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Senin, 30 April 2012

Who Is The Number One Smartphone Maker?

Business Insider: The Apple Investor

Business Insider: The Apple Investor


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AAPL Down As Investors Flee Stock 
Markets opened lower as Spain heads into recession. Apple dumping has once again resumed with the stock off over 2% by midday. Next month, Tim Cook will be the keynote speaker at the D10 Conference on May 29. Apple's developer conference (WWDC) is slated to start June 11. Investors remain focused on iPhone penetration globally and the anticipated launch of the next generation iPhone in the fall; new iPad adoption; market share growth of the Mac business as well as the upcoming refresh; the evolution of Apple TV; and platforms such as Siri, iAd, iBooks and Ping. Shares of Apple trade at 9.6x Enterprise Value / Trailing Twelve Months Free Cash Flow (including long-term marketable securities).

So Who's The Number One Smartphone Manufacturer? (AppleInsider)
Two conflicting estimates paint very different pictures of Samsung's smartphone sales in the March quarter. Directly contradicting a report from Strategy Analytics that estimated Samsung shipped 44.5 million smartphones in the first quarter of calendar 2012, IHS iSuppli reported that Samsung shipped just 32 million smartphones during the quarter. That's a massive 12.5 million unit difference and puts Samsung either well above or below Apple for the quarter. Unlike Samsung, Apple publicly discloses its quarterly iPhone sales. Read »

Samsung And Apple To Duke Out Patent Lawsuits Starting May 21 (Apple Insider)
Speaking of Samsung, a U.S. judge has scheduled court-moderated settlement talks between Samsung and Apple to take place on May 21-22 to resolve the legal dispute that now includes 50 lawsuits across 10 countries. Magistrate Judge Joseph C. Spero will oversee the talks. The meetings came about after Judge Lucy Koh, the judge presiding over two suits Apple has lodged against its rival, ordered efforts toward an "Alternative Dispute Resolution." Tim Cook and Gee-Sung Choi, the chief executives at Apple and Samsung, respectively, have agreed to take part. Read »

Apple Dodges Billions In Taxes Around The World (Business Insider)
Charles Duhigg of the New York Times has written another extraordinary article about Apple, this time focused on the heroic lengths Apple has gone to to avoid paying taxes to governments around the world. All companies try to minimize taxes, obviously. And tech companies, it turns out, are ideally suited to skirting tax laws--because tech products can be "sold" from anywhere, regardless of where they're designed or made. But Apple appears to have been as spectacularly creative and successful in tax-avoidance as it has been in gadgets. Apple says they are creating jobs and donating to charities. Read »

The Mac App Store Reaches 10,000 Apps (Apple Insider)
Apple's official Mac App Store for OS X reportedly crossed the five-figure mark last week, as the digital storefront now has more than 10,000 applications available, according to MacGeneration (no official announcement from Apple). The Mac App Store launched in early 2011 with more than 1,000 applications, including Apple's iWork suite of software. Its most high profile release-to-date was OS X 10.7 Lion, which launched last summer exclusively on the Mac App Store. Read »

Apple In Talks With EPIX For Streaming Content (Reuters)
Apple began talks earlier this year to stream films owned by EPIX, which is backed by three major movie studios (Lions Gate, MGM and Paramount Pictures). Sources say that discussions would apply to streaming content to any iOS device as well as Apple's anticipated television set. Apple has been stymied for much of the past year in securing marquee Hollywood content. The talks could be complicated by EPIX's 2010 agreement with Netflix which gives Netflix exclusive streaming rights to EPIX movies through September. Read »

Nokia Made More From iPhone Sales Than Lumia Sales (WebProNews)
While the iPhone is almost certainly one of the major culprits behind Nokia’s flagging sales, it has also kept Nokia’s first quarter losses from being even greater. Last summer Nokia and Apple settled a lengthy patent war and Apple paid Nokia a one-time sum of about $600 million and licensed the infringed patents from Nokia to the tune of approximately $10.60 in royalties per iPhone sold. In a nutshell, this quarter Nokia made $82 million more on iPhones than it lost on its own mobile phones. Read »

Foxconn Parent Company Misses Estimates (Bloomberg)
Hon Hai Precision Industry Co. posted a profit which missed analyst estimates after raising wages, spending to build factories and losses at its Hong Kong unit. Foxconn raised wages 25% in February and is continuing to spend money moving factories to inland China. Hon Hai’s profitability usually moves in the opposite direction to that of Apple, which posted its highest operating margin in over a decade. Vincent Chen, the top-ranked analyst covering Hon Hai said "The wage rises haven’t been passed on to customers yet, which impacted profits." The iPhone is estimated to equal ~23% of revenue this year for Hon Hai, the iPad ~17%. Read »

All Publications Will Be Digital In The Near- To Mid-Term Says The Economist CEO (paidContent)
The Economist’s CEO, Andrew Rashbass, thinks news publishing will go all-digital at some point in the near- to mid-term. Rashbass declared himself "relaxed" about Apple’s 30% commission on its iPad edition, however: "I don’t find the 30% problem problematic," he said. "The majority of people in this room have always worked through third parties – whether through newsstands or other things. Even we have always have a newsstand presence." Read »

Get complete Apple coverage on Business Insider. Read »

Heather Leonard is a former tech research associate at Goldman Sachs. She is the author of The Apple Investor, The Google Investor as well as The Microsoft Investor at Business Insider. When she's not keeping up with tech giants, she's either acting, writing TV shows or consulting private companies.
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