Description
DELIVERABLE 4: ORAL PRESENTATION (150 POINTS, DUE WEEK 8)
THE OVERALL SUBJECT IS APPLE. THE ATTACHED DOCUMENTS ARE ALL THE ASSIGNMENTS LEADING UP TO THIS POWER POINT. READ THROUGH THE DOCUMENTS AND CREATE A POWERPOINT ON APPLE. USE ANY ADDITIONAL RESOURCES IF NEEDED. SITE THEM PLEASE.
Submit an oral presentation that can be presented live or recorded. It must include narration and PowerPoint slides. It should be limited to the key points of a presentation that you might make to a financial group with no more than 15 minutes and no more than 20 slides. FOR THE NARRATION…. TYPE OUT WHAT NEEDS TO BE SAID. NO NEED TO RECORD YOURESELF.
PRESENTATION GRADING RUBRIC
Item Description Points Percentage
Narrative
The oral elements of the presentation are clear, concise, and explain the analysis of the content and matches with the slides. Speaker should not read the slide content. 70 40%
Visual
Slides should make sense, providing an appropriate visual aid to the narrative. Each slide is accurate (without errors) and should be visually appealing and easy to understand. 50 40%
Management The presentation should be organized in a manner that covers key elements of the content in 10–15 minutes with an appropriate number of slides. It should not be hurried or lacking content. 30 20%
Total 150 100%
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Apple Inc. Financial Analysis: A Comparative Study of 2022, 2021, and 2020
Ashley Williams
FIN575
Professor Alan Hansen
December 10, 2023
2
Apple Inc. Financial Analysis: A Comparative Study of 2022, 2021, and 2020
Abstract
This paper conducts a comprehensive financial analysis of Apple Inc. in 2022, 2021, and 2020.
Utilizing a meticulously curated spreadsheet containing critical financial data, the study explores
trends, scrutinizes resource allocation, and evaluates the company’s financial stability. The analysis
spans income statements and balance sheets, shedding light on factors contributing to observed
differences in specific financial measures. The findings give industry enthusiasts, investors, and
stakeholders a nuanced understanding of Apple Inc.’s financial intricacies, emphasizing the
interplay of innovation, strategic acumen, and market dynamics in shaping the company’s success.
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Introduction
Apple Inc., a prominent player in the global technology industry, has consistently showcased its
prowess in innovation, product design, and market dominance. This paper delves into the financial
performance of Apple Inc. by analyzing its income statements and balance sheets for the years
2022, 2021, and 2020. The analysis aims to uncover trends, scrutinize resource allocation
techniques, and evaluate the company’s financial stability.
Instrument: Financial Data Spreadsheet
The paper includes a detailed spreadsheet presenting Apple Inc.’s financial data for the specified
years to facilitate a comprehensive analysis. The spreadsheet encompasses key financial measures
such as revenue, expenses, gross profit, assets, equity, and liabilities. This instrument provides a
numerical foundation for understanding the company’s financial trajectory.
Profitability Ratios
Microsoft E
xcel
W
orksheet
Financial Data Spreadsheet (Dybek, 2019)
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Analysis: Unveiling Financial Trends
The analysis of Apple Inc.’s financial data reveals intriguing trends and disparities between 2022,
2021, and 2020. Several factors contribute to the observed differences in specific financial
measures. Notably, the revenue for the three years shows a consistent increase, reaching $394,328
in 2022 from $274,150 in 2020. This upward trend prompts exploring contributing factors, such
as product launches, market demand, and pricing strategies (Akmal, 2022).
Examining the income statement, the analysis scrutinizes expenses and gross profit. It becomes
evident that certain costs have seen fluctuations, warranting an in-depth investigation. Factors such
as research and development investments, marketing expenditures, and operational costs are
dissected to comprehend their impact on the company’s overall financial health (Dybek, 2019).
Turning to the balance sheet, evaluating assets, equity, and liabilities provides insights into the
holistic view of Apple Inc.’s financial position. The increase in support from $323,888 in 2020 to
$352,755 in 2022 requires exploration. Factors influencing this surge, including acquisitions,
investments, and changes in market conditions, are considered in the analysis.
Summary
The financial analysis of Apple Inc. encapsulates a meticulous examination of the company’s
economic trajectory across 2022, 2021, and 2020. The provided spreadsheet, serving as a
numerical foundation, encapsulates vital financial measures. Noteworthy trends in revenue,
expenses, gross profit, assets, equity, and liabilities are dissected to discern the driving forces
behind the observed variations.
The income statement analysis delves into revenue growth dynamics, highlighting factors such as
product launches, market demand, and pricing strategies. A meticulous examination of expenses
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and gross profit uncovers fluctuations, prompting a detailed investigation into research and
development investments, marketing expenditures, and operational costs. Turning attention to the
balance sheet and evaluating assets, equity, and liabilities provides a holistic view of Apple Inc.’s
financial position. The surge in purchases prompts exploration into factors like acquisitions,
investments, and market conditions (Li, 2021).
