What I Expect from Apple’s Fiscal 2Q Earnings
Apple reports Fiscal second-quarter financial results after the close of the markets today and so brings the week-long exercise where pundits spend the first half of the week talking about what Apple will say followed by the second half of the week where the selfsame pundits talk about what Apple said. Here’s some food for […]
Historical View of iPhone Pricing
The new iPhones went on sale today. Since the announcement, much as been written about the two models – and especially the implications for Apple. I previously reviewed some of the insights gleaned from Apple’s financial statements and wanted to enumerate on that discussion. As the following charts illustrate, Apple’s reported price for the iPhone […]
Insights from Apple’s (Past) Quarterly Financial Results
Apple released quarterly results for their fiscal third quarter yesterday. While a tremendous amount of ink has been spilled dissecting every ounce of the most recently concluded quarter as well as pontificating about the implications, I thought it worthwhile to look back over the last 15 quarters to see if any insights might be gleaned. Here […]
The Impact of the iPhone5 on the US Economy
J.P. Morgan’s chief economist, Michael Feroli, estimated sales of the iPhone5 could boost annualized GDP growth in calendar Q4 by 0.25 to 0.5 percentage points. You can read more here.
Android Building Among Teen Smartphone Owners
Nielsen recently announced that the majority of teens now own smartphones. Fifty-eight percent of teens now own a smartphone – up from 36 percent in 2011. What is perhaps most interesting, is the strength of Android devices among this audience. According to the same data, 59 percent of teens adopting smartphones in the last three […]
Infographic: Apple Stores
An Integrated Hardware/Software Approach
Over the last few weeks both Google (see Nexus Tablet and Nexus Q) and Microsoft (see Surface) have announced major hardware initiatives. In both cases, these hardware initiatives have been primarily focused on the mobile/tablet ecosystem. Even Microsoft’s recent software announcement – Microsoft SmartGlass – is targeting the growing tablet ecosystem. Both companies are taking a more hands-on […]
Is Apple Winning the Enterprise?
Good Technology is a privately-held company which offers a mobile solution for corporate and government clients. The core offerings include email, calendar, and secure mobile access to applications and company data. While the customer base is likely small relative to the entire universe of tablets and smartphones and many end-users are likely bringing personal, mobile […]
On Apple’s 1Q12 Numbers, iPads and other Apple-related Musings
Apple surprised to the upside (though it really shouldn’t be a surprise) with their quarter results today. Here is a quick overview of what they reported for fiscal 1Q12: Revenue: $46.3bn (+64% q/q +73% y/y) v. consensus of $38.9bn and company guidance of $37.0bn. Gross margin: 44.7% for the quarter (up 440 bps q/q) v. […]
Tablet and eReader Ownership – How to Read Apple’s Numbers
Later today, Apple will report Q1 figures. We know much has changed in the tablet market over the last three months. Earlier this week, Pew Research Center’s Internet & American Life Project reported tablet and eReader ownership (unsurprisingly) surged during the 2011 holiday season. This is consistent with what I expected (and subsequently reported) following Black Friday […]
