Fin-ology

Episode 14: Best Quarter Ever

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Recorded 2015-01-27

An overview of Apple’s record breaking quarter and the future of Apple as a whole. Can growth continue? If so where?

Show Notes

  • The actual results including $18B in earnings, increasing margins, increases in cash holdings, and a promising future.
  • Apple is buying back shares, but can’t keep up with the amount of cash being generated
  • Profitability generated without a large selection of products
  • Apple watch to be released in April 2015
  • China sales could help solve the seasonality problem Apple has faced due to the increase in calendar first quarter sales (fiscal second quarter)
  • 2015…the year of Apple Pay. What can be done to help the transition to Apple Pay?
  • Is there a potential problem with Apple continuing to expand their products and lose their “focused” nature on a small number of products? Or is this a comparable situation to the growth of the iPod?
  • Stock reaction to Apple earnings, before and after the announcement
  • Market efficiency and why the drop in stock price pre earnings
  • Sustainability of growth
  • The phone market makes Apple’s brand and strategy different because while Apple is a luxury good, it is attainable through wireless contracts
  • Apple spends half as much on advertising when compared to Microsoft, yet holds the number 1 spot for brand value
  • Targeted advertising opposed to a scatter shot approach has worked well for Apple
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    Fin-ologyBy The Atapha Group