All Articles Tagged financial results

Apple Q1 Conference Call Highlights: 4.4M iPhones Sold, 13.6M in 2008

iPhone Business Model

We’re listening to Apple’s Q1 conference call, looking for any and all iPhone details in particular to share, and we’ll update as soon as we get them!

  • 22.7 Million iPods sold
  • iPod touch has been established as outstanding gaming, communication platform.
  • 73% of MP3 player market
  • 70% in UK and Australia, 50% in Canada
  • iTunes record quarter
  • App Store tremendous success
  • 15,000 apps, 500,000,000 downloads
  • 4.4 Million iPhones sold in Q4,
  • 13.7 million sold in year (more than the 10 they predicted)
  • 70 countries
  • Competitors scrambling to catch up
  • Years ahead of competition
  • 28 billion in the bank
  • Plan to open 25 stores in 2009, half internationally
  • $199 iPhone a compelling value, nothing else like it in the market
  • Not going to play in low-end phone market
  • Will look at non-subsidized market and not leaving umbrella
  • Loves competition, will suit up against any other smartphone, but won’t stand for anyone ripping off their IP (Tim Cook)
  • Call ended!


Apple Q1 Conference Call Coming January 21

iPhone Business Model

About the only time Apple updates iPhone sales numbers is during their quarterly conference calls. Last time Steve Jobs himself showed up to crow about the iPhone hitting 10 million ahead of schedule and outselling the BlackBerry. This time? We don’t count on it, but with Steve Jobs, we can never count anything out either.

TUAW says Apple will have this last quarter’s call on Wednesday, January 21 (streaming audio link). TiPb, as per usual, will provide coverage of the event, with focus on the iPhone news.

Mark your calendars, and then jump into the comments and let us know how many iPhones you think have been sold by now, 12 million? What about App Store downloads? Half a billion yet? (Our bet is TiPb commenters get far closer than the analysts who should be popping up any minute now…)

iPhone in Canada: Rogers Sold 255K iPhones Last Quarter!

Sarumon Consults the Eye of Rogers on Canadian iPhone 3G Data Rates

Okay, fair enough, it’s not the nearly 7 million iPhones our big United Statesian brothers to the south consumed in the last quarter, but for a market the size of Canada’s (where it is cold and we must work hard just to survive…), 255,000 iPhones moved is EPIC.

Says Electronista:

The telecoms company sold and activated a total of 255,000 iPhones between the device’s July 11th launch and the end of September, helping the carrier boost its net subscriber additions to 191,000 and increasing the company’s average income per user “considerably above” the average thanks to many attaching a data plan to their services.

Rogers claims that the subsidies they provided for this many iPhones put a drain on them, but thanks to the huge — and ongoing — monthly service plans attached, I don’t think many give a flying hockey puck about that, especially after they just recently cut the commission rates for their reps.

Like in the US, these results are expected to have come at the expense of rival, in this case CDMA, networks Bell and Telus (since Rogers/Fido enjoys a GSM monopoly position).

Could their threat of ending their fairer 30$/6GB data plan last month have helped boost sales? I know roughly 8 people who all got iPhones for just that reason. Anyone else?

Updated: 10 Million iPhones in 2008! 7 Million in last 3 Months! Apple Q4 Results!

10 Million iPhone March

Apple is reporting their Q4, 2008 financial results, and while things look good for the Mac, they look great for the iPhone, with 6,892,000 units sold during the 3 month period, up from 1,119,000 in the same quarter last year. And YES! Apple has already made their 10 million iPhone in 2008 goal, with the holiday season still to come. This makes Apple, dollar-for-dollar, the third largest mobile phone manufacturer in the world (after Nokia and Samsung), and Apple has only been in the space since June 2007!

Says Apple CEO, Steve Jobs:

“Apple just reported one of the best quarters in its history, with a spectacular performance by the iPhone—we sold more phones than RIM.”

Boom!

Mac’s hit 2.6 million, iPod’s at 11 million (not breakout for iPod Touch, as usual).

