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KY56
KY56
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2023-01-24
Nice.👍
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KY56
KY56
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2023-01-13
Nice.👍
Southwest CEO Says All Options "on the Table" After Carrier's Meltdown, and Vows Responsibility
CHICAGO, Jan 12 (Reuters) - Southwest Airlines Co is looking at all options to ensure the operationa
Southwest CEO Says All Options "on the Table" After Carrier's Meltdown, and Vows Responsibility
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KY56
KY56
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2023-01-13
Nice.😀👍
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KY56
KY56
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2022-12-01
Nice.👍
Apple Stock Is Down 20% From Its High. Time to Buy?
The tech titan has seen its stock price fall in 2022, recently due to production in issues in China.
Apple Stock Is Down 20% From Its High. Time to Buy?
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KY56
KY56
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2022-10-28
Nice.👍
Apple Q4 EPS $1.29 Beats $1.26 Estimate
Apple Q4 EPS $1.29 Beats $1.26 Estimate
Apple Q4 EPS $1.29 Beats $1.26 Estimate
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KY56
KY56
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2022-10-26
Nice.👍
Alphabet Dips 6% As Q3 Revenues, Profits Miss Forecast
Alphabet stock is falling after its third-quarter results missed expectations on top and bottom line
Alphabet Dips 6% As Q3 Revenues, Profits Miss Forecast
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KY56
KY56
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2022-09-20
Nice.👍
The Reason Why Apple Didn't Increase IPhone Prices
SummaryApple just unveiled its new iPhone 14, together with other key products.Despite big hoopla ab
The Reason Why Apple Didn't Increase IPhone Prices
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KY56
KY56
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2022-09-07
Nice.👍
Alphabet Stock: Is the Dip an Opportunity for Investors?
Story HighlightsGOOGL stock is under pressure due to the pullback in ad spending and tough year-over
Alphabet Stock: Is the Dip an Opportunity for Investors?
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KY56
KY56
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2022-09-05
Nice.👍
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KY56
KY56
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2022-08-27
Nice.👍
Merck’s Talks to Acquire Seagen Hit Snag Over Price
Seagen deal would be biggest for Merck in more than a decadeTalks could still resume and and possibl
Merck’s Talks to Acquire Seagen Hit Snag Over Price
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The airline had long cultivated a reputation for reliable customer service, humorous flight crews and low-cost flights.</p><p>Southwest's board has set up a new Operations Review Committee to oversee management following last month's systems collapse, Jordan said.</p><p>Asked about his job security, he said: "I'm not focused on that one bit, and at the end of the day, that's not up to me in any case."</p><p>"There are a lot of reasons that this happened, but it's on me at the end of the day," Jordan said. "It's on me to not let this happen again and to rebuild trust with our employees and rebuild trust with our customers, and we will do exactly that."</p><p>Jordan, who took the airline's helm last February, is under pressure from investors to win over customers. To mollify them, the carrier has awarded customers affected by the meltdown 25,000 Rapid Rewards points, equivalent to more than $300, as a goodwill gesture, and has also launched a fare sale.</p><p>Jordan said New York-based Oliver Wyman is interviewing company staff and union members to reconstruct the recent debacle in order to identify gaps in the carrier's operations.</p><p>Meanwhile, the company has put in interim measures to avoid a repeat, he said. General Electric Co is updating the company's software, which will automate its crew scheduling systems, he said.</p><p>GE said the current software Southwest uses "performed as designed" during the problems last month. "We are working with them to define new functionality as they improve their crew rescheduling capability,” it said in a statement.</p><p>Southwest has also put together a new team of trained employees who can be cross-utilized to manage rescheduling crew during a disruption that requires significant schedule changes. Jordan said the company activated this group during the Federal Aviation Administration nationwide ground stop on Wednesday.</p><p>The airline is processing tens of thousands of customer reimbursements a day, he added. With the exception of 1% of bags, the airline has delivered to customer all the luggage that went missing.</p><p>Jordan defended the airline's point-to-point business model, which allows customers to fly directly from smaller cities without having to stop and change planes at major hubs like Chicago and New York. He said last month's disruption was not due to the structure, but said the airline could set up more crew bases if Oliver Wyman recommends that.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Southwest CEO Says All Options \"on the Table\" After Carrier's Meltdown, and Vows Responsibility</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSouthwest CEO Says All Options \"on the Table\" After Carrier's Meltdown, and Vows Responsibility\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-13 09:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>CHICAGO, Jan 12 (Reuters) - Southwest Airlines Co is looking at all options to ensure the operational meltdown it suffered last month is not repeated, Chief Executive Bob Jordan said on Thursday.</p><p>The Dallas-based carrier has been dealing with customer outrage and regulatory scrutiny after a systems meltdown last month left thousands of passengers stranded.</p><p>Southwest has hired consultancy Oliver Wyman to investigate the disruption, Jordan told Reuters in an interview.</p><p>"I have put everything on the table here because it just can't happen again," he said.</p><p>A severe winter storm right before Christmas, coupled with Southwest's dated technology, led to the cancellation of more than 16,000 flights. The airline had long cultivated a reputation for reliable customer service, humorous flight crews and low-cost flights.</p><p>Southwest's board has set up a new Operations Review Committee to oversee management following last month's systems collapse, Jordan said.</p><p>Asked about his job security, he said: "I'm not focused on that one bit, and at the end of the day, that's not up to me in any case."</p><p>"There are a lot of reasons that this happened, but it's on me at the end of the day," Jordan said. "It's on me to not let this happen again and to rebuild trust with our employees and rebuild trust with our customers, and we will do exactly that."</p><p>Jordan, who took the airline's helm last February, is under pressure from investors to win over customers. To mollify them, the carrier has awarded customers affected by the meltdown 25,000 Rapid Rewards points, equivalent to more than $300, as a goodwill gesture, and has also launched a fare sale.</p><p>Jordan said New York-based Oliver Wyman is interviewing company staff and union members to reconstruct the recent debacle in order to identify gaps in the carrier's operations.</p><p>Meanwhile, the company has put in interim measures to avoid a repeat, he said. General Electric Co is updating the company's software, which will automate its crew scheduling systems, he said.</p><p>GE said the current software Southwest uses "performed as designed" during the problems last month. "We are working with them to define new functionality as they improve their crew rescheduling capability,” it said in a statement.