• Your favorite

    Apple

    ,

    iPhone

    ,

    iPad

    ,

    iOS

    ,
    Jailbreak
    , and
    Cydia
    site.
  • Apple CFO Drops Small Clues About Company's Big Plans


    Apple Chief Financial Officer Peter Oppenheimer recently connected with Katy Huberty, the prominent Wall Street analyst and resident Apple watcher at Morgan Stanley.

    On Friday, Huberty revealed that Mr. Oppenheimer provided some key insights into moves Apple might make in the coming months. Without supplying too many details, Huberty says that Oppenheimer's comments (which weren't revealed) suggest some strong possibilities about what Apple will do this year.

    For starters, Huberty says she walked away from the meeting with the distinct impression that Apple will likely increase the 2.3% dividend to AAPL shareholders.

    "Our analysis," she told investors this morning, "suggests Apple can match the S&P IT sector's average FCF [free cash flow] payout of 68% if it returns $28B in FY13, implying a 6% total yield. High mix of international cash limited flexibility in the past but raising low-interest debt can help address this issue, in our view."

    Huberty contends that Apple hasn't taken the concept of an "iPhone mini" off the table as the smaller, more affordable entry-level iOS-powered smartphone could be a big revenue driver in emerging markets.

    "The company's approach to product decisions and innovation has not changed in the past several years despite the CEO transition," Huberty concluded. "Making great products remains Apple's core strategy and the company is as confident as ever about the future pipeline of new products and services."

    Morgan Stanley retains a price target for AAPL at $630.

    Source: Fortune
    This article was originally published in forum thread: Apple CFO Drops Small Clues About Company's Big Plans started by Michael Essany View original post
    Comments 12 Comments
    1. jasvncnt10's Avatar
      jasvncnt10 -
      Ok......So am I missing where he drops small clues about company's big plans?
    1. fleurya's Avatar
      fleurya -
      Quote Originally Posted by jasvncnt10 View Post
      Ok......So am I missing where he drops small clues about company's big plans?
      No joke! Bigger dividend, okay that's kinda newsworthy for people invested, but not big tech news.And the thing about a smaller iphone, well they technically already have that when they made the 5! And cheaper iPhone? They have that too in the older models!

      There's really nothing newsworthy here. Just a bit of filler story. I suppose that Morgan Stanley analyst is getting paid well into the 6 figures for this kind of quality work!
    1. se23's Avatar
      se23 -
      I guess Clark Kent was too busy as Superman today :/
    1. Hillefied's Avatar
      Hillefied -
      I'd rather an iPhone with a holographic interface and intuitive voice actuation than cheaper/older models flooding the market. While that seems unrealistic in the early part of the 21st century and extreme capitalism still holding a major factor in society, one can still imagine that kind of future.
    1. jonathan1683's Avatar
      jonathan1683 -
      fail article
    1. LittleJob's Avatar
      LittleJob -
      my thoughts exactly.
    1. luvmytj's Avatar
      luvmytj -
      I assume they are referring to the iPhone Mini. Makes sense I suppose. There have been rumors for some time. Also there was an article recently showing the potential market for a lower end phone. It would fit right in with the theme lately... iPad, iPad Mini, iPhone, iPhone Mini.
    1. Hillefied's Avatar
      Hillefied -
      Quote Originally Posted by luvmytj View Post
      I assume they are referring to the iPhone Mini. Makes sense I suppose. There have been rumors for some time. Also there was an article recently showing the potential market for a lower end phone. It would fit right in with the theme lately... iPad, iPad Mini, iPhone, iPhone Mini.
      They're talking about a lower cost market, not a smaller iPhone for the same price as the iPhone 5. That is not within the theme of Apple whereas all of their devices are expensive compared to Android and Windows devices
    1. trialnterror's Avatar
      trialnterror -
      Quote Originally Posted by jasvncnt10 View Post
      Ok......So am I missing where he drops small clues about company's big plans?
      2nd
    1. buggsy2's Avatar
      buggsy2 -
      Quote Originally Posted by jonathan1683 View Post
      fail article
      But author win: took 15 mins to write this blather, paid for a full day of work.
    1. *T*'s Avatar
      *T* -
      I think even that analyst does better work than this author, and we all know how great analysts are.
    1. CZroe's Avatar
      CZroe -
      Quote Originally Posted by Hillefied View Post
      I'd rather an iPhone with a holographic interface and intuitive voice actuation than cheaper/older models flooding the market. While that seems unrealistic in the early part of the 21st century and extreme capitalism still holding a major factor in society, one can still imagine that kind of future.
      Capitalism is what brings people what they want. It's kind of the definition: Capitalize on demand to generate profit. Once it's possible to profit from that demand, you'd better believe they will in a free market.