The following video is from today's MarketFoolery podcast, in which host Chris Hill, along with Charly Travers, Jason Moser, and Joe Magyer, discuss the latest business news. For the first time in a long time, Apple missed on earnings and shares fell more than 4% on Wednesday. In this segment, the guys analyze the profitability of the iPhone and how the real threat to Apple is the high-quality alternatives consumers now have when it comes to smartphones. With Samsung's latest phone getting great reviews, as well as strong sales, what was once a huge advantage in quality for Apple is now getting much thinner.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.