Apple and Samsung earnings: 5 takeaways for the future

posted by Daniel P. / Jul 28, 2016, 9:22 AM

Apple and Samsung earnings: 5 takeaways for the future

As usual, Apple did beat the analysts' earnings and sales expectations, netting $7.8 billion in this past quarter, and Samsung did the same, hauling $5.2 billion in net income for the quarter that ended in June. Samsung reported a tad less reliance on smartphones for its profits, at 53% vs about 60% for Apple, but overall both companies did great given the maturing phone industry, and the barely-there growth of the whole handset pie that you see in the WSJ chart above.

Samsung rode on the wings of the Galaxy S7 edge and S7 sales success, while Apple did better than expected, considering its problems in China, and the fact that this is the last full quarter of the 2015 iPhones product cycle before the iPhone 7 enters the fray in September.

In any case, it's the forward-looking statements tucked in the quarterly result releases and conference calls with investors that we are most interested about, as they show where the industry might be heading in the near and distant future. Needless to say, there were a few telling hints that slipped here and there, which we are listing as a speculation game in the slides below.

5 hidden tips on what may come from Samsung and Apple's earnings

Latest-leaked-images-of-the-Apple-iPhone-7-and-Apple-iPhone-7-Plus.jpg

source: Apple, Samsung & WSJ

FEATURED VIDEO

Options

39 Comments

1. Jimrod

Posts: 1605; Member since: Sep 22, 2014

Wouldn't this info indicate that it's the Samsung users who are, in-fact, the sheep - following the herd while Apple loses some of their "flock"? Hmm?

posted on Jul 28, 2016, 9:27 AM 3

5. Amroze

Posts: 597; Member since: Jul 04, 2016

Samsung sheep's are better than Apple's. Because Apple's sheep's believe in the logo and dumbass dump down featureless phone. While on Samsung’s sheep believe in technology and advancement and features. Dumbass Apple dimwits.

posted on Jul 28, 2016, 9:58 AM 10

8. kiko007

Posts: 7493; Member since: Feb 17, 2016

And like clockwork, the trolls have arrived. How is being one form of sheep better than another? You're are still being taken advantage of are you not? You're still personifying an entity for no good reason are you not? You're still overpaying are you not? You're still a slave to a brand are you not? So how exactly are SSheep any better than isheep? They aren't.

posted on Jul 28, 2016, 10:07 AM 9

18. Amroze

Posts: 597; Member since: Jul 04, 2016

Being a "sheep" means to blindly follow someone or something. The same as being in a cult. If you noticed, the vast majority of people are not in cults, only a small few are. The same goes for Apple sheep.

posted on Jul 28, 2016, 10:46 AM 7

22. sgodsell

Posts: 7199; Member since: Mar 16, 2013

There is no mention of the 343 million Smartphones in Q2 2016. This is only showing the top 5 vendors. Yet it's not the entire picture, especially when over 140 million smartphones come from vendors that are not on this list. The vast majority of that 140 million are Android producing OEMs.

posted on Jul 28, 2016, 10:59 AM 5

25. 87186

Posts: 312; Member since: Aug 01, 2014

"Samsung sheep's are better than Apple's" a sheep is a sheep. they perform the same behaviors.

posted on Jul 28, 2016, 11:40 AM 4

26. Amroze

Posts: 597; Member since: Jul 04, 2016

No they don't dumbass. Apple's sheep are idiots, while Android sheep's are smart.

posted on Jul 28, 2016, 11:52 AM 5

27. 87186

Posts: 312; Member since: Aug 01, 2014

the irony of your entire comment. to be a sheep means to follow the crowd blindly...you're saying Samsung sheep are smart...so that would negate them being sheep, wouldn't it? stop. think. define. oh and please...you said SAMSUNG, don't try to switch it to Android now to help your claim.

