Apple Q4 2012 Quarterly Report

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Here is a very quick summary of the latest quarterly numbers from Apple:

Rev = $54.5 Billion (up from $46.3 Billion in the year ago quarter)

Total Cash = $137.1 Billion (up $15.8 Billion for the quarter even after paying out over $2.5 Bil in Dividends)

 

Last Quarter Sales

iPhones Sold = 47.8 Mil (vs 37.04 Mil year ago quarter and 26.9 Mil last quarter)

iPads Sold = 22.9 Mil (vs 15.4 Mil year ago quarter and 14 Mil last quarter)

iPod Touches Sold = Not given as usual but over half of the 12.7 Mil iPods sold

All iPod's Sold = 12.7 Mil  (vs 15.4 Mil year ago quarter and 5.3 Mil last quarter)

 

Misc Notes

iPhone 5 out to over 100 countries.

iTunes App store now in over 155 countries.

250 Mil iCloud accounts. 

Apple TV sold over 2 Mil units vs 1.3 Mil units the previous quarter.

iPad Mini supply is still constrained and not expected to reach balance until end of March. 

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Category:breaking news -- posted at: 12:03am EST
Comments[0]

Apple Q3 2012 Quarterly Report

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Here is a very quick summary of the latest quarterly numbers from Apple:

Rev = $36 Billion (up from $28.3 Billion in the year ago quarter)

Total Cash = $121.3 Billion (up $4.1 Billion for the quarter even after paying out over $2 Bil in Dividends)

 

Last Quarter Sales

iPhones Sold = 26.9 Mil (vs 17.07 Mil year ago quarter and 26 Mil last quarter)

iPads Sold = 14 Mil (vs 11.12 Mil year ago quarter and 17 Mil last quarter)

iPod Touches Sold = Not given as usual but over half of the 5.3 Mil iPods sold

All iPod's Sold = 5.3 Mil  (vs 6.8 Mil last quarter and 6.6 Mil in the Year ago quarter)

 

Misc Notes

iPhone 5 out to 31 countrie already - will be to 100 by end of the year.

iPhone Business was $17.1 Bil last quarter alone vs $16.01 Bil for all of Microsoft last quater. That was also larger than Googles over all revnue ($14.1 Bil) and Amazons revenue ($13.8 Bil). 

iPad Business was $7.5 Bil last quater.

Apple TV sold 1.3 Mil units last quarter.  Apple sold over 5 Mil units for the past 4 quarters vs 2.8 Mil units for the year prior to that.  

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Category:breaking news -- posted at: 4:01pm EST
Comments[0]

iPad Mini Event - Wed October 17th.  Invites will be going out Tuesday Morning October 9th.

 

However looks like Friday November 16th is when it will go on sale and ship out to customers. 

 

All exclusive to Today in iOS. 

Category:breaking news -- posted at: 9:14pm EST
Comments[2]

Apple had a press release today titled "iPhone 5 Weekend Sales Top Five Million".  But that was not the big news from this weekend or even from that press release.  And no it had nothing to do with Maps or Youtube apps or where you find your podcasts.  Nope the big news from this past weekend and week was the number of devices now running iOS 6 - 100 Million!!!!

 

Don't get me wrong 5 Million iPhones sold in the first 3 days was very impressive - the only launch close was last years iPhone 4S launch.  But that 4 Million sold in the first weekend logistically was not nearly as impressive as this years 5 Million.  And Apple said they could have sold more if they had more iPhone 5's to sell.  Why I think logistically it is more impressive this year.  Last year the iPhone 4S had the luxury of using some of the same components as the iPhone 4.  This year the metal case is brand new, as is the screen both in size and technology.  There is even a new dock connector (don't get me started on that). This time around Apple's supply chain did not have the advantage of a previous generations device to borrow capacity from.  This time it was from zero to 5 million units and components for said units at launch.  That is pretty impressive.  Congrats to Apple and its suppliers for pulling that off - even if it was still not up to demand.

 

But again to me the biggest news was not about the aforementioned 5 Million iPhone 5's - nope - it was about the 100 Million iOS devices that are now running iOS 6 after just 5 days.  To compare that to last year - when iOS 5 launched last year Apple announced only 25 Million devices had upgraded.  A 4X increase year over year is really impressive and great news to devcelopers of iOS Apps.

 

If you want to see how big a deal this is vs say Android.  Jelly bean - aka Android 4.1 launched in early July.  Through early September - over 2 months after the launch of Jelly Bean - Android had 1.47% adoption. (And Android fan boys thought that was good news - Yikes!!).  Working out the numbers 1.46% of about 450 Mil Android devices is about 6.6 Million Android devices in 60 days that have been able to be updated to the latest version of their OS vs over 100 Million iOS devices in just 5 days now running the lastest version of iOS.  This is again why it is so important if you are a developer to develop first for iOS.  You can be assured that when you are developing for the latest version - there is actually an audience for your app. 

