Apple iPhone 4S Trailer, Price Info & Full Specifications

Max Woolf · Top Commenter · Carnegie Mellon
A $40 Billion quarter? That quarter must be made out of pure uranium.


Victor Osaretinvbeniyaghagha Asemota II · Top Commenter · Chief Fanatic at Manchester United FC
...or solid Helium 3


John Fernandez
and unlike apple, google needs to distort their numbers. They presented a "$2.5 billion run rate for mobile ad revenue from android." The run rate is a very deceiving metric, especially in seasonal or cyclical industries like smartphones. For example, virtually all retailers experience higher sales during the holiday season. It is very unlikely that the coming quarters will have sales as strong as in the 4th quarter, and so the run rate will likely overstate next year's revenue. google is a deceiving piece of crap.


Daniel Eran Dilger · Top Commenter · Works at Serbest meslek
John Fernandez: And it wasn't actually a "$2.5 billion run rate for mobile ad revenue from android," but instead a "$2.5 billion run rate for mobile ad revenue," including iOS, which makes up at least as much of Google's mobile revenue as Android does.

keng_ca (signed in using Yahoo)
Apple didn't miss, the analysts did. They weren't paying attention to the iphone cycle, and if they had realized there would be a new phone introduced in October, they would have figured out that sales of the iphone 4 would drop off in the last month or so of the quarter. Apple still exceeded their own estimates, which they usually do, but not the analysts, because the analysts have no clue.


David Griffith Jones · Warwick
They probably believed MG by saying that the Verizon iPhone was the end of Android and that the iPhone market share would be on the up, hence the lofty expectations. That didn't happen... Android carried on growing, iPhone share remained flat.


Doug Crets · Top Commenter · Self Employed at Dbc media
How did the bloggers who track this fare? Usually they are more specific than the analysts and have been right over the analysts over the last six earnings calls. Also, not to be anal, isn't it the Dow and other indices that are down by "points" and stocks that are down by dollars? Or do I have that wrong?


Thomas Lock · Top Commenter · Ryerson
Wow straight from the Jobs book, Apple is not wrong your holding it wrong, nice the brainwashing is complete. I guess that is why Steve was able to let go his work was done here.


Will Paccione · Top Commenter · Owner at WSI Internet Consulting
Wonder what this title would be if Google missed. It certainly wouldn't have had the "but but but" in the title.
MG would have put a picture Dan Aykroyd as a Bum in the street from Trading Places.


John Fernandez
google needs to distort their numbers. They presented a "$2.5 billion run rate for mobile ad revenue from android." The run rate is a very deceiving metric


Michael Ingram Jr
John Fernandez We heard you the first time.


George Adams
Exactly, this is lame & pathetic seeing MG rushing to defend Apple. He doesn't even pretend anymore, if he ever did...


David Griffith Jones · Warwick
The Apple spin doctor is out in full effect.


Kervin Pierre · FIT
they're gearing up for another miss next quarter with those numbers.


Daniel Eran Dilger · Top Commenter · Works at Serbest meslek
As noted above, the "miss" was by analysts, Apple blew past its guidance by billions and will likely do it again. Apple is conservative, and generally provides guidance it can comfortably hit, exceeding it whenever sales are particularly high and component costs or currency rates are favorable (which has happened a lot recently). Analysts have frequently bet against Apple beating its guidance by too wide of a margin, so this quarter they predicted revenue well above what the company said it would do, and simply overshot. So if you mean they're likely to do that again, you may be right. If you think Apple will miss its guidance, I would bet against you.


Cheteswar Pujara
Daniel Eran Dilger If I am not wrong, that's what Kervin Pierre is saying. They might not have a $40 billion quarter, but instead $39.95 billion quarter or something to that effect :)


Eduardo Fenili · Top Commenter
oh MG :) Whether or not they do hit $40b, your "news" makes me laugh. Steve may be gone, but his reality distortion field shall forever live on in the likes of folks such as yourself =).


Steve Manuel · Social Media Manager at Brighter.com - Trusted Dentists. Best Prices.
i'd take this as a compliment.
Reply · Like · 12 saat önce
sandragleason69 (signed in using Yahoo)
I wouldn't count on it. Their growth has been incredible for a long time but it won't last forever, it never does. Amazon will start eating iPads, Android phones will eat iPhones. Apple has to be careful, they just released a new iPhone and there is already talk of the iPhone 5 in January. People will be pissed that they bought the 4S if that's true. It's a bubble, don't buy Apple stock, buy the stock of the companies that make the components and you will have Apple and Android covered.


The Graphic Mac
Anyone talking about an iPhone 5 in January is a jackass.


Daniel Eran Dilger · Top Commenter · Works at Serbest meslek
Kindle Fire may find a market, but it's not going to impact the iPad any more than bicycle sales "eat" motorcycle sales. Come on, it's a year old Nook Color that will be dumped next year for an entirely new design that may be incompatible.


Paul Szerlip · Top Commenter · Orlando, Florida
MG Siegler polishes that turd! (http://www.thedailyshow.com/watch/tue-april-5-2011/polish-that-turd---flying--nuclear-waste---deadly-protests)


Mark Essel
The Street estimates a revenues number without corporate (inside) knowledge such as new product offerings, and the Street prediction dictates the stock value. No wonder there's such a disconnect between valuations, and true company revenue and growth.

I'd like to raise a new fund called the buy Apple stock today fund, starting at $250million. First come first serve for any LP takers.


Bill Gockeler · Mount Olive High School
Hello? Is anyone out there. The explosive growth of the smartphone market still allows them to post the quarter over quarter gains they have been...Apple has been losing market share for quite some time... Android is outselling Apple more than 2:1...that's a fact...Apple's loss of the market is inevitable and will continue until they fall back to obscurity again. This is just the first outward notification that Apple can't spin.

