Quick Observations On Apple’s Q2 2014

Posted in アップル, 決算発表 by shiro on 2014年4月25日


Quick Observations On Apple’s Q2 2014 | ParisLemon

iPhone up, iPad down as Apple reports strong second-quarter earnings | Macworld

Apple Reports Second-Quarter Earnings | Daring Fireball

Apple reports $10.2 billion second quarter profit | The Loop

「Appleは一番を争わない。よりよい製品を作るために」ティム・クックの言葉 | 小龍茶館


Transcript of Tim Cook’s Apple earnings call

Posted in アップル, 決算発表 by shiro on 2014年4月25日


This is Tim: Apple’s CEO on the iPad, Apple TV, future products, and China | Macworld

Apple Inc. (AAPL) news: Apple’s CEO Discusses F2Q 2014 Results – Earnings Call Transcript | Seeking Alpha

Transcript of Tim Cook and yesterday’s Apple earnings call | The Loop

Google Stock Hits $1,000 for First Time Ever

Posted in グーグル, 業績, 決算発表 by shiro on 2013年10月19日


2013 Financial Tables | Google

A ‘Grand’ Moment for Google: Mobile Push Spurs Milestone | WSJ

Shares Cross $1,000 as Company Shows Mobile Advertising Is Working

Google Stock Hits $1,000 for First Time Ever | Mashable

Google is officially part of the ultra-exclusive $1,000 club.

Google stock hits record on quarterly results | USA Today

グーグル株が急騰、初めて1000ドルの大台突破 |

What’s behind Google’s record quarter | Quartz

So how did the company do it? Advertisements on good old-fashioned search.

And Google’s non-advertising revenue continues to be a tiny proportion of the company’s overall business—just 9% of revenue.

Google’s record valuation is still $130 billion short of Apple’s | Quartz

40% Of YouTube Traffic Now Mobile, Up From 25% In 2012, 6% In 2011 | TechCrunch

Google Stock Tops $1,000, Highlighting a Tech Divide |

Quentin Hardy:

Google closed up 14 percent on Friday, at $1,011.41, after a better-than-expected earnings release late Thursday. The jump brought its gain since its initial offering to roughly 1,100 percent. During the same period, the shares of rose 830 percent. Samsung, which makes smartphones as well as the chips that go into many other manufacturers’ devices, rose 760 percent. And Apple leapt a staggering 3,300 percent.

By comparison, the overall Nasdaq composite rose 120 percent, while Microsoft — 10 years ago the most feared giant in technology — gained just 28 percent.

Google Stock Tops $1,000, Highlighting a Tech Divide | ParisLemon

While I largely think the stock market has a bit too many forces at play to serve as a good barometer, at a high level, this data seems pretty telling.

Apple: Tim Cook’s cash card

Posted in アップル, 決算発表 by shiro on 2013年4月28日


Apple: Tim Cook’s cash card | The Economist

THERE was no firm timetable for an iWatch or for a revolutionary iTV. Nor was there a concrete plan for releasing a low-cost iPhone. There was, however, the promise of what is reportedly the biggest share buyback in American corporate history.

14 percent growth is the new “going out of business” for Apple

Posted in アップル, ネガティブ報道, 決算発表 by shiro on 2013年4月28日


The Macalope Weekly: Off with his head! | Macworld

Apparently 14 percent growth is the new “going out of business.” For Apple, anyway. Amazon could report that it had accidentally shipped all of its customers live, venomous snakes and still be considered a winner.

14 percent growth is the new “going out of business” for Apple | The Loop

Apple’s Solid-After-All Quarter In Charts

Posted in アップル, 決算発表 by shiro on 2013年4月24日


Apple’s Solid-After-All Quarter In Charts | SplatF

Apple is still growing, but slower than before. And it’s not as profitable as it was a year ago — a rare reversal. But it’s still solid.

Q2 2013 and investing in Apple |

To me this speaks volumes about management’s confidence. They’re telling us the stock is undervalued. As Cook said, they are “investing in Apple”. But in reality they are taking advantage of information they have about the company’s long term product roadmap that Wall Street doesn’t have as much faith in.

Apple Financial Results – Q2 2013

Posted in アップル, 決算発表 by shiro on 2013年4月24日

Is Apple Looking For A Replacement For CEO Cook?

Posted in アップル, ネガティブ報道, 決算発表 by shiro on 2013年4月22日


Is Apple Looking For A Replacement For CEO Cook? | Forbes

Is Apple AAPL -0.39% (AAPL) secretly searching for a new chief executive to replace Tim Cook? Some Wall Street sources close to some Apple executives say such a move is afoot…

ティム・クックがアップルを去る? 株価が下がる中、次期CEO探しが始まったとForbesが報道 | ギズモード・ジャパン

Apple’s Calendar Chaos Trade Of 2013

Posted in アップル, 投資家, 株価, 決算発表 by shiro on 2013年4月21日

Tim Cook to Apple investors: Keep calm and stop listening to rumors

Posted in アップル, 業績, 決算発表 by shiro on 2013年1月24日


Tim Cook to Apple investors: Keep calm and stop listening to rumors | GigaOM

Despite the attempts to convince Wall Street analysts that Apple’s future remains bright, Cook’s explanations appear to have fallen on mostly deaf ears. As of the time of this posting, Apple investors have sent shares down more than 10 percent in afterhours trading to around $457.

Apple’s been on an incredible run but its investors are very nervous that boom years are coming to an end. It’s becoming clear that Apple can’t just go quietly about its business of selling iPhones, and this isn’t going to be the last time we hear Apple’s leaders have to make the case for the company’s success beyond what’s on the balance sheet.

Apple Posts Record iPhone Sales in Quarter | AllThingsD

The company topped its own forecast and sold a record 47 million iPhones, but nonetheless managed to disappoint: Shares were off more than 4 percent in after-hours trading following the numbers.

As is often the case, Apple’s outlook for the current quarter was less than some investors were hoping. The company said to expect revenue of $41 billion to $43 billion as opposed to the more than $45 billion that many analysts had been projecting.

Apple’s Q1 ’13: Misses at $54.5 rev, beats with $13.1B profit at $13.81 EPS, with 47.8M iPhones sold | The Next Web