Watch out for Apple’s 50/50

UPDATE 9.30pm GMT 27th October

Quarter 4 Actuals:

  • Revenues $51.5 billion
  • iPhone unit sales 48 million
  • EPS (fully diluted) $1.96

Quarter 1 guidance

  • Revenues $75.5  to $77.5 billion


Instant comment

Good EPS OK revenues unit sales & guidance uninspiring in “street” terms

Our updated revenue chart shows slower growth following the bumper Christmas quarter in 2014.


That’s 50 million iPhones in their Q4 2015 and $50 billion turnover which is the mid point of their guidance.

As far as Apple Watches are concerned no figures are likly to be given but estimates are around the 4 million level.

Phillip Elmer-DeWitt over at Fortune has all the details including his (yesterdays) Estimize chart.

Todays Estimize average for Revenues comes in at $51,361.

We shall see and report back a little later.

We will not be surprised if Revenues are at the lower end of expectations but EPS at the opposite end and possibly over $1.90

Apple’s share price dropped around 3% yesterday partially due to nervousness following Dialog Semiconductors revenue miss as Apple is by far their most major customer. Seeking Alpha explains.

Live London Fashion Week SS16

Arguably the best show from BURBERRY WOMENSWEAR SPRING/SUMMER 2016 – The full show


Google finds its G-Spot!

Initially apologies to those who have arrived inadvertently here by (ahem) mistake. Our post is simply an appreciation of the new Google logo family and typeface together with a reiteration and update of the small is beautiful axiom!

We really like the new “softer/ smoother” Google logo which owes its sleekness almost entirely to the newly designed Product Sans typeface.

For a more comprehensive appreciation of its qualities and certain variants that Google have included in the initial version,  so as to speak here is their taster (Produfct Sans pdf). This includes Cyrillic Greek and Latin examples and also teasing a variant typeface, Noto Sans, which will “… bridge the gap by providing a broader set of 30 international scripts”.

It doesn’t look as if Product Sans is commercially available yet to download but we are sure this will come in due course.

For a detailed look at some of the updated icons in case you are not yet familiar with them SlashGear have a couple of articles worth a look:

Google themselves have  a worthwhile article on the overall redesign and of course their obligatory video.

Now then onto our recurring theme of small is beautiful vis a vis, inter alia, domain names!

So Google for the very basic reasons of space necessitated by the comparatively small screen sizes on smartphones tablets and increasingly wearables have reduced  their name from Google to G in these environments.

We increasingly believe that our sister domain is “probably” the smallest short domain, ……..roll on drums, in the world!

Using the Product Sans typeface I is clearly the smallest letter in the alphabet both upper and lowercase. It’s only real competitor is L which loses out on area in lowercase and width in uppercase.

The other country code top level domains with the shortest short, ie one letter, domains are we believe .co and .de. Using the product sans typeface d, e and o are approximately 20% wider than both u and k. c is 10% wider than both u and k. So there you have it.

So our question is whether, in the interests of clarity and space, in the not too distant future  Apple = i?

Apple revenues falter

With their revenue guidance of $49 – $51 billion for the three months to September 2015 it looks as if revenues on a moving annual total basis will continue their growth decline of the previous 2 quarters.

This might explain the 6% ish share price reduction in after hours trading last night (and pre market move today).  Incidentally for every 1% fall in their price knocks about 7.5 points on the Dow index!

Some initial analysts reactions  are given by Philip Elmer-DeWitt of Fortune which seem to be, so far, still predicting a stock price target in excess of $150 some 20% above the current price of circa $125!

.uk Registrations Disappoint

Nominet publish their new registration statistics monthly which is good news.

Not such good news is the level of .uk registrations which, after a promising start on their first release back in mid-June last year, now seem to be running at around the 20,000 a month level, constituting about 12.5% of all the .UK family (ie,, etc).

As far as the overall .uk family domains managed by Nominet are concerned these seem to be flat-lining at about 10.5 million.

Keep an I on Apple Watch

Watch the whole media event – the Apple Watch section starts about 52.30 minutes in

One other significant announcement, we think, is the lower Apple TV nprice now $69 over there and £59 here in the UK


March 9 2015 was  the day.

See all the Apple Watches starting at $349 through $549 to > $10k (Watch Sport, Watch and Watch Edition)

Having sprung forward Apple, at 10am PST (5pm GMT), will feature and launch their Apple Watch from the Yerba Beuna Center for the Arts in San Francisco. They have also again built an extra temporary demo area.

Apple Watch Press Release

Their online Apple store is already ofline but will fall be back once the presntation takes place

Tim Cook & Team will be in attendance and performing.

With the appropriate Apple equipment you can watch it live here or on Apple TV.

Numerous live blogs will be taking place and the likes of Apple Insider, MacRumors and  & 9to5Mac will keep many informed.

We will return with our and some  of the other immediate reactions.

