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2018-11-16

Could Amazon $AMZN Be The Demise of Apple $AAPL? (video)

Could Amazon be the demise of Apple?

L2inc.com video published Nov 15, 2018. Scott Galloway poses the above question.

L2inc analysis:

See also: Amazon strikes deal with Apple to sell new iPhones and iPads | TheVerge.com

Editor's note: Only Apple or Apple-authorized resellers will be allowed to sell Apple and Beats devices through Amazon, and any other companies that are currently selling Apple products on Amazon will see their listings taken down starting on January 4th, 2019, after which they will need to apply to Apple to become official resellers before being allowed to sell them again on Amazon.

Transcript (unedited, auto-generated):
00:01 Clash of the Titans what happens when an
00:05 unstoppable force a mossad up against an
00:08 immovable apple not fire not brimstone
00:11 but a big deal check that a big deal on
00:16 Sunday news broke that Amazon and Apple
00:18 had signed a deal to expand the products
00:20 Apple sells on the e-commerce platform
00:22 Apple has largely been absent from
00:24 Amazon with the exception of Apple TV
00:27 products while Amazon's typical strategy
00:29 is to partner with a brand copy their
00:31 product and sell the brand for a lower
00:33 price and then outsource the part of the
00:36 ecosystem
00:36 Amazon's attempts to enter the
00:38 smartphone arena have failed anyone
00:41 remember the fire what does Amazon's
00:43 master plan with this deal simple
00:45 everyone buys everything on Amazon
00:47 luxury has been a long-term holdout from
00:50 the platform but the ultimate luxury
00:52 brand is now distributing officially on
00:55 Amazon that luxury brand is Apple prior
00:57 to this week's deal searching for Apple
00:59 on Amazon led mostly to refurbish phones
01:02 and accessories from third-party sellers
01:04 that is junk which extended the
01:07 replacement cycle for Apple which they
01:09 do not like the leap from selling $10
01:11 cases $2,000 smart phones means big
01:14 bucks and margin for Amazon and Apple
01:18 what does Apple get here one control
01:20 this gives Apple a means to control
01:21 content and pricing on its secondary
01:23 market a strategy Nike tried to
01:26 implement but was largely unsuccessful
01:28 we'll see if Apple has the power that
01:30 Nike didn't in addition Santa is coming
01:33 the timing of this deal sets Apple up
01:35 well for the 2018 holiday season and
01:38 Apple can now be included in Amazon's
01:40 massive global holiday marketing efforts
01:43 Apple also has to feed the beast of
01:45 growth iPhone sales have been slowing
01:47 over the years everyone who's going to
01:48 buy the thousand dollar iPhone X most
01:51 likely already did they have bought into
01:53 the religion and camped out at Apple
01:55 stores or pre-ordered them online the
01:57 strategy here is a simple one maintain
01:59 the temples to the brand the Apple
02:00 stores for the fresh off the runway
02:02 looks
02:02 for example the iPhone X align and also
02:05 open an outlet store for the less
02:08 aspirational products going into less
02:10 aspirational distribution is a bad eye
02:13 this is a company [Apple] that's so hungry for
02:15 growth to keep feeding the beast they
02:17 have decided to make a brand denigrating
02:20 move and are going into less
02:21 aspirational distribution which will
02:23 come back to haunt them
02:25 this is another symbol that Apple has
02:27 jumped the shark ....
[Music] "Whip It" by Devo

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DISCLAIMER

2018-07-31

Apple $AAPL Quarterly Earnings LIVE Webcast, July 31, 5pm EDT

Apple Inc.

NASDAQ: AAPL

$AAPL

Principal domain: apple.com

Investor Relations website: investor.apple.com

Apple FY 18 Third Quarter Results: Tuesday, July 31, 2018 at 5:00 p.m. EDT

Listen to the conference call webcast - Earnings Call Transcript | SeekingAlpha.com

Earnings Release: "Revenue Up 17 Percent and EPS Up 40 Percent to New June Quarter Records - Services Revenue Reaches New All-Time High"--excerpts:

“We’re thrilled to report Apple’s best June quarter ever, and our fourth consecutive quarter of double-digit revenue growth,” said Tim Cook, Apple’s CEO. “Our Q3 results were driven by continued strong sales of iPhone, Services and Wearables, and we are very excited about the products and services in our pipeline.”

