- 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
Monday December 16, 2024 8:55 am PST by Tim Hardwick
Apple released iOS 18.2 in the second week of December, bringing the second round of Apple Intelligence features to iPhone 15 Pro and iPhone 16 models. This update brings several major advancements to Apple's AI integration, including completely new image generation tools and a range of Visual Intelligence-based enhancements. Apple has added a handful of new non-AI related feature controls as...
Wednesday December 18, 2024 11:39 am PST by Juli Clover
Apple is no longer planning to launch a hardware subscription service that would let customers "subscribe" to get a new iPhone each year, reports Bloomberg's Mark Gurman.
Gurman first shared rumors about Apple's work on a hardware subscription service back in 2022, and at the time, he said that Apple wanted to develop a simple system that would allow customers to pay a monthly fee to gain...
Contrary to recent reports, the iPhone 17 Pro will not feature a horizontal camera layout, according to the leaker known as "Instant Digital."
In a new post on Weibo, the leaker said that a source has confirmed that while the appearance of the back of the iPhone 17 Pro has indeed changed, the layout of the three cameras is "still triangular," rather than the "horizontal bar spread on the...
Wednesday December 18, 2024 10:05 am PST by Juli Clover
Elevation Lab today announced the launch of TimeCapsule, an innovative and simple solution for increasing the battery life of Apple's AirTag.
Priced at $20, TimeCapsule is an AirTag enclosure that houses two AA batteries that offer 14x more battery capacity than the CR2032 battery that the AirTag runs on. It works by attaching the AirTag's upper housing to the built-in custom contact in the...
Tuesday December 17, 2024 9:02 am PST by Joe Rossignol
The current Apple TV 4K was released more than two years ago, so the streaming device is becoming due for a hardware upgrade soon. Fortunately, it was recently rumored that a new Apple TV will launch at some point next year.
Below, we recap rumors about the next-generation Apple TV.
Bloomberg's Mark Gurman last week reported that Apple has been working on its own combined Wi-Fi and...
Monday December 16, 2024 4:17 pm PST by Juli Clover
Blackmagic today announced that its URSA Cine Immersive camera is now available for pre-order, with deliveries set to start late in the first quarter of 2025. Blackmagic says that this is the world's first commercial camera system designed to capture 3D content for the Vision Pro.
The URSA Cine Immersive camera was first introduced in June, but it has not been available for purchase until...
Apple launched the controversial "trashcan" Mac Pro eleven years ago today, introducing one of its most criticized designs that persisted through a period of widespread discontentment with the Mac lineup.
The redesign took the Mac Pro in an entirely new direction, spearheaded by a polished aluminum cylindrical design that became unofficially dubbed the "trashcan" in the Mac community. All of ...
Sunday December 15, 2024 9:47 am PST by Joe Rossignol
Apple is planning a series of "major design" and "format changes" for iPhones over the next few years, according to The Wall Street Journal's Aaron Tilley and Yang Jie.
The paywalled report published today corroborated the widely-rumored "iPhone 17 Air" with an "ultrathin" design that is thinner than current iPhone models. The report did not mention a specific measurement, but previous...
