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Spotlight on Apple’s hidden revenue stream
Spotlight on Apple’s hidden revenue stream
On Wednesday, when Apple announces its fiscal 2009 first-quarter earnings, the business press will rush to report the key metrics: number of units sold for Macs, iPods and iPhones, as well as overall company sales, earnings, and gross margins. But according to some long-time Apple watchers, ...
Apple Reports First Quarter 2009 Results
apple.com — Good news for Apple all around: Apple sold 2,524,000 Macintosh computers during the quarter, representing nine percent unit growth over the year-ago quarter. The Company sold a record 22,727,000 iPods during the quarter, representing three ... (more) Apple Reports First Quarter 2009 Results
Apple Still Thinking About Netbooks, But Isn't Ready
Apple Still Thinking About Netbooks, But Isn't Ready
blog.wired.com — During its quarterly earnings call Wednesday, Apple reinforced its skepticism in netbooks, saying their low-powered CPUs, cramped keyboards and small displays are not enough to satisfy customers. "We've got some ideas, but right now we ... (more) Apple Still Thinking About Netbooks, But Isn't Ready
Will Apple Sue Palm Over the Pre? - News and Analysis by PC Magazine
Will Apple Sue Palm Over the Pre? - News and Analysis by PC Magazine
pcmag.com — Apple review, Apple commentary, Apple news... Everything Apple Apple executives hinted Wednesday that the company might legally contest the multitouch technology found within the Palm Pre. During the waning minutes of a conference call announcing the ... (more) Will Apple Sue Palm Over the Pre? - News and Analysis by ...
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Will reporters and analysts again fail to recognize Apple’s huge hidden revenue stream?
MacDailyNews — ... concerns about the CEO’s health and the global economic slowdown — that Apple’s (AAPL) share price has fallen in just over a year from $202 to the low $80s." Elmer-DeWitt reports, "In October, Apple finally addressed the problem. Making a rare telephone appearance in an Apple’s quarterly earnings call with reporters and analysts, Steve Jobs tried to focus their attention on Apple’s so-called non-GAAP (generally accepted accounting practices) earnings." Much more in the full article here . [Thanks to MacDailyNews Readers "Judge Bork" and "Jersey_Trader" for the heads up.] ...

Why Apple’s shares rose as its market share shrank
MacBytes.com — ... of Acer and Asus in the bargain basement mini-notebook market. So even as Apple’s market share shrinks, its margins and gross revenue are likely to have held up better than any of its competitors. Moreover, while Gartner’s Ms. Kitagawa is seeing signs of channel inventory restocking at other companies — evidence that the global PC market has not yet hit bottom — she singles out Apple’s “deft control of inventories [which] limited its shipment decline.” All this — and a flood of deferred iPhone earnings — may help explain why analysts are ...

Apple’s Q3: Analyzing the analysts
Brainstorm Tech: Technology blogs, news and analysis from Fortune Magazine » Apple 2.0 — ... well. Deagol, a pseudonymous indie who has developed almost a cult following on the Apple investor boards, came closest on the big $8.34 billion revenue number. Andy Zaky, a day-trader who often berates the pros as clueless on his Bullish Cross blog, was right on the money for both the number of iPhones sold and the tricky non-GAAP EPS (pro-forma earnings per share that take into account deferred revenue and costs on sales of iPhones and Apple TVs) Spotlight on Apple’s hidden revenue stream But the prize this year goes to ...

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