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Industry Focus

Where the Money Is 10.24.2014

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 24 October 2014

⏱️ 12 minutes

🧾️ Download transcript

Summary

For Friday's tech edition of Where the Money Is we cover the latest news on tech giants Apple and Amazon.

Transcript

Click on a timestamp to play from that location

0:00.0

No need to check your Apple Watch, it's time for where the money is.

0:04.0

Morning everybody. It is a tech edition of Where the Money is on this Friday.

0:12.0

I am Sean O'Reilly here with the one and only

0:14.9

Nathan Hamilton how are you I'm good thank you for the introduction no prob

0:18.6

and just to clarify another of us has an Apple watch yet so sorry yeah

0:23.7

not that important not yet anyway yeah so first up and as about you know for

0:30.1

our listeners it's about a 50% apple discussion day I'd say maybe a little

0:33.8

yeah we've got a Twitter sprinkled in there at two-thirds talking some

0:38.1

apple quotes some Amazon quotes first up we've got Nancy Paxton over an Apple investor relations talking about how they're going to start breaking up

0:47.1

Apple's results geographically.

0:48.9

Correct.

0:49.9

Why are they doing this?

0:50.9

Well they're providing more detail and specifically here's the quote and it

0:55.0

says beginning in Q1 2015 will be including the results of our retail stores in the geographic

1:02.3

segments where the stores are located.

1:05.0

Now provide a consolidated view, performance that is consistent with the way that

1:09.7

management measures the business.

1:12.3

So why they're actually doing this,

1:14.0

they want to put the spotlight on where the revenue growth is.

1:18.0

Now, of course, there's some in the U.S. markets,

1:20.0

but when Apple is, say, trying to double their store count in China

1:25.8

over the next two to three years they want to make sure that investors you and I

...

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