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2MuchDebt

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  • A little more on Apple: Implied FQ2 iPhone ASP of $613, down from FQ1's $641 (was emerging markets discounting or a mix shift to older iPhones the culprit?). iPad ASP was $449, down from FQ1's $467 (shift to iPad Mini). Mac ASP of $1,378, up from FQ1's $1,359. iTunes/Software/Services revenue +30% Y/Y to $4.11B. Accessories +15% to $1.38B. R&D spend +33% Y/Y to $1.12B, SG&A +14% to $2.67B. Cash balance stood at $145B at quarter's end, up from prior $137B. AAPL resumes trading, shares are up 5.4% AH. [View news story]
    Unfortunately after hours gain has dwindled to $1 (or 0.25%). Clearly not impressed.
    Apr 23 05:58 PM | 1 Like Like |Link to Comment
  • BlackBerry (BBRY +3.8%) is off its premarket highs, but still up following mixed FQ4 results. BB10 shipments were roughly in-line with consensus. Total BlackBerry shipments -13% Q/Q and -23% Y/Y (they fell 7% Q/Q and 51% Y/Y in FQ3), and the BlackBerry sub base fell by 3M Q/Q to 76M. However, gross margin rose 970 bps Q/Q and 660 bps Y/Y to 40.1%, fueling the EPS beat. Opex +3% Q/Q and -8% Y/Y (exc. last year's goodwill charge) vs. a 36% revenue drop. Cash balance unchanged Q/Q at $2.9B. A 50% Q/Q increase in marketing spend is forecast, but BlackBerry still expects FQ1 results to be near breakeven, above a -$0.12 EPS consensus. [View news story]
    If / when people start to realize the Z10 is a great smartphone (which it is), I think you'll see a lot of people move from the Android and iOS platforms to BB10. And to think the Z10 is Blackberry's first smartphone without a physical keyboard. Good things to come from Blackberry in the smartphone realm.
    Mar 28 05:28 PM | 1 Like Like |Link to Comment
  • BlackBerry (BBRY +3.8%) is off its premarket highs, but still up following mixed FQ4 results. BB10 shipments were roughly in-line with consensus. Total BlackBerry shipments -13% Q/Q and -23% Y/Y (they fell 7% Q/Q and 51% Y/Y in FQ3), and the BlackBerry sub base fell by 3M Q/Q to 76M. However, gross margin rose 970 bps Q/Q and 660 bps Y/Y to 40.1%, fueling the EPS beat. Opex +3% Q/Q and -8% Y/Y (exc. last year's goodwill charge) vs. a 36% revenue drop. Cash balance unchanged Q/Q at $2.9B. A 50% Q/Q increase in marketing spend is forecast, but BlackBerry still expects FQ1 results to be near breakeven, above a -$0.12 EPS consensus. [View news story]
    @SoldHigh: I agree. I walked into a local Verizon store today; no signage for the Z10. I played around with the Z10 for about 10-15 minutes. The phone is awesome. Great user reviews as well from AT&T and Verizon customers.
    Mar 28 04:32 PM | Likes Like |Link to Comment
  • Samsung: A Whole New Galaxy [View article]
    What about if you're eating and your hands are dirty? I would like to have the no touch features for something like that. Contrary to your narrow minded beliefs, some people will find value in these new features. Adding NFC will be a useful feature, right? Samsung already has it. I agree that fingerprint technology would be a plus. While the iPhone is a great phone, Apple didn't add any great new features in the iPhone 5 (except for 4G, which was already behind the curve and ultimately expected) and some Apple users noticed. If Apple came out with the new features in the S4 you would probably find a way to spin it as a positive. We will all see whether or not the S4 will be a success. I believe it will be well received. I also believe if Apple came out with a bigger screen it would be a positive for unit sales.
    Mar 21 09:34 PM | Likes Like |Link to Comment
  • More on the Galaxy S IV: Samsung continues doing everything it can to differentiate itself via software, even as the OS and many of its core apps for its hardware are provided by Google (GOOG). The S IV features a text/speech translator (9 languages), the ability to transfer data from any phone witha PC's help, a health-tracking app that can leverage the phone's pedometer and sync with blood pressure monitors, and the ability to control home electronics via infrared. There's also Samsung's eye-tracking and touch-free gesture tech (as rumored). No kitchen sink just yet. (live blog[View news story]
    I agree bgold. I expect the user would have that option (or hope they would at least!).
    Mar 15 04:31 PM | Likes Like |Link to Comment
  • Live from New York, it's the Samsung (SSNLF.PK) Galaxy S IV. Mobile chief JK Shin has unveiled Samsung's new flagship device, which happens to look a lot like its predecessor. The S IV, said to support every 4G LTE band, will go on sale in late April (U.S. availability might take longer). The expected 5" 1080p display and 13MP camera are there, the next-gen 802.11ac Wi-Fi standard is supported (could be a positive for BRCM), and infrared, temperature, and humidity sensors are thrown in. A variety of camera tricks/gimmicks are provided, including the ability to simultaneously record video from both cameras. (live blog) (previous[View news story]