</p><p>Southwest has also put together a new team of trained employees who can be cross-utilized to manage rescheduling crew during a disruption that requires significant schedule changes. Jordan said the company activated this group during the Federal Aviation Administration nationwide ground stop on Wednesday.</p><p>The airline is processing tens of thousands of customer reimbursements a day, he added. With the exception of 1% of bags, the airline has delivered to customer all the luggage that went missing.</p><p>Jordan defended the airline's point-to-point business model, which allows customers to fly directly from smaller cities without having to stop and change planes at major hubs like Chicago and New York. He said last month's disruption was not due to the structure, but said the airline could set up more crew bases if Oliver Wyman recommends that.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4501":"段永平概念","BK4566":"资本集团","BK4008":"航空公司","LUV":"西南航空","BK4500":"航空公司","BK4585":"ETF&股票定投概念","BK4206":"工业集团企业"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303844086","content_text":"CHICAGO, Jan 12 (Reuters) - Southwest Airlines Co is looking at all options to ensure the operational meltdown it suffered last month is not repeated, Chief Executive Bob Jordan said on Thursday.The Dallas-based carrier has been dealing with customer outrage and regulatory scrutiny after a systems meltdown last month left thousands of passengers stranded.Southwest has hired consultancy Oliver Wyman to investigate the disruption, Jordan told Reuters in an interview.\"I have put everything on the table here because it just can't happen again,\" he said.A severe winter storm right before Christmas, coupled with Southwest's dated technology, led to the cancellation of more than 16,000 flights. The airline had long cultivated a reputation for reliable customer service, humorous flight crews and low-cost flights.Southwest's board has set up a new Operations Review Committee to oversee management following last month's systems collapse, Jordan said.Asked about his job security, he said: \"I'm not focused on that one bit, and at the end of the day, that's not up to me in any case.\"\"There are a lot of reasons that this happened, but it's on me at the end of the day,\" Jordan said. \"It's on me to not let this happen again and to rebuild trust with our employees and rebuild trust with our customers, and we will do exactly that.\"Jordan, who took the airline's helm last February, is under pressure from investors to win over customers. To mollify them, the carrier has awarded customers affected by the meltdown 25,000 Rapid Rewards points, equivalent to more than $300, as a goodwill gesture, and has also launched a fare sale.Jordan said New York-based Oliver Wyman is interviewing company staff and union members to reconstruct the recent debacle in order to identify gaps in the carrier's operations.Meanwhile, the company has put in interim measures to avoid a repeat, he said. General Electric Co is updating the company's software, which will automate its crew scheduling systems, he said.GE said the current software Southwest uses \"performed as designed\" during the problems last month. \"We are working with them to define new functionality as they improve their crew rescheduling capability,” it said in a statement.Southwest has also put together a new team of trained employees who can be cross-utilized to manage rescheduling crew during a disruption that requires significant schedule changes. Jordan said the company activated this group during the Federal Aviation Administration nationwide ground stop on Wednesday.The airline is processing tens of thousands of customer reimbursements a day, he added. With the exception of 1% of bags, the airline has delivered to customer all the luggage that went missing.Jordan defended the airline's point-to-point business model, which allows customers to fly directly from smaller cities without having to stop and change planes at major hubs like Chicago and New York. He said last month's disruption was not due to the structure, but said the airline could set up more crew bases if Oliver Wyman recommends that.","news_type":1,"symbols_score_info":{"LUV":0.9}},"isVote":1,"tweetType":1,"viewCount":2411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958092422,"gmtCreate":1673577636967,"gmtModify":1676538859148,"author":{"id":"4108818574232180","authorId":"4108818574232180","name":"KY56","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108818574232180","authorIdStr":"4108818574232180"},"themes":[],"htmlText":"Nice.😀👍","listText":"Nice.😀👍","text":"Nice.😀👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958092422","repostId":"2303848475","repostType":4,"isVote":1,"tweetType":1,"viewCount":2161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962470423,"gmtCreate":1669834796262,"gmtModify":1676538252882,"author":{"id":"4108818574232180","authorId":"4108818574232180","name":"KY56","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108818574232180","authorIdStr":"4108818574232180"},"themes":[],"htmlText":"Nice.👍","listText":"Nice.👍","text":"Nice.👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962470423","repostId":"2287662386","repostType":2,"repost":{"id":"2287662386","kind":"highlight","pubTimestamp":1669810816,"share":"https://ttm.financial/m/news/2287662386?lang=&edition=fundamental","pubTime":"2022-11-30 20:20","market":"us","language":"en","title":"Apple Stock Is Down 20% From Its High. Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2287662386","media":"Motley Fool","summary":"The tech titan has seen its stock price fall in 2022, recently due to production in issues in China.","content":"<div>\n<p>Apple shares reached an all-time high in January 2022, coming off a stellar year for the tech industry in which the COVID-19 pandemic led homebound consumers to invest heavily in home office and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/30/apple-stock-is-down-20-from-its-high-time-to-buy/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Is Down 20% From Its High. Time to Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Is Down 20% From Its High. Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-30 20:20 GMT+8 <a href=https://www.fool.com/investing/2022/11/30/apple-stock-is-down-20-from-its-high-time-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares reached an all-time high in January 2022, coming off a stellar year for the tech industry in which the COVID-19 pandemic led homebound consumers to invest heavily in home office and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/30/apple-stock-is-down-20-from-its-high-time-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/11/30/apple-stock-is-down-20-from-its-high-time-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287662386","content_text":"Apple shares reached an all-time high in January 2022, coming off a stellar year for the tech industry in which the COVID-19 pandemic led homebound consumers to invest heavily in home office and entertainment devices.However, the rest of the year hasn't gone as well. While 2022 started off on a high, increases in inflation have severely stunted consumer spending, leading to a stock market sell-off.Although Apple shares have dipped 20% year to date, the iPhone manufacturer has fared better than most tech companies this year. For instance, Netflix and AMD shares are down more than 50% year to date. Despite a slowdown in spending in multiple industries, Apple has retained strong demand and sales of its products.Here's why Apple is a stellar buy during a stock dip.Beating the oddsApple posted its 2022 fourth-quarter earnings on Oct. 27, reporting a year-over-year revenue rise of 8.1% to $90.15 billion, which beat analysts' expectations by $1.38 billion. Operating income came