iPodDailyNews - Where iPod news comes first

Uh oh...iPod sales (6.451 million) were way lower than forecast...

Life is good! Less than 24 hours till "One More Thing..."

So much for the Osborne Effect. Maybe Mr Enderle should get a big bottle of hot sauce for that crow he should be having for dinner tonight.

w00t! Go AAPL! World domination is only an intel processor away ...

Expect immediare profit taking, then up, up, and away...!

W00t!

This dog is tanking. Love it! Dive, you barking dog.

Yeah, Apple is definitely doomed!

Yep. AAPL is down about 10% in after hours trading on the news that iPod sales growth was much lighter than expected.

On the bright side, Enderle was proven dead yet again wrong today (as usual) as Mac sales were up 4.6% over the June quarter. So much for the demand for Macs "dropping like a rock" eh?

I expect a full MDN article slamming Enderle's so called prediction post haste!

Lies, damned lies, and statistics.

There's something VERY wrong with those numbers, don't you think? Do you see it, too? It's so obvious. Rob Enderle says Apple's Mac sales are supposed to be going down, and according to Apple's numbers, they're not. Now, either Rob doesn't know what he's talking/writing about, or, Apple's in big trouble with the SEC for publishing ficticious earnings report.

Hmmm. Someone is lying. Someone is mistaken. Enderle? Apple?

Never mind.

Bambi Hambi
Mac360

MDN's magic word is "more" as in, bring it on!

way more profit and macs than expected!! less than expected growth in iPods... but who can say no to $.50 a share?!?

Good news for Macs. Not excellent for iPods. Starting to plateau? Time to put a new twist on the iPod, perhaps? Just something to keep it spinning...

Is there a breakdown by category (DT's, portables, flash vs HD iPods, iTMS sales, etc.?)

Time to buy, buy, buy!! you know the stocks are going to take a dive by tommorow morning! I mean apple is the only company that I keep up with that once it makes a profit (even the best in it's history) the stock takes a dive simply amazing!

So the sales were lower than predicted - whooppee. It's just wishful thinking from analysts. They DID increase from 2 million a year ago. Now that's nothing to sneeze at.

The stock is going to go down because even though Apple set new records on almost all counts, the market expected even more.

For those of you whining about missing out on the AAPL train, this is now the time to buy your shares. Get 'em while the market overreacts while underplaying the positive news!

An apple a day = 68,388 iPods a day.

Soon they will release the simple firmware update that allows iPods to use WMA and other music sites and drive the stake into all the competitors hearts. Release HD streaming via 802.11n with the new airport express along with iTunes TV and nobody will even want to use another music site other than iTunes.

As of 5:06pm EDT, Apple shares are down 5.26 per share and the folks on CNBC (Kudlow & Company) were seemingly cracking jokes about them "only" being up a penny a share.

So, AAPL is down 10.20%. Ouch.

What better news could there be? As usual analyst expectations were proved wrong: Apple made record profit thanks to growth in computers. It's a computer company, not a consumer electronics company. With every computer sold, the base is expanded and more consumers are purchasing not just an iPod, but a CPU, software, peripherals...

If record quarters come without the outrageous growth in iPods the Street has come to expect, that's fine by me. Apple is in no jeopardy with the iPod market, by any stretch of the imagination.

So let's see if I should have become an analyst…

I predicted 7.5 million iPods @ $185 = $1.387 billion

[I]We got 6.155 million @ $185 = $1.212 billion[/I]

[B]Not a good start, genuinely surprised that the figures are that low - hope the announcements tomorrow are exciting or Apple will only manage around 12.5 million iPods for the holiday quarter[/B]

I predicted 1.2 million CPUs @ $1250 for $1.5 billion

[I]We got 1.236 million @ $1303 = $1.611 billion[/I]

[B]Not too far off on the unit count (3%), but surprised that the average value/unit has gone up for the first time in ages: tends to imply that people have come back to the iMac in numbers - interesting[/B]

I predicted $800 million in other revenues

[I]We got $855 million[/I]

[B]Nearly 7% off - but interestingly Apple is reporting $265 million in Other Music Products, would love to know how much of that is iTMS but probably no info until tomorrow[/B]

I predicted $3.687 billion in revenue

[I]We got $.3678 billion[/I]

[B]Curses, 9 million out - a whole 0.25%: must try harder[/B]

I predicted $340 million in profit

[I]We actually got around $370 million if you exclude the other income and expenses.[/I]

[B]So the moral of the story is that I don't get paid to analyse anything, yet I seem to be a lot closer than other people (step forward, Mr. Enderle) in predicting Apple's fortunes.

But then, I could be closer than Rob by gutting a chicken and reading its entrails.[/B]

we should all drop Enderle a line and ask why didn't Apple stock didn't tank like he said it would... he is, afterall a professional and worked in this industry for years.

better yet, we should all go have an Apple Earnings Report party in his living room. spill the wine that we bought with our profits on his sofa and thrash his stereo.

Oppenheimer just said announcementS for tommorow! So its definately more than one product, (hopefully not a crappy pink nano)

He seemed to imply just there that tommorows event is about ipod

Just for comparison, here are the past 5 quarters. Steady and maneageable growth. It's be nice if they advertised their Mac as much as their iPods though.

2004-Q4: Apple shipped 836,000 Macintosh units and 2,016,000 iPods.
http://macdailynews.com/index.php/weblog/comments/4058/

2005-Q1: Apple shipped 1,046,000 Macintosh units and 4,580,000 iPods.
(25% increase on Macs and 127% on iPods since previous quarter)
http://macdailynews.com/index.php/weblog/comments/4709/

2005-Q2: Apple shipped 1,070,000 Macintosh units and 5,311,000 iPods.
(2% increase on Macs and 16% on iPods since previous quarter)
http://macdailynews.com/index.php/weblog/comments/5467/

2005-Q3: Apple shipped 1,182,000 Macintosh units and 6,155,000 iPods.
http://macdailynews.com/index.php/weblog/comments/6264/
(10% increase on Macs and 16% on iPods since previous quarter)

2005-Q4: Apple shipped 1,236,000 Macintosh units and 6,451,000 iPods.
(4.5% increase on Macs and 4.8% increase on iPods.)

Analysts shoudn't worry about the iPod.
Once Apple starting raping that extra 10% revenue from the accessory makers, that should square things up a bit.

Do these sale figures include iPod nano figures? No.

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