We’ll leave you with:

The Watch is coming

Live Digital #LFW AW15

Livestream – Digital Schedule below

Monday 23 February 2015

9:00 Antonio Berardi
10:00 Roksanda
11:00 Erdem
12:00 Barbara Casasola
12.30pm – 1.30pm O Thongthai Screening BFC Courtyard Showspace
13:00 Burberry Prorsum
1.30pm – 2.30pm Designer Showrooms Screenings BFC Courtyard Showspace
14:00 Osman
17:00 Peter Pilotto
18:00 Hunter Original
19:00 GILES


Sunday 22 February 2015

10:00 Margaret Howell
11:00 David Koma
12:00 Issa
14:00 Temperley London
15:00 Topshop Unique
17:00 Vivienne Westwood Red Label
18:00 Mary Katrantzou
19:00 Pringle of Scotland
20:15 Jonathan Saunders


Saturday 21 February 2015

09:00 Mother of Pearl
9.30am – 11.30am Hemyca Digital Presentation WC1: The ME Hotel
10:00 Jasper Conran
11:00 Emilia Wickstead
12:00 Sibling
13:00 Julien Macdonald
14:00 Holly Fulton
15:00 Lucas Nascimento
3.30pm – 5.30pm Rejina Pyo Digital Presentation WC1: Mary Ward House
16:00 J.W.Anderson Women’s
17:00 1205
18:00 Simone Rocha
19:00 House of Holland
20:00 Gareth Pugh


Friday 20 February 2015

09:30 J. JS Lee
12:30 Eudon Choi
13:30 Bora Aksu
14:30 Felder Felder
15:15 Daks
16:30 Jean-Pierre Braganza
18:30 sass & bide
20:00 Central Saint Martins MA

Apple returns to growth

Update am Jan 28:

From Apple:

Share price (WSJ) Close Jan 27 was $109.14

From elsewhere:

Instant analyst opinions/headlines:

Our view – Truly incredible set of results but the next quarters guidance does not seem to envisage this continuing April introduction of the Apple Watch is slightly disappointing. If the Watch is to be an “Other” product castegory rather than an addition to the current threesome then a new product group (based on historical timescales) is becoming overdue!

Update 10.45 pm GMT Jan 27:

Revenues and  EPS way above analysts estimates & Apple guidance – share price up (after hours) by about $5 so far!

Q1 Revenues/EPS: $74.6bn/$3.06

Q1 Unit sales (millions) iPhones –74.5, iPads – 21.4,  Macs – 5.5.

Q2 – 2015 Guidance Revenues/Gross margin $52-$55 bn / 38.5% – 39.5%

Original post with Schedule updated – it was the iPhones what done it!

Apple results, for their Q1 2015 (13 weeks ending December 27) should be released around 9.30 pm GMT followed fairly rapidly by their Conference Call at 10pm GMT (2pm PDT) which you can listen to live.

Click to ...

The, sort of, headline figures to look out for we think are  Revenues well ahead of their guidance mid point of $65 billion with “The Street” expecting over $68 billion.

No Apple Watch revenues until likely later in 2015 and iPods disappear into Other!

The source of much of our information is Philip Elmer-Dewitt over at Fortune to whom we, and likely many others are indebted.

Our normal graphic uses his info for the Professionals and Amateurs figures and the mid guidance information from Apple. We also add our guesses.

We will report back later after the results are released and the Conference call has taken place. Usually the Q & A session are worthwhile.

New gTLD registrations were 3.7 million in 2014

This is according to  and looking at the monthly rates these have been over half a million in June & October. The current run rate seems to be around 400k a month. There are 453 of the new gTLD’s listed as at today’s date.

Overall the volumes must be disappointing as far as ICANN are concerned who were hoping for something like 15 million in the year to June 2015 which looks most unlikely.

We’ve had a look at the top 10 and others of interest in the UK in our table. The Chinese .网址 (XN-SES554G) apparently translates as “website” and virtually all of the registrations are parked or have no content (98.9%).

On the UK front .london is doing well but lags .nyc and .berlin.  .wales & .cymru are still in the release phase and are not yet generally available but the numbers look very low to us. Whilst it is somewhat dated Nominet Board reports indicate total new .uk registrations in August & September of last year of around the 140k a month level.

.scot is making some progress and it will be interesting to see how this develops – we did notice that the Scottish Government now have their very own HMRC competitor Revenue Scotland at


Click to visit on your mobile

We strongly reccomend a visit (from your mobile or tablet) to’s Winterlands site – most impressive.

As an alterrnative you can always check out the actual snow situation at one of Scotland’s leading ski areas at the  Glencoe Mountain resort.

It’s touch and go currently as to whether or not the facilities will be operational over the holiday period.

STATUS (Daily - check for updates)

We have lost the lower slopes but the poma uptrack is complete for access only. Middle and upper slopes still have good cover of soft snow.”

29/12/14 (am) – “Most runs on the mountain have a good cover of snow some a little thin and narrow in places. Upper mountain snow is firm but grippy with some scraped patches in high traffic areas.”

27/12/14 (pm) – “Poma, cliffy and Wall T-bar all expected to run tomorrow morning. The Groomers have been working hard and we hope to have the Main Basin T-Bar running by lunchtime.”

26/12/14 (am) - “We are going for a 10am start .. Plateau Poma piste involves a bit of combat skiing. Now the daylight has come in we have assessed the runs and unfortunately the wind has scoured huge areas, so Mugs Alley a no go. Tickets £20 adults and £15 kids.”

24/12/14 (pm) – “Heavy snow today has improved conditions on the hill. We expect to be able to offer some skiing on Boxing day. We won`t know how much until we get up the hill on the 26th.”

 Merry Christmas from and