Show 261 – Nov 7, 2018
Run Sheet ~ Garth, Zarn & Michael
This week sponsors
audio pizza on iTunes
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Our Aussie Apple Ramblings
Hope your feeling better Zarn!
Story 1
Apple release 4th Quarter Earnings
Revenue Up 20 Percent
EPS (earnings/share) Up 41 Percent
BOTH Sept Qtr Records
Services Revenue of $10 Billion Reaches New All-Time High
“We concluded a record year with our best September quarter ever, growing double digits in every geographic segment. We set September quarter revenue records for iPhone and Wearables and all-time quarterly records for Services and Mac,” said Luca Maestri, Apple’s CFO. “We generated $19.5 billion in operating cash flow and returned over $23 billion to shareholders in dividends and share repurchases in the September quarter, bringing total capital returned in fiscal 2018 to almost $90 billion.”
Apple is providing the following guidance for its fiscal 2019 first quarter:
- revenue between $89 billion and $93 billion
- gross margin between 38 percent and 38.5 percent
- operating expenses between $8.7 billion and $8.8 billion
- other income/(expense) of $300 million
- tax rate of approximately 16.5 percent before discrete items
For us the biggest news is that Apple will no longer declare how many units it sold of, say, iPhones or Macs. Only the Revenue figures.
Apple were the only company that was doing that, but no more!
More story at
https://www.apple.com/newsroom/2018/11/apple-reports-fourth-quarter-results/
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Anybody want to be on the show as a guest
Story 2
Apple Price Hikes
An interesting point that I had over looked was made aware to me today. Revenue growth, which is what shareholders / buyers want can now only be achieved by higher prices. Apple have accepted that they have reached a market share that they don’t expect to grow hugely, so more margin is needed.
Secondly, making it worse in Australia is the AU$ exchange rate – on the day products are released!
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Reminder this week we are bought to you by
audio pizza on iTunes
so Garth please tell us about Audio pizza on iTunes
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Discussions about other audio podcast
Discussions about Old Time Radio, Superman and Batman shows
Discussions about a Netflix show
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October Event – iPads
Lets talk iPad
Portable ?? Powerfull
over 400 Million iPads sold
More iPads last year sold
most popular computer in the World
NEW iPad Pro
Video
squared up edges – iPhone 4ish
new pencil
John Ternus – VP Hardware Eng
LCD edge to edge top to bottom
Liquid Retina Display
10.5” now 11” display same foot print
12.9” now 8.5 x 11 paper
5.9mm thin
12.9 25% less volume
Face ID
Always right side up
No Home Button
A12X Bionic
10B Trans +
8 core CPU – up 35%
7 core GPU – 2 x speed
Multi core work loads 90% faster
All day battery life
5T operations per second – neural engine
new fast storage controller
up to 1Tb storage
USB-C
new capabilities
chargeout to iPhone from USB-C
Apple Pencil –
magnetical connects
charges wirelessly
tap twice to switch modes
Smart Keyboard Folio
2 screen angles
Shaan Pruden – Snr Dir World Wide Dev Marketing
talks apps
Autodesk coming to iPad
Assassins Creed coming to iPad
120 frames / second
2K games demo
NBA 2K mobile
awesome quality
Adobe Demo
showing Photoshop and Project Arrow (ar design tool)
on the new iPad
Back to John
Video
11” AU$1229
12.9” AU$1529
64GB
256GB
512GB
1TB
2nd Gen Pencil
AU$199 (Old Pencil AU$145)
3rd Gen Keyboard
11” AU$269
12.9” AU$299
18W Charger
orders today
available next week
back to Tim Cook
ios12 first month more systems than any other
60% already running iOS12
Today 12.1 dual sim support, new FaceTime
Ends with Musical Performance
from
Lana De Rey
Surprising to me ~ No mention of the artwork on the invite
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This week we are bought to you by our new advertiser
All legal docs included
including company constitution Immediate registration with ASIC. Check name availability.
Save progress come back later
All doc’s kept for later download
Blank docs available for future
Register 24 / 7 / 365
Limited time special $528.
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October Event – the rest
Tim Cook
Hear today to talk about our most creative products
Starting with the Mac
Video ~ Behind the Mac
Half of Mac buyers world wide, new to Mac
China 76%
100 Million Macs – major milestone
Mojave – why its so good
Especial love one Mac in particular, the MacBook Air
Its time for a NEW MacBook Air.
Retina Display
Laura Legros Sen Dir Hardware Eng
13.3” display
4 x resolution = 4 million pixels
48% more colour
Touch ID
T2 Security Chip
Butterfly Keyboard ???
Forcetouch Trackpad
Audio – 25%, 2 x Bass, wide stereo 3 Mic array
2 x Thunderbolt 3
CPU Intel i5 dual core
up to 16Gb
up to 1.5TB
12 web browsing
13 hours iTunes movie watching
17% less volume
15.6mm – 10% thinner
2.75 pounds
Of course enviro friendly
100% recycled Aluminium – Long Cheer
Video about the alloy
3 colours –
starts 8GB / 1.6 DC i5 / 128GB
AU$1849
starts 8GB / 1.6 DC i5 / 256GB
AU$2149
order today – available next week
Back to Tim Cook
There another small BUT mighty Mac users waiting for!
Here it comes
Video – Mac mini
Tom Boger Mac product marketing – great interview on Rene Ritchie podcast Vector.
Tom Boger agreed to get his first Mac when still at school, painted every room in his parents home over the holiday break!
He the went on to be an Apple ambassador at his college!!
He then went to work at Apple, and has been there ever since!!!
Space Grey
Beast on the inside
starts 4 cores, also 6 cores – NOT MOBILE
60% GPU
5 x times faster
now up to 64GB Memory
Storage – all SSD – up to 2TB
T2 security chip
HEVC video faster
new thermal – double airflow
Port
ether unto 10GB
hdmi
4 x USB – C
2 x USB – A
from AU$1249
upgrade to i7
order today available next week
100% recycled Alu
Recycled plastic foot
Back to Tim Cook
About Apple Stores
Today at Apple Sessions – another BIG cheer
Angela – no last name needed
another BIG cheer
at all 505 stores
now hosting 18,000 sessions a week
announces 60 newly designed sessions
3000 Apple creatives at Stores
Back to Tim Cook
Show Promotion
Show notes link each week on show upload
Spotify – just search Aussie Mac Zone
AND
Apple News ~ Aussie Mac Zone
(remind ~ how to Favourite)
Thanks to our sponsors, this week being startnewcompany.com.au
AND
audio pizza on iTunes
& our supporters you our listeners!
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