in at $24.89 billion, rising 4.6%.The company's growth stemmed primarily from high demand for its iPhone 14 lineup, launched in September, and products within its Mac segment.According to IDC, worldwide smartphone shipments declined by 9.7% in the last year, while PC shipments similarly fell 15%. However, Apple reported 9.6% revenue growth in its iPhone segment, hitting $42.6 billion, and a 25.3% rise in revenue for its Mac segment to $11.5 billion.In addition to defying market declines, Apple has retained a promising amount of free cash flow compared to the competition. Free cash flow has become a crucial metric this year, as the higher the figure, the better equipped a company will be to overcome a potential recession in 2023.Apple's free cash flow is considerably higher than its peers', as seen in the table below.Data by YChartsWith $111.4 billion in free cash flow, Apple appears to have what it needs to get through further economic declines and continue investing in its business.iPhone production strainsAt the moment, prospective investors might be most concerned over Apple's reliance on China for its iPhone production. The country has suffered a spike in COVID-19 cases, resulting in new regulations. Factories can remain open, but workers must live on-site. There has been considerable pushback from workers, slowing production at Foxconn -- the plant responsible for 70% of iPhone shipments.iPhone sales made up 52% of Apple's revenue in its fiscal 2022, fueling investor concern over potential production delays. However, it's important to keep a long-term perspective when adding to your portfolio.In addition to Foxconn coordinating backup production with other plants, Apple is making moves to diversify its production. The company is now making some iPhone 14s in India, with JP Morgan Chase estimating about 25% of all Apple's products will be produced there by 2025.Additionally, Apple has developments in the works that could grow the percentage of revenue it receives from other segments. For instance, Services, which includes platforms such as Apple TV+, Music, iCloud, and more, is a quickly growing segment for the company.Services revenue rose by 14% to $78 billion in Apple's fiscal 2022, bringing in the second-largest portion of revenue after the iPhone. As the company's services business continues to grow, it may take pressure off of Apple's iPhone segment, giving the company time to find a more reliable source of production.Moreover, numerous reports state Apple is hard at work creating an augmented/virtual reality device that could enter the market as early as 2023. The $25.33 billion augmented reality market is expected to see a compound annual growth rate of 40.9% until at least 2030, according to Grand View Research. WithApple has a history of entering new markets and quickly dominating, as it did with tablets, Bluetooth headphones, and smartwatches. So, I wouldn't bet against it doing the same with augmented or virtual reality and diversifying its revenue further.Apple may face short-term headwinds in a potential recession in 2023 and reduced production in China. However, Apple should be an excellent long-term investment with a price-to-earnings ratio of 23.5 and a stock that has risen 237% in the last five years despite recent market declines.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986827912,"gmtCreate":1666926284736,"gmtModify":1676537832823,"author":{"id":"4108818574232180","authorId":"4108818574232180","name":"KY56","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108818574232180","authorIdStr":"4108818574232180"},"themes":[],"htmlText":"Nice.👍","listText":"Nice.👍","text":"Nice.👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986827912","repostId":"2278129890","repostType":2,"repost":{"id":"2278129890","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1666902627,"share":"https://ttm.financial/m/news/2278129890?lang=&edition=fundamental","pubTime":"2022-10-28 04:30","market":"hk","language":"en","title":"Apple Q4 EPS $1.29 Beats $1.26 Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2278129890","media":"Benzinga","summary":"Apple Q4 EPS $1.29 Beats $1.26 Estimate","content":"<html><body><p>Apple Q4 EPS $1.29 Beats $1.26 Estimate</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Q4 EPS $1.29 Beats $1.26 Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Q4 EPS $1.29 Beats $1.26 Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-10-28 04:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Apple Q4 EPS $1.29 Beats $1.26 Estimate</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.benzinga.com/news/earnings/22/10/29448747/apple-q4-eps-1-29-beats-1-26-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278129890","content_text":"Apple Q4 EPS $1.29 Beats $1.26 Estimate","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988878126,"gmtCreate":1666740028065,"gmtModify":1676537796879,"author":{"id":"4108818574232180","authorId":"4108818574232180","name":"KY56","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108818574232180","authorIdStr":"4108818574232180"},"themes":[],"htmlText":"Nice.👍","listText":"Nice.👍","text":"Nice.👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988878126","repostId":"1199304887","repostType":2,"repost":{"id":"1199304887","kind":"news","pubTimestamp":1666739677,"share":"https://ttm.financial/m/news/1199304887?lang=&edition=fundamental","pubTime":"2022-10-26 07:14","market":"us","language":"en","title":"Alphabet Dips 6% As Q3 Revenues, Profits Miss Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=1199304887","media":"eeking Alpha","summary":"Alphabet stock is falling after its third-quarter results missed expectations on top and bottom line","content":"<html><head></head><body><p>Alphabet stock is falling after its third-quarter results missed expectations on top and bottom lines as the company joined other techs in experiencing a currency challenge.</p><p>Revenues grew 6% to $69.09B, short of an expected $70.7B (or 8.5% year-over-year growth). That revenue would have grown 11% in constant currency, Chief Financial Officer Ruth Porat noted.</p><p>Operating income and margins fell as well, to $17.14B from $21.03B, and to 25% from 32% respectively.</p><p>And net income fell to $13.9B from a year-ago $18.94B.</p><p>The results "reflect healthy fundamental growth in Search and momentum in Cloud" while showing the FX impact, Porat said. "We're working to realign resources to fuel our highest growth priorities." Once again, though, YouTube presented a challenge to results.</p><p>Revenues by segment: Google Search and other, $39.54B (up 4.3%); YouTube ads, $7.07B (down 1.9%); Google Network, $7.87B (down 1.6%); Google other, $6.9B (up 2.1%); Google Cloud, $6.9B (up 37.6%); Other Bets, $209M (up 14.8%). The company also logged $638M in hedging gains vs. a year-ago $62M.</p><p>Traffic acquisition costs rose slightly, to $11.83B from $11.5B.</p><p>And headcount jumped to 186,779 employees from a year-ago 150,028.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Dips 6% As Q3 Revenues, Profits Miss Forecast</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Dips 6% As Q3 Revenues, Profits Miss Forecast\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 07:14 GMT+8 <a href=https://seekingalpha.com/news/3895079-alphabet-dips-5-as-q3-revenues-profits-miss-forecast><strong>eeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet stock is falling after its third-quarter results missed expectations on top and bottom lines as the company joined other techs in experiencing a currency challenge.Revenues grew 6% to $69.09B...