Apple Earning Call: Jon Erlichman Discussing What is Next for Apple

Apple Earning Call: Yesterday, we brought you an overview of a video interview on Bloomberg TV with Bloomberg Television markets reporter Jon Erlichman discussing the current state of the Apple Inc. (NASDAQ:AAPL) iPhone: Should Apple Inc. Rely Less on the iPhone, More on Other Products?

A Leading Company Cheaper Than 90% Of Blue Chips... And It Recently Bounced 12%Today, Erlichman was once again talking about Apple Inc. (NASDAQ:AAPL). This time around, he attempts to shed some light as to what the future may hold for the tech titan.

If you want to see the video in its entirety, you can do so by visiting this link.

Let’s take a closer look at what Erlichman had to say as he discussed yesterday’s earnings report and what it means:

“If you had listen to what Tim Cook was telling analysts on the company’s earning call last night, it would sound like everything is just fine at Apple. I mean the Chinese market is growing in a big way; if they had more iPhones to sell during the quarter they would have done so; if they had more iPad minis to sell during the quarter they would have done so. But I think the larger question out there has been whether or not there are cracks in the Apple empire.”’

As you can see, despite the portrait that Apple Inc. (NASDAQ:APPL) CEO Tim Cook may have painted on the company’s earnings call, there are questions that must be asked and answered.

There are a lot of “would have’s” being discussed at the present time. The company would have sold more iPhones if they had more. The company would have sold more iPad minis if they were available. While this is all well in good, there has to be a reason for missing the mark in these areas.

The host goes on to ask Erlichman for an explanation on the next steps for Apple Inc. (NASDAQ:AAPL):

“I think that operate is a very important word. Because for a company that now is aware that there is massive demand for its product around the globe, how do you deal with that? One of the things that Tim Cook talked about on the conference call last night was that as part of their $10 billion in capital expenditures, the money that they are basically putting into their business to keep it humming over the course of the next year, some of that money will be spent on equipment that will go into their suppliers factories.”

He finishes the interview by saying that Apple is going to put its own equipment into factories “to make sure that whatever it is, an iPad mini or an iPhone 5, can get to you the consumer faster.”

Do you agree with what Erlichman has to say in this video? What do you think the future holds for Apple Inc. (NASDAQ:AAPL)?

Check back here for more updates on Apple Earning Call.

DISCLOSURE: I have no positions in any stock mentioned.

For more Apple news, visit these links:

What is Up With the Future of Apple Inc. TV?

The Apple Inc. iPhone 5 4G LTE Expansion

Apple Inc. Q1 2013 Conference Call Recap