posted on Jul 28, 2016, 12:06 PM 6

30. Amroze

Posts: 597; Member since: Jul 04, 2016

Whichever way Samsung sheep are not blind, why? They are not chasing and being brainwashed by 2014 specs.

posted on Jul 28, 2016, 1:41 PM 2

31. AmashAziz

Posts: 2898; Member since: Jun 30, 2014

Hah! Now its proved that you really are a big idiot, Amroze! The comments here and your replies to them have proven me right in all matters, especially in the argument b/w me, you, darkvader, and yourdadkid on this site: http://www.phonearena.com/news/Alleged-Note-7-vs-S7-edge-vs-S7-pics-compare-screens-benchmarks_id83600/comments Wouldn't have to see elsewhere to prove myself right, as the comment section above does the work for me!

posted on Jul 28, 2016, 4:01 PM 1

7. TechieXP1969

Posts: 14967; Member since: Sep 25, 2013

Such a trouble maker. Is that the best you can come up with it? When you seell a product to a larger demographic, you stand to have a better measure of sales. That's why Samsung reach selling 1Billion phones years ago. Because they are will to provide a decent product to everyone. Out of 300M phones, on the S6 has a 7% failure rate which si small considering 300M sold phones. Yet the iPhone sold roughly 100M less and has a 25% failure rate, Samsung has the highest satisfaction rating on its devices right now. THEY EARNED IT. Does that make people a sheep because they simply want the best? The iPhone as the best when the other phones sucked. That is no longer the case. Just get over it. I don't want the same company to be on top all the time. They get lazy and uneventful. We watch it happen to all who get on top and stay to long without real competition. They try to sell you anything, even crap that doesn't even work. Microsoft has done it and Apple has too. Show me a product Samsung knew for a fact in-house didn't work properly and pawned it off to the public anyways.

posted on Jul 28, 2016, 10:04 AM 11

10. kiko007

Posts: 7493; Member since: Feb 17, 2016

A) The S6 hasn't sold 300 Million units yet. B) Samsung has been in the mobile phone business since the early 90s, of course they've sold more phones. C) Yes you are a sheep, because best is subjective. Their software is terrible, their optimization of said software is awful, and their support is beyond garbage. I wouldn't touch a Samsung phone with a ten foot pole until they fix that crap.

posted on Jul 28, 2016, 10:14 AM 4

14. Techist

Posts: 311; Member since: Jan 27, 2015

Apple Reality Distortion Field Alert! "B) Samsung has been in the mobile phone business since the early 90s, of course they've sold more phones." The truth is they have also sold more smartphones than Apple, and crossed the 1 Billion smartphones sold threshold quite a while back.

posted on Jul 28, 2016, 10:33 AM 10

19. kiko007

Posts: 7493; Member since: Feb 17, 2016

No s**t Sherlock. You're the only one with a distortion field up, because I just said that and you repeated it lol. Samsung also makes burner phones like the Grand Prime, adding to their sales figures.

posted on Jul 28, 2016, 10:49 AM 3

21. maherk

Posts: 6770; Member since: Feb 10, 2012

Don't mind him, he doesn't know the difference between smartphone and a cellphone. Samsung have been the business since early 90's, but I don't remember them offering smartphones back then.

posted on Jul 28, 2016, 10:57 AM 7

16. Jimrod

Posts: 1605; Member since: Sep 22, 2014

Here you go Techie, how about a quick reply to this one countering one of your "know-it-all" essays - You say the S6 has a 7% failure rate based on iPhone's 25% failure rate. You're mixing figures to suit your agenda. The actual figures show a 7% failure rate for S6 and only 6.3% for iPhone 6. They show a 25% failure rate for iOS devices vs 44% failure rate for Android devices. "Reality distortion field" indeed as Techist above puts it... Also - how many here have said they're getting the Note 7 before it's even been launched? That's the definition of sheep right there...

posted on Jul 28, 2016, 10:37 AM 4

29. darkkjedii

Posts: 30964; Member since: Feb 05, 2011

Damn!