Does anyone else here know that Samsung will be overtaking Apple as the largest smartphone mfgr. very soon - if they have not already in Q3. Apple's done.


Wes Campaigne · Waterloo
And yet their mobile profit share has been consistently increasing. At last check, TWO-THIRDS of the entire profits of the mobile phone industry was going to Apple... twice the profits of all other phone makers combined.

Put another way: Among the "people who are willing to pay good money for nice things" market segment -- the only segment Apple is actually interested in -- they're gaining, without any sign of weakness or slowdown.

In fact, by almost every metric that actually matters (i.e., ones actually based in money), Apple is running away with the market by such a wide margin it's almost scary.

Apple has never been further away from being "done".


Cheteswar Pujara
Bill Gockeler, I hope you are not high. I think it's time to dust those books and concentrate on studies.


Scott Yates · Top Commenter · CEO at BlogMutt
As with all stocks, unless you are an insider it's a fool's game to try to figure it out. I like Apple products and will buy them as long as they don't suck, but there's no sense for me to get worked up about their stock price one way or the other.


Paul Chiu · Top Commenter · Los Angeles, California
Wall Street estimates and corporate guidance are pretty much the same thing: useless and unreliable guesses so that people can keep on gambling on stocks. If you are really confident about a company, buy long and ignore all the chatter.


Lucas Rayala · Top Commenter · Hamline University
hey MG, I have to admit, as a blogger, I found your fixation with Apple kind of biased and it tainted my view of your articles, but as a independent Apple expert, I really enjoy reading your posts. I take all my old comments back ;).


Daniel DiGangi · Web Developer at Fusion92
It may not be my area of expertise but I think a $40 billion dollar quarter is just pushing it, setting records at $28.5 billion 3rd quarter, how can you expect a jump of $11.5 billion even with the 4S sales.


Michael Griffin · Top Commenter · London
Man oh man, that revenue just numbs the mind. But $40bn? I'd say $35bn is more likely but thinking $40bn in the state of the current financial climate? Nah. Not happening, IMO.


Victor Osaretinvbeniyaghagha Asemota II · Top Commenter · Chief Fanatic at Manchester United FC
Maybe they have some secret product waiting to be launched that would take all of us by surprise


Cheteswar Pujara
Michael Griffin, you have to take into account the holiday sales and linear growth rate that they have for past couple of years. Even if nothing special happens they might reach $35B easily and then add Holiday sales to it.


Rishikesh Gorantala · Texas A&M
AAPL grew 31% from Q3 to Q4 last year and if the same is assumed for this year it'll be $37 billion. No biggie, it's due to holiday season sales. Will AAPL maintain the growth in Q1 2012? No! (this business is cyclical) AAPL might perform great for another year, but with increasing competition from other smartphone/tablet makers the real challenge lies past 2012. Can you predict the performance beyond next 4 quarters, MG?


Theo Zacharatos · NYU
I don't think it's that unusual. It's hard the hide the 4S adoption. Everyone sees it and knows what it will produce. Also, a few quarters back Jobs was on the CC and specifically said the 7" tablet would fail, and defended the iPad hardcore. They are just showing the same conviction.


Mark Rogowsky · Top Commenter · Works at Blammo Products
Excluding cash on the balance sheet, Apple is now down to 11x trailing EPS, 9x forward EPS. This with 50% EPS growth and projected 20+% growth as far as the eye can see. Reasonably, the stock should try at 30x EPS ex. cash -- minimum. The best managed company on earth, minting money in a global recession. The market is clueless, but this will be the first trillion-dollar company and the stock will eventually hit $1000 -- even if it has to do get cash to $500 billion for the market to wake up.


James Devonport Wood · Top Commenter · CEO at PageHub
Where's that funky Apple logo from, it's really cool!


Doug Crets · Top Commenter · Self Employed at Dbc media
Not to be harsh, but I really think that when you measure a stock's up and down moves, it's measured in dollars and cents, not in points. Points are what you use to measure the swings of the Dow and other indices. Just a head's up.


Ben Ryon · Seal Team 6 at Microsoft
...so in other words, buy AAPL. Now.


Ben Ryon · Seal Team 6 at Microsoft
...and it means that perhaps AAPL stock would be a better Christmas present than an iPhone, or an iPad. Or either would make a good stocking stuffer in relation to the other.


Simon Andrews · Calgary, Alberta
If I were to buy, I'd probably do it in the next few days. There will be a selloff because they didn't meet expectations, but all of that will come back quickly.


David Griffith Jones · Warwick
that's what MG wants to to think as he clearly has a lot of AAPL stock. The market prices in expectations, including iPhone4s sales, so don't think you're on to something just because you read a (biased) tech blog.


Paul Justin Farino · Lincoln, Nebraska
Volatility of the stock price is all speculation. Apple executives are trying to reduce the spread of the bid-ask price of the stock, trying to create an efficient market so their stock price will rise again. If the stock price rises this will offset risk for the shareholders. As far as the $37 billion end of quarter projections, Apple has to push iCloud and iPhone via Sprint so their sales don't look asymptotic in nature.


Maciek R Pietrzyk · Senior Marketing Director at ValoreBooks.com
Yawn.


Thomas Lock · Top Commenter · Ryerson
Best comment here and actually expressing my feelings when i read these posts here on techcrunch.


Yie Sean Teoh · LSE
I love mg siegler's posts, "Apple have missed this quarter's estimates but that means next quarter, they're going to have their best quarter EVER!"

Hmmm....yes, that makes sense.


Jason Vicinanza · Top Commenter
Deadpool!