (next-gen Nexus 7) [View news story]
Once the iPad mini incorporates the Retina display and the faster specs, Apple will continue to solidify its position as the preeminent tablet maker.
More on Apple: iPhone and Mac sales below expectations, iPads roughly in-line. FQ1 gross margin was 38.6%, down 510 bps Y/Y but above guidance of 36% and responsible for EPS beat. FQ2 gross margin guidance of 37.5%-38.5%. Exc. retail, Americas sales +15% Y/Y (was +43% in FQ4), Europe +11% (+8% prior), Japan +25% (+113% prior), Greater China +67%, rest of Asia-Pac +10%. Retail +5%. Cash/investment balance at $137B. AAPL -4.8% AH. CC at 5PM ET (webcast). (PR) [View news story]
More on Apple: iPhone and Mac sales below expectations, iPads roughly in-line. FQ1 gross margin was 38.6%, down 510 bps Y/Y but above guidance of 36% and responsible for EPS beat. FQ2 gross margin guidance of 37.5%-38.5%. Exc. retail, Americas sales +15% Y/Y (was +43% in FQ4), Europe +11% (+8% prior), Japan +25% (+113% prior), Greater China +67%, rest of Asia-Pac +10%. Retail +5%. Cash/investment balance at $137B. AAPL -4.8% AH. CC at 5PM ET (webcast). (PR) [View news story]
You have stats to back this up or do you just like posting unfounded, ridiculous comments?
Apple: Where Do Shareholders Go From Here? [View article]
Dear Apple Board, This Is How You Defend The Share Price [View article]
Is There A Worm In The Apple? [View article]
77% of growth funds studied in Bernstein's Dec. analysis of 800 mutual funds owned shares of Apple (AAPL -3.6%), down from 82% in a Dec. 2011 review. Moreover, their average position relative to Apple's Russell 1000 weight had fallen markedly. However, Apple's penetration of value funds rose to 40% from 29% over this time, though its average weight remains only 0.4x that of its S&P 500 weight. Bernstein's conclusion: Apple needs to reel in more value investors by hiking its dividend - the current yield is 2.1%. (order cut reports: I, II) (previous) [View news story]
Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkei also claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO. [View news story]
Google Staying On Top Of Its Game With Android 4.2 OS [View article]
In addition, the fact that Apple is using their own Maps apps from here on in, is another data stream cut off from Google.