</p>\n\n<a href=\"https://seekingalpha.com/news/3895079-alphabet-dips-5-as-q3-revenues-profits-miss-forecast\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/news/3895079-alphabet-dips-5-as-q3-revenues-profits-miss-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199304887","content_text":"Alphabet stock is falling after its third-quarter results missed expectations on top and bottom lines as the company joined other techs in experiencing a currency challenge.Revenues grew 6% to $69.09B, short of an expected $70.7B (or 8.5% year-over-year growth). That revenue would have grown 11% in constant currency, Chief Financial Officer Ruth Porat noted.Operating income and margins fell as well, to $17.14B from $21.03B, and to 25% from 32% respectively.And net income fell to $13.9B from a year-ago $18.94B.The results \"reflect healthy fundamental growth in Search and momentum in Cloud\" while showing the FX impact, Porat said. \"We're working to realign resources to fuel our highest growth priorities.\" Once again, though, YouTube presented a challenge to results.Revenues by segment: Google Search and other, $39.54B (up 4.3%); YouTube ads, $7.07B (down 1.9%); Google Network, $7.87B (down 1.6%); Google other, $6.9B (up 2.1%); Google Cloud, $6.9B (up 37.6%); Other Bets, $209M (up 14.8%). The company also logged $638M in hedging gains vs. a year-ago $62M.Traffic acquisition costs rose slightly, to $11.83B from $11.5B.And headcount jumped to 186,779 employees from a year-ago 150,028.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":3065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910420254,"gmtCreate":1663667824878,"gmtModify":1676537312048,"author":{"id":"4108818574232180","authorId":"4108818574232180","name":"KY56","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108818574232180","authorIdStr":"4108818574232180"},"themes":[],"htmlText":"Nice.👍","listText":"Nice.👍","text":"Nice.👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910420254","repostId":"2268192960","repostType":2,"repost":{"id":"2268192960","kind":"news","pubTimestamp":1663666978,"share":"https://ttm.financial/m/news/2268192960?lang=&edition=fundamental","pubTime":"2022-09-20 17:42","market":"us","language":"en","title":"The Reason Why Apple Didn't Increase IPhone Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2268192960","media":"Seeking Alpha","summary":"SummaryApple just unveiled its new iPhone 14, together with other key products.Despite big hoopla ab","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple just unveiled its new iPhone 14, together with other key products.</li><li>Despite big hoopla about price hikes up to $100, Apple surprised everybody by announcing it will keep iPhone 14 prices the same they were when the iPhone 13 was launched.</li><li>In this article we will try to understand why Apple can do this in an inflationary environment without compressing its margins.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87d98e1014a773e74de9ddeb3f9f3a05\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Drew Angerer</span></p><h2>Introduction</h2><p>Apple (NASDAQ:AAPL) announced that is latest line-up of iPhones 14, while having enhanced qualities, will be sold all at the same prices as last year’s models, despite inflationary pressure that was leading many analyststo $100 price hike forecast.</p><p>This paints a picture that poses a danger for Apple: is the world's largest company going to see its margins shrink and its profitability reduced?</p><p>In this article, I would like to highlight what I think Apple's strategy may be to deliver yet again improving results that keep its high margins up.</p><h2>The context</h2><p>The research firm International Data Corp expects a worldwide decline in 2022 smartphone shipments of 6.5%. Nonetheless, the average price for new smartphones is expected to finish this year about 6% higher than last year, with the premium segment (where we find Apple) that is proving to be resilient to the economic turmoil with a 4% growth in market share to 16% of the total smartphone market.</p><p>The picture is somewhat mixed. On one side we have a weakening economy, on the other, we see Apple among the resilient businesses. But, by keeping iPhones prices the same, Apple will risk the undermining of its profits, given the fact that inflation drives up production costs. Some believe that Apple will take this hit, given its net income of $79 billion in the first three quarters of the year. However, I would like to show that we shouldn't be too rash in stating that Apple will just give up a small percentage, yet big in absolute terms, of its profits without doing anything to prevent it.</p><p>Apple sold an estimated 106 million iPhones through the first half of this year, an 8% increase and still expects to reach 220 million iPhones for 2022. Furthermore, the annual revenue estimates see Apple reaching an $88.47 billion 4th quarter, which, in confirmed, is a 6% growth YoY.</p><p>The analyst Dan Ives has also pointed out that Apple's initial order for 90 million iPhone 14 units has "stayed firm". In fact, almost 25% of the 1 billion iPhone users across the world have not upgraded in 3.5 years and demand in China for the high-end devices continues to remain strong.</p><p>So, if sales are expected to grow 6% while inflation is around 8% it seems reasonable to expect Apple to suffer a bit. We could also account the strong dollar that is hurting Apple's revenue outside the U.S. All of this leads us to the question about Apple's next fiscal year.</p><h2>The business model: from a transactional to a subscription company</h2><p>If Apple were to rely only on its devices sales, then there wouldn't be a way around it: keeping prices the same means shrinking margins. However, is Apple only a transactional company?</p><p>Before we dive into some math, we have to consider that Apple is changing its business model, leveraging the fact that it is able to place its hardware devices in every corner. Instead of profiting only from selling hardware, Apple is gradually shifting its focus on maximizing the way to monetize the huge base of installed devices it has all over the world. In other words, Apple is considering every device not only as product sales revenue, but also as the key to earn more money from its user during the device lifetime. If we want to make it even clearer, Apple wants to make more money from its devices, especially the iPhones, the iPads and the MacBooks.</p><p>How is Apple achieving this? Through services. Apple offers different subscription services that offer recurrent revenue from every device. This is why Apple has started breaking down its revenue between products and services. By doing this, Apple can show how its real growth driver at the moment is found in the offered services.</p><p>In its annual report, Apple explains what it considers when it reports service sales:</p><blockquote>Services net sales include sales from the Company’s advertising, AppleCare, cloud, digital content, payment and other services. Services net sales also include amortization of the deferred value of services bundled in the sales price of certain products.</blockquote><p>I think it is still to understand the leveraging power Apple has. While many subscription based companies need to prove to their customers the value of their services, Apple has the huge advantage of basing its subscriptions on material goods that millions of customers around the world already have and want to have. I think this is Apple's real moat: it is materially present almost everywhere with its devices. Now it only needs to extract more money from their daily usage.</p><h2>Seeking recurrent revenue</h2><p>Back in March 2022, Bloomberg reported that Apple is working on a hardware subscription service for the iPhone which would not be equal to the full price split over 24 months, but that would really offer a new way of becoming an iPhone user. However, while this news is promising, we don't have enough data to make a forecast of the positive impact if will have on Apple.