Quarterly earnings
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The Apple slingshot released: $57 billion in one clock tick
In two weeks, the company's value had been pulled down by nearly one Amazon
FORTUNE -- In the words of Jason Schwarz:
"If you can keep a good stock down then you are able to load up for the ride back up. It's like a slingshot -- the harder you pull, the more propulsion you generate." -- Apple: Seven reasons shorts love it
There was a lot of pent-up value in Apple (AAPL) MORE
Philip Elmer-DeWitt - Apr 26, 2012 7:04 AM ET -
'Simply breathtaking': Apple's growth profile in two charts
Visualizing Apple's growth in earnings, revenue and margins
FORTUNE -- Asymco's Horace Dediu has posted a couple of charts that show better than I could tell the significance of Apple's (AAPL) quarterly results.
The first graphs the rise in Apple's growth- and operating-margin percentages. Dediu's two-word TwitPic comment: "Simply breathtaking."
Below, an up-to-date version of the chart with which Dediu tracks Apple's quarterly net sales and earnings growth rates.
Click here to read his commentary.
Philip Elmer-DeWitt - Apr 25, 2012 12:50 PM ET -
Apple's Q2 blowout: What the analysts are saying
Unbridled enthusiasm (almost) across the board
FORTUNE -- With no apologies for having underestimated Apple's (AAPL) earnings in the walk-up to Tuesday's results (see here), the Street rejoiced in another record quarter.
Topeka's Brian White: #1 in Consumers' Hearts, Apple Fever Rocks On. "Last night, Apple's performance once again demonstrated how quickly Apple fever is spreading around the world and this trend continues to drive meaningful upside in the Company's financial results. MORE
Philip Elmer-DeWitt - Apr 25, 2012 8:19 AM ET -
Apple blowout: Sales of $39.2 billion on 35 million iPhones
Having fallen nearly 13% since April 10, the stock popped 7.44% on the news
FORTUNE -- After losing more than $70 billion in market value in two weeks, Apple (AAPL) capped one of the strangest earnings walkups in memory by handily beating all but the most optimistic estimates, reporting record March quarter earnings of $12.30 per share on sales of $39.2 billion.
Shares reversed course as soon as the news broke, climbing more MORE
Philip Elmer-DeWitt - Apr 24, 2012 5:04 PM ET -
All eyes on the iPhone sales
Why is the market so freaked by the activation numbers from Verizon and AT&T?
FORTUNE -- Just when it was supposed to start its pre-earnings rebound, Apple (AAPL) headed south again, opened down $8.79 (1.5%) Tuesday morning in reaction -- according to the talking heads on CNBC -- to the news that AT&T (T) activated only 4.3 million iPhones last quarter, down from 7.6 millon in the Christmas quarter.
On top of MORE
Philip Elmer-DeWitt - Apr 24, 2012 11:06 AM ET -
A guide to Apple's guidance
Over the past 8 quarters, it beat its EPS estimate by 42%, revenue by 18%
FORTUNE -- When it reports its results for the March quarter this afternoon, Apple (AAPL) will also release forward-looking statements about the June quarter in the form of three numbers: its guidance for revenue, earnings and gross margin.
The numbers Apple issues tend to be laughably conservative; the company always prefers to under- rather than over-promise. Nonetheless its MORE
Philip Elmer-DeWitt - Apr 24, 2012 8:15 AM ETPosted in: Apple, Bernstein, EPS, Gene Munster, Guidance, Piper Jaffray, Quarterly earnings, Revenue, Siddarth Dalal, Toni Sacconaghi -
Has Apple hit bottom?
If the stock is going to rebound in advance of earnings, it's running out of time
FORTUNE -- In mid-morning trading Monday, Apple's (AAPL) share price dropped below the technical traders' favorite Maginot lines: the 50-day moving average and the bottom Bollinger Band.
By 10:56 a.m., Apple was trading at $556.64, nearly 13.6% below its April 10 intraday high of $644.
Several indicators suggest that the panic profit taking may be over. Apple MORE
Philip Elmer-DeWitt - Apr 23, 2012 11:22 AM ET -
Trading Apple before earnings: No shortage of free advice
Will Apple tank on Tuesday or set new record highs? These guys think they know.
FORTUNE -- You'll find them on Seeking Alpha, often posting with agendas hidden under pseudonyms like Options Pundit, Income Hunter and Jaded Consumer.
And with Apple's (AAPL) stock dropping 11% from a record high two trading before a pivotal quarterly earnings report, they're full of free -- and often conflicting -- advice.
Paul Zimbardo advises investors to Buy Apple Before MORE
Philip Elmer-DeWitt - Apr 23, 2012 8:23 AM ET -
Can Tuesday's earnings report reverse Apple's 2-week slide?
Wall Street expects record results. The independent analysts are calling for a blowout
FORTUNE -- Savvy Apple (AAPL) investors know that the company's share price often gets dragged down in advance of its quarterly earnings reports -- only to spring back even higher when Apple delivers its usual earnings surprises. (See Cocking the Apple slingshot.)
But the stock's collapse over the past two weeks has even veteran traders scratching their heads. It MORE
Philip Elmer-DeWitt - Apr 21, 2012 11:50 AM ETPosted in: Apple, Earnings, Earnings Smackdown, iPad, iPhone, Mac, Mobile, PCs, Quarterly earnings, Tablets, Wall Street -
How many Macs did Apple sell last quarter?
Estimates range from 4.3 to 4.85 million. The best analysts' consensus: 4.64 million
FORTUNE -- Compared with Apple's (AAPL) iOS devices -- the iPhone and the iPad -- the Mac is a turtle. Slow and steady has characterized its growth rate since the launch of the iPhone -- an average of 26% year over year for the past five years.
This time, with no new Mac introductions to boost sales in the MORE
Philip Elmer-DeWitt - Apr 20, 2012 6:30 AM ETPosted in: Apple, Daniel Tello, Deagol, Earnings Smackdown, iOS, iPad, iPhone, Mac, Mobile, Navin Nagrani, PCs, Quarterly earnings, Tablets