    The S4 isn't even on sale yet. Why would there be lines at phone stores for the S4 at this point?! S4 will sell very well (certainly better than S3), but won't be an iPhone killer. I think it has the potential to be on par with the iPhone.
    Mar 15 01:44 PM | Likes Like |Link to Comment
  • More on the Galaxy S IV: Samsung continues doing everything it can to differentiate itself via software, even as the OS and many of its core apps for its hardware are provided by Google (GOOG). The S IV features a text/speech translator (9 languages), the ability to transfer data from any phone witha PC's help, a health-tracking app that can leverage the phone's pedometer and sync with blood pressure monitors, and the ability to control home electronics via infrared. There's also Samsung's eye-tracking and touch-free gesture tech (as rumored). No kitchen sink just yet. (live blog[View news story]
    @harsh: I appreciate the level head and objective comment. I think some of the new features will be adopted and liked by some people and not by others. I do hope the battery life improves. I didn't hear about a new battery in the phone. Was an improved battery part of the S4? Either way, I think the S4 will be a solid product. I think the Note product line has been successful too, but not to the extent of the Galaxy series (not as widely adopted by consumers). Note that Samsung has a different business strategy than Apple (reverse engineering). Thanks for the post!
    Mar 15 08:05 AM | Likes Like |Link to Comment
  • More on the Galaxy S IV: Samsung continues doing everything it can to differentiate itself via software, even as the OS and many of its core apps for its hardware are provided by Google (GOOG). The S IV features a text/speech translator (9 languages), the ability to transfer data from any phone witha PC's help, a health-tracking app that can leverage the phone's pedometer and sync with blood pressure monitors, and the ability to control home electronics via infrared. There's also Samsung's eye-tracking and touch-free gesture tech (as rumored). No kitchen sink just yet. (live blog[View news story]
    @the_value: I hear you and good point. It is definitely not the death of the iPhone, but it is certainly not "a lot of hype over nothing". I think the S4 will be a great phone with new, useful, interesting and improved features. It's good to see other phone manufacturers coming out with some competitive smartphones.
    Mar 14 11:08 PM | Likes Like |Link to Comment
  • Live from New York, it's the Samsung (SSNLF.PK) Galaxy S IV. Mobile chief JK Shin has unveiled Samsung's new flagship device, which happens to look a lot like its predecessor. The S IV, said to support every 4G LTE band, will go on sale in late April (U.S. availability might take longer). The expected 5" 1080p display and 13MP camera are there, the next-gen 802.11ac Wi-Fi standard is supported (could be a positive for BRCM), and infrared, temperature, and humidity sensors are thrown in. A variety of camera tricks/gimmicks are provided, including the ability to simultaneously record video from both cameras. (live blog) (previous[View news story]
    Good point Herr. Keep in mind though the screen size of the S4 is larger than the S3, but the phone size hasn't changed. The trend with Samsung is bigger though, but how much bigger can a phone get without making it too big. I don't find the S3 phone size to be too big and therefore the S4, but the Note is pushing it!
    Mar 14 11:04 PM | Likes Like |Link to Comment
  • More on the Galaxy S IV: Samsung continues doing everything it can to differentiate itself via software, even as the OS and many of its core apps for its hardware are provided by Google (GOOG). The S IV features a text/speech translator (9 languages), the ability to transfer data from any phone witha PC's help, a health-tracking app that can leverage the phone's pedometer and sync with blood pressure monitors, and the ability to control home electronics via infrared. There's also Samsung's eye-tracking and touch-free gesture tech (as rumored). No kitchen sink just yet. (live blog[View news story]
    @Jack: You're delusional. Clearly you're an Apple fanboy invested in Apple stock and will dislike any non-Apple product no matter how great it may be because it's not Apple. Yes, it's that obvious. Unfortunately you're going to miss out; the S4 will be better than the iPhone 5 and likely the iPhone 5s. Competition in the smartphone market should be viewed as a positive for the consumer because ultimately it will yield improved products. What would be needed to wow Jack Baker? That's the real question. I don't dislike Apple products, but it's amazing how defensive some Apple fans can become when a competitor releases a product that potentially matches or is potentially better than a current Apple product. There are other smartphones on the market now that are just as good as the iPhone.