 

Category:breaking news -- posted at: 4:39pm EST
Comments[0]

This page will be a round up of Rumors about the iPhone 2013 - the 7th generation of the iPhone. 

==================

Rumor - Apple to trial production of iPhone 5S soon.  

Rumor Monger - Digitimes

Date - November 12th 2012

Jist of Rumor - The "iPhone 5S" (7th gen iPhone) is expected to start volume production in Q1 2013.  There might even be some initiai production in December 2012. 

Beliveability of Rumor - None - it is from Digitimes.  

Those Re-reporting as possible: 

MacRumors

ComputerWorld

The Washington Post

Slashgear

Detrioit Free Press

eWeek

Cnet

9to5Mac

PCMag

Mashable

Appadvice

=====================

Category:breaking news -- posted at: 6:00am EST
Comments[0]

Last year when the iPhone 4S was first announced the Talking heads bemoaned how small an update the 4S was.  Which to me seemed way off the mark.  So I went and compared the new features to the iPhone 4 vs new features for the 4S.  You can see that comparison here.  But in a nutshell what I found was the iPhone 4S was just as big an upgrade from the iPhone 4 as the iPhone 4 was from the iPhone 3GS.  And essentially just because it was called iPhone 4S and not iPhone 5 - many thought it was an incremental update at best.  They were wrong.  

 

Fast forward 11 months and how does the iPhone 5 upgrade from the iPhone 4S measure up.  After all Apple said it was the biggest upgrade ever.  Well per the below chart you can see all the new key features for the iPhone 5, 4S and 4.  

 

Larger version here

 

At initial glance it seems to be a major upgrade - at "initial glance" that is.  But when you really look closely what I think you will see is that the iPhone 5 is really a smaller update than what we had with the iPhone 4S.  Blasphemy you say - well let me take this one step further.

 

Lets assign a score to each new feature.  And lets rate them as a +1 or +2 or +3 depending on if they are a minor, mid or major upgrade to the UI for the end user.  So for example with the iPhone 4 - the Retina display would be a +3, the 720p Video recording would be a +2 and the 4 element lens would be a +1.  By going through all the new updates for that version of the iPhone vs the previous - you get the results in the chart below. 

 


Larger version here

 

The iPhone 4's new features vs the 3GS give a score of +30.  The iPhone 4S's new features vs the iPhone give a score of +29.  This is very much in line with what we said a year ago - that the iPhone 4S was just as big an upgrade vs the iPhone 4 as the iPhone 4 was vs the iPhone 3GS.  

 

But when we look at the iPhone 5 - well it scores just a +25.  And that is giving a 0 score for the new 9 pin dock connector.  If you are someone coming from another iOS device - this likely would be looked at as a -2 or -3.  And then there is the movement of the headphone jack from the top of the device to the bottom.  Again this is not scorred - but if it was - it would be a -2 or -3 as well.  Wait until try to plug your headphones in and put it in a dock on your desk.  Yeah - that is going to suck.  So if you add in the minuses - what you are looking at is a score of +20 for the iPhone 5 vs +29 for the iPhone 4S and a +30 for the iPhone 4.  

 

If you are someone with an iPhone 4S - I just don't see how you can be as excited about upgrading to the iPhone 5 - as you were when upgrading from the iPhone 4.  Now that all said - if you are coming from the iPhone 4 or earlier or from an Android device - the difference will be that between Heaven and Hades - to pull a quote from a Samsung Executive.  

 

Calling it the iPhone 5 will cause many bloggers to report it as a bigger upgrade than it was - just like they belittled the iPhone 4S last year becasue it was called the iPhone 4S.   Isn't it amazing how much power there is in a name.  

 

 

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Category:breaking news -- posted at: 5:30pm EST
Comments[6]

iPhone 2012 - Rumor Bingo Card

Per Tradition here is the iPhone 2012 Rumor Bingo Card.

I do not expect to see all or even most of these - these are just a collection of the most spread rumors about the iPhone 2012.  

Direct download: bingo_card_iPhone2012.pdf
Category:breaking news -- posted at: 1:57pm EST
Comments[1]

Apple Q2 2012 Quarterly Report

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Here is a very quick summary of the latest quarterly numbers from Apple:

Rev = $35 Billion (up from $28.6 Billion in the year ago quarter)

Total Cash = $117.2 Billion (up $7 Billion for the quarter)

 

Last Quarter Sales

iPhones Sold = 26 Mil (vs 20.34 Mil year ago quarter and 35.1 Mil last quarter)

iPads Sold = 17 Mil (vs 9.25 Mil year ago quarter and 11.8 Mil last quarter)

iPod Touches Sold = Not given as usual but over half of the 6.8 Mil iPods sold

All iPod's Sold = 6.8 Mil  (vs 7.5 Mil in the year ago quarter)

 

Misc Notes

Over 410 Mil iOS device sold to date.