“Our strong business performance drove revenue growth in each of our geographic segments, net income of $11.5 billion, and operating cash flow of $14.5 billion,” said Luca Maestri, Apple’s CFO. “We returned almost $25 billion to investors through our capital return program during the quarter, including $20 billion in share repurchases.”

Apple provided the following guidance for its fiscal 2018 fourth quarter:

revenue between $60 billion and $62 billion
gross margin between 38 percent and 38.5 percent
operating expenses between $7.95 billion and $8.05 billion
other income/(expense) of $300 million
tax rate of approximately 15 percent before discrete items

Apple’s board of directors has declared a cash dividend of $0.73 per share of the Company’s common stock. The dividend is payable on August 16, 2018 to shareholders of record as of the close of business on August 13, 2018.

Editor's note: $AAPL shares are UP in after hours trading.

See also on Domain Mondo: Tech Review 1) Perils of Tech Stocks, 2) High Growth Tech Companies

source: Statista.com

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DISCLAIMER

2017-10-28

Tech Review | Apple Struggles To Get iPhone X To Market (video)

Tech Review (TR 2017-10-28)--Domain Mondo's weekly review of tech news with commentary, analysis and opinion: Features • 1) Apple Struggles To Get iPhone X To Market, 2) iPhone X Notch an Ugly Deception? 3) Investing: a.The Week, b. Netflix $NFLX House of Cards, c. Cryptocurrency "rational to be irrational" 4)ICYMI Tech News.

1) Apple Struggles To Get iPhone X to Market

Bloomberg.com video above published Oct 25, 2017: Bloomberg's Alex Webb reports on Apple's struggle to get the iPhone X to market on time. He speaks with Bloomberg's Sheryh Ahn and Vonnie Quinn on "Bloomberg Markets."

Oct 27, 2017: As pre-orders open, Apple says iPhone X screen replacement will cost $279, compared to $169 for iPhone 8 Plus; other out-of-warranty repairs will cost $549. [Editor's note: "There's a sucker born every minute."]

See also:

Apple co-founder Steve Wozniak: Not upgrading to iPhone X right away | cnbc.com.

Inside Apple’s Struggle to Get the iPhone X to Market on Time | Bloomberg.com: "The company let suppliers reduce accuracy of the phone’s Face ID system to speed up production."

Also note Apple's troubles in China:

#Apple Inc. $AAPL Faces Legal Battle in China Ahead of #iPhone 8 Launchhttps://t.co/hu5wtMKIvv pic.twitter.com/d6qKHIz8QH
— AppleFan.News  (@Apple_Fan_News) October 26, 2017

2) iPhone X Notch an Ugly Deception?--iPhone X "entirely screen"?--"It offends me. It's ungainly and unnatural," said influential Apple commentator John Gruber of the so-called "notch," adding, "I think Jony Ive either lost a bet or lost his mind. It looks silly, and to pretend otherwise is nonsense." The marketing, however, tries to turn the nonsense into magical truth says CNET.com. You decide:

The iPhone X "notch" | images source: Apple.com

See also: Apple’s iPhone X notch is an odd design choice | TheVerge.com: "adds a black cut-out to every YouTube video." [Editor's Note: iPhone X pre-orders began Oct 27, shipping to begin November 3.] Apple $AAPL reports its FY17 Q4 earnings Nov 2, 2017.

3) Investing

The Bulls Are Still Running on Wall Street - S&P500 index Oct 27, 2017

a. The Week: Q3 2017 earnings exceed estimates and expectations, markets end week higher.

• Markets: CNBC.com: NASDAQ and S&P 500 rip to record close after blowout tech earnings; Amazon tops $1,100; and Stock market hits records as tech rally powers gains | MarketWatch.com.

• U.S. Notches Solid 3% Economic Growth, Despite Hurricanes | WSJ.com: "GDP growth strong in the face of storms that temporarily shuttered major population centers in Texas and Florida"--[Editor's Note: the "Trump Economy" continues to defy Wall Street & Beltway pundits' predictions.]

"The U.S. economy posted its best six-month stretch of growth in three years, rebounding quickly from two hurricanes and showing momentum for the final quarter."--Wall Street Journal Oct 27, 2017.

• US Treasury Rates Hit Nine-Year Highs | WolfStreet.com Oct 22, 2017. Trump will announce his nominee to be next Fed Chair next week.

