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  • All HBS Web  (1,774)
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  • June 2014
  • Supplement

Financial Policy at Apple, 2013 (B)

By: Mihir Desai and Elizabeth A. Meyer
This case is meant to accompany Financial Policy at Apple, 2013 (A) and details the results of Apple's Q2 2013 earnings call. View Details
Keywords: Apple; Steve Jobs; Forecast; Forecasting; Forecasting And Prediction; Shareholder Activism; Share Repurchase; Dividends; Financial Ratios; Preferred Shares; Cash Distribution; Corporate Finance; Borrowing and Debt; Financial Management; Financial Strategy; Technology Industry; Consumer Products Industry; United States; Republic of Ireland
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Desai, Mihir, and Elizabeth A. Meyer. "Financial Policy at Apple, 2013 (B)." Harvard Business School Supplement 214-094, June 2014.
  • October 2014
  • Supplement

Financial Policy at Apple, 2013 Powerpoint Supplement

By: Mihir Desai and Elizabeth A. Meyer
This is the PowerPoint supplement to the teaching note: Financial Policy at Apple, 2013 (A) - (B), number 215-022. View Details
Keywords: Apple; Steve Jobs; Forecast; Forecasting; Forecasting And Prediction; Shareholder Activism; Share Repurchase; Dividends; Financial Ratios; Preferred Shares; Cash Distribution; Corporate Finance; Borrowing and Debt; Financial Management; Financial Strategy; Technology Industry; Consumer Products Industry; United States; Republic of Ireland
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Desai, Mihir, and Elizabeth A. Meyer. "Financial Policy at Apple, 2013 Powerpoint Supplement." Harvard Business School PowerPoint Supplement 215-023, October 2014.
  • June 2016 (Revised May 2017)
  • Case

FANUC Corporation: Reassessing the Firm's Governance and Financial Policies

By: Benjamin C. Esty, Nobuo Sato and Akiko Kanno
In February 2015, Daniel Loeb (a U.S.–based activist investor) announced his firm had a large investment in FANUC Corporation, a leading producer of industrial robots and software for machine tools. Loeb was demanding that the Japanese firm change its financial and... View Details
Keywords: Hedge Funds; Economic Policy; Investments; Government Policy; Deregulation; Financial Management; Valuation; Investment Funds; Policy; Corporate Governance; Macroeconomics; Investment Activism; Change Management; Financial Strategy; Cross-Cultural and Cross-Border Issues; Japan; United States
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Esty, Benjamin C., Nobuo Sato, and Akiko Kanno. "FANUC Corporation: Reassessing the Firm's Governance and Financial Policies." Harvard Business School Case 216-042, June 2016. (Revised May 2017.)
  • June 2014
  • Supplement

Financial Policy at Apple, 2013 Student Supplement

By: Mihir Desai and Elizabeth A. Meyer
This is the student spreadsheet supplement to case 214-085, Financial Policy at Apple, 2013 (A). View Details
Keywords: Apple; Steve Jobs; Forecast; Forecasting; Forecasting And Prediction; Shareholder Activism; Share Repurchase; Dividends; Financial Ratios; Preferred Shares; Cash Distribution; Corporate Finance; Borrowing and Debt; Financial Management; Financial Strategy; Technology Industry; Consumer Products Industry; United States; Republic of Ireland
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Desai, Mihir, and Elizabeth A. Meyer. "Financial Policy at Apple, 2013 Student Supplement." Harvard Business School Spreadsheet Supplement 214-714, June 2014.
  • October 2014
  • Supplement