Over 650,000 iOS Apps available in the App store. 

Over 225,000 iPad Apps available in the App store.

iPhone is available at over 250 carriers world wide.

iPads for sale in 97 countries around the world. 

Paid out over $5.5 Billion to Developers to date.

1.3 Mil Apple TV's sold last quarter and over 4 Mil combined the last 3 quarters.

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Category:breaking news -- posted at: 3:30pm EST
Comments[0]

Verizon CFO Fran Shammo hinted at a major smartphone launch in Q4 of this year - IE the iPhone 2012.  That was the highlight most posts started off with from the conference call - but really that is not news just a confirmation of what was expected by almost all.  

 

What was news is this past quarter Verizon sold 2.7 million iPhones - vs 2.9 Million Android smartphones combined.  So yes once again the iPhone was the best selling smartphone on Verizon. That the iPhone and ALL Android phones combined were so close in sales is amazing when you consider Verizon sales staff has been pushing new customers to 4G / LTE Android phones the entire quarter.  

 

According to CNET overall Verizon sold 5.9 Mil smartphones. So that you don't need to go to your calc app - that means RIM sold 300k smartphones at Verizon last quarter - Yikes!! Ouch !!! oh my and simply Wow - but not in a good way wow.  I should note - That looking at the transcript at Seeking Alpha - I could not confirm that 5.9 Mil number.

 

To put the 2.7 Mil iPhones into perspective Verizon sold 2.3 Mil in the year ago quarter - but sold 3.2 Mil in Q1 of 2012.  


Category:breaking news -- posted at: 1:34pm EST
Comments[0]

iPhone 4 and 3GS when it comes to iOS 6 - A lot less soup for you.

 

Update:  Thanks to long time listener Thomas from Tuscaloosa AL for the above image. Higher Res version here  

 

WTF?!! - I think that sums up the reaction of anyone with an iPhone 4 - that found out that in iOS 6 - the long sought after feature of turn by turn navigation - will NOT be available for them, neither will other features announced and even more will be missing for the iPhone 3GS.  From Apples site - http://www.apple.com/ios/ios6/ 

 

      • Features are subject to change. Not all features are available on all devices.
      1. ...Flyover and turn-by-turn navigation will be available only on iPhone 4S and iPad 2 or later....
      2. Siri will be available only on iPhone 4S and iPad (3rd generation) and requires Internet access...
      3. Shared Photo Streams requires iOS 6 on iPhone 4 or later or iPad 2 or later, or a Mac computer with OS X Mountain Lion...
      4. FaceTime over a cellular network requires iPhone 4S or iPad (3rd generation) with cellular data capability...
      5. VIP list and VIP and Flagged smart mailboxes will be available on iPhone 4 or later and iPad 2 or later.
      6. Offline Reading List will be available on iPhone 4 or later and iPad 2 or later.
      7. Made for iPhone hearing aids require iPhone 4S...
       
    •  

If you want turn by turn directions with iOS 6. Only the iPhone 4S and iPhone 2012 will support turn by turn. iPhone 4 and iPhone 3GS owners sorry no soup for you. Which again brings us back to the WTF phrase going through most peoples minds that own the 3GS or 4. Clearly the iPhone 4 and even 3GS can handle turn by turn directions - Tom Tom, Navigon and others have been offering up apps that do that for some time now and work great on the 3GS and 4.  

 

So the only real and logical reason for Apple to not include it is simply a marketing decision to get you to upgrade early. But really Apple if turn by turn was what would drive someone to upgrade - would they not have upgraded to an android phone where that feature is standard on even the most run of the mill get it free with a 2 yr contract type android phone. So Apple Shame on your for not getting Turn by Turn navigation working on the iPhone 4 and 3GS. You know you are still actually selling those devices. Just Sayin.

So a quick summary of what you will miss out on for the iPhone 4 and 3GS in iOS 6

 

iPhone 4 - No Soup for You Features:

Turn by Turn Navigation

Fly Over

Any Siri Features

Facetime over Cellular (Really???)

Made for iPhone Hearing Aids (This one is likely Bluetooth 4 related)

 

 

iPhone 3GS - No Soup for You Features:

All those mentioned above for iPhone 4

Shared Photo Stream (Stick with instagram)

VIP List, VIP and Flagged Smart Mailboxes (Again Really???)

Offline Reading Lists 

 

Clearly looking at this list there are features missing from the iPhone 4 and 3GS that can only be explained by one word - MARKETING.  Expect to read / hear more about this in the months to come.  



Category:breaking news -- posted at: 11:12pm EST
Comments[3]

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