To o tom Apple nejak nesedi, asi mam jiny zdroj financni zpravy nez Zive..
Apple posted revenue of $4.84 billion with a net quarterly profit of $546 million, or $.62 per diluted share. These results compare to revenue of $3.68 billion and net profit of $430 million, or $.50 per diluted share, in the year-ago quarter. Gross margin was 29.2 percent, up from 28.1 percent in the year-ago quarter. International sales accounted for 40 percent of the quarter’s revenue.
1,610,000 Macs and 8,729,000 iPods were shipped this quarter representing a 30 percent growth in Macs and 35 percent growth in iPods over the year-ago quarter.
Cili: Ve srovnani se stejnym kvartalem minuleho roku Apple prodal o 30% vic pocitacu a o 35% vic iPodu.. to jest narust prodeje iPodu je jisty ale v budoucnosti, nyni naopak prodavaji pri stejnych cenach a nezmenenych marzich o tretinu vic iPodu nez pred rokem! Kde Zive bere informaci, ze snizeni zisku z iPodu Apple dorovnal zvysenym prodejem pocitacu, kdyz ta firma zjevne prodala obojeho o vic nez tretinu vic nez pred rokem?
Jako akcionare me to zajima, firma na tom nebyla nikdy financne lepe - obrat 5 miliard dolaru za kvartal, za stejne obdobi zisk pul miliardy dolaru, 4 miliardy hotovost v bance a 6 miliard likvidnich v kratkodobych investicich. Stabilni marze kolem 30% investovane do R&D pro vyvoj noveho SW a HW, slusne cash-flow, nove produkty pred dokoncenim (napr. OS X Leopard, nastupce stavajiciho Tigera), zvysujici se trzni podil (6% v USA = prodane pocitace, uziv. zakladna tamtez kolem 10%) zajistujici dalsi prijmy v budoucnosti a dobra diverzifikace portfolia produktu (Apple vyrabi HW, SW, spotrebni elektroniku a produkty pro jejich vzajemnou spolupraci).
Takhle to tedy vidi akcionari firmy, kteri prinasi firme dalsi penize na vyvoj - po ohlaseni vysledku stoupla cena akcii AAPL o 5%, slusny zisk .