- 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
Thursday September 25, 2025 1:11 pm PDT by Joe Rossignol
Apple is developing an all-new operating system codenamed "Charismatic," according to Bloomberg's Mark Gurman.
Apple smart home hub concept based on rumors
This is likely Apple's long-rumored "homeOS" operating system.
In a report last month, Gurman said both Apple's rumored smart home hub in 2026 and tabletop robot in 2027 will run the new operating system. He said the software platform ...
Sunday September 28, 2025 1:30 pm PDT by Joe Rossignol
Apple is preparing to release iOS 26.0.1, according to a private account on X with a proven track record of sharing information about future iOS versions.
The account initially said iOS 26.0.1 would have a build number of 23A350, but they now expect the update to have a build number of 23A355. This suggests that the software update will include more bug fixes or changes than initially...
Sunday September 28, 2025 2:08 pm PDT by Joe Rossignol
Apple's next MacBook Pro models will enter mass production soon, according to the latest information shared by Bloomberg's Mark Gurman.
In his Power On newsletter today, Gurman said he continues to believe the new MacBook Pro models will be released at some point between late 2025 and the first quarter of 2026, meaning they should be available to order by March at the latest.
Apple often...
Monday September 29, 2025 9:31 am PDT by Joe Rossignol
Apple's annual iPhone event is in the rearview mirror, but rumors suggest the company plans to release a handful of additional products before the year ends.
Will there be another Apple event this October? We discuss the possibility below.
Apple in October
Apple's most recent October events were in 2021 and 2023.
In 2022 and 2024, Apple did not host an October event. Instead, it...
Wednesday September 24, 2025 3:58 pm PDT by Juli Clover
With the iPhone 15 series, I did an experiment and kept my iPhone's Charge Limit set at 80 percent for an entire year. It provided an interesting look at the impact of charge limits on battery longevity, so I decided to repeat it for the iPhone 16 line.
Since September 2024, my iPhone 16 Pro Max has been limited to an 80 percent charge, with no cheating. As of today, my battery's maximum...
Monday September 29, 2025 10:12 am PDT by Juli Clover
Apple today released iOS 26.0.1 and iPadOS 26.0.1, the first updates to the iOS 26 and iPadOS 26 operating systems that came out earlier this week.
The new software can be downloaded on eligible iPhones and iPads over-the-air by going to Settings > General > Software Update.
According to Apple's release notes for the update, iOS 26.0.1 addresses a bug that could cause aberrations in...
Friday September 26, 2025 9:01 am PDT by Joe Rossignol
The website ChargerLAB has tested the standard iPhone 17 model's USB-C charging speeds with a variety of Apple's chargers, from 18W to 140W.
The device reached a peak charging speed of around 27W to 28W with these Apple chargers:29W USB-C Power Adapter
30W USB-C Power Adapter
35W Dual USB-C Port Power Adapter
35W Dual USB-C Port Compact Power Adapter
40W Dynamic Power Adapter with 60W Max...
Wednesday September 24, 2025 7:20 am PDT by Joe Rossignol
Apple's annual "Back to School" promotion for students ends soon, so act fast if you want to score free AirPods with the purchase of an eligible new Mac or iPad.
Until Tuesday, September 30, college students and qualifying educational staff in the U.S. can receive free AirPods 4 with Active Noise Cancellation when they purchase an eligible new Mac or iPad from Apple. This is a $179 value.
...
Tuesday September 23, 2025 8:55 am PDT by Joe Rossignol
While the iPhone 18 Pro and iPhone 18 Pro Max are still a year away, there are already a few rumors about the devices that offer an early look ahead.
Below, we have recapped some of the early iPhone 18 Pro rumors so far. This story was published previously, and it has been updated to reflect the latest rumors.
Many early rumors prove to be true, but nothing is confirmed yet, and Apple's...
