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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

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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 | WSJ.com

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 | NYTimes.com

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 Amazon.com 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.

広告

Margin Call

Posted in アップル, 業績 by shiro on 2013年2月6日

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Margin Call | asymco

During the fourth quarter 2012 Apple’s margin fell to about 38%, a level not seen since two years earlier and down from a peak of 47% in Q1 2012. Does this lower margin foretell lower prices or a loss of competitiveness?

Obviously not.

Margin Call | Daring Fireball

アップルの業績はそれほど悪いのか | maclalala2

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What tech company is healthier than Apple?

Posted in アップル, 株価, 業績 by shiro on 2013年1月26日

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What Tech Company is Healthier Than Apple? | TechPinions

A question I look at as I analyze specific companies is who is building a strategy to be a long term company. Many tech companies develop strategies and create corporate vision in the 3-5 year range. Many also don’t even go that far as they are only planning 1-2 years out. There are a rare few companies who strategize a bit longer and Apple is one of them.

What tech company is healthier than Apple? | The Loop

Apple’s Stock Price Has Always Been Irrational

Posted in アップル, 株価, 業績 by shiro on 2013年1月25日

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Apple’s Stock Price Has Always Been Irrational | Daring Fireball

From a year-old piece by Abdel Ibrahim at The TechBlock:

The stock market sell-off of 2007-2009 bears out this cautionary approach. During that period, Apple released its original iPhone, followed by the iPhone 3G, the iPod touch, the MacBook Air, and a variety of updates to their Mac line. They were seeing record earnings quarter after quarter, not missing a single beat, yet the stock dropped from roughly $202 to $78 in that period. Why? Because stocks react to people, not analysts.

Apple’s stock and earnings don’t go hand in hand | The TechBlock

AAPL falls victim to ‘overinflated expectations’

Posted in アップル, 株価, 業績 by shiro on 2013年1月25日

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The Obvious But Hidden Secrets Behind Apple’s Record Numbers And Stock Price Crash | Mac360

Yes, I know. That’s absurd. And that’s how Wall Street works. What’s really broken with Apple? The company’s inability to surpass overinflated expectations. It’s as simple as that. Almost.

Revenue and profits are slowing down. They’re growing slower as a percentage over previous growth rates. Rates. Not actual numbers. Once a company hits $100-billion in annual revenue, growth of 20-percent requires another $20-billion in revenue in just a year. That kind of growth rate is difficult to maintain, regardless of how stellar the finances.

AAPL falls victim to ‘overinflated expectations’ | The Loop

Apple Confronts the Law of Large Numbers | NYTimes.com

If Apple’s share price grew even 20 percent a year for the next decade, which is far below its current blistering pace, its $500 billion market capitalization would be more than $3 trillion by 2022. That is bigger than the 2011 gross domestic product of France or Brazil.

Put another way, to increase its revenue by 20 percent, Apple has to generate additional sales of more than $9 billion in its next fourth quarter. A company with only $1 billion in sales has to come up with just another $200 million.

The Law of Large Numbers | Daring Fireball

The Apple paradox | Benedict Evans

As an investor, therefore, are you buying a company with high growth and continued high profits, slowing growth and the same high profits, or the same growth and (due to cheaper products) lower profit? It really isn’t clear. More cynically, this is a catch 22: high numbers mean saturation (bad), and low numbers mean slowing growth (bad).

Finally, Apple has got to the point where all news is bad news.

The Apple Paradox | Daring Fireball

With Apple, What A Difference A Week Makes

Posted in アップル, 株価, 業績 by shiro on 2013年1月25日

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With Apple, What A Difference A Week Makes | TechCrunch

But there is a pretty simple way to explain one level of “disappointment” today — just as there was in Q4 of last year. While that was all about a shift in the iPhone release cycle (which led to the perfect storm that was Q1 2012 — which is directly related to this year — more below), this year was all about one week. One. Little. Week.

What Apple tried to alert everyone to multiple times over the past quarter, but few seemed to remember, is that Q1 2012 was an anomaly. It was 14 weeks long, versus the standard 13 weeks Apple uses to calculate a quarter. This year, things were back to normal: 13 weeks.

Just to beat the dead horse, … | MG Siegler ‏@parislemon

Just to beat the dead horse, last quarter: Microsoft revenues: $21.46 billion. iPhone revenues: $30.66 billion. Yes, just iPhone.