March 2010
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Think Microsoft only does 3 things well?

And by “well”, I mean profitably. All of M$’s profitable business unit products go back over 10 years.

Apple Q1 ‘10 Earnings: Now You’re Just Showing Off

Is there any stopping this wagon train? As the country slowly crawls out of an economic slump, Apple continues to kick the crap out of estimates in every category of profitability.
Unit sales of Macs and iPhones both sold at record levels, with the revamp of the iMacs boosting units above the million mark for the [...]

Apple’s Q4 financials destroy estimates; TMA yawns loudly

According to The Wall Street Journal, the analysts have finally shaken a little bit of the stupid out of their Q4 estimates for Apple:
Investors have grown accustomed to Apple crushing Wall Street estimates, so there are strong expectations for the company’s fiscal fourth-quarter, which ended September. Nearly 20 analysts have lifted price targets since September.
Analysts finally stopped [...]

IDC: Mac Sales…bzzt…do not…psst…compute

Apple holds its quarterly earnings call on Monday, which means that analysts are tripping over themselves trying to anticipate Mac sales for the quarter.  Both Gartner and IDC predict Apple continuing to buck the trend – to the tune of 7 – 12% growth, depending on who you ask.
The folks at IDC (the same IDC [...]

M$’s Q4 Financials Put the “Ow” in “Wow”

Pity poor Microsoft.  Coming off the heels of Apple’s record-setting quarter, Redmond…well…
Got absolutely annihilated.
Microsoft whiffed on analysts’ predictions to the tune of one and a quarter billion dollars.  The traditional sinks – online services and the Entertainment and Devices group (Xbox 360, Zune and mobile phone software) – continued their crimson streak in the books [...]

Apple Gives Optimistic Earnings Guidance for First Time in Recorded History

So AAPL crushed the Street estimates yet again (yawn) and analysts, always quick to hop on a good thing once it’s happened, are bullish on the company for Q3.  Oddly, Apple’s third-quarter guidance of 34 percent gross margin and $1.18 – $1.23 in earnings per share was uncharacteristically optimistic, leaving analysts wondering whether Cupertino was [...]

Street on Apple: 10% year-over-year. TMA: Pfffft.

It’s time for Apple to report on earnings yet again‚ kiddies.  And the tech analyst keystone cop routine continues.  The beat’s worst weatherman is continuing the “yeah‚ but” style of analysis they teach at Harvard.  The consensus from the Street has Apple reporting earnings at $1.16 per share and 10% YOY growth.
Pffffffft.
Apple will stomp these [...]

Apple stomps Street; Cook continues netbook striptease

In what was little surprise to anyone in the know (and certainly no surprise in the Mac community), Apple announced its street-stomping earnings last night. The 2nd quarter of 2009 represented the high water mark for revenue for a non-holiday quarter at $8.16 billion with a net profit of $1.21 billion, or $1.33 per diluted [...]