</p><p>Things are different if we look at the current services. Back in 2016, the average Apple user was estimated to pay $1 per day for hardware and services. According to Katy Huberty, an Apple analyst, at present the average user spends $280 each year on Apple hardware and an additional $69 on services. It is also widely believed that there are about 1 billion Apple users who can give Apple recurring sales income as they adopt new service subscriptions.</p><p>According to the analyst Woodring, Apple users will spend in a few years $2 per day on Apple products or services, a figure already achieved by US iPhone owners. This means that Apple will see a daily revenue of $2 billion, which leads to an annual revenue of $730 billion, which is twice the size of the revenue Apple reported in 2021. It can be reasonable to expect that as the hardware subscription service kicks off, the program will boost the adoption of Apple's first-party services, such as Music, iCloud, etc. This should have a positive impact on services growth but it should also diminish the company’s dependence on App Store sales. In fact, around 30% of Apple’s current services revenue comes from here. The more Apple sells its first-hand services, the larger the chunk of profits it can retain. However, third party apps are indeed a very profitable business, as Apple has very low costs to earn this revenue since it just needs to make its app store available.</p><p>So far, we know that at the end of fiscal year 2021, Apple users had 785 million paid subscriptions across Apple’s first and third-party services. With a reasonable forecast of $76 billion revenue from services in 2022, Apple will reach a 235% growth from the $32.7 billion services revenue reported in 2017, the year when Apple started reporting its net sales with the breakdown between products and services. In the same time span, revenue from products increased 160% from $196.5 billion to the expected $315.9 billion at the end of fiscal year 2022. This growth is shown in the graph below where we see the annual sales split up in products and services.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d2547d7f4afd1fb9114caa34a469f3f\" tg-width=\"640\" tg-height=\"302\" width=\"100%\" height=\"auto\"/><span>Author with data from Apple's Annual Reports</span></p><p>However, the importance of this graph is not only to highlight the growing chunk of the services revenue, but also to show that as services revenue grows, so does the gross margin. Currently, services account for about 20% of the total revenues, but the impact they have on margins is becoming more and more meaningful. In fact, the cost of services is decreasing as a percentage of total costs, moving from 10.43% in 2017 to 9.24% in 2022. In addition, and even more importantly, the gross margin Apple obtains from the services revenue is moving up from 55% in 2017 to around 72.5% at the end of FY22, as shown below. During the same period of time, the gross margin of the products revenue has seen actually a compression or around 2 pps.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f90ad845ba6da80aebe515476acede2\" tg-width=\"640\" tg-height=\"370\" width=\"100%\" height=\"auto\"/><span>Author, with data from Apple's Annual Reports</span></p><p>Nonetheless, even if the products gross margin shrunk, the increase in services gross margin, even if it has an impact on only 20% of total revenues, has been so meaningful to drag upwards the total gross margin of Apple that moved up from 38.5% in 2017 to almost 42% at the end of last year, with a forecast for this fiscal year to be still around this level.</p><p>So, why can Apple afford not to raise prices this year? For sure, part of is a marketing expense that wants to make customers perceive the iPhone as somewhat in reach in an inflationary environment where everything costs more. But, the impact on the revenue will not be as great as we may expect because Apple knows that it is monetizing better all its users. Therefore, Apple knows that even though purchase price of the iPhones remains the same, the company is extracting more money from a device compared to what it was able to do just a year ago.</p><p>In fact, if we divide last year's services revenue by Apple's users we see that in 2021 every user spent around $68 in annual services (keep in mind that the $2 per day reported above takes into account products and services together). This year Apple should see at least an 11.7% growth to $76 annual services revenue per user. Clearly, the annual services revenue per user is meaningful.</p><p>We can also look at this revenue from another point of view to understand the possible growth for this segment. During the last earnings call,Tim Cook reported that</p><blockquote>We now have more than 860 million paid subscriptions across the services on our platform, which is up more than 160 million during the last 12 months alone.</blockquote><p>If we divide the $76.8 billion services revenue by the 860 million paid subscription we get that the revenue per subscription is $89, which proves once more that Apple knows it has room to turn more users into paying subscribers.</p><p>In any case, this services growth is enough to offset the current inflation rate, which, as many believe, is set to come down during 2023, where services should have at least a 21% weight on total revenues. Thus, even if the products revenue stays flat (and this would be somewhat of a surprise given the fact that the premium segment is growing), we would have a fifth of total revenues bump up another 10-13%, with a very low cost of sales. The impact on the revenue might still be just around 2%, however the impact on the gross margin will be already more tangible, lifting it up above 42% thus leading Apple to new record profits.</p><p>To this strategy, we could also add that Apple is developing its direct to consumer sales through its e-commerce. Some estimates show that around 15% of iPhone shipments, 30% of Mac/iPads, and 20-25% of Wearables (AirPods and Apple Watch) are sold directly through this channel which brings Apple to enjoy more margins while decreasing sales costs.</p><p>We mentioned briefly that Apple could also a FX problem. While I think the company may expect a little weakening of the dollar, given the point it has reached this year, I think that the fact the company didn't raise prices show how much Apple relies on the shift towards services revenue.</p><h2>Conclusion</h2><p>The first stock I invested in was Apple. At that time I didn't know how to read financial statements, nor did I have any particular experience of investing other than having heard a few ideas from my father who had been doing it. But I was sure of the brand. Alas, when I saw a 40% gain I sold my single share and I used the dividends received meanwhile to go drink a coffee. Had I kept that share, now I would have much more. However, the more I developed a passion for investing, the more I returned to Apple and started noticing that the company is not idle nor just sits on its earned status. I keep on seeing a company that becomes more profitable and that is actually set to have a moat no other subscription company has ever enjoyed with the combination of hardware devices that produce recurrent revenue. Financials are important and I always look at them, but in Apple's case (as in many others) it is important to understand the driving force behind these numbers in order to understand how a business can fare in the future. I think Apple is yet to deliver good and improving results as it leverages its moat and this is why I keep on rating it a buy.