Financial Policy at Apple, 2013 Excel Supplement

By: Mihir Desai and Elizabeth A. Meyer
This is the Excel Supplement to Teaching Note 215-022: Financial Policy at Apple, 2013 (A) - (B). View Details
Keywords: Apple; Steve Jobs; Forecast; Forecasting; Forecasting And Prediction; Shareholder Activism; Share Repurchase; Dividends; Financial Ratios; Preferred Shares; Cash Distribution; Corporate Finance; Borrowing and Debt; Financial Management; Financial Strategy; United States; Republic of Ireland
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Desai, Mihir, and Elizabeth A. Meyer. "Financial Policy at Apple, 2013 Excel Supplement." Harvard Business School Spreadsheet Supplement 215-703, October 2014.
  • June 2014
  • Case

Financial Policy at Apple, 2013 (A)

By: Mihir A. Desai and Elizabeth A. Meyer
By the end of 2013, Apple had $137 billion dollars in cash and marketable securities. This case explores how companies can generate such large amounts of cash and how and if they should distribute it to shareholders, especially in the face of shareholder pressure. In... View Details
Keywords: Apple; Steve Jobs; Forecast; Forecasting; Forecasting And Prediction; Shareholder Activism; Share Repurchase; Dividends; Financial Ratios; Preferred Shares; Cash Distribution; Corporate Finance; Borrowing and Debt; Financial Management; Financial Strategy; Technology Industry; Consumer Products Industry; United States; Republic of Ireland
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Desai, Mihir A., and Elizabeth A. Meyer. "Financial Policy at Apple, 2013 (A)." Harvard Business School Case 214-085, June 2014.
  • October 2014
  • Teaching Note

Financial Policy at Apple, 2013 (A) and (B)

By: Mihir A. Desai and Elizabeth Meyer
This is the teaching note to HBS case 214-085: Financial Policy at Apple, 2013 (A). View Details
Keywords: Apple; Steve Jobs; Forecast; Forecasting; Forecasting And Prediction; Shareholder Activism; Share Repurchase; Dividends; Financial Ratios; Preferred Shares; Cash Distribution; Corporate Finance; Borrowing and Debt; Financial Management; Financial Strategy; Technology Industry; Consumer Products Industry; United States; Republic of Ireland
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Desai, Mihir A., and Elizabeth Meyer. "Financial Policy at Apple, 2013 (A) and (B)." Harvard Business School Teaching Note 215-022, October 2014.

    Pension Policy and the Financial System

    This paper examines the effect of pension policy on the structure of financial systems around the world. In particular, I explore the hypothesis that policies that promote pension savings also promote the development of capital markets. I present a model that... View Details

    • Awards

    Arthur Warga Award for Best Paper in Fixed Income

    By: Luis M. Viceira
    First Arthur Warga Award for the Best Paper in Fixed Income from The Society for Financial Studies, 2014 Finance Cavalcade, for “Monetary Policy Drivers of Bond and Equity Risks” (with John Y. Campbell and Carolin E. Pflueger). View Details
    • August 1998
    • Case

    General Motors Corp. (B), The : Financial Policies

    By: Peter Tufano
    The second in a four-part series, the case details the financial policies and practices at General Motors from 1990 to 1996. This part describes the stated financial policies of the firm, including its approach to capital structure, liability structure, equity... View Details
    Keywords: Corporate Finance; Auto Industry; United States
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    Tufano, Peter, William J Wildern, and Markus Mullarkey. "General Motors Corp. (B), The : Financial Policies." Harvard Business School Case 299-007, August 1998.
    • 23 Apr 2014
    • Working Paper Summaries

    Corporate Financial Policies in Misvalued Credit Markets

    Keywords: by Jarrad Harford, Marc Martos-Vila & Matthew Rhodes-Kropf; Financial Services; Financial Services
    • July 2001 (Revised October 2001)
    • Case

    Policy Management Systems Corp.: The Financial Reporting Crisis

    Tim Williams, the new CFO of a publicly-traded enterprise software company, attempts to rebuild his company's reputation for reliable financial reporting following a highly visible financial reporting crisis. The crisis begins with an earnings shortfall warning, which... View Details
    Keywords: Accrual Accounting; Revenue Recognition; Capital Markets; Policy; Corporate Governance; Accounting Audits; Technology Industry
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    Hutton, Amy P. "Policy Management Systems Corp.: The Financial Reporting Crisis." Harvard Business School Case 102-013, July 2001. (Revised October 2001.)
    • 2014
    • Working Paper

