What to watch for in Apple’s earnings report today

“Here are a few things to keep an eye on as Apple reports its fiscal second-quarter earnings tonight,” Matthew Lynley reports for The Wall Street Journal.

• How will competition affect iPhone sales?

• How has the iPad Mini fared compared with the iPad?

• Does Apple land within its new guidelines for guidance?

• Where is the Mac?

• When will Apple’s upcoming pipeline actually materialize?

Read more in the full article here.


  1. Where is the Mac? What does that question even mean? Why does this crap get written and re-posted by MDN?
    When will Apple’s upcoming pipeline actually materialize? This question will not be answered. Apple doesn’t announce products at quarterly results.

      1. It appears that some people don’t realise how long the product pipeline is for Apple. It can take years to get from a promising idea to a product that’s good enough to bear the Apple logo.

        You can’t have the best and also have it rapidly developed. Some things take time and you can’t cut corners.

        If Apple released products that weren’t quite ready, how would people react ?

      2. Motorola used to announce it’s product pipeline all the time:
        RAZR2, RAZR3, RAZR4, RAZR5, etc.

        Apple’s pipeline is like iP4, iP4S, iP5, iP5S, iP6, iP6S, etc.

        Wall Street sees it as a different pipeline, but same old water.

    1. I think the intent is, “What is the state of Mac unit sales after falling short of unit sales forecasts for 1QFY2013 (holiday quarter).” Yes, it was a 13 week quarter. Yes, Cook had stated upfront that the new iMacs were not being shipped until late in the quarter. But investors seized on that “disappointment” and drove AAPL down further on the “bad news” despite another record quarter for revenue and profit. That’s what I think that it means.

      I don’t think that it has anything to do with the Mac Pro because, from an analyst’s standpoint looking at revenues and profits, the Mac Pro does not register on the spreadsheet.

  2. Netflix up 25%. Wall Street is all about rapid growth and market share. Apple no longer has either of those two, so there’s no point in hoping for a miracle. It appears Apple will only have disappointing earnings as far as investors are concerned. Neither updated products or a new CEO will make any difference for shareholders.

    1. au contraire. significant new product would recover a good chunk of Apple’s lost market cap. a new CEO, if wisely chosen, would immediately end the FUD and allow Apple to get back to work on new product development. NPD has a nice way of yielding exciting and much-anticipated product introductions that impress not only the die hard Apple community, but the entire public at large, which is something that operations “geniuses” simply don’t seem to understand. The timid reactionary lack of leadership that Cook provides is simply not adequate to keep Apple investors or users enthused.

      To many Apple analysts and investors, Apple has become just another utility, skimming profit off of 3rd party developers instead of issuing exciting and timely new tech. No amount of badmouthing Wall Street is going to change this until Apple gets back to what it was a decade ago: an aggressive innovation machine.

      1. oh, and one more thought:

        If Blackberry, MSFT, GOOG, Samsung, etc gets no innovation credit for offering version 1, 2, 3, etc of their products PLUS multiple other family members at multiple price points with different hardware capabilities, then why does Apple think that the iPhone is going to stand alone in one size, one config, using the Intel tick-tock update model?

        As Jobs proved with the family of iPods, one can dramatically expand the iTunes / iOS ecosystem by serving a greater chunk of the market. Cook, slow on the uptake, continues to plod along with one handset on a comparably SLOW update cycle. The iPhone 3G launched 156 days after the 3. But it took 467 days to update the iPhone 4 to the 4S model. And the iPhone 5, despite an onslaught of competition, took 353 days. If the public doesn’t see both a significantly updated iPhone AND at least another member of the iPhone family in the 2013 calendar year, don’t expect Wall Street or anyone else to give Cook more time to show some leadership.

  3. Apple didn’t care about Wall Street when Steve was around, and I am pretty sure they don’t care much now either. As long as they keep making great products that folks line up to buy, everyone on Wall Street can kiss my ass…

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