posted on Jul 28, 2016, 1:06 PM 1

20. Jimrod

Posts: 1605; Member since: Sep 22, 2014

Also - spout your figures all you like Techie but iOS devices as a total have a 7.5% MALFUNCTION failure rate over 2 years ownership - the 25% is based on an additional 18.1% ACCIDENT failure rate - that's nothing to do with the product itself.

posted on Jul 28, 2016, 10:53 AM 4

11. maherk

Posts: 6770; Member since: Feb 10, 2012

You're serious? Lol Samsung costumers are paying top dollar to get the latest and greatest technology, some of which are exclusive for Samsung devices. Apple costumers pay even more, for a 3 years old technology, with the exception for the CPU.

posted on Jul 28, 2016, 10:21 AM 10

13. Papa_Ji

Posts: 838; Member since: Jun 27, 2016

BUTTHURT iSheep....

posted on Jul 28, 2016, 10:32 AM 6

17. Amroze

Posts: 597; Member since: Jul 04, 2016

Where's that hypocrite troll Darkkjeddi?

posted on Jul 28, 2016, 10:40 AM 8

36. deviceguy2016

Posts: 826; Member since: Jun 16, 2016

Ya no kidding?? This is his topic to be here lol he went to Cupertino ca to visit Tim Cook lol

posted on Jul 28, 2016, 9:54 PM 0

37. deviceguy2016

Posts: 826; Member since: Jun 16, 2016

Ooooops here post # 29 ahhhh my bad lol and at least i admit it

posted on Jul 28, 2016, 9:56 PM 0

2. seret6

Posts: 279; Member since: Aug 14, 2013

So what the hell is in the future you chumps?

posted on Jul 28, 2016, 9:30 AM 0

3. kiko007

Posts: 7493; Member since: Feb 17, 2016

When a Phone site tries to analyze money flow and fails miserably: -_- When you know they are writing this article to attract every troll in existence to defend some insubstantial cause: -_- When you know it's going to work because people are idiots and actually believe the above statements: -_- When you get ice cream with your ex from college, but you know it's not gonna lead to anything: -_-. When you want to use emojis but PA hasn't updated their site to support them yet: -_- When you had a good day: :D

posted on Jul 28, 2016, 9:41 AM 4

6. Amroze

Posts: 597; Member since: Jul 04, 2016

Samsung Through aggressive business strategies and consistent investments, Samsung achieved and has maintained its market leadership position in memory industry since 1993. Along with its success in memory sector, the company signaled a long commitment to logic and analog chip development in 2001 with the expansion of its System LSI organization and the opening of its SoC Research Lab. Originally initiated as a 50:50 venture between Samsung Electro-Mechanics and Samsung Electronics in 2009, Samsung’s LED Business has recently merged into the component arm of Samsung Electronics. The new transition was designed to raise efficiency and competitiveness by taking advantage of synergies across the existing component businesses and thus to achieve leadership as a light source supplier in displays and lighting applications.

posted on Jul 28, 2016, 10:04 AM 4

4. Unordinary unregistered

75% mobile payment transactions made using Apple Pay

posted on Jul 28, 2016, 9:58 AM 2

9. Amroze

Posts: 597; Member since: Jul 04, 2016

My major criticism of Apple isn’t that it charges a lot for its products — rather, it’s that in addition to charging a lot for its products, it also finds ways to shamelessly nickel-and-dime customers by charging extra money for things that it should include as part of the product. I was reminded of this earlier this week when I read the rumor about Apple potentially ditching the headphone jack for the iPhone 7 and considered the prospect of paying extra for an adapter just so my headphones would still be usable with my phone. All this got me thinking about past ways that Apple has shamelessly ripped off its loyal fans. I came up with four particularly prominent examples, although I’m sure there are plenty more that I missed. Let’s go over them below.