    Corporate Financial Policies in Misvalued Credit Markets

    By: Jarrad Harford, Marc Martos-Vila and Matthew Rhodes-Kropf
    We theoretically and empirically investigate the repercussions of credit market misvaluation for a firm's borrowing and investment decisions. Using an ex-post measure of the accuracy of credit ratings to capture debt market misvaluation, we find evidence that firms... View Details
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    Harford, Jarrad, Marc Martos-Vila, and Matthew Rhodes-Kropf. "Corporate Financial Policies in Misvalued Credit Markets." Harvard Business School Working Paper, No. 14-097, April 2014.
    • October 2011 (Revised October 2013)
    • Case

    A New Financial Policy at Swedish Match

    By: Bo Becker and Michael Norris
    Swedish Match is a profitable smokeless tobacco company with low debt compared to other firms in its industry. The firm's CFO now wants to revise the firm's conservative financial policy. View Details
    Keywords: Capital Structure; Corporate Finance; Sweden
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    Becker, Bo, and Michael Norris. "A New Financial Policy at Swedish Match." Harvard Business School Case 212-017, October 2011. (Revised October 2013.)
    • 23 Jul 2020
    • Research & Ideas

    How Countries Use Financial Policy to Fight COVID-19

    fingertips: Harvard MBA students. Over the course of three months, they created the Global Policy Tracker, an interactive site that compares government policies and financial... View Details
    Keywords: by Rachel Layne
    • August 2018
    • Article

    Pension Policy and the Financial System

    By: David S. Scharfstein
    Citation
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    Scharfstein, David S. "Pension Policy and the Financial System." Journal of Finance 73, no. 4 (August 2018): 1463–1512.
    • March 2013 (Revised August 2014)
    • Case

    Indonesia's OJK: Building Financial Stability

    By: Lakshmi Iyer and David Lane
    In 2013, a new financial services authority, the Otoritas Jasa Keuangan (OJK), took over responsibility for regulating capital markets and non-bank financial institutions in Indonesia. OJK was scheduled to take over bank regulation and supervision from the central... View Details
    Keywords: Monetary Policy; Bank Regulation; Financial Market Regulation; Corruption; Bureaucracy; Central Bank Independence; Indonesia; Crime and Corruption; Central Banking; Ethics; Emerging Markets; Financial Markets; Corporate Governance; Financial Crisis; Financial Strategy; Financial Services Industry; Indonesia
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    Iyer, Lakshmi, and David Lane. "Indonesia's OJK: Building Financial Stability." Harvard Business School Case 713-003, March 2013. (Revised August 2014.)
    • 01 Sep 2016
    • Cold Call Podcast

    Behind Apple's Tax Situation, an Unprecedented Financial Policy

    Keywords: Re: Mihir A. Desai; Technology; Consumer Products
    • October 1998 (Revised May 1999)
    • Case

    Commercial Financial Services, Inc.: Securitization of Charged-off Credit Card Receivables

    By: Kenneth A. Froot and Ivan G. Farman
    Commercial Financial Services (CFS) is a company that buys charged-off credit card receivables, securitizes them, and then attempts to collect on the receivables. The case deals with how the firm makes money and the limits of securitization as an efficient financing... View Details
    Keywords: Financing; Asset-back Finance; Financial Policy; Securitization; Credit; Financial Strategy; Business Strategy; Policy; Financial Services Industry
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    Froot, Kenneth A., and Ivan G. Farman. "Commercial Financial Services, Inc.: Securitization of Charged-off Credit Card Receivables." Harvard Business School Case 299-023, October 1998. (Revised May 1999.)
    • 01 Sep 2016
    • Video

    Behind the Apple Tax Situation, an Unprecedented Financial Policy

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