Apple is in a freefall.

[adrynalyne]

16 minutes ago, vcfan said:

apple fans will not be eating apple pie this christmas, only humble pie

Most Apple fans won't care about the stock drop.

[Michael Scrip]

7 hours ago, Studio384 said:

Calm down right there, in calendar year 2014, Apple sold 169 million smartphones. That's their highest so far, and while the year 2015 seems to be ready to beat that number (for something around 200 million), never - ever - before did the number of iPhone sales drop so fast on a quarter to quarter base throughout the year. Usually, it's a 20% drop in sales, in 2015, they had a 40% drop and expectations for Q4 aren't high either. It might be still a lot, and that might still generate plenty of revenue, but it won't please shareholders. And if that happens, a lot of money can go up in thin air quiet fast. And that on top of an 160B$ drop already. Well, that's not very good for your shareholders.

 

There is still some good news though, Apple doesn't just relay on iPhones. They also relay on iPads... which aren't selling well. But on top of that, they have - of course - also iPods... which aren't selling well either. Apple Watch? Well, analysts are expecting lower results there too. Well... honestly, Apple as a whole is performing below expectations.

Nobody counts the change in quarter-to-quarter sales.  It's always year-over-year to measure growth.

 

Also.. I added it up... and Apple has sold 231 million iPhones these last 4 quarters.  That's the most they've ever sold... and makes them the #2 smartphone manufacturer in the world by volume.

 

And let's not forget that these are rather expensive smartphones that generate tons of profit.   Samsung may sell more units... but at a much cheaper price.  I think their average selling price is around $250

 

The iPhone's average selling price is $670.  Quick napkin-math says that the iPhone generated $154 Billion these last 4 quarters.  No one else even comes close.

 

I don't understand the stock market.  All I can see is a company selling a ton of smartphones and generating tons of profit.  And even Apple's non-iPhone businesses would be on the Fortune 100.  (or something like that... I don't remember the exact quote)

 

There will be a point when iPhone sales fail to grow... and I hope people don't lose their minds over it.  Nothing can grow forever.  

[Order_66]

21 hours ago, Nogib said:

Look, I hate Apple and their users

 

If I ever feel "hate" for anyone or any group of people simply because of the product they use then I think it would be time to get out for some fresh air and rethink my goals in life.

[+JHBrown Subscriber¹]

22 hours ago, Nogib said:

Look, I hate Apple and their users, but even I'm not that naive! 

 

[paulheu]

And the story continues

http://uk.businessinsider.com/apple-is-going-to-have-a-tough-year-2015-12?op=1?r=US&IR=T

 

When big Apple advocates (ok.. analysts..) start predicting 6-10% negative growth for iPhone, where the other products/services in Apple's portfolio is not doing so great anyway, things start to go off the tracks..

 

The one trick pony strategy is coming apart it seems..

[+JHBrown Subscriber¹]

24 minutes ago, paulheu said:

And the story continues

http://uk.businessinsider.com/apple-is-going-to-have-a-tough-year-2015-12?op=1?r=US&IR=T

 

When big Apple advocates (ok.. analysts..) start predicting 6-10% negative growth for iPhone, where the other products/services in Apple's portfolio is not doing so great anyway, things start to go off the tracks..

 

The one trick pony strategy is coming apart it seems..

The one trick pony is doing fine. Stop panicking Paul. 

[Michael Scrip]

26 minutes ago, paulheu said:

And the story continues

 

http://uk.businessinsider.com/apple-is-going-to-have-a-tough-year-2015-12?op=1?r=US&IR=T

 

When big Apple advocates (ok.. analysts..) start predicting 6-10% negative growth for iPhone, where the other products/services in Apple's portfolio is not doing so great anyway, things start to go off the tracks..

 

The one trick pony strategy is coming apart it seems..

• iPhone sales could go negative for the first time in history.  (did everyone forget that this already happened to Samsung a year ago? And HTC like 4 years ago?)
• iPad sales are shrinking, and show no sign of improving. (Isn't the entire tablet market shrinking?)
• The Apple Watch is not the blockbuster people thought it was going to be.   (estimates say Apple has sold millions of units... while everyone else would be lucky to sell hundreds of thousands of units. And some even fewer.)
• Apple TV is OK, but nothing revolutionary.  (it's a streaming box... aside from "missing" 4K... what is AppleTV supposed to do?)
• Apple's software and services — Apple Music, Maps, Health, Photos — are just OK.  (I don't see a problem with most of that stuff.  But if you don't like Apple's first party software... you can find alternatives)

Here's the deal... no company can grow forever.  I understand that no one likes negative growth... but it happens to everybody.  What we gotta remember is that the products Apple does  sell makes them billions in profit. 

