peter oppenheimer

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Apple hints at lower prices as iPod, notebook refresh on tap

Amid all the chatter about Apple's fiscal third quarter results, which were strong, most concerns about the future revolve around two words: Gross margins. The big takeaway for technology buyers: Those lower margins hint at cheaper iPods and notebooks in the not-to-distant future. Following Apple's typical strong...

Tags: Apple Inc., Apple iPod, Apple MacBook, Consumer Electronics, Digital Media, Digital Music, Larry Dignan, Notebook, Personal Technology, Peter Oppenheimer

Blog posts 2008-07-22

Apple delivers strong earnings; Countdown to 1 million iPhones on hold; outlook cut

Apple's third quarter earnings handily topped Wall Street expectations on Wednesday, but the total number of iPhones sold to date remain a mystery. Apple reported fiscal third quarter earnings of $818 million, or 92 cents a share, on sales of $5.41 billion. Those results handily beat Wall Street estimates projecting...

Tags: Software Infrastructure, iPhone, Apple, General

Blog posts 2007-07-25

Is Apple obligated to pass on commodity savings?

Apple delivered a blowout quarter largely based on lower commodity costs that boosted gross margins to a healthy 35 percent. Think about it: If all the parts of a $1,099 MacBook get cheaper and consumers pay full price thats a great business. ...

Tags: Apple, General, Hardware Infrastructure

Blog posts 2007-04-26

Additional Resources

Another strong quarter for Apple; credit strong iPhone, Mac sales

updated: Apple said today that Mac computers and iPhones saw strong year-over-year sales jumps in the fourth quarter, allowing the company to once again beat Wall Street's expectations for the quarter and sending the stock surging in after-hours trading. Apple today reported fourth quarter earnings of $1.67...

Tags: Revenue, Apple iPhone, Apple Macintosh, Apple iPod, Apple Inc., Sales Strategy, Smart Phones, Digital Music, Digital Media, Sales, Consumer Electronics, Personal Technology, Sam Diaz

Blog posts 2009-10-19

Apple TV as cable box concept 'killed,' exec says

Ignore the rumors: Apple TV will not have cable box-like functionality, a company executive said. Analysts from Caris & Company recently met with Apple CFO Peter Oppenheimer, and said in a note to investors on Tuesday that the Apple TV will not have long-rumored cable box-like functionality,...

Tags: Cable Box, Apple Inc., Apple TV, Cable, TVs, Network Technology, Tv & Home Theater, Telecommunications, Personal Technology, Home Entertainment, Networking, Andrew Nusca

Blog posts 2009-09-08

No surprise: Apple beats for Q3; Jobs "thrilled" over iPhone sales, app store downloads

Apple once again beat Wall Street's estimates - highlighting the 5.2 million iPhones it sold during the third quarter - pushing shares up in after-hours trading. The company said today that its third quarter net income was $1.23 billion, or $1.35 per share, on sales of $8.34...

Tags: Apple iPhone, Job, Apple Macintosh, Apple iPod, Quarter, Apple Inc., Sales Strategy, Smart Phones, Sales, Consumer Electronics, Personal Technology, Sam Diaz

Blog posts 2009-07-21

Apple's growth potential: Unleash the iPod Touch

In this Apple story, it's not about whether you're a Mac or a PC. This time, it's all about the iPod Touch, the shy younger cousin of the iPhone that really hasn't had its moment in the spotlight - until now. Susquehana Financial analyst Jeffrey Fidacaro wrote...

Tags: Apple iPhone, Steve Jobs, Apple iPod, Apple Inc., Apple iPod Touch, Digital Music, Netbooks, Nettops & MIDs, Digital Media, Personal Technology, Hardware, Consumer Electronics, Sam Diaz

Blog posts 2009-05-12

Apple Q2 09 financials - Best non-holiday quarter, but signs indicate that recession is starting to bite

Yesterday Apple posted the Q2 09 financials and Apple CFO Peter Oppenheimer declared it "the best non-holiday quarter revenue and earnings in our history." But if you look closely at the numbers you'll notice that even the Cupertino giant isn't immune to the effects of the global recession. by Adrian...

Tags: Recession, Financials, Apple Inc., Adrian Kingsley-Hughes

Blog posts 2009-04-23

China Mobile iPhone talks break down; Apple now eyeing No. 2 carrier

Chinese news outlets are reporting this week that talks between Apple and China Mobile, the No. 1 carrier in China with 415 million subscribers, have broken down. Now, according to other news reports out of China, Apple and China Unicom - the No. 2 player without about 130 million subscribers...

Tags: Apple iPhone, China Mobile Ltd., Apple Inc., Carrier, News Outlet, 3G, Cellular Phones, Digital Music, Wireless And Mobility, Digital Media, Consumer Electronics, Personal Technology, Sam Diaz

Blog posts 2009-02-13

Apple beats for Q1; iPod sales strong

updated: Apple, which has grabbed headlines recently over the health of CEO Steve Jobs and its withdrawl from the annual Macworld conference, today reported a first quarter profit of $1.61 billion, or $1.78 per share, on revenue of $10.17 billion, beating Wall Street's estimates of $1.39 per share on sales...