    Why are you in denial of recognizing or potentially utilizing other great smartphone devices? Are you that stubborn?

    The S4 release will certainly spell trouble for Apple in the near future.
    Mar 14 10:30 PM | 5 Likes Like |Link to Comment
  • Samsung's (SSNLF.PK) Galaxy S IV will indeed use green OLED host emitter materials, SamMobile reports, while adding their use will make the S IV's display 25% more power-efficient. Universal Display (PANL +2%) is higher, though it looks as if the news was partly priced in following Cowen's Feb. 6 report. The S IV, due to be unveiled on Thursday, is also said to feature "floating touch" technology that allows a user's finger to act as a cursor when hovering above a screen. (previous[View news story]
    As a smartphone user, I'm glad to see all the competition in the smartphone market. The result is a better end-product for the consumer. I think the S IV will be a big success. Look forward to the unveiling event next Thursday.
    Mar 8 04:29 PM | Likes Like |Link to Comment
  • The BlackBerry Z10 (BBRY +1.4%) will hit AT&T store shelves on March 22, says Bloomberg - N4BB previously reported of a March 15 launch. Separately, Jefferies' Peter Misek, who upgraded shares on Jan. 18, says his checks indicate no Z10 inventory buildup, and that any price cuts are normal for a new smartphone. Pac Crest had reported different findings. [View news story]
    I'm excited to try out the new Z10. Should be a good addition to the U.S. smartphone market.
    Mar 8 09:42 AM | 6 Likes Like |Link to Comment
  • Pres. Obama confirms three new cabinet nominations: Sylvia Burwell, currently leading Wal-Mart's charitable organization, as director of the Office of Management and Budget; Ernest Moniz, an MIT physicist and former energy undersecretary, as head of the Energy Department; and Gina McCarthy, who runs the EPA's air quality office, to direct the EPA. [View news story]
    I think it's funny that Obama nominated Wal-Mart's charitable organization leader to director of the Office of Management and Budget. That can't be a coincidence.
    Mar 4 12:50 PM | Likes Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    @Ryche: You're missing the point, but this conversation will go on forever if we continue... EPS growth rate declined substantially and for the most recent quarter turned negative. This should be of some concern to investors... Obviously they're not going bankrupt per your sarcastic comment, but it is a concern. P/E doesn't look as good if negative EPS growth ensues; still relatively low, but not as strong. I figured some of you readers would understand this. FYI, I'm not an Apple bear and I enjoy / like the company's products.
    Feb 20 01:11 PM | 2 Likes Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    @red: One definition of "contraction" means shrinking. How is Apple's EPS not shrinking when you compare Q1 of this year to Q1 of last year? Diluted EPS of $13.81/share for quarter ended 12/29/12 and diluted EPS of $13.87/share for the quarter ended 12/31/11. That's considered negative growth.

    About visibility: I meant Apple investors have little visibility into the future. How do you have any idea what's going to drive Apple's earnings in 5 years, let alone 3 years?

    Clearly you disagree with me and that's fine.
    Feb 20 12:53 PM | 1 Like Like |Link to Comment
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