Jan 25
Apple’s numbers are out and it is a monster blowout!
Apple beat expectations across the board. We have all the important numbers below.
Shares are up 10% in after hours trading.
The biggest number that jumps out: 37 million iPhones sold. That easily beats the Street’s whisper number of 34 million iPhones.
The next number is 15.4 million iPads sold, which clobbers the 13 million expectation.
Here’s what Apple did versus Wall Street expectations, via Piper Jaffray’s.
- Revenue: $46.33 Billion versus $38.76 billion expected
- EPS: $13.87 versus $10.07 expected
- iPhone units: 37.04 million versus 30.2 million expected (34 million whisper)
- iPad units: 15.4 million 13.2 million expected (13 million whisper)
- Mac units: 5.2 million versus 5 million expected (4.8 million whisper)
- iPod: 15.4 million versus 13.9 million expected
- Gross Margin: 44.7% versus 41.8% expected
- March quarter revenue: $32.5 billion versus $31.9 billion expected
- March quarter EPS: $8.50 versus $8.00 expected
- Apple now has $97 billion in cash, short term, and long term securities
- The iPhone’s average selling price is up to $660
Information care of BI site
Read more: http://www.businessinsider.com/live-apple-earnings-2012-1?nr_email_referer=1&utm_source=Triggermail&utm_medium=email&utm_term=SAI%20Select&utm_campaign=SAI%20Select%202012-01-25#ixzz1kSxu2MjT
Read the release and listen to Apple play back at http://investor.apple.com/
Jun 11
At WWDC in San Francisco Jobs and his team announced a string of new products and services to be launched later this year. The names where known before hand but not all the details.
First the next version of the Mac OS or Lion will be available in July and cost $29.99 and it will be available from the Mac App Store. This means an on-line purchase of an OS upgrade. Quite a bold step giving up on DVD distribution, but makes a lot of sense. What do you get ? Well Apple claim 250 new features. The ones that caught my eye: Gestures to make the Mac more like an iPad. As most Macs are laptops with a fancy integrated mouse you can already do some fancy gestures, Lion gives you more. Second if more Apps working in Full Screen. This gives you more real estate and less clutter, very Apple. And we like the sound of Resume, when you restart your Mac Loads all the apps that you had open. Very neat.
Second is the mobile OS or iOS 5. This is the software that drives the iPad, iPhone and iPod touch and in total that is a lot of devices. Again a whole bunch of new features and APIs for developers, 200 in total. This release will ship in the fall. Seems to combine lots of clever or small updates and enhancements that will make using an iOS device a neater experience. Key ones are better notifications and reminders, messaging for the iPad, more wi-fi integration and now the option not to have to sync to a PC.
The big news and the least known about – The launch of iCloud. Apple has had Mobile Me for some time, a system with a love hate relationship with users and Apple. iCloud takes it much, much further and is the first combined cloud service to be offered by the mainstream players. First is the price – Free for Apple users. Secondly is the scope, this is not just a service, its built into the key Apple apps. Now you can synch contacts, mail and calendars with all you devices. Then you can add in documents, like an integrated Sharepoint. Add in photos so no longer any need to synch devices to each other to update the photo library and then the big one, Music. Not only will Apple now synch you iTunes purchases between your devices but it will also store all your music and convert you non iTunes purchases into iTunes music. – That’s clever. And all this for free, apart from Music Matching as compared to $99 / year for mobile Me.
Oct 26
After 30 years of production Sony has just announced the end of the line for the tape based Walkman. Japanese sales and production have ceased allthought it will continue as a brand and product in China. The Walkman name is still used by Sony for MP3 players.
Sep 02
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.
