Wednesday, January 25, 2012

Apple's story


iCloud climbs to 85 million users
http://www.engadget.com/2012/01/24/icloud-85-million-users/?utm_source=twitterfeed&utm_medium=twitter

Tim Cook: the tablet will be bigger than the PC one day
http://www.engadget.com/2012/01/24/tim-cook-the-tablet-will-be-bigger-than-the-pc-one-day/?utm_source=twitterfeed&utm_medium=twitter

iBooks Author sees 600,000 initial downloads, 3 million for iTunes U app
http://www.engadget.com/2012/01/24/ibooks-author-sees-600-000-initial-downloads-3-million-total-no/?utm_source=twitterfeed&utm_medium=twitter

Apple's Q1 hardware sales: 37 million iPhones, 15.43 million iPads, 5.2 million Macs, 15.4 million iPods
Even the Apple TV enjoyed a record quarter, selling 1.4 million units.
Apple announces Q1 earnings, sets quarterly record with $46.33 billion in revenue with $13.06 billion earnings - for the same period last year -- $26.74 billion and $6 billion, respectively
http://www.engadget.com/2012/01/24/apple-q1-2012-iphone-ipad-ipod-mac-hardware-sales/?utm_source=twitterfeed&utm_medium=twitter
http://images.apple.com/pr/pdf/q1fy12datasum.pdf
http://www.engadget.com/2012/01/24/apple-announces-q1-earnings/

Why Apple TV is finally starting to matter

Apple had sold in the entire year prior, and one-third of the 4.2 million sold in total.
Apple TV might be a hobby, but it’s already the top-selling device in its class. The next-best-selling Roku streaming boxes have sold 2.5 million units over the past three years, compared to Apple’s 4.2 million units in about half the time.
Apple is expected to introduce a connected TV soon.
Users want Internet connectivity and access to streaming content on their TVs but might not be willing to buy a new set to get it. Apple TV is a good stopgap for those not quite ready to jump on the connected TV bandwagon.

http://gigaom.com/video/apple-tv-matters/


(참고로 한국 fiscal year는 1월 ~ 12월, 미국은 9월 ~ 다음 해 8월. 따라서 미국에서 말하는 fiscal 2012 first quarter는 한국에서 말하는 4-4분기)

Apple Reports First Quarter Results

Highest Quarterly Revenue and Earnings Ever

All-Time Record iPhone, iPad and Mac Sales

CUPERTINO, Calif.--(BUSINESS WIRE)--Apple® today announced financial results for its fiscal 2012 first quarter which spanned 14 weeks and ended December 31, 2011. The Company posted record quarterly revenue of $46.33 billion and record quarterly net profit of $13.06 billion, or $13.87 per diluted share. These results compare to revenue of $26.74 billion and net quarterly profit of $6 billion, or $6.43 per diluted share, in the year-ago quarter. Gross margin was 44.7 percent compared to 38.5 percent in the year-ago quarter. International sales accounted for 58 percent of the quarter's revenue.

"Looking ahead to the second fiscal quarter of 2012, which will span 13 weeks, we expect revenue of about $32.5 billion and we expect diluted earnings per share of about $8.50."

The Company sold 37.04 million iPhones in the quarter, representing 128 percent unit growth over the year-ago quarter. Apple sold 15.43 million iPads during the quarter, a 111 percent unit increase over the year-ago quarter. The Company sold 5.2 million Macs during the quarter, a 26 percent unit increase over the year-ago quarter. Apple sold 15.4 million iPods, a 21 percent unit decline from the year-ago quarter.

"We're thrilled with our outstanding results and record-breaking sales of iPhones, iPads and Macs," said Tim Cook, Apple's CEO. "Apple's momentum is incredibly strong, and we have some amazing new products in the pipeline."

"We are very happy to have generated over $17.5 billion in cash flow from operations during the December quarter," said Peter Oppenheimer, Apple's CFO. "Looking ahead to the second fiscal quarter of 2012, which will span 13 weeks, we expect revenue of about $32.5 billion and we expect diluted earnings per share of about $8.50."

Apple will provide live streaming of its Q1 2012 financial results conference call beginning at 2:00 p.m. PST on January 24, 2012 at www.apple.com/quicktime/qtv/earningsq112. This webcast will also be available for replay for approximately two weeks thereafter.

This press release contains forward-looking statements including without limitation those about the Company's estimated revenue and earnings per share. These statements involve risks and uncertainties, and actual results may differ. Risks and uncertainties include without limitation the effect of competitive and economic factors, and the Company's reaction to those factors, on consumer and business buying decisions with respect to the Company's products; continued competitive pressures in the marketplace; the ability of the Company to deliver to the marketplace and stimulate customer demand for new programs, products, and technological innovations on a timely basis; the effect that product introductions and transitions, changes in product pricing or mix, and/or increases in component costs could have on the Company's gross margin; the inventory risk associated with the Company's need to order or commit to order product components in advance of customer orders; the continued availability on acceptable terms, or at all, of certain components and services essential to the Company's business currently obtained by the Company from sole or limited sources; the effect that the Company's dependency on manufacturing and logistics services provided by third parties may have on the quality, quantity or cost of products manufactured or services rendered; risks associated with the Company's international operations; the Company's reliance on third-party intellectual property and digital content; the potential impact of a finding that the Company has infringed on the intellectual property rights of others; the Company's dependency on the performance of distributors, carriers and other resellers of the Company's products; the effect that product and service quality problems could have on the Company's sales and operating profits; the continued service and availability of key executives and employees; war, terrorism, public health issues, natural disasters, and other circumstances that could disrupt supply, delivery, or demand of products; and unfavorable results of other legal proceedings. More information on potential factors that could affect the Company's financial results is included from time to time in the "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" sections of the Company's public reports filed with the SEC, including the Company's Form 10-K for the fiscal year ended September 24, 2011 and its Form 10-Q for the fiscal quarter ended December 31, 2011 to be filed with the SEC. The Company assumes no obligation to update any forward-looking statements or information, which speak as of their respective dates.

Apple designs Macs, the best personal computers in the world, along with OS X, iLife, iWork and professional software. Apple leads the digital music revolution with its iPods and iTunes online store. Apple has reinvented the mobile phone with its revolutionary iPhone and App Store, and is defining the future of mobile media and computing devices with iPad.

CHART OF THE DAY: Apple, The iPhone Company
http://www.businessinsider.com/chart-of-the-day-apple-the-iphone-company-2012-1?nr_email_referer=1&utm_source=Triggermail&utm_medium=email&utm_term=SAI%20Chart%20Of%20The%20Day&utm_campaign=SAI_COTD_012412



chart of the day, apple quarterly revenue by product, jan 24 2012