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Print 8 comment(s) - last by ClownPuncher.. on Apr 20 at 7:39 PM


Apple figurehead Steve Jobs has been on medical leave of absence from the company since January.  (Source: businessinsider.com)
Analysts expect another great quarter, tempered by short-term setbacks from component shortages

Apple is slated to release its first-quarter numbers today, which analysts are expecting will continue in the trajectory of the previous quarter and many before it -- spectacular growth. But this time around, the numbers will be "tempered by growing caution over how supply constraints will squeeze margins and restrain iPhone and iPad sales," Reuters reports.

In addition to the devastating losses within the country, the disaster in Japan -- stemming from a category-9 earthquake that hit the island nation in early March -- has caused worldwide component shortages and hampered numerous industries, particularly the consumer electronic market.

"The biggest concern at the moment is quite short term in nature and that revolves around the supply chain that is a global issue following the catastrophe in Japan," Hudson Square Research Analyst Daniel Ernst told Reuters. "We are all interested to learn how Apple is managing that."

According to the report, analysts predict Apple will either pay higher prices for components, or it might struggle to get enough of its products to market to meet demand. The timing also marks the first time that its quarterly earnings are announced under CEO Tim Cook, while Steve Jobs is on medical leave of absence.

Long-term, Apple seems to be alright, especially after the recent news of the iPhone 5 in the pipeline for a September release. "The demand for Apple products is incredible, the company has managed the business very well in terms of cost and margin progression and new R&D, product launches," Ernst said. "So the long-term story looks fantastic." 

In a lawsuit Apple recently filed against Samsung, Apple said it had sold over 19 million iPads by March 2011. Those numbers suggest that it sold 4.2 million units in the second quarter. 

Apple is expected to report earnings of $5.35 a share on revenue of $23.3 billion, according to Thomson Reuters I/B/E/S. Shares of its stock closed up $6.01, or 1.81 percent, at $337.9 Tuesday, although it has slipped slightly since the Nasdaq announced plans to rebalance the Nasdaq 100 composite index.



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Poor Apple
By ClownPuncher on 4/20/2011 11:49:04 AM , Rating: 2
Hopefully they don't suffer too much from Japan's mistakes.
What were they thinking putting a fault line there??




RE: Poor Apple
By kattanna on 4/20/2011 1:06:51 PM , Rating: 2
quote:
" The biggest concern at the moment is quite short term in nature and that revolves around the supply chain that is a global issue following the catastrophe in Japan," Hudson Square Research Analyst Daniel Ernst told Reuters.


that is really a poor choice of words considering the reason for the supply chain issue is because of a natural disaster that killed tens of thousands of people and destroyed entire towns. im left thinking that for the people REALLY affected by this, the japanese people, supply chain issues is the least of their concerns.


RE: Poor Apple
By ClownPuncher on 4/20/2011 2:21:11 PM , Rating: 2
Apparently, if we can't get our iPads when we want them, we don't care about that stuff.


RE: Poor Apple
By tastyratz on 4/20/2011 2:39:01 PM , Rating: 2
Or the impact of the tragedy on the global market made news worthy of this article; and your piss poor choice of words were in bad taste. What's next a wtc joke? Some things are better unsaid...


RE: Poor Apple
By amanojaku on 4/20/2011 4:38:33 PM , Rating: 2
The point ClownPuncher was trying to make was that for some odd reason the source article plays up the Japan tragedy as a potential hit to Apple's bottom line and stock price. The tragedy affects many electronics manufacturers, yet the article mentions that in passing, as if they don't matter. ClownPuncher wasn't joking, he was being sarcastic: Apple is bigger than the tsunami, Japan's ongoing crises (nuclear, economic, etc...), and the global electronics trade as a whole. You don't see an article about Sony and the tsunami, or Nintendo, or the car manufactures, etc...


RE: Poor Apple
By ClownPuncher on 4/20/2011 7:39:52 PM , Rating: 1
Exactly. I thought it was pretty clear. Who the fuck cares about Apple's bottom line? What makes me sad is the effect it has on Japan and its people, not component costs and backorders.


RE: Poor Apple
By ClownPuncher on 4/20/2011 7:38:25 PM , Rating: 2
Understand joke, you did not. I'd like to introduce you to satire.


By vision33r on 4/20/2011 9:39:40 AM , Rating: 3
Regardless of how many Android Tablets are coming out, the analysts across the board all agreed this year is all about iPad 2 and how Google failed with Honeycomb.

Last year iPads sold 14 million, this year I predict they will sell 40 million+ mild estimates.




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