Tags: Steve Jobs, Apple iPod, Analyst, Apple Inc., Sales Strategy, Sales Force Management, Netbooks, Nettops & MIDs, Desktops, Digital Music, Digital Media, Sales, Hardware, Personal Technology, Consumer Electronics, Sam Diaz

Blog posts 2009-01-21

Apple's Macworld saga and Jobs absence: Leadership signals and succession plans

Apple's Macworld saga and Jobs absence: Leadership signals and succession plansThis is nauseating, and not because of Jobs' healthAfter the financial meltdown that was driven primarily by greed and corruption in the financial services industry, I find it amazing that an Oppenheimer analyst would have the nerve to manipulate Apple's...

Tags: Recruitment & Selection, Operating systems, Apple Inc., Jobs absence, succession plan, leadership, job

Discussion threads 2008-12-17

Apple's Macworld saga and Jobs absence: Leadership signals and succession plans

Steve Jobs absence from Macworld's keynote this year is being taken as a sign. What signal Apple is actually sending is debatable, but some analysts are taking a strong hint that the company is ready to transition leadership. Apple said Tuesday that it will end its relationship...

Tags: Absence, Job, Steve Jobs, Leadership, Health Care, Apple Inc., Succession Plan, Company Line, Piper Jaffray Gene Munster, Munster, Vertical Industries, Benefits, Healthcare, Enterprise Software, Software, Human Resources, Larry Dignan

Blog posts 2008-12-17

Salesforce.com: Recession resistant or just late to the pain?

On the surface, Salesforce.com's third quarter was impressive. The company hit or exceeded its targets and noted that its "value proposition" was resonating among enterprise software buyers. But worries abound under the surface. Salesforce.com reported income of $10.1 million, or 8 cents per share, on revenue of...

Tags: Salesforce.com Inc., Recession, Sales Force Management, Sales, Larry Dignan

Blog posts 2008-11-21

Apple’s New Numbers: Dialing Up Its Mobile Phone Results

The most notable number from today’s Apple earnings call: 39%. That is the percentage of its sales that Apple says went to the iPhone in its fourth quarter, which ended Sept. 27. All told, Apple said it sold $4.6 billion worth of iPhones worldwide,...

Tags: Apple iPhone, Phone, Mobile, Cell Phone, Apple Inc., Sales Strategy, GAAP, Sales Force Management, Sales, Financial Accounting, Finance, Tom Steinert-Threlkeld

Blog posts 2008-10-21

Apple beats estimates; credits iPhone sales

updated: Apple reported fiscal fourth quarter earnings of $1.14 billion, or $1.26 per share, on revenue of $7.9 billion, beating Wall Street estimates of $1.11 per share on $8.05 billion in revenue. statement The company credited the strong quarter partly on iPhone sales - "We sold more phones than RIM,�...

Tags: Revenue, Apple iPhone, Steve Jobs, Apple Inc., Operational Accounting, Sales Strategy, Financial Accounting, Digital Music, Digital Media, Finance, Sales, Personal Technology, Consumer Electronics, Sam Diaz

Blog posts 2008-10-21

Apple set to release $800 notebook

Apple set to release $800 notebookNot the first time sub $1000Apple had a $999 notebook at one time. Actually, I think the iBook had that price tag at one time. My only hopes is that this $800 Notebook doesn't come with the specs of a Asus Eee 701.RE:...

Tags: Notebooks, MacMini, Apple-set, notebook, Apple Inc.

Discussion threads 2008-10-09

Apple notebooks to be fabricated from a solid "brick" of aluminum

The term “brick� was mentioned in a 9-to-5 Mac rumor piece on 10 September 2008 when their source said that the MacBook update is “all about the Brick.� 9-to-5 Mac now claims that the "brick" isn't a specific Apple product but rather a manufacturing process that uses lasers and jets...

Tags: Brick, Apple Inc., BW, Notebooks, Hardware, Notebooks & Tablets, Jason D. O'Grady

Blog posts 2008-10-07

Is Apple out of ideas?

In an interesting BusinessWeek story, Arik Hesseldahl asks: "Where does Apple go from here?" For a company who has made a reputation of surprising consumers and resetting the bar, it's a good question. Of course, this question is asked on the heels of a...

Tags: Apple iPhone, Apple iPod, Apple Inc., Digital Music, Digital Media, Personal Technology, Consumer Electronics, Andrew Nusca

Blog posts 2008-10-02

2008 MacBook Pro concept

The MacBook Pro is due for a re-design, this much we know. But is this the new professional notebook from Apple? The picture above surfaced in an a Digg submission purportedly of a "new ad" a version also appeared on NeoWin and is hosted on an anonymous...

Tags: Apple MacBook, Apple Inc., Apple MacBook Pro, Blu-Ray, Notebooks, Personal Technology, DVD, Home Entertainment, Hardware, Notebooks & Tablets, Jason D. O'Grady

Blog posts 2008-08-25

Mystery solved: Apple's new product is iTablet (updated)

Previously I speculated about the mysterious “product transition� that Apple's Peter Oppenheimer CFO mentioned no less than seven times in the Q3 2008 Earnings conference call with analysts. Some of his quotes from the call: We are working to develop new products that contains technologies...

Tags: Apple Inc., Hardware, jason D. O'Grady, Notebooks, Notebooks & Tablets, Tablets

Blog posts 2008-07-25