We have followed with interest the development of Prime Air from the original octocopter (with Charlie Rose) back in December 2013, through their FAA application (July 2014) and now the latest phase of Amazon’s drone delivery project is here with … Jeremy Clarkson!
Top Prop from Amazon Prime Air
November 30, 2015 By Leave a Comment
Watch out for Apple’s 50/50
October 27, 2015 By Leave a Comment
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
Info
- Apple Press Release
- Apple Share price - currently after hours +0.5% ish at $115.20 approx
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.
ORIGINAL post:
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
September 18, 2015 By Leave a Comment
Arguably the best show from BURBERRY WOMENSWEAR SPRING/SUMMER 2016 – The full show
FOUR HOURS OF LFW SS16
Google finds its G-Spot!
September 4, 2015 By Leave a Comment
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 i.uk 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
July 22, 2015 By Leave a Comment
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). http://quotes.wsj.com/AAPL 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
March 13, 2015 By Leave a Comment
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 .co.uk, .org.uk, .me.uk 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
March 9, 2015 By Leave a Comment
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.
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.
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 Apple.com/live 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
February 19, 2015 By Leave a Comment
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 | |
| 17:30 | FYODOR GOLAN | |
| 18:30 | sass & bide | |
| 20:00 | Central Saint Martins MA |
Apple returns to growth
January 27, 2015 By Leave a Comment
Update am Jan 28:
From Apple:
Share price (WSJ) Close Jan 27 was $109.14
From elsewhere:
Instant analyst opinions/headlines:
- Bloomberg – Announces Record iPhone Sales Over Holiday Quarter
- Financial Times – Reports Largest profit in History
- Reuters - iPhone sales trample expectations as profit sets global record
- Wall Street Journal - ‘Staggering’ iPhone Demand Helps Lift Apple’s Quarterly Profit by 38%
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
January 6, 2015 By Leave a Comment
This is according to ntldstats.com 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 revenue.scot.
