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CHART OF THE DAY: Apple’s Disappointing Quarter In Context (AAPL)
Source: http://www.businessinsider.com/chart-of-the-day-apple-disappointing-quarter-2013-2
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.
CHART OF THE DAY: Apple’s Days Of Mega-Growth Are Over (AAPL)
Source: http://www.businessinsider.com/chart-of-the-day-apples-days-of-mega-growth-are-over-2013-1
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.
CHART OF THE DAY: Surprise! iPhone Demand Is Fine (AAPL)
Source: http://www.businessinsider.com/chart-of-the-day-iphone-5-demand-2013-1
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?
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Groupon Soars Thanks To A Rumor Google Might Buy It (GRPN, GOOG)
Source: http://www.businessinsider.com/groupon-stock-2012-12
Groupon’s stock was up 23% today.
Bloomberg is reporting there’s speculation that Google might take over Groupon.
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.
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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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