Here’s how big the iPhone is as a business, according to Bloomberg: If the iPhone were its own company, its revenues would be greater than Procter & Gamble, Coca-Cola, Goldman Sachs, Google and Microsoft.
On its own, the iPhone is the ninth biggest stock in the Dow, and has bigger sales than 474 S&P 500 companies. (Apple sold 9 million new iPhone 5S’s and iPhone 5C’s just last weekend.)
A big part of those giant revenues come from margin, or course. ZDNet notes that up to 74% of the full price $849 iPhone 5S can be margin over the actual $218 cost it takes to build an iPhone.
You can read Bloomberg’s full story here, but here’s one of its charts showing iPhone’s revenues compared to other blue-chip companies:
Last week, billionaire investor Carl Icahn Tweeted that he had a large stake in Apple and had talked to Tim Cook. During the final hours of the trading session, Icahn’s Tweets had added more than $17 billion to Apple’s market cap.
Ancoa, a surveillance platform for financial markets, recently took a look at how the stock reacted to the Tweets.
Just three seconds after the first Tweet, the stock started to rip. This is visualized in the charts below. The two blue dots represent Icahn’s Tweets and the green dots represent trades.
Check out their charts below: (Read Ancoa’s full blog post here)
drag2share: Microsoft Is Down 8 Percent As The World Realizes The Windows Business Has Collapsed (And Probably Isn’t Coming Back)
Microsoft is down 8% pre-market this morning.
The stock has been doing worse and worse since the company released earnings. Initial reaction to the release sent the stock down 2.5%. Then it was 5%, then 6% … and now it’s down 8%.
Microsoft’s Windows business is finally feeling the effect of the collapse of the PC industry, and the failure of Windows 8 to slow the iPad.
The sentiment around Apple has gotten so negative, you can forget how amazing the company is actually doing. This chart from Statista puts it in context.
Apple was the most profitable company in the world last quarter. In terms of tech companies, it’s more than twice as profitable as the nearest competitor, Microsoft.
That last one is a telling comparison, though. It’s not all about profits. It’s about future growth, and future products. Microsoft has always been an insanely profitable company. It’s been left for dead by investors and the cool kids in Silicon Valley because it whiffed on mobile.
Apple hasn’t whiffed on the next big thing. But there seems to be a fear that it’s not going to nail the next big thing. (Or, perhaps more reasonably, the next big thing won’t be as profitable as the iPhone.)
So, even though Apple had gigantic profits last quarter, the stock is still down. But, still, they are seriously gigantic profits.
Well, it finally happened. Apple’s spectacular revenue and profit growth have fallen back to earth. If you’re looking for a reason why investors have fled the stock, then look no further than this chart.
The story that’s terrorized Apple’s stock for the past month is iPhone demand is weak.
Apple reportedly cut orders with suppliers in Asia for iPhone screens and other components. While there are many theories about why Apple cut its order, the most popular seems to be that iPhone demand is weak.
And yet, something about it doesn’t make sense.
Analysts have quietly raised holiday quarter iPhone estimates. Why do that if demand is tanking? Shaw Wu of Sterne Agee said today that demand is “robust.”
Analysts could be wrong, but here’s another piece of evidence in their favor. ChangeWave surveyed 4,061 people in North America about their interest in smartphones. 50% of them said they plan to buy an iPhone in the next 90 days, which is right in line with Apple’s previous demand after a big iPhone launch.
If demand was truly crumbling as some would have you believe, would this chart look like this?
Follow the Chart Of The Day on Twitter:
Groupon’s stock was up 23% today.
Two years ago, Google wanted to buy Groupon for $6 billion, but was rejected. Today, the company is worth $3 billion. While growth has slowed, its core business is bigger. Google might think that it could buy Groupon, shutter the underperforming businesses and fix the flaws.
Or, this could just be chatter. Bloomberg doesn’t really source where the speculation is coming from.
Groupon is on tear today for some reason.
The stock was up as much as 24%, and we’re not sure why.
The only thing we can think of is that there’s new news about CEO Andrew Mason, but we haven’t heard anything.
This is ridiculous.
A Wells notice is a warning that the SEC is likely to bring charges against an individual or company. Typically, it’s done for a viable reason. In this case, the SEC is totally over-reaching, acting like a idiotic overly bureaucratic organization.
It’s moves like this that make it seem like government bureaucracy really does smother businesses.
Here’s what happened.
In July, Hastings posted to his Facebook page that Netflix had had 1 billion hours of streaming in June. The stock jumped that day.
If Hastings had just shared this information with a small circle of friends, you could make an argument that the information wasn’t publicly disseminated. But Hastings has 200,000 subscribers on Facebook, including journalists and analysts.
If the SEC wants to use this case to make a new rule about social media and what’s acceptable disclosure and what’s not, that’s fine. It should do that.
But to punish a company and executive for taking advantage of a new service to publicly disseminating information in a way that is vastly more public than SEC filings or press releases is unfair. Not to mention a waste of resources.
Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.
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