• University of Michigan: consumer sentiment in October was the strongest seen in 13 years.

b. The Netflix $NFLX House of Cards: "Netflix, whose shares went from $9.94 to $192.47 in five years, is on a peculiar and accelerating treadmill: It needs to borrow ever larger amounts just to cover its ever-larger negative cash flows year after year." --What Junk-Rated Netflix just Said about the Bond Market | WolfStreet.com.

Why can’t Netflix find a self-sustaining business model? Because, like many other high-flying Silicon Valley companies, it doesn’t have to. It can always borrow the money instead of making it. What’s Netflix's secret? Netflix’s stock price. Investors in $NFLX shares are not only subsidizing Netflix subscribers, they also provide a "guarantee" to the bondholders (at least in the minds of the bondholders). Netflix bonds carry little premium for risk of default because the bondholders reason that Netflix can always sell more stock to pay off the bonds--which is true, until the stock crashes, and it can't. Rue the day!

c. Cryptocurrency: A Letter to Jamie Dimon | Chain.com: "Bitcoin is up 5x in a year, Ethereum is up 30x. The total market cap of all cryptocurrencies is ~$175B, up from $12B just a year ago. Why? As in every mania in history, it is currently rational to be irrational ... on almost every dimension, decentralized services [cryptocurrencies] are worse than their centralized counterparts ... slower; They are more expensive; They are less scalable; They have worse user experiences; They have volatile and uncertain governance." See also: Reuters.com: Backroom battle imperils $230 million cryptocurrency venture; Chaos and hackers stalk investors on cryptocurrency exchanges--Reuters.com; Big money stays away from booming bitcoin--Reuters.com: "too lightly regulated, too volatile and too illiquid."

4) ICYMI Tech News:

Amazon offered billions in tax breaks for second U.S. headquarters; Amazon added 159,500 employees in the last quarter, now has 541,900 employees worldwide after the Whole Foods acquisition, nearly 7 times that of Google and 4 x Microsoft, and is now the second-largest US employer after Walmart. Amazon $AMZN shares soared this week after releasing Q3 2017 earnings. Amazon Key takes deliveries to new level: Inside your home--CNET.com.

Google-Cisco cloud deal | CNBC.com: Google still racing to catch Amazon AWS.
Snap badly overestimated demand for Spectacles, has hundreds of thousands of unsold units in warehouses, either fully assembled or in parts.--The Information.com.
Pay With Google, now lets Android users shop faster by using a debit or credit card setup previously on a Google service such as YouTube. Android 8.1: Oreo's AI future--"Pixel Visual Core and Mate 10 event offer clues about what's next for Android and AI."--AndroidCentral.com

Uber: How Extreme Risk-Taking Pushed Uber to the Brink | Bloomberg.com
Apple & China: Apple Watch customers in China are no longer able to sign up for a cellular connection service--WSJ.com.

China's recyclers eye looming electric vehicle battery mountain | Reuters.com.
Facebook executives increasingly use Twitter to spread Facebook's message and respond to journalists--Buzzfeed.com. See also Stratechery.com by Ben Thompson: Why Facebook Shouldn’t Be Allowed to Buy tbh.
BlackBerry: The More Things Change, The More They Stay The Same - BlackBerry Ltd. (NASDAQ:BB) | SeekingAlpha.com

Square, the Twitter Boss’s [Jack Dorsey] Other Company, Could Pass It in Value | NYTimes.com

Big Tech's Dangerous Influence: "Coming Between Us And Reality" | ZeroHedge.com: The Europeans call them GAFA: Google, Amazon, Facebook and Apple. There are a couple of reasons why these guys have triggered so much anxiety.
JD.com: Unprecedented Growth Ahead | JD.com (NASDAQ:JD) | SeekingAlpha.com.

Bad Rabbit: Ten things you need to know about the latest ransomware outbreak | ZDNet.com: "4. It spreads via a fake Flash update on compromised websites."
U.S. warns public about attacks on energy, industrial firms--Reuters.com
Moscow-based Kaspersky Lab has acknowledged its security software took source code for a secret American hacking tool from a personal computer in the United States. [Editor's note: this illustrates another problem with "security software"--a program used for "security" ends up creating a vulnerability--identifying and taking files off a client's computer.]