- 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 October 15, 2025 6:07 am PDT by Joe Rossignol
Apple today updated the 14-inch MacBook Pro base model with its new M5 chip, which is also available in updated iPad Pro and Vision Pro models.
In addition, the base 14-inch MacBook Pro can now be configured with up to 4TB of storage on Apple's online store, whereas the previous model maxed out at 2TB. However, the maximum amount of unified RAM available for this model remains 32GB.
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Apple today announced the next-generation iPad Pro, featuring the custom-designed M5, C1X, and N1 chips.
The M5 chip has up to a 10-core CPU, with four performance cores and six efficiency cores. It features a next-generation GPU with Neural Accelerator in each core, allowing the new iPad Pro to deliver up to 3.5x the AI performance than the previous model, and a third-generation ray-tracing ...
Sunday October 12, 2025 7:05 am PDT by Joe Rossignol
Apple plans to announce new products "this week," according to Bloomberg's Mark Gurman.
Apple's "Mac Your Calendars" teaser last October
In his Power On newsletter today, Gurman said the products set to be updated this week include the iPad Pro, Vision Pro, and "likely" the base 14-inch MacBook Pro, with all three likely to receive a spec bump with Apple's next-generation M5 chip.
Gurman...
Wednesday October 15, 2025 3:54 pm PDT by Juli Clover
We didn't get a second fall event this year, but Apple did unveil updated products with a series of press releases that went out today. The M5 chip made an appearance in new MacBook Pro, Vision Pro, and iPad Pro models.
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We've rounded up our coverage and highlighted the main feature changes for each device below.
MacBook Pro
M5...
Tuesday October 14, 2025 11:59 am PDT by Juli Clover
Apple marketing chief Greg Joswiak today teased the launch of an upcoming product, saying "something powerful is coming" on social media.
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A short animation accompanying Joswiak's teaser reveals a brief glimpse of a MacBook Pro along with the words "coming soon." The shape of the MacBook Pro is a V, which is the Roman numeral...
Apple's AirPods Max have now been available for almost five years, so what do we know about the second-generation version?
According to Apple supply chain analyst Ming-Chi Kuo, the new AirPods Max will be lighter than the current ones, but exactly how much is as yet known. The current AirPods Max weigh 0.85 pounds (386.2 grams), excluding the charging case, making it one of the heavier...
Wednesday October 15, 2025 6:14 am PDT by Joe Rossignol
Apple today updated the Vision Pro headset with its next-generation M5 chip for faster performance, and a more comfortable Dual Knit Band.
The M5 chip has a 10-core CPU, a 10-core GPU with Neural Accelerators, and a 16-core Neural Engine, and we have confirmed the Vision Pro still has 16GB of RAM.
With the M5 chip, the Vision Pro offers faster performance and longer battery life compared...
Tuesday October 14, 2025 4:35 pm PDT by Juli Clover
Apple is going to launch a new version of the MacBook Pro as soon as tomorrow, so we thought we'd go over what to expect from Apple's upcoming Mac.
M5 Chip
The MacBook Pro will be one of the first new devices to use the next-generation M5 chip, which will replace the M4 chip.
The M5 is built on TSMC's more advanced 3-nanometer process, and it will bring speed and efficiency improvements. ...
Wednesday October 15, 2025 6:59 am PDT by Joe Rossignol
The new 14-inch MacBook Pro with an M5 chip does not include a charger in the box in European countries, including the U.K., Ireland, Germany, Italy, France, Spain, the Netherlands, Norway, and others, according to Apple's online store.
In the U.S. and all other countries outside of Europe, the new MacBook Pro comes with Apple's 70W USB-C Power Adapter, but European customers miss out....
Thursday October 16, 2025 9:13 am PDT by Joe Rossignol
Apple on Wednesday updated the 14-inch MacBook Pro, iPad Pro, and Vision Pro with its next-generation M5 chip, but previous rumors have indicated that the company still plans to announce at least a few additional products before the end of the year.
The following Apple products have at one point been rumored to be updated in 2025, although it is unclear if the timeframe for any of them has...
