http://www.businessinsider.com/apple-q1-earnings-2015-1 Some very strong earnings coming out from AAPL, as expected with the new phones. Big demand in China, and also a big demand from Android switchers who were waiting for a bigger screen. EPS of $3.06 vs $2.60 the street was expecting.
I was actually thinking of investing today with the large sell off! I probably would have ended up with INTC instead though if I did go in...
I saw an incredible infographic on just how much money Apple earned and how much it has stored. The future looks great for Apple, and I chalk that up to the incremental upgrades of each device. Samsung goes for broke with each ****** S device, so profits drop like a rock during down years. Apple is the model of consistency because it's willing to create devices that are refinements of each device rather than major revamps or major improvements. It's as simple as that.
Samsung needs to make a better designed phone. The S series just feels cheap and it looks like crap when the shiny bezel wears off. They also need to get rid of all of the bloatware on the phone. When I got mine, I went through and deleted whatever I could. A lot of the apps are just gimmicks...
I was more than surprised by Apple's numbers - I just couldn't imagine them being able to still sustain the momentum. They're not doing much on the tablet side but everyone is still buying the ******! And given that the ****** is still relatively under-penetrated in China (the national carriers only relatively recently were able to use the phone), there's still some more scope. I keep being proved wrong when I assume the story has ended...
The tablet argument actually speaks for itself. People are buying them and keeping them. They're not like smart phones which have a very high turnover rate. Personally, I get a new phone every year but a new tablet every few years or so. Apple knows this, and Wall Street already anticipates this. Their****s really are the dishwashers of the computing world: everyone need ones, but they hold onto them for a while.
Gotta love it. Sales and profits off the chain! [video]http://video.cnbc.com/gallery/?video=3000350210[/video]
No matter what Samsung does, the company is going to lose market share to Apple. Apple's strategy of incremental upgrades from model to model is the exact opposite of Samsung's strategy, which involves maximizing hardware and software every time (aside from design). Even a premium aluminum unibody isn't going to help Samsung much, at least in the short term. Apple's not going to lose momentum in the smartphone sector, and the ****** S6 won't save Samsung.
Simply amazing. Apple has proved over and over again of how to run a successful business model. I can't foresee this changing any time soon either. Everyone keeps saying $150 this year, and I don't doubt it! As a current Apple phone user, I can see why they are so successful. Their product quality and performance is top-notch. I have had my I-phone 4 for 3 years now, and it still works great!
I don't really think it's just about Samsung any more. It's the upstarts that people haven't heard of yet. The name escapes me but Apple's been tousling with a Chinese manufacturer for leadership in that market, and the likes of Lenovo are slowly gaining traction (I say that typing on my Lenovo laptop...). I think Apple certainly has the brand strength to hang on longer. It just depends whether brand is enough going forward as the space becomes even more commoditized.