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Reason Why Apple Didn't Increase IPhone Prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Reason Why Apple Didn't Increase IPhone Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 17:42 GMT+8 <a href=https://seekingalpha.com/article/4541976-reason-why-apple-didnt-increase-iphone-prices><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple just unveiled its new iPhone 14, together with other key products.Despite big hoopla about price hikes up to $100, Apple surprised everybody by announcing it will keep iPhone 14 prices ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541976-reason-why-apple-didnt-increase-iphone-prices\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4541976-reason-why-apple-didnt-increase-iphone-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268192960","content_text":"SummaryApple just unveiled its new iPhone 14, together with other key products.Despite big hoopla about price hikes up to $100, Apple surprised everybody by announcing it will keep iPhone 14 prices the same they were when the iPhone 13 was launched.In this article we will try to understand why Apple can do this in an inflationary environment without compressing its margins.Drew AngererIntroductionApple (NASDAQ:AAPL) announced that is latest line-up of iPhones 14, while having enhanced qualities, will be sold all at the same prices as last year’s models, despite inflationary pressure that was leading many analyststo $100 price hike forecast.This paints a picture that poses a danger for Apple: is the world's largest company going to see its margins shrink and its profitability reduced?In this article, I would like to highlight what I think Apple's strategy may be to deliver yet again improving results that keep its high margins up.The contextThe research firm International Data Corp expects a worldwide decline in 2022 smartphone shipments of 6.5%. Nonetheless, the average price for new smartphones is expected to finish this year about 6% higher than last year, with the premium segment (where we find Apple) that is proving to be resilient to the economic turmoil with a 4% growth in market share to 16% of the total smartphone market.The picture is somewhat mixed. On one side we have a weakening economy, on the other, we see Apple among the resilient businesses. But, by keeping iPhones prices the same, Apple will risk the undermining of its profits, given the fact that inflation drives up production costs. Some believe that Apple will take this hit, given its net income of $79 billion in the first three quarters of the year. However, I would like to show that we shouldn't be too rash in stating that Apple will just give up a small percentage, yet big in absolute terms, of its profits without doing anything to prevent it.Apple sold an estimated 106 million iPhones through the first half of this year, an 8% increase and still expects to reach 220 million iPhones for 2022. Furthermore, the annual revenue estimates see Apple reaching an $88.47 billion 4th quarter, which, in confirmed, is a 6% growth YoY.The analyst Dan Ives has also pointed out that Apple's initial order for 90 million iPhone 14 units has \"stayed firm\". In fact, almost 25% of the 1 billion iPhone users across the world have not upgraded in 3.5 years and demand in China for the high-end devices continues to remain strong.So, if sales are expected to grow 6% while inflation is around 8% it seems reasonable to expect Apple to suffer a bit. We could also account the strong dollar that is hurting Apple's revenue outside the U.S. All of this leads us to the question about Apple's next fiscal year.The business model: from a transactional to a subscription companyIf Apple were to rely only on its devices sales, then there wouldn't be a way around it: keeping prices the same means shrinking margins. However, is Apple only a transactional company?Before we dive into some math, we have to consider that Apple is changing its business model, leveraging the fact that it is able to place its hardware devices in every corner. Instead of profiting only from selling hardware, Apple is gradually shifting its focus on maximizing the way to monetize the huge base of installed devices it has all over the world. In other words, Apple is considering every device not only as product sales revenue, but also as the key to earn more money from its user during the device lifetime. If we want to make it even clearer, Apple wants to make more money from its devices, especially the iPhones, the iPads and the MacBooks.How is Apple achieving this? Through services. Apple offers different subscription services that offer recurrent revenue from every device. This is why Apple has started breaking down its revenue between products and services. By doing this, Apple can show how its real growth driver at the moment is found in the offered services.In its annual report, Apple explains what it considers when it reports service sales:Services net sales include sales from the Company’s advertising, AppleCare, cloud, digital content, payment and other services. Services net sales also include amortization of the deferred value of services bundled in the sales price of certain products.I think it is still to understand the leveraging power Apple has. While many subscription based companies need to prove to their customers the value of their services, Apple has the huge advantage of basing its subscriptions on material goods that millions of customers around the world already have and want to have. I think this is Apple's real moat: it is materially present almost everywhere with its devices. Now it only needs to extract more money from their daily usage.Seeking recurrent revenueBack in March 2022, Bloomberg reported that Apple is working on a hardware subscription service for the iPhone which would not be equal to the full price split over 24 months, but that would really offer a new way of becoming an iPhone user. However, while this news is promising, we don't have enough data to make a forecast of the positive impact if will have on Apple.Things are different if we look at the current services. Back in 2016, the average Apple user was estimated to pay $1 per day for hardware and services. According to Katy Huberty, an Apple analyst, at present the average user spends $280 each year on Apple hardware and an additional $69 on services. It is also widely believed that there are about 1 billion Apple users who can give Apple recurring sales income as they adopt new service subscriptions.According to the analyst Woodring, Apple users will spend in a few years $2 per day on Apple products or services, a figure already achieved by US iPhone owners. This means that Apple will see a daily revenue of $2 billion, which leads to an annual revenue of $730 billion, which is twice the size of the revenue Apple reported in 2021. It can be reasonable to expect that as the hardware subscription service kicks off, the program will boost the adoption of Apple's first-party services, such as Music, iCloud, etc. This should have a positive impact on services growth but it should also diminish the company’s dependence on App Store sales. In fact, around 30% of Apple’s current services revenue comes from here. The more Apple sells its first-hand services, the larger the chunk of profits it can retain. However, third party apps are indeed a very profitable business, as Apple has very low costs to earn this revenue since it just needs to make its app store available.So far, we know that at the end of fiscal year 2021, Apple users had 785 million paid subscriptions across Apple’s first and third-party services. With a reasonable forecast of $76 billion revenue from services in 2022, Apple will reach a 235% growth from the $32.7 billion services revenue reported in 2017, the year when Apple started reporting its net sales with the breakdown between products and services. In the same time span, revenue from products increased 160% from $196.5 billion to the expected $315.9 billion at the end of fiscal year 2022. This growth is shown in the graph below where we see the annual sales split up in products and services.Author with data from Apple's Annual ReportsHowever, the importance of this graph is not only to highlight the growing chunk of the services revenue, but also to