Conclusion
In conclusion, the financial analysis of Apple Inc. for the years 2022, 2021, and 2020 uncovers
vital trends and factors shaping the company’s economic trajectory. The spreadsheet instrument
serves as a quantitative foundation, while the written analysis provides a qualitative understanding
of the observed differences. This comprehensive examination contributes valuable insights for
industry enthusiasts, investors, and individuals seeking a nuanced comprehension of Apple Inc.’s
financial intricacies. The success of Apple Inc. not only reflects its innovative products but
underscores its strategic insight in navigating the dynamic technology landscape.
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References
Akmal, M. (2022). Apple. Available at SSRN 4299051.
Dybek, M. (2019). Apple Inc. (AAPL) | Analysis of Profitability Ratios. Stock Analysis on Net;
Stock Analysis on Net. https://www.stock-analysis-on.net/NASDAQ/Company/AppleInc/Ratios/Profitability
Li, Y. (2021). Apple Inc. Analysis and Forecast Evaluation. Proceedings of Business and Economic
Studies, 4(4), 71–78.
NIK SOH, N. N. (2019). AN ANALYSIS OF AN EXPLANATION OF APPLE INC.
WSJ Markets. (2023). Apple Inc. AAPL (U.S.: Nasdaq). [Link to WSJ Markets]
(https://www.wsj.com/market-data/quotes/AAPL/financials/annual/balance-sheet)
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Course Project Deliverable 2
Ashley Williams
FIN575
Professor Alan Hansen
November 19, 2023
2
Introduction
In the realm of technological innovation and global market dominance, Apple Inc. stands
as an iconic figure, recognized for its innovative products, entrepreneurial spirit, and
unparalleled influence on the technology landscape. Our selection of sources spans academic
papers, conference proceedings, market data, and industry analyses, all precisely chosen to
provide a comprehensive understanding of the factors influencing Apple’s economic trajectory.
Each article summarizes the unique value of the source, contributing to the overarching goal of
unveiling the intricate details of Apple Inc.’s financial stability, strategic initiatives, and market
positioning.
“Akmal, M. (2022). Apple. Available at SSRN 4299051.”
Akmal’s paper serves as a valuable introductory resource for understanding the global
context of Apple Inc.’s operations. It sheds light on the company’s expansive global
presence, spanning 527 stores in 26 countries, and emphasizes its position as the world’s
largest firm as of June 2022. This source provides crucial insights into Apple’s dynamic
and competitive industry, setting the stage for the financial analysis. As the research aims
to scrutinize Apple Inc.’s financial statements for the past three years, Akmal’s work
becomes foundational by offering a broader understanding of the company’s
entrepreneurial drive and its recognition as a leader in product design and customer
experience. By establishing the context of Apple’s prominence in the market, this source
enriches the research perspective, laying the groundwork for a comprehensive financial
assessment.
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“Chen, Z., Li, Y., & Huang, R. (2023, February). An Investigation of the Investment
Projects for Apple’s Future Development Based on SWOT Analysis and Fisher
Model.”
Chen, Li, and Huang’s conference paper brings a unique analytical approach to the
research by incorporating SWOT analysis and the Fisher Separation Model into the
investigation of Apple Inc.’s investment projects. The study identifies internal challenges,
such as pricing strategy and innovation, providing critical insights that align with the
research’s focus on financial analysis. By examining the internal and external
environments of Apple, the paper contributes to understanding the factors that may
impact the company’s financial performance. The research on Apple’s income statements
and balance sheets will benefit from the nuanced perspective offered by this source, as it
not only identifies potential challenges but also proposes investment aspects and an
optimal investment allocation strategy. This paper complements the quantitative analysis
by providing a qualitative lens to assess Apple’s economic profit and global
competitiveness.
“Li, Y. (2021). Apple Inc. Analysis and Forecast Evaluation. Proceedings of Business and
Economic Studies, 4(4), 71-78.”
Li’s academic paper becomes an essential resource for the research, focusing on an indepth analysis of Apple Inc.’s business model and financial forecast. The paper’s
exploration of the business model, SWOT analysis, and relative valuation aligns
seamlessly with the research’s objective of analyzing Apple’s financial statements for the
years 2022, 2021, and 2020. By evaluating the worthiness of AAPL stock based on the
analysis of its business model, Li’s work directly addresses the financial trajectory of the
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company. This source contributes valuable insights into the factors influencing the
company’s success, offering a comprehensive understanding of its financial health. Li’s
research offers a qualitative basis for evaluating Apple’s prospects for future growth and
its market position, while the study intends to evaluate trends in the company’s financial
performance.
“Lin, Q., Xiaoyu, L., & Jianqiang, Z. (2023). The Apple Company’s Foreign
Expansion and Market Entry Strategy. International Journal on Recent Trends in
Business and Tourism (IJRTBT), 7(3), 47-60.”
Lin, Xiaoyu, and Jianqiang’s journal article delves into the core of Apple’s success,
exploring the company’s marketing strategy, product-centric approaches, and the
effectiveness of its communication skills. As the research focuses on analyzing Apple
Inc.’s financial statements, this source becomes crucial for providing qualitative insights
into the factors contributing to Apple’s financial performance. The study acknowledges
the significance of a comprehensive marketing plan in determining a company’s success
and evaluates Apple’s unbeatable position in recent years. By exploring the type of
marketing techniques employed by Apple and conducting a questionnaire to capture
consumer opinions, this source enriches the research by connecting the financial analysis
with the innovative business practices and consumer perceptions that drive Apple’s
market leadership. Understanding Apple’s marketing approach becomes integral to
comprehending the broader context in which financial trends unfold.
“NIK SOH, N. N. (2019). AN ANALYSIS OF AN EXPLANATION OF APPLE INC.”
NIK SOH’s study focuses on internal and external factors influencing Apple Inc.’s
performance, providing a historical perspective and analyzing risks. This source is crucial
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for understanding the contextual factors shaping Apple’s financial trajectory. As the
research aims to analyze Apple’s balance sheets and income statements, NIK SOH’s work
becomes integral by exploring the company’s internal factors, such as financial risk,
market risk, and external factors like GDP and inflation. By studying the factors affecting
the company from 2014 to 2018, this source provides a historical context that informs the
financial analysis. NIK SOH’s work, emphasizing corporate governance principles, adds
a layer of depth to the research, connecting financial performance with broader
governance considerations.
“WSJ Markets. (2023). Apple Inc. AAPL (U.S.: Nasdaq).”
The Wall Street Journal’s market data on Apple Inc. provides a fast overview of the
enterprise’s finances and is a real-time source of information. This source is essential for
consolidating present financial information and making sure the analysis allows for the
most recent changes in Apple’s financial situation. As the research aims to scrutinize
Apple Inc.’s financial statements for the past three years, the WSJ Markets data becomes
a dynamic resource for including the latest financial figures, market trends, and investor
sentiments. This information advances the quantitative evaluation by providing real-time
financial information, allowing a detailed analysis of Apple’s fiscal and market condition.
“Miller, T., & Maxwell, R. (2016). Apple. In Global Media Giants (pp. 369-382).
Routledge.”
Miller and Maxwell’s chapter in “Global Media Giants” provides a unique perspective on
Apple Inc.’s evolution as a designer, manufacturer, promoter, and supplier of digital
technology. The source outlines the company’s historical trajectory and its response to
industry shifts, such as the rise of low-cost personal computers. It also emphasizes
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Apple’s political-economic view, shedding light on the company’s lobbying efforts and
social-justice initiatives. As the research focuses on the financial analysis of Apple Inc.,
this source becomes integral by offering a contextual understanding of the company’s
operations. By highlighting Apple’s transition under different leadership, from Jobs to
Cook, and the incorporation of new developments like investments in data services and
Internet-of-things products, the chapter enriches the research with a broader perspective
on the company’s strategies, challenges, and societal impact.
“Simic, N., & Jovicic, T. (2023). FUNDAMENTAL ANALYSIS OF THE APPLE
COMPANY. Economic and Social Development: Book of Proceedings, 97-106.”
Simic and Jovicic’s paper focuses on fundamental analysis, a crucial aspect of investment
processes, and explores its application to evaluating the “financial health” of Apple Inc.
As the research aims to analyze Apple’s financial statements for the past three years, this
source becomes fundamental in providing insights into the investment landscape. The
paper explains how fundamental analysis is used to assess risk, interest rates, and
shareholder value, offering a methodological approach that aligns with the research’s
objective. By emphasizing the importance of understanding the state of the company,
industry, and global economy, this source connects the quantitative analysis with broader
considerations. Simic and Jovicic’s work helps understand the financial markets and
provides a framework for investors and analysts, making it a credible resource for
assessing Apple Inc.’s financial stability and performance.
Conclusion
This resources encompasses different sources to help explore the financial complexities
encircling Apple Inc. Each source sheds light on the company’s past, present, and future. Each of
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these sources builds an extensive fabric that enhances the depth and scope of our research,
starting with the research of global market strategies to detailed analyses of investment projects
and analyses of political-economic influences. In addition to providing a guide to the chosen
sources, this annotated bibliography highlights the complexity of the technology company,
whose narrative revolves around innovation, market dynamics, strategic decision-making, and
global influence.
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