Tag Archive: Earnings
Apple’s Monster Quarter In Charts
Jan. 24, ‘12: Apple’s just-reported December quarter was so huge that I had to change the scale on almost every chart below. Expectations coming in were high, but Apple beat them anyway, shipping 37 million iPhones — almost as many as it shipped … Continue reading →
EA’s smartphone gaming business growing fast, but still pretty small
Oct. 28, ‘11: Electronic Arts has been one of the top game makers for Apple’s iOS platform, and as a result, it said smartphone revenue (non-GAAP) grew 87% year-over-year last quarter (PDF). But overall mobile gaming revenue grew just 12% year-over-year, as smartphone … Continue reading →
Netflix loses 800k subscribers and another 20% in stock price
Oct. 24, ‘11: Netflix’s nightmare Q3 is in the books. And shares are getting hammered after-hours — down more than 20% — as the company says it expects to lose more U.S. streaming subscribers next quarter because of its price increases and DVD split-up. … Continue reading →
Apple’s story is still intact: Never mind today’s results
Oct. 18, ‘11: Weaker than anticipated iPhone sales last quarter forced Apple to miss earnings expectations tonight — a rare showing for the company. As a result, Apple shares are getting whacked right now, down about 7% in after-hours trading. Here’s the thing. … Continue reading →
Apple’s just-okay quarter in charts
Oct. 18, ‘11: Apple just reported September quarter results, and they’re below Wall Street’s expectations for the first time in a long time. Weaker-than-predicted iPhone sales ahead of the iPhone 4S launch seemed to do Apple in. As a result, revenue and profits … Continue reading →
The most amazing thing about Apple is how fast it’s still growing
Oct. 13, ‘11: There are many impressive facets to Apple’s business: Its sheer size, its growth over the past decade, its international growth, its profitability, and how much of it comes from the iOS platform, which only came into existence four years ago. … Continue reading →
RIM shipped just 200,000 PlayBook tablets last quarter, lower prices coming
Sep. 15, ‘11: And that’s shipments — no word on actual sales to users. That’s considered way below expectations, but I don’t know why the expectations were so high to begin with. It was obvious that the PlayBook was a dog. (Yet this is the … Continue reading →
Amazon’s growth is its highest since 2000
Jul. 26, ‘11: Amazon’s Q2 was huge, with $9.9 billion in revenue particularly ahead of expectations. At 51% year-over-year growth, that’s Amazon’s fastest growth rate in almost 11 years — since Q3 of 2000 — UBS analysts Brian Pitz and Brian Fitzgerald point out … Continue reading →
Netflix already proves that raising DVD prices was the right move
Jul. 26, ‘11: Wall Street is punishing Netflix today for its earnings report yesterday, in which Netflix admitted that its insane growth rate would slow down a little after it changed its subscription plans and effectively raised prices on DVD rentals. But anyone … Continue reading →
Netflix: DVD shipments have likely peaked
Jul. 25, ‘11: Netflix just posted its Q2 earnings materials. Peter Kafka is breaking the numbers down at All Things D. Of note: Netflix says in its bulletin to investors (PDF) that its DVD shipments have likely peaked. And so far, since announcing … Continue reading →