 

If Apple sells 6-10% fewer iPhones... that could simply be a drop from 74 million to 70 million.  But that's still almost $50 billion in revenue.  And a ton of profit.

 

Meanwhile... some other companies make ZERO dollars in profit.  Actually... LESS THAN ZERO in profit.

 

The article sums it up nicely: "even a 'tough' year for Apple will be a great year that would be a record breaker for any other company, as measured by profits and revenue."

[Studio384]

On ‎20‎/‎12‎/‎2015 at 3:48 PM, Brian M. said:

Doesn't look like anything out of the ordinary to me. Due to Apple's product release cycles, there's always going to be peaks and troughs bigger than other companies, as people gamble on new releases, etc. There is a clear annual trend in the stock prices.

What? There really isn't any annual trend in their stock prices: http://www.msn.com/nl-be/financien/aandelenkoersen/fi-126.1.AAPL.NAS.

On ‎20‎/‎12‎/‎2015 at 11:19 PM, Michael Scrip said:

Nobody counts the change in quarter-to-quarter sales.  It's always year-over-year to measure growth.

 

Also.. I added it up... and Apple has sold 231 million iPhones these last 4 quarters.  That's the most they've ever sold... and makes them the #2 smartphone manufacturer in the world by volume.

 

And let's not forget that these are rather expensive smartphones that generate tons of profit.   Samsung may sell more units... but at a much cheaper price.  I think their average selling price is around $250

 

The iPhone's average selling price is $670.  Quick napkin-math says that the iPhone generated $154 Billion these last 4 quarters.  No one else even comes close.

 

I don't understand the stock market.  All I can see is a company selling a ton of smartphones and generating tons of profit.  And even Apple's non-iPhone businesses would be on the Fortune 100.  (or something like that... I don't remember the exact quote)

 

There will be a point when iPhone sales fail to grow... and I hope people don't lose their minds over it.  Nothing can grow forever.  

There are enough people that look to a QoQ trend and with such big jumps compared to previous years, that's not a good sign for share holders. These guys expect revenue and when your sales go higher, they expect them to stay higher and only drop around the same % as earlier years, if that doesn't happen, share holders get disappointed, and that 20% drop clearly didn't happen this time around.

[paulheu]

5 hours ago, Michael Scrip said:

• If Apple sells 6-10% fewer iPhones... that could simply be a drop from 74 million to 70 million.  But that's still almost $50 billion in revenue.  And a ton of profit.

 

 

Apple has lost 20% market value over a few months based on rumors of these issues. If the come true in 2016 more value will evaporate. They'll be standing at the end of the year yes, and probably still standing firm. But they'll have to start making things happen to maintain that and I believe they will not be able to do so.

 

The main pillars of their business are under pressure, frankly it's their only pillar and that does not bode well for stability.

 

Apple has fallen back to the market value they were at about three years ago and that is not good. While iPhone sales go very well and even with the decline will be fantastic, the other products and services are really not doing good at all, if not doing badly.  

Edited January 2, 2016 by paulheu

[HawkMan]

2 hours ago, paulheu said:

 

Apple has lost 20% market value over a few months based on rumors of these issues. If the come true in 2016 more value will evaporate. They'll be standing at the end of the year yes, and probably still standing firm. But they'll have to start making things happen to maintain that and I believe they will not be able to do so.

 

The main pillars of their business are under pressure, frankly it's their only pillar and that does not bode well for stability.

 

Apple has fallen back to the market value they were at about three years ago and that is not good. While iPhone sales go very well and even with the decline will be fantastic, the other products and services are really not doing good at all, if not doing badly.  

Stock market value is not actual market value. it is an absolutely meaningless way to measure a firm value. and is entirely separate value form the company used by the professional stock market gamblers. it's their actions collectively who causes the value to go up or down, their reactions are sometimes based on actions of the company and their perceived impact on it's value, often, not. 

 

You could see Apple stock crash to $1 per share(well it wouldn't happen but hypothetically) and you still wouldn't be able to buy the company for that total market value. but usually it's the other way, to buy out a company you generally have to pay above the market value