Euro iPhone News

The CD is dead – that’s how jobs started the Sept 1st event.  The iTunes logo has been redone and the CD image is no more.

And all the iPods well apart from the Classic are updated. New tiny shuffle, new smaller Nano, with touch UI and new Touch -thinner and with Face Time.

These are of course released just in time for the prime holiday shopping experience and these are going to sell in large numbers.

The biggest change was to the so called hobby product – The apple TV. This has been transformed into a streaming device, unlike the hard disk based version it replaces. With no disk it is tiny, a quarter the size of the existing product. And you can now rent TV shows from iTunes. This is the start of converting TV to a rental market rather than a mass channel all you can eat cable company provided solution. Plus the US users get a Netflix option. This is super cool – stream Netflix directly to Apple TV and on to the big screen. And it is only $99 a huge drop from the previous price of #299.

Seems that an invite only press event is planned for Sept 1st 10AM PST.

As usual no details about the event are announced so speculations are rife: New Ipad?, updated Ipods, new Apple TV, TV shows for rent rather than purchase?

The invitation shows an image from Garage Band. Is this a tease or just an icon?

We will know tomorrow.

Apple will open a new super large London store in Covent Garden any day now. Earlier today chairs and other Knoll products were being delivered. These items are close to the last be delivered.

This store will have a massive street presence in one of the most visited parts of London. Covent Garden is popular with both locals and tourists.

As a side note the Regent St store was packed earlier in the day.

News just in: Apple to hold a Press Conference this Friday – July 16 at the Apple HQ in sunny CA. Invite only event. Starts at 10 AM PST.

With earnings less than two weeks away, what growth rate should we expect?  Apple is now larger than Microsoft and still accelerating. For FY 2009 Apple reported EPS of $9.08 from revenue of $43B. If the Wall St guys are correct with their expectations of $15.51 EPS from $63.4B then that is a whopping 70% growth rate. This sort of rate is a start-up goal not a multi Billion $ Blue Chip.

See the article at Bullish Cross for more insight.

June 28 – Apple say they have shipped 1.7M units since the release last Thursday. And a large number of outlets are out of stock and no white units are available. This implies the demand is greater than supply big margin.

Apple claim sales of 2,000,000 iPads since the launch on April 3.

That’s a lot of iPads. Could it continue at 1M / month run rate for the rest of the year? That would project 8m units for the year.

Apple is now accepting orders in the USA for iPads that will be available April 3rd. Limit of 2 per person – free shipping or collect from your closest store.

iPhone shipments grew just shy of 100%  in the fourth quarter on a year-over-year basis, giving its market share a nice jump. Source IDC.

Apple announces yet another record holiday Q with revenue of $15.68 billion,   net quarterly profit of $3.38 billion which represents $3.67 per diluted share. By any measure a bang out result.

And this week we may well see the introduction of the islate thingy. To be announced Wednesday 10 PST. We cant wait.

The graph below nicely shows the power and value of the iPhone. This smart gadget now represents $5.6 B slightly more than the Mac line at $5.2 B and $3.4B for iPod. How big can the slate be?

apple-revenue-by-segment