- Peter Oppenheimer: Highest March quarter revenue and net quarter income in Apple's history. Strong sales of Macs and iPods. - Strong revenue growth, higher than expected gross margins (29%) - Mac 62% of total revenue. Up 27%. - 1,070,000 Macintoshes shipped - 608,000 Desktops (up 55%) - iMac G5, eMac, MacMini's 467,000 - PowerMacs 141,000 - 462,000 Portables - iBooks 251,000 - PowerBooks 211,000 - Music Business - 38% of total Apple revenue. - Shipped 5.3 million iPods during the Quarter - New iPod Shuffle and new iPod Mini's - Feb Data. #1 in the Flash MP3 margin. 43% market share in Flash. - Now over 350 million songs sold on iTunes - Retail growth - Education Channel. - Growth in Cash - Next quarter will stop reporting CPU sales by product family, but instead in broad categories. Desktops and Portables to bring into line with detail in their music reporting as well as their competitors Q&A Session
- Q on supply/demand on iPods at this point across geographical regions. A: feel they reached a supply/demand balance by end of quarter - Q: Pent up demand for Macs into this Q2 waiting for Tiger? A: Difficult to predict. - Q: New Mac users in Retail? A: Low to mid-40% range. sales quite strong. - Q: iPod gross Margins A: Overall line margin was a little above 20% in the Quarter - Q: How many Mac Mini's sold? A: We're not going to do that for competitive reasons. Very pleased with customer response and sales. - Q: Last conference call, mentioned that putting a G5 in a PowerBook would be a significant technical challenge. A: Still think it's the "mother of all" thermal challenges. - Q: Question about future products on the magnitude of the iPod in the future? A: Can't answer that question. - Q: MacMini and Best Buy and targets. Also we're expecting a refresh coming for PowerMacs. Thoughts about PowerMac and sales? A: Did ship some units to Best Buy at the beginning of April. On the PowerMac, the PowerMac is largely driven by our Pro business. Continue to see a desktop migration to mobile, however, the PowerMac continues to be a very important part of our lineup for many of our customers. Obviously we'll continue to announce great things w/ respect to the PowerMac. - HP iPod sales made up less than 3% of iPod sales. - Q: iTunes profits? A: A little above break even - Hard Drive base MP3 marketshare 90% - Flash based MP3 marketshare 43% (0% to 43% in the month of availability) - 70% overall MP3 market share for Feb. Up from December Quarter
Wednesday February 26, 2025 6:32 am PST by Joe Rossignol
In an all-caps post on Truth Social today, U.S. President Donald Trump said Apple should fully end its diversity, equity, and inclusion (DEI) policies.
Tim Cook meeting with President Trump in 2017
"APPLE SHOULD GET RID OF DEI RULES, NOT JUST MAKE ADJUSTMENTS TO THEM," he wrote.
Trump's post comes one day after Apple held its annual shareholders meeting, during which a majority of...
Wednesday February 26, 2025 7:15 am PST by Joe Rossignol
In a recent press release, Apple confirmed that iOS 18.4 will be released in April.
From the Apple News+ Food announcement:Coming with iOS 18.4 and iPadOS 18.4 in April, Apple News+ subscribers will have access to Apple News+ Food, a new section that will feature tens of thousands of recipes — as well as stories about restaurants, healthy eating, kitchen essentials, and more — from the...
The Apple Watch Ultra 3 is expected to launch later this year, arriving two years after the previous model with a series of improvements.
While no noticeable design changes are expected for the third generation since the company tends to stick with the same Apple Watch design through three generations before changing it, there are a series of internal upgrades on the way.
By the time the ...
Tuesday February 25, 2025 2:58 am PST by Tim Hardwick
Apple is making significant headway on its long-rumored foldable iPhone, with a new report suggesting the company has achieved a major breakthrough by effectively eliminating the screen crease that plagues current foldable devices.
According to Korean publication ETNews, Apple is finalizing its component suppliers for the foldable iPhone, with the selection process expected to be completed...
Tuesday February 25, 2025 1:18 pm PST by Juli Clover
Multiple iPhone owners today noticed a pronunciation processing issue that causes the word "Trump" to momentarily show up when using dictation to send a message with the word "racist."
In some cases, when speaking the word racist through the iPhone's built-in dictation feature, the iPhone briefly interprets the spoken word as "Trump" and "Trump" text shows up in the Messages app before being ...
Monday February 24, 2025 9:14 am PST by Joe Rossignol
According to a post on X today from a leaker known as Kosutami, Apple plans to launch AirPods Pro 3 in May or June this year.
The leaker also claimed that an AirTag 2 will launch around the same time.
Kosutami is best known as a collector of prototype Apple hardware, but they have occasionally shared accurate information about Apple's future product plans. For example, they accurately...
Monday February 24, 2025 6:11 am PST by Joe Rossignol
Apple plans to launch a second-generation AirTag in May or June this year, according to a post today from a leaker known as Kosutami.
Bloomberg's Mark Gurman previously reported that a new AirTag would be released in mid-2025. May or June would align with that timeframe.
Below, we recap three new features rumored for the AirTag 2:
With a second-generation Ultra Wideband chip, the...
Sunday February 23, 2025 2:23 pm PST by Joe Rossignol
The first beta of iOS 18.4 is now available, and it includes a small but useful change for CarPlay.
As we noted in our list of iOS 18.4 features, CarPlay now shows a third row of icons, up from two rows previously. However, this change is only visible in vehicles with a larger center display. For example, a MacRumors Forums member noticed the change in a Toyota Tundra, which can be equipped...