Conference call is currently underway (and Steve’s on the call!).

Here are some highlights:

When asked why Apple only had 1 iPhone SKU, Steve replied (paraphrased), Babe Ruth only had 1 home run… he just kept hitting it.

On the same topic, Steve said that while other companies made dozens of different voice units, he believes software was becoming the differentiating factor, and that presenting developers with multiple device versions wasn’t compelling. He also said Apple’s competition didn’t come from software backgrounds like Apple did.

When asked if RIM having around 50% upgrades vs. new users, if the iPhone had a greater number of new users, did that make Apple’s true success against RIM higher, Steve maintained he was happy just to beat RIM on the direct numbers.

No direct US vs. International split for iPhone sales were given.


Apple 2008 Q4 Conference Call Tomorrow

iPhone Business Model

Just a reminder that Apple will hold their 2008 Q4 Conference Call tomorrow at 2pm PDT/ 5pm EDT, which should include the first full quarter of iPhone sales, and thus those iPhone sales numbers every analyst and their magic 8-ball have been slathering for.

As always, TiPb will be here with coverage of all the highlights (and lowlights, if needed), but we have to remind everyone that, unlike a SteveNote presentation, conference calls are less with the “BOOM!” and more with the drone-like repetition of corporate governance (@$$ coverage), ad naseum infinitum. Tim Cook will likely handle hosting duties, as he did last time.

See you then!

Apple Posts 3rd Quarter Results: Hello Halo Effect?

We told you that today’s earnings would be thin on iPhone details and that is definitely the case. Apple’s just posted their 3rd quarter results and the results are: dizzang!

Dig the full results (minus the legal speak) after the break. Here’s the short version: a record number of Macs were sold, just shy of 2.5 million, which works out to about 41% growth year over year, 43% revenue growth. That’s ALottaMacs, friends, and it helped Apple hit a quarterly profit of over a billion dollars on $7.46 billion in revenue — both significant increases over the same quarter last year. Margins were down a hair, but whatev — Apple’s selling Macs, dig?

We can’t wait to see what the financial results are for iPhone sales (they’ll come next quarter), but we have a sneaking suspicion that numbers like these mean that the just-dandy sales for iPhones 2 quarters ago have translated into quite a few people getting interested in replacing a PC with a Mac. As Mac-users ourselves, we welcome you folks to the fold. Are you a recent switcher? Was it the Halo effect? Is your new iPhone 3G spotting a shiny halo that has you thinking Mac for your next purchase?

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Apple’s Financial Results Tonight Will be Light on iPhone

MacRumors is reporting that tonight’s financial results from Apple aren’t going to contain a whole lot of crunchy iPhone goodness. The news is based on a Bloomberg report that points out that Apple’s last quarter ended before the iPhone 2.0 software update was available, Apple doesn’t count those sales towards revenue. Likely if they had, they might have had to go all Sarbanes-Oxley on us and charge for that update. That might be fine for iPod owners, but iPhone owners have had enough of hidden costs lately.

The lack of iPhone info doesn’t look to put much of a damper on the earning call, though, as the high-margin Mac has been selling quite well (especially in laptop form). If you still want to listen in for that, Apple has a webcast set up for 5pm Eastern.

iPhone Helps O2 to Best-Ever Quarter

iphone_money_bin.jpg

Based on O2’s last quarter earnings report, the iPhone is not only O2’s fastest selling device, is not only setting new records for customer satisfaction, but helped contribute towards a 9.5% increase for the last quarter 2007.

In addition to Apple’s debut mobile device having the lowest return rate among O2’s lineup, it also drove a whopping 30% more revenue per user than the carrier’s average, and helped add 483,000 customers and 276,000 new contracts (roughly 60% of which were nicked from the competition).

Impressive, innit?

But is it enough to help shore up what some see as Apple’s diminished leverage with international carriers, especially with companies like China Mobile which boast hundreds of thousands of unlocked units already on their networks? We’ll see…

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