show that as services revenue grows, so does the gross margin. Currently, services account for about 20% of the total revenues, but the impact they have on margins is becoming more and more meaningful. In fact, the cost of services is decreasing as a percentage of total costs, moving from 10.43% in 2017 to 9.24% in 2022. In addition, and even more importantly, the gross margin Apple obtains from the services revenue is moving up from 55% in 2017 to around 72.5% at the end of FY22, as shown below. During the same period of time, the gross margin of the products revenue has seen actually a compression or around 2 pps.Author, with data from Apple's Annual ReportsNonetheless, even if the products gross margin shrunk, the increase in services gross margin, even if it has an impact on only 20% of total revenues, has been so meaningful to drag upwards the total gross margin of Apple that moved up from 38.5% in 2017 to almost 42% at the end of last year, with a forecast for this fiscal year to be still around this level.So, why can Apple afford not to raise prices this year? For sure, part of is a marketing expense that wants to make customers perceive the iPhone as somewhat in reach in an inflationary environment where everything costs more. But, the impact on the revenue will not be as great as we may expect because Apple knows that it is monetizing better all its users. Therefore, Apple knows that even though purchase price of the iPhones remains the same, the company is extracting more money from a device compared to what it was able to do just a year ago.In fact, if we divide last year's services revenue by Apple's users we see that in 2021 every user spent around $68 in annual services (keep in mind that the $2 per day reported above takes into account products and services together). This year Apple should see at least an 11.7% growth to $76 annual services revenue per user. Clearly, the annual services revenue per user is meaningful.We can also look at this revenue from another point of view to understand the possible growth for this segment. During the last earnings call,Tim Cook reported thatWe now have more than 860 million paid subscriptions across the services on our platform, which is up more than 160 million during the last 12 months alone.If we divide the $76.8 billion services revenue by the 860 million paid subscription we get that the revenue per subscription is $89, which proves once more that Apple knows it has room to turn more users into paying subscribers.In any case, this services growth is enough to offset the current inflation rate, which, as many believe, is set to come down during 2023, where services should have at least a 21% weight on total revenues. Thus, even if the products revenue stays flat (and this would be somewhat of a surprise given the fact that the premium segment is growing), we would have a fifth of total revenues bump up another 10-13%, with a very low cost of sales. The impact on the revenue might still be just around 2%, however the impact on the gross margin will be already more tangible, lifting it up above 42% thus leading Apple to new record profits.To this strategy, we could also add that Apple is developing its direct to consumer sales through its e-commerce. Some estimates show that around 15% of iPhone shipments, 30% of Mac/iPads, and 20-25% of Wearables (AirPods and Apple Watch) are sold directly through this channel which brings Apple to enjoy more margins while decreasing sales costs.We mentioned briefly that Apple could also a FX problem. While I think the company may expect a little weakening of the dollar, given the point it has reached this year, I think that the fact the company didn't raise prices show how much Apple relies on the shift towards services revenue.ConclusionThe first stock I invested in was Apple. At that time I didn't know how to read financial statements, nor did I have any particular experience of investing other than having heard a few ideas from my father who had been doing it. But I was sure of the brand. Alas, when I saw a 40% gain I sold my single share and I used the dividends received meanwhile to go drink a coffee. Had I kept that share, now I would have much more. However, the more I developed a passion for investing, the more I returned to Apple and started noticing that the company is not idle nor just sits on its earned status. I keep on seeing a company that becomes more profitable and that is actually set to have a moat no other subscription company has ever enjoyed with the combination of hardware devices that produce recurrent revenue. Financials are important and I always look at them, but in Apple's case (as in many others) it is important to understand the driving force behind these numbers in order to understand how a business can fare in the future. I think Apple is yet to deliver good and improving results as it leverages its moat and this is why I keep on rating it a buy.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938000676,"gmtCreate":1662516374996,"gmtModify":1676537078437,"author":{"id":"4108818574232180","authorId":"4108818574232180","name":"KY56","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108818574232180","authorIdStr":"4108818574232180"},"themes":[],"htmlText":"Nice.👍","listText":"Nice.👍","text":"Nice.👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938000676","repostId":"1119329366","repostType":4,"repost":{"id":"1119329366","kind":"news","pubTimestamp":1662514081,"share":"https://ttm.financial/m/news/1119329366?lang=&edition=fundamental","pubTime":"2022-09-07 09:28","market":"us","language":"en","title":"Alphabet Stock: Is the Dip an Opportunity for Investors?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119329366","media":"TipRanks","summary":"Story HighlightsGOOGL stock is under pressure due to the pullback in ad spending and tough year-over","content":"<div>\n<p>Story HighlightsGOOGL stock is under pressure due to the pullback in ad spending and tough year-over-year comparisons. However, its core business showed resilience during the last reported quarter. ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alphabet-nasdaqgoogl-stock-is-the-dip-an-opportunity-for-investors\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Stock: Is the Dip an Opportunity for Investors?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Stock: Is the Dip an Opportunity for Investors?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 09:28 GMT+8 <a href=https://www.tipranks.com/news/article/alphabet-nasdaqgoogl-stock-is-the-dip-an-opportunity-for-investors><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsGOOGL stock is under pressure due to the pullback in ad spending and tough year-over-year comparisons. However, its core business showed resilience during the last reported quarter. ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alphabet-nasdaqgoogl-stock-is-the-dip-an-opportunity-for-investors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.tipranks.com/news/article/alphabet-nasdaqgoogl-stock-is-the-dip-an-opportunity-for-investors","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119329366","content_text":"Story HighlightsGOOGL stock is under pressure due to the pullback in ad spending and tough year-over-year comparisons. However, its core business showed resilience during the last reported quarter. Meanwhile, its investments in AI and cloud augur well for growth.Alphabet (NASDAQ:GOOGL) stock has lost over one-fourth of its value so far this year. A slowdown in ad spending amid macro challenges and uncertainty and tough year-over-year comparisons have led to a moderation in its growth, dragging the stock price of this internet giant down. However, its recent quarterly performance (Q2FY22) showed resilience, with strength in the search business and momentum in the cloud segment. This has restored analysts’ and investors’ faith in GOOGL stock, highlighting an opportunity for investors interested in buying the dip.According to TipRanks, analysts seem to have a bullish outlook on GOOGL stock. Further,1.2% of the investors tracked by TipRanks increased their exposure to GOOGL stock in the past 30 days, indicating their positive stance on the stock.But before deciding what to do with GOOGL stock, let’s examine its recent performance and understand what’s in the store for it in the upcoming quarter.Bumpy Road AheadGOOGL missed analysts’ earnings expectations in the first two quarters of FY22. In the last reported quarter (Q2), GOOGL delivered earnings of $1.21 per share, compared to $1.36 per share in the same quarter last year. Further, Google’s Q2 earnings per share fell short of Street’s expectations of $1.27 per share.As for Q3, Wall Street expects GOOGL to deliver earnings of $1.28 per share, which reflects a continued decline on a year-over-year basis. Moderation in growth led by tough comparisons, decelerating ad revenues, and headwinds from fee changes could remain a drag for Google. Further, higher costs could put pressure on the company’s Q3 earnings.What Is GOOGL’s Price Target?GOOGL’s average price target of $142.84 implies 32.4% upside potential. Analysts are optimistic about GOOGL’s prospects despite moderation in its growth rate. GOOGL stock commands a Strong Buy consensus rating on TipRanks based on 30 Buys and two Holds.Tigress Financial analyst Ivan Feinseth, who is bullish on GOOGL stock, recently raised his price target to $186 from 183. Feinseth said, “Strength in Cloud and Search continues to highlight the resiliency of its core business lines and ongoing investments in AI (Artificial Intelligence) computing continue to drive increased customer value and increasing shareholder value creation.”Further, the analyst sees Google’s $70 billion share repurchase plan, announced in April, as a positive catalyst for its stock.Bottom LineUndeniably, GOOGL is facing challenges due to the pullbacks in spending by some advertisers, adverse currency movement, and tough year-over-year comparisons. However, the company’s fundamentals remain intact with strength in its search and cloud segments.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":3024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933474115,"gmtCreate":1662341045637,"gmtModify":1676537039826,"author":{"id":"4108818574232180","authorId":"4108818574232180","name":"KY56","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108818574232180","authorIdStr":"4108818574232180"},"themes":[],"htmlText":"Nice.👍","listText":"Nice.👍","text":"Nice.👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933474115","repostId":"1165735347","repostType":2,"isVote":1,"tweetType":1,"viewCount":3931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994913823,"gmtCreate":1661557731364,"gmtModify":1676536539210,"author":{"id":"4108818574232180","authorId":"4108818574232180","name":"KY56","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108818574232180","authorIdStr":"4108818574232180"},"themes":[],"htmlText":"Nice.👍","listText":"Nice.👍","text":"Nice.👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994913823","repostId":"2262908009","repostType":4,"repost":{"id":"2262908009","kind":"news","pubTimestamp":1661523604,"share":"https://ttm.financial/m/news/2262908009?lang=&edition=fundamental","pubTime":"2022-08-26 22:20","market":"us","language":"en","title":"Merck’s Talks to Acquire Seagen Hit Snag Over Price","url":"https://stock-news.laohu8.com/highlight/detail?id=2262908009","media":"Bloomberg","summary":"Seagen deal would be biggest for Merck in more than a decadeTalks could still resume and and possibl","content":"<div>\n<p>Seagen deal would be biggest for Merck in more than a decadeTalks could still resume and and possibly lead to agreementMerck & Co.’s talks to buy cancer-drug makerSeagen Inc.have stalled for now, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-26/merck-s-talks-to-acquire-seagen-are-said-to-hit-snag-over-price\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMerck’s Talks to Acquire Seagen Hit Snag Over Price\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 22:20 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-08-26/merck-s-talks-to-acquire-seagen-are-said-to-hit-snag-over-price><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seagen deal would be biggest for Merck in more than a decadeTalks could still resume and and possibly lead to agreementMerck & Co.’s talks to buy cancer-drug makerSeagen Inc.have stalled for now, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-26/merck-s-talks-to-acquire-seagen-are-said-to-hit-snag-over-price\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SGEN":"Seagen","MRK":"默沙东"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-26/merck-s-talks-to-acquire-seagen-are-said-to-hit-snag-over-price","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262908009","content_text":"Seagen deal would be biggest for Merck in more than a decadeTalks could still resume and and possibly lead to agreementMerck & Co.’s talks to buy cancer-drug makerSeagen Inc.have stalled for now, threatening what would be the pharmaceutical giant’s biggest deal in more than a decade, according to people familiar with the matter.The companies have so far failed to agree on a price, said the people, who asked not to be identified because the information was private. The talks could still resume and possibly yield an agreement, the people said. Seagen shares fell 7.2% at 10:19 am. in New York.A spokesperson for Seagen, previously known as Seattle Genetics, declined to comment. A representative for Merck didn’t immediately respond to a request for comment.Failing to complete a deal would still leave Merck with a formidable presence in oncology. It already has one of the best-selling cancer treatments in the world, its Keytruda immunotherapy drug, but it’s heavily reliant on that one product.Seagen is a leader in developing a different type of medicine called antibody-drug conjugates, or ADCs. These precision medicines deliver cancer-killing drugs so potent they might otherwise be too toxic to use. The new delivery mechanism uses antibodies to deposit a strong concentration of drug directly at a tumor site, which may increase efficacy with fewer side effects.Partnership DealMerck invested in Seagen in 2020 as part of a drug partnership with the biotech firm and has already tested some of Seagen’s drugs in combination with Keytruda.Shares of Seagen had fallen 3.2% in the past year before Friday, giving the company a market value of about $28 billion.Seagen attracted interest recently because suitors see an opportunity after the resignation in May of co-founder and CEO Clay Siegall, who had opposed a sale of the company, people familiar with the matter said.Siegall resigned about a week after the company said it was aware of “an alleged incident of domestic violence that occurred recently” at his home. The executive, who had led the company since 2002, also resigned from the board. Siegalldeniedthe allegations and informed the company he’s going through a divorce.Chief Medical Officer Roger Dansey is serving as interim CEO while Seagen, based in Bothell, Washington, searches for a permanent replacement for Siegall, according to a May statement.Cancer DrugsThe company’s collaboration deal with Merck was worth up to $4.5 billion and included developing an experimental breast cancer treatment. One of the Seagen drugs that may have attracted Merck’s interest is Padcev, a bladder cancer treatment that has shown promising results in combination with Keytruda.Merck’s biggest-ever acquisition was its $47 billion deal for Schering-Plough Corp. completed in 2009, according to data compiled by Bloomberg.","news_type":1,"symbols_score_info":{"SGEN":1,"MRK":1}},"isVote":1,"tweetType